2017-05-11T08:08:28-05:00 2016-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2015-07-01 462097818 UMSJ Health System LLC % S MICHELLE LEE UMSJ 4103286984 250 West Pratt Street 24th floor Baltimore MD 21201 PAUL NICHOLSON CFO 4103281376 2017-05-01 true Frank Giardini P00532355 2155614200 2015 2021-01-29 14:40:06Z Paul Nicholson 7601 Osler Drive Towson MD 21204 439301460 false X www.stjosephtowson.com X 2012 MD The Organization's mission is guided by our Catholic health care tradition of loving service & compassionate care. 17 15 2781 669 146378 377036 0 1352164 0 423921940 0 0 0 14027356 0 439301460 0 509400 0 0 0 192625593 0 0 0 0 243240779 0 436375772 0 2925688 0 300707970 0 404843380 0 -104135410 X THE ORGANIZATION'S MISSION IS GUIDED BY OUR CATHOLIC HEALTH CARE TRADITION OF LOVING SERVICE AND COMPASSIONATE CARE. AS AN INTEGRAL MEMBER OF UNIVERSITY OF MARYLAND MEDICAL SYSTEM, WE PROVIDE ACCESS TO A FULL SPECTRUM OF HEALTH CARE SERVICES THAT IMPROVES THE HEALTH OF THE COMMUNITIES WE SERVE. UMSJ Health System, LLC (UMSJHS) received its 501(c)(3) exemption letter in November of 2014. On July 1, 2015, UMSJHS became the parent company for all entities in the University of Maryland St. Joseph Medical System. This system is an integral part of the University of Maryland Medical System and allows the System to provide quality integrated care to patients in the North Baltimore area. Starting July 1, 2015, UMSJHS reports the consolidated financial information and activities of the following related entities, which were previously reported under the University of Maryland Medical System Corporation: UM Medical Regional Supplier, LLC UM Regional Professional Services, LLC UMSJ Properties, LL false false 380370797 509400 423921940 UMSJ Health System, LLC (UMSJHS) supports the activities of its supported organization, the University of Maryland St. Joseph Medical Center. UMSJ Health System, LLC (UMSJHS) received its 501(c)(3) exemption letter in November of 2014. On July 1, 2015, UMSJHS became the parent company for all entities in the University of Maryland St. Joseph Medical System. This system is an integral part of the University of Maryland Medical System and allows the System to provide quality integrated care to patients in the North Baltimore area. Starting July 1, 2015, UMSJHS reports the consolidated financial information and activities of the following related entities, which were previously reported under the University of Maryland Medical System Corporation: UM Medical Regional Supplier, LLC UM Regional Professional Services, LLC UMSJ Properties, LLC UMSJ Medical Group, LLC UMSJ Orthopaedics, LLC UMSJ Medical Center 380370797 true true false true false false false false false true false false true true true false true false false false false false false false false true true true false true false false false false false false false true false false false false true true true false false false true 209 0 true 2781 true true true false false false false false false false false false X 17 15 false false false false true true true true true false false true true true true true true true true true true MD X S MICHELLE LEE 4103281376 250 W PRATT ST Baltimore MD 21201 Honorable Francis X Kelly Chairman 1.0 0.0 X X 0 0 0 Edward J Gillis Esq Vice-Chairman 1.0 0.0 X X 0 0 0 John W Ashworth III Director 1.0 49.0 X 0 780732 23637 Reverend Joseph F Barr Director 1.0 0.0 X 0 0 0 David Brinker MD Director 1.0 0.0 X 0 0 0 Robert A Chrencik Director 1.0 49.0 X 0 2562797 23637 John P Coale Esq Director 1.0 0.0 X 0 0 0 Monsignor Richard E Cramblitt Director 1.0 0.0 X 0 0 0 R Michael Gill Director 1.0 0.0 X 0 0 0 Patrick J Goles Director 1.0 0.0 X 0 0 0 Caroline A Griffin Esq Director 1.0 0.0 X 0 0 0 Honorable Andrew P Harris MD Director 1.0 0.0 X 0 0 0 Monsignor J Bruce Jarboe Director 1.0 0.0 X 0 0 0 E Albert Reece MD Director 1.0 0.0 X 0 0 0 Kim Schatzel PhD Director 1.0 0.0 X 0 0 0 Honorable James T Smith Jr Director 1.0 0.0 X 0 0 0 Adele A Wilzack RN Director 1.0 0.0 X 0 0 0 Mohanakumar Suntharalingam President & CEO 40.0 10.0 X 1242092 0 157792 Paul S Nickolson CFO 40.0 10.0 X 438645 0 27035 Craig J Carmichael VP - Operations 40.0 10.0 X 351615 0 26347 Gail P Cunningham CMO 40.0 10.0 X 518617 0 23367 Walter J Furlong VP - Business Development 40.0 10.0 X 377991 0 24128 Pamela A Jamieson CNO 40.0 10.0 X 344238 0 21102 Brett D Roberts Physician 40.0 0.0 X 830834 0 26948 Farhan Majeed Physician 40.0 0.0 X 1010070 0 34074 Henry Sun Physician 40.0 0.0 X 957792 0 23814 Stephen H Pollock Physician 40.0 0.0 X 686205 0 26442 Michael J Schultz Physician 40.0 0.0 X 777462 0 26533 7535561 3343529 464856 276 false true false TOWSON ORTHOPAEDIC ASSOCIATES 8322 Belona Avenue BALTIMORE MD 21204 Billing & mgmt 10632714 CROTHALL 13028 Collections Drive CHICAGO IL 60693 Housekeeping 3986475 STRYKER FLEX FINANCIAL DIV OF STRYK 25652 Network Place CHICAGO IL 60673 Construction 1558513 PST Services Inc PO Box 742526 ATLANTA GA 303742526 Phys. Billing Svcs. 2576248 Pulmonary Critical Care Associate 400 Redland Ct ste 208 OWINGS MILLS MD 211173292 medical services 2138647 57 1352164 1352164 PATIENT SERVICES 900099 423921940 423921940 423921940 0 0 0 1168956 1168956 0 1168956 1168956 0 0 0 0 PHYSICIAN SERVICES 900099 8272712 8272712 PARKING 900099 1293798 1293798 INCOME FROM JOINT VENTURE 900099 663525 663525 2628365 2481987 146378 12858400 439301460 437802918 146378 509400 509400 0 0 0 3273199 862856 2410343 0 158464786 131343410 27121376 4157133 3420468 736665 18347150 15158860 3188290 8383325 6846248 1537077 65229 65229 0 0 16393 16393 0 0 67750507 57760104 9990403 29419 23854 5565 927441 758533 168908 0 0 6823535 5957441 866094 149923 121438 28485 0 0 12556568 10170820 2385748 0 17153345 13910508 3242837 9101547 8968054 133493 MEDICAL SUPPLIES 78873550 78804870 68680 PURCHASED SERVICES 22601017 20813550 1787467 BAD DEBTS 14649756 14649756 UTILITIES 3722899 3021900 700999 8819650 7268727 1550923 436375772 380370797 56004975 0 0 1287471 0 959950 0 0 0 34815764 0 0 0 0 0 3381588 0 5559626 0 1603035 252090751 53341436 0 198749315 0 0 0 0 0 0 0 0 0 54351221 0 300707970 0 57952449 0 0 0 128688 0 0 0 0 0 0 0 0 0 238885661 0 107876582 0 404843380 X 0 -104136130 0 720 0 0 0 -104135410 0 300707970 X 2925688 -107061098 X false true X true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 16393 16393 false Other Activities SCHEDULE C, PART II-B, LINE 1I The organization does not engage in any direct lobbying activities. The organization pays membership dues to the Maryland Hospital Association (MHA) and the American Hospital Association (AHA). MHA and AHA engage in many support activities including lobbying and advocating for their member hospitals. The MHA and AHA reported that 6.15% and 22.12% 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. 0 15165362 15165362 0 141849578 16991694 124857884 0 158691 53833 104858 0 89095041 35785066 53309975 0 5822079 510843 5311236 198749315 MALPRACTICE TRUST 10107315 OTHER 9858838 ECONOMIC INT. IN FOUNDATION 9502627 LONG TERM INVESTMENT - MRI 7194178 DEBT SERVICE FUND 5816365 INVESTMENT IN SUBSIDIARIES 2532150 OTHER RECEIVABLES 333747 DUE FROM AFFILIATES 9006001 54351221 0 OTHER MALPRACTICE 15652021 ADVANCES FROM 3RD PARTY PAYORS 10633147 RETIRE PENSION 2235203 OTHER LIABILITIES 797926 DUE TO AFFILIATE 78558285 107876582 X FIN48 FOOTNOTE PER AUDIT REPORT SCHEDULE D, PART X, LINE 2 THE ORGANIZATION IS A SUBSIDIARY OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (THE CORPORATION). THE CORPORATION ADOPTED THE PROVISIONS OF ASC 740, ACCOUNTING FOR UNCERTAINTY IN THE INCOME TAXES (FIN 48) ON JULY 1, 2007. THE FOOTNOTE RELATED TO ASC 740 IN THE CORPORATIONS 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. true true true X true true true true false true true 2734246 2734246 0.00800 2734246 2734246 0.00800 1536116 77809 1458307 0.00350 2625431 2625431 0.00620 18222668 18222668 0.04320 606900 45368 561532 0.00130 22991115 123177 22867938 0.05420 25725361 123177 25602184 0.06220 3499 3499 3499 3499 true 10276157 143372170 142410347 961823 X true true 1 1 UMMS St Joseph Medical Center LLC 250 West Pratt Street Baltimore MD 21201 https://www.stjosephtowson.com/home.aspx 03-079 X X X X X 1 UMMS St Joseph Medical Center LLC 1 false false true X X X X X X X X X 15 true true true true X www.stjosephtowson.com X true 15 true www.stjosephtowson.com false false true X 200. 500. X X X X X X true true X X X X true X See Part V, Section C X See Part V, Section C X See Part V, Section C X X X X X true X false X X X X true X false false Community Health Needs Assessment Schedule H, Part V, Line 5 The Community Health Needs Assessment was completed on May 12, 2015, on which date it was approved by the Board of Directors and implemented. Community engagement and feedback were an integral part of the CHNA process. The University of Maryland St. Joseph Medical Center sought community input through key informant focus group discussions with community leaders and partners and an online community member survey available to all Baltimore County residents, and inclusion of community leaders in the prioritization and implementation planning process. Public health and health care professionals shared knowledge and expertise about health issues, and leaders and representatives of non-profit and community-based organizations provided insight on the community, including the medically underserved, low income, and minority populations. An online community survey was conducted with individuals residing in Baltimore County between January 29 and March 18, 2016. Paper copies of the survey were also distributed at various health and community centers to reach a wider demographic. The survey was designed to assess their health status, health risk behaviors, preventive health practices and needs, health care access primarily related to chronic diseases, and community assets and opportunities. The survey took approximately 10 to 15 minutes to complete. A total of 924 resident surveys were completed throughout Baltimore County to promote geographical and ethnic diversity among respondents. Two key informant focus groups were conducted at UM St. Joseph Medical Center on February 10 and February 17, 2016. There were 12 participants in the first session and 11 participants attended the second session. The purpose of the focus groups was to gather expert-level qualitative feedback from a variety of health and social service providers, with an active role and a broad understanding of the health care system and health needs of Baltimore County residents. Key Informant Focus Group Participants George LaRocco, MD, Internal Medicine, Health Part at Hereford Lin Romano, COO, GEDCO Barbara K. Anderson, Executive Director, Pro Bono Counseling Keith Jacobs, Director of Business Operations, Maxim Healthcare Christine Woods, Program Director Wellness, Towson University William S. Queale, MD, Internist, Maxim Healthcare Services Ruth Heltne, VP, Healthy Living, Y in Central Maryland Kara Barlow, RN, Womens Health Associates Julia Johnson, Practice Manager, Womens Health Associates Della J. Leister, RN, Deputy Health Officer, Baltimore County Department of Health Mary Jo Huber, RN, UM SJMC Wayne Brannock, COO, Lorien Health Systems Monica Fulton, RN, Director of Oncology Operations, UM SJMC Angelica Sfakianoudis, Intern, Baltimore County Department of Aging Donna Bilz, Program Coordinator, Baltimore County Department of Aging Ted Gross, MA, Director of Senior Services, GEDCO Kathy Mulford, MS, Director of Bone Health Center, Towson Orthopaedic Associates Captain Steve Adelsberger, EMS Shift Commander, Baltimore County Fire Department Nicolette Morris, MD, Pediatrics, UM SJMC Kirsten McCracken, RN, MSN, CNRN, SCRN, Stroke Center Coordinator, UM SJMC Matt Goldstein, Director Health Services, Towson University Julie Vaughen, MD, Owings Mills Internal Medicine The prioritization session was hosted the morning of Friday, May 13, at UM St. Joseph Medical Center and included: Jackie Sims, Community Member, Patient Advisory Council Robert Breschi, Community Member, Patient Advisory Council Donna Bilz, Baltimore County Department of Aging Irena Koyfman, CRNP, and Ita Cremen, Maxim Laura Culbertson, RN, Baltimore County Department of Aging Alice Chan, Population Health Manager, UM SJMC Michael Wainwright, MS, ACSM, CEP, Supervisor Cardiovascular Fitness, UM SJMC Kellie Edris, Marketing, Communications and Community Health, UM SJMC Mary Jo Adams, RN, Nurse Coordinator, Community Health, UM SJMC Kristen Artes, MS, CHES, Community Health Specialist, UM SJMC Donna Costa, MA, MHS, Oncology Outreach Manager, UM SJMC Mary Jo Huber, RN, Nurse Manager at St. Clare Medical Outreach, UM SJMC Addressing Significant Needs from the CHNA Schedule H, Part V, Line 11 In response to Access to Care, the following actions are being taken: -Increase the number of free flu vaccinations provided to the community. -Increase healthcare access among undocumented population by accepting new patients at St. Clare Medical Outreach (provides primary care for the uninsured). -Extend PCP office hours into evenings and weekends to accommodate variety of patients. -Enhance partnership with ChoiceOne Urgent Care Center by opening additional sites. -Open a Post Discharge Center with 3 disciplines, physician provider, pharmacist and case manager to follow up on high risk patients discharged from UM SJMC and transition them back into the community. -Open a Behavioral Health Center as part of the Post Discharge Center that can help at risk patients transition back into the community (encourages counseling, medication adherence). -Further enhance partnership with Maxim Transition Assist to help high risk patients transition back into the community ensuring proper follow up and psychosocial needs are met. Community Health Workers (CHW) will provide non-clinical in-home services to high risk UM SJMC discharged patients. -Provide telephone post discharge follow up to high risk medical and behavioral health patients and make arrangements to assist or augment discharge plans. -Educate employees about health literacy. -Use a 5th grade reading level in health literature and forms. In response to mental health and substance abuse, the following actions are being taken: -Increase the number of individuals who are screened and referred for depression. -Provide culturally appropriate access to mental health. -Develop and deliver a presentation on substance abuse and sleep. -Provide education & information on smoking cessation. -Provide information and educational material on the dangers of tobacco use and substance abuse at the annual Powered by ME! conference. -Provide educational material on signs/symptoms of mental health issues and appropriate treatment options at the annual Powered By ME! Conference -Provide educational material on negative effects of Performance Enhancing Drugs (PED) use and appropriate treatment options for PED use and /or abuse In response to chronic disease (cardiovascular disease/obesity), the following actions are being taken: -Provide education & information on the importance on healthy eating, heart healthy shopping, nutritional importance for weight loss, hypertension. -Establish individualized A1C goals and blood glucose goals for each St. Clare patient. Monitor and provide education and support as needed. -Increase awareness on the importance of blood pressure management and the signs and symptoms of stroke. -Continue free stroke screenings. -Continue free blood pressure screenings. -Continue free cholesterol screenings. -Offer Chronic Disease Self-Management Program twice a year. -Continue and expand evidence-based diabetes education opportunities. -Continue free body composition analysis with education counseling. -Promote healthy weight loss and management. -Offer free weekly yoga classes. -Implement 'BeMore Fit N Fun' Program to educate youth on the importance of a balanced diet and exercise. In response to cancer, the following actions are being taken: -Educate primary care physicians about cancer screening guidelines. -Improve early cancer detection in community with a focus on disparities. -Implement colorectal cancer screening program for employees. -Continue free breast cancer screenings. -Continue free cervical cancer screenings. In response to fall prevention, the following actions are being taken: -Offer Stepping On Fall Prevention Program twice a year. -Continue free bone density screenings with educational counseling. -Distribute educational material on ways to reduce fall risk. For the full implementation strategy, please visit https://www.stjosephtowson.com/community-health-needs-assessment.aspx A priority that UM SJMC has not pursued is dental health since we do not have dental resources at UM SJMC. Individuals in need are referred to other local dental clinics (Baltimore County Department of Health, Baltimore City Community College and University of Maryland School of Dentistry). At this time, we have not developed a comprehensive response to the priority of obesity in children and adolescents because we have a very small pediatric service at UM SJMC and no on-going relationships with pediatricians in the area which is the appropriate entry point for addressing this priority. Part V, Section B, 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 h Charging FAP-Eligible INdividuals Part V, Section B, Line 22D ALL PATIENTS ARE CHARGED STATE REGULATED RATES, REGARDLESS OF THEIR ABILITY TO PAY. Part V, Section B, 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). Community Benefit Report Schedule H, Part I, Line 6b 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, Line 7a, Column(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. Schedule H, Line 7f Column(c) 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 7f Column(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. Community Building Activities Schedule H, Part II UM St. Joseph Medical Center actively engages with several local partners to promote the health of the community. We have an ongoing partnership with our local Y in Central Maryland, the Orokawa Y in Towson. In addition to a sponsorship that benefits the Ys Give Every Child a Chance Campaign, we plan monthly health events such as free lectures delivered by experts, health fairs and screenings, and flu immunizations. We provide further support and expertise for their initiatives such as family health events, fitness challenges, and awareness efforts. This partnership allows for greater access to our shared community which includes underserved and high risk populations. The collaboration and shared resources have helped both organizations to better assess health needs and gain trust within the community. Our existing programs have been widely promoted to their membership and we have been able to offer tailored programs to meet the needs of their members. UM St. Joseph Medical Center is also proud to support the efforts of Powered by ME!, a program that encourages positive decision making among the youth in our community. This includes an annual conference attended by approximately 500 student athletes, coaches, and administrators from public and private schools in Baltimore County, Baltimore City, Howard County, Harford County, Prince Georges County, and Anne Arundel County. The focus of the conference is performance enhancement, substance abuse, and social responsibility. The message is delivered by professional athletes, health experts, county representatives, and other students. The goal is to empower these young adults to act as role models and reduce the prevalence of drug abuse, eating disorders, partner violence, and bullying in our community. UM St. Joseph Medical Center is a part of the Corporate Internship Program through Cristo Rey Jesuit High School located in Baltimore City. Along with our financial contribution, we commit to hosting four high school students in various departments across the medical center each year. Currently, students are placed in departments such as Employee Health, Mother Baby, Building Operations, and Patient Transport. The students are onsite 1-2 days a week throughout their school year. They learn valuable skills in the work setting and gain exposure to potential careers. We work collaboratively with the Baltimore County Department of Aging to determine timely topics and services for the senior population. On an annual basis, we travel to the majority of the senior centers throughout the county. Most recently, we delivered presentations on how medications can affect sleep and the aging brain at 14 of the Baltimore County Senior Centers. The goal is reduce drug abuse, dependency, and falls. Additionally, we continue to offer free bone density screenings to support bone health awareness and reduced injuries from falls. UM St. Joseph Medical Center is represented in the Baltimore County Health Coalition as well as the University of Maryland System Health Improvement Committee which allows our team to remain well-informed and involved in new initiatives in Baltimore County and surrounding communities. Bad Debt Expense Schedule H, Part III, Lines 2 & 4 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, Marylands 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 Medicare Cost Report Schedule H, Part III, Line 4 & 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, Marylands 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 nationally over the same time frame. Collection Policy 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 and medically necessary 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. 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 Community Health Care Needs Assessment Schedule H, Part VI, Line 2 In FY15, the University of Maryland St. Joseph Medical Center (UM St. Joseph) undertook a comprehensive community health needs assessment (CHNA) to evaluate the health needs of individuals living in Baltimore County, Maryland. The aim of the assessment is to reinforce St. Josephs commitment to the health of residents and align its health prevention efforts with the communitys greatest needs. The assessment examined a variety of health indicators including chronic health conditions, access to health care and social determinants of health. UM St. Joseph contracted with Holleran Consulting, a research firm based in Lancaster, Pennsylvania, to execute this project. The completion of the CHNA enabled UM St. Joseph to take an in-depth look at its community. The findings from the assessment were utilized by UM St. Joseph to prioritize public health issues and develop a community health implementation plan focused on meeting community needs. UM St. Joseph is committed to the people it serves and the communities where they reside. Healthy communities lead to lower health care costs, robust community partnerships, and an overall enhanced quality of life. UM St. Joseph conducted an independent community health survey the previous year. The survey sought to gather information around the most salient health issues in Baltimore County and identify the common barriers that keep people from seeking medical care. Notwithstanding the different methodologies used in the current CHNA and the survey UM St. Joseph undertook, some notable similarities were observed in the findings between the two studies. Eligibility Education Schedule H, Part VI, Line 3 Our financial assistance policy and the communication about our financial assistance policy is regularly reviewed to make sure it is available to our patients in a variety of formats and that it is available in culturally/linguistically sensitive manner and at a reading comprehensive level appropriate to the population of our Community Benefit Service Area. UM St. Joseph created a new plain language summary of its financial assistance policy in addition to its already-existing patient information sheet. Translations of the financial assistance policy are available in the following languages: English, Spanish, French, Russian, Chinese, Korean, Vietnamese and Tagalog. The availability of financial assistance for patients who would otherwise be billed for services about their eligibility for assistance under federal, state or local government programs is communicated to patients in multiple ways: At all our points of registration in the hospital (general registration, Emergency Department) and in our specialized service areas (Perinatal Center, Cancer Institute, etc.) large signs are posted informing the patient that if they face problems in paying for their care, they may apply for financial assistance. The phone number is posted for them to contact one of our financial counselors. When patients are registering in the hospital for inpatient treatment or outpatient treatment, they are given the Patient Financial Information Sheet that is printed on two sides in English and Spanish. This Patient Financial Information Sheet is available at every point of entrance to the hospital and every point of service delivery. It is also included in the patient information packet given to each patient as well as online. When patients are inpatients and do not have any health insurance, one of our financial counselors visits them in their room and discusses with them availability of various government benefits such as Medicaid or state programs offering health care assistance and assists the patients with appropriate qualifications to apply. When patients receive outpatient services and do not have any health insurance, the financial counselor sends them information about their potential eligibility for various government benefits such as Medicaid or state programs offering health care assistance, and invites them to call (Spanish and English-speaking financial counselors are available) to discuss applying for these programs. When a patient applies for financial assistance, our bilingual financial assistance counselor works with the patient to gather appropriate documents and submit their application for financial assistance. Description of Community Served Schedule H, Part VI, Line 4 The community served by UM St. Joseph falls primarily within Baltimore County with a few outlying areas in Harford County and Baltimore City. The immediate geographic area in which UM SJMC is located is predominantly a middle-class/upper middle-class population. While there are, indeed, people from the area proximate to UM SJMC who receive charity care, this is not where the greatest need for charity care exists for us. A significant portion of the charity care cases are concentrated in two areas, the northern segment of Baltimore County around Hunt Valley and Cockeysville, and the Eastern segment in the Carney/Parkville area. The 'hidden' population receiving a significant amount of charity care is a growing Hispanic immigrant population in the Hunt Valley/Cockeysville area. This has created a pocket of financially challenged people in an area that is usually viewed as fairly affluent. Baltimore County Demographics: Population: 805,029 (U.S. Census, 2010) Population by Race-Ethnic Origin: (U.S. Census, 2010) White: 64.6% Black or African American: 26.1% American Indian-Alaska Native: 0.3% Asian: 5.0% Population by Age: (U.S. Census, 2015) Persons under 5: 6.0% Persons under 18: 18.3% 20 to 44 years: 32.6% 45 to 64 years: 27% 65 years and older: 16.1% Educational Attainment: (2014 American Community Survey One-Year Estimates) Less than 9th grade: 3.8% 9th to 12th grade, no diploma: 5.8% High school graduate (includes equivalency): 27.7% Some college, no degree: 18.6% Associates degree: 6.9% Bachelors degree: 21.6% Graduate or professional degree: 15.6% As reported in our 2016 Community Health Needs Assessment, there was a good representation of zip codes in the survey and participants were well spread out throughout the county. Nearly 40% of all respondents reside in zip codes 21234, 21093, 21236, 21286, 21204, 21030 and 21212. Of the total 924 respondents, the majority of respondents were female (81%) and between the ages of 55 to 64 years (24%). An additional 22% of all respondents were between the ages of 65 and 80 years. Over three-quarters of respondents identify themselves as White (79%). The next largest population is the Black/African-American race, at 13% of survey participants. About 8% of all respondents identify themselves as Latino/Hispanic. The most common 'Other' race mentioned was 'mixed.' In regard to educational attainment, a little more than a quarter of respondents (27.0%) have attained an undergraduate degree or higher. Another 24% of survey participants have a graduate or professional-level degree. The majority of respondents in the 'Other' category indicated they have a nursing diploma. The survey also showed that a greater share of respondents (44%) had an annual household income of $75,000 or more and about 10% of respondents fall in the lowest income brackets, with an annual household income of less than $20,000. Respondents were asked to indicate whether or not they have health care coverage, including insurance, prepaid plans, or government plans, such as Medicaid or Medical Assistance. Seventy-one percent of respondents reported they predominately obtain their health care coverage through their own or someone elses employer sponsored plans. About 5% of respondents cited they were currently uninsured. Approximately 86% of survey participants in Baltimore County have at least one person who they think of as their personal doctor. In other words, at least 12% are without a medical home. Survey participants were asked to rate their overall health. In general, self-reported measures of health are favorable among respondents. Over one-half of respondents (53%) reported having very good or excellent overall health. Approximately 14% of respondents reported having fair or poor health. In addition, approximately half of the respondents reported not suffering from physical illness or injury during the previous 30 days. However, nearly a quarter (24%) reported having one to two days of poor physical health and 10% reported having three to four days of poor physical health. Inability to work due to poor physical health was also measured in the survey. A strong majority of respondents in Baltimore County (78%) reported there were no days they were unable to work due to poor health. In contrast, about 6% of respondents reported being unable to work for 11 days or more in the past month because of poor physical health. Some chronic conditions are of concern in Baltimore County. High blood pressure was the most cited health issue respondents encounter (44%). High cholesterol was ranked second with about 39% of respondents selecting the issue and was followed by arthritis with approximately 31% of respondents identifying it as a health concern they have been diagnosed with. Survey participants were also asked in a different set of questions if they have ever been diagnosed with cancer, to which about 22% (N=189) reported that they have. Among these respondents, the most common types of cancer reported by respondents were breast cancer (36%) and skin cancer other than melanoma (22%). The other set of survey questions dealt with identifying the most pressing health issues facing Baltimore County residents. Overweight/Obesity topped the list with close to 60% of respondents selecting the issue as one of the top five most pressing health issues facing their county. Cancer and Drug Abuse/Alcohol Abuse were also health concerns shared by 53% and 43% of respondents respectively. The fourth most pressing health issue was Heart Disease, with a 42% rating, and Diabetes was ranked 5th with a rating of 37%. Promotion of Community Health Schedule H, Part VI, Line 5 UM St. Joseph takes its responsibility as a health resource to the community seriously. Founded on a mission of providing care to the sick and the underserved, UM St. Joseph operates the St. Clare Medical Outreach Clinic that serves a mainly Hispanic population with no access to health care insurance. The 100% charity care is funded by the hospital and focuses mainly on primary care for adults but will also tap into specialty care resources as needed. To help better understand the needs of our community, UM St. Joseph also operates a Patient and Family Advisory Council that helps guide hospital direction for community services as well as raising operational and experience concerns. UM St. Joseph Medical Center mentors clinical students from a variety of health fields and schools. Our employees recognize the importance of providing hands on experiences for these students, and the medical center appreciates that these labor hours foster more qualified graduates joining the workforce. Affiliated Health Care System Schedule H, Part VI, Line 6 As a member of the University of Maryland Medical System, UM-SJMC participates annually in multiple community-based events, i.e., health fairs, screenings and educational opportunities across the UMMS system, particularly in collaboration with the downtown University of Maryland Medical Center. State Filing of Community Benefit Report Schedule H, Part VI, Line 7 Maryland true CRISTO REY CORPORATE INTERNSHIP PROGRAM 420 S Chester St Baltimore MD 21231 205300491 501(C)(3) 26500 General Assistance UMMS ST JOSEPH FOUNDATION INC 250 W Pratt Baltimore MD 21201 521681044 501(c)(3) 450000 General Assistance HOUSE OF RUTH MARYLAND INC 2201 Argonne Drive Baltimore MD 21218 521100236 501(C)(3) 10000 General Assistance TOWSON UNIVERSITY FOUNDATION 8000 York Road Towson MD 21252 520939453 501(C)(3) 15000 General Assistance 4 Grantmaking schedule I, Part I, Line 2 The University of Maryland St. Joseph Health System makes contributions to organizations in support of its overall mission of health promotion in the community it serves. X true true X X X X false true false true false John W Ashworth III Director 0 511790 0 169396 0 99546 0 10600 0 13037 0 804369 0 0 Robert A Chrencik Director 0 1254208 0 1054693 0 253896 0 10600 0 13037 0 2586434 0 0 Mohanakumar Suntharalingam President & CEO 1056863 0 181688 0 3541 0 141713 0 16079 0 1399884 0 0 0 Paul S Nickolson CFO 286616 0 95370 0 56659 0 10600 0 16435 0 465680 0 0 0 Craig J Carmichael VP - Operations 241372 0 75735 0 34508 0 9912 0 16435 0 377962 0 0 0 Gail P Cunningham CMO 367714 0 99960 0 50943 0 10600 0 12767 0 541984 0 0 0 Walter J Furlong VP - Business Development 237573 0 65459 0 74959 0 9797 0 14331 0 402119 0 47867 0 Pamela A Jamieson CNO 259163 0 50219 0 34856 0 10523 0 10579 0 365340 0 0 0 Brett D Roberts Physician 480438 0 349945 0 451 0 10600 0 16348 0 857782 0 0 0 Farhan Majeed Physician 669029 0 340371 0 670 0 10600 0 23474 0 1044144 0 0 0 Henry Sun Physician 588358 0 368910 0 524 0 10600 0 13214 0 981606 0 0 0 Stephen H Pollock Physician 678250 0 0 0 7955 0 10600 0 15842 0 712647 0 0 0 Michael J Schultz Physician 767366 0 0 0 10096 0 10600 0 15933 0 803995 0 0 0 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. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B During the Fiscal Year- ended June 30, 2016, 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: Mohanakumar Suntharalingam During the Fiscal Year-ended June 30, 2016, 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: Craig J.Carmichael Gail P. Cunningham Pamela A. Jamieson Paul S. Nicholson Robert A. Chrencik John W. Ashworth During the Fiscal Year-ended June 30, 2016, 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 the reporting tax year, therefore the full value of the plan, including any contributions to the plan for the current fiscal year is reported as taxable compensation and reported on schedule J, Part II, Line B(III), Other Reportable Compensation. Prior year contributions to the plan were previously reported on Form 990 and are indicated on Schedule J, Part II, Column (F). Walter J. Furlong 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. Senator Francis Kelly Jr Chairman of the Board 177777 Group Insurance Administrator false Senator Francis Kelly, Jr. Francis Kelly is the Chairman of Board of the University of Maryland St. Joseph Health System as well as the Chairman and Chief Executive Officer of Kelly & Associates Insurance Group, Inc. The Health System 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. NOTE ON REORGANIZATION: Form 990 On July 1, 2015 UMSJ Health System, LLC (the parent of all of the St Joseph Medical System entities) was legally merged into UMSJ Health System I, LLC ( a 501(c)(3) tax exempt organization). Also effective on that date, the legal name of the tax exempt organization was changed from UMSJ Health System I, LLC to UMSJ Health System, LLC. Prior to July 1, 2015, all of the activity of the St Joseph Medical System was reported on the 990 tax return of the University of Maryland Medical System Corporation (UMMSC). Subsequent to that date and in all future reporting periods, all activity will be reported on the IRS Form 990 of the St Joe Medical Systems own parent company, UMSJ Health System, LLC. MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 6, 7A & 7B UNIVERSITY OF MARYLAND SYSTEM CORPORATION (UMMS) IS THE SOLE MEMBER OF UMSJ Health System. UMMS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY AND ALL DECISIONS OF THE GOVERNING BODY MUST BE APPROVED BY UMMS. Form 990 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 JAMES LAWRENCE KERNAN HOSPITAL. 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 FOR UMMSC, AND JAMES LAWRENCE KERNAN HOSPITAL. 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 COPY IS PROVIDED ON THE SAME DAY. 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. HOURS ON RELATED ENTITIES 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. Consolidation Total Revenue Per 990 Form 990, Part VIII Entity Contributions Program Invest/Rental Other UMMRSS LLC 45-5565991 - 849,265 - - UMRPS LLC 45-5559036 - 3,606,267 - 86,775 UMSJP LLC 30-0755741 - - - 1,570,149 UMSJMG LLC 37-1704041 - 33,705,458 - 8,228,809 UMSJO LLC 32-0391006 - 24,031,639 - - UMSJMC 35-2445106 1,352,164 361,729,311 1,168,956 2,912,667 Total 1,352,164 423,921,940 1,168,956 12,858,400 Consolidation Total Expense Per 990 Form 990, Part IX Entity Program Management Fundraising UMMRSS LLC 45-5565991 1,287,748 96,447 - UMRPS LLC 45-5559036 2,629,072 283,221 - UMSJP LLC 30-0755741 2,072,966 127,551 - UMSJMG LLC 37-1704041 49,568,236 8,212,813 - UMSJO LLC 32-0391006 27,041,855 1,585,401 - UMSJMC 35-2445106 297,771,190 45,699,542 - Total 380,370,797 56,004,975 - Consolidation, Balance Sheet- Assets Entity Total Assets UMMRSS LLC 45-5565991 1,160,455 UMRPS LLC 45-5559036 2,247,100 UMSJP LLC 30-0755741 2,706,581 UMSJMG LLC 37-1704041 4,283,687 UMSJO LLC 32-0391006 1,572,290 UMSJMC 35-2445106 288,737,857 Total 300,707,970 Consolidation, Balance Sheet- Liabilities and Fund Balance Entity Total Total Total Liabilities Fund Balance UMMRSS LLC 45-5565991 2,626,718 (1,466,263) (1,160,455) UMRPS LLC 45-5559036 478,764 1,768,336 2,247,100 UMSJP LLC 30-0755741 4,956,829 (2,250,248) (2,706,581) UMSJMG LLC 37-1704041 54,652,284 (50,368,597) (4,283,687) UMSJO LLC 32-0391006 23,150,166 (21,577,876) (1,572,290) UMSJMC 35-2445106 318,978,619 (30,240,765) 288,737,854 Total 404,843,380 (104,135,410) 300,707,970 Other Changes in Net Assets or Fund Balances Form 990, Part XI, line 9 Transfer of St. Joseph Entities' (105,385,436) Fund Balance from UMMSC Other Changes in Net Assets (1,675,662) TOTAL (107,061,098) Transfer of Net assets Form 990, Part XI, Line 9 UMSJ Health System, LLC (UMSJHS) received its 501(c)(3) exemption letter in November of 2014. On July 1, 2015, UMSJHS became the parent company for all entities in the University of Maryland St. Joseph Medical System and now reports the consolidated financial information and activities of the following related entities, which were previously reported under the University of Maryland Medical System Corporation: UM Medical Regional Supplier, LLC UM Regional Professional Services, LLC UMSJ Properties, LLC UMSJ Medical Group, LLC UMSJ Orthopaedics, LLC UMSJ Medical Center As such, UMSJHS now reports these entities' combined ending net assets or fund balances at 6/30/15, -$105,385,436, previously included on the UMMS Corporation balance sheet, as a transfer of net assets on this Form 990 for UMSJHS. SJMC Physicians LLC 7601 Osler Drive Towson MD 20204 364734065 Healthcare MD UMSJHS Univ of MD Med Reg Supplier Services 7601 Osler Drive Towson MD 21204 455565991 Healthcare MD 813000 1161000 UMSJHS Univ of MD Med Reg Prof Services 7601 Osler Drive Towson MD 21204 455559036 Healthcare MD 3940000 2246000 UMSJHS UMSJ Properties LLC 7601 Osler Drive Towson MD 21204 300755741 Rental MD 1570000 2707000 UMSJHS Univ of MD St Joseph Medical Center LLC 7601 Osler Drive Towson MD 21204 352445106 Healthcare MD 352886000 288740000 UMSJHS Univ of MD St Joseph Medical Group LLC 7601 Osler Drive Towson MD 21204 371704041 Healthcare MD 41995000 4283000 SJMC Physici Univ of MD St Joseph Orthopaedics LLC 7601 Osler Drive Towson MD 21204 320391006 Healthcare MD 22528000 1574000 SJMC Physici Baltimore Washington Emergency Phys Inc 301 Hospital Drive Glen Burnie MD 21061 521756326 Healthcare MD 501(c)(3) 11A UMBWMS false Baltimore Washington Healthcare Services 301 Hospital Drive Glen Burnie MD 21061 521830243 Healthcare MD 501(c)(3) 11A 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) 11A UMBWMS false BW Medical Center Foundation Inc 301 Hospital Drive Glen Burnie MD 21061 521813656 Fundraising MD 501(c)(3) 11C BWMS 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) 11A UMMSC false Chester River Hospital Center 100 Brown Street Chestertown MD 21620 520679694 Healthcare MD 501(c)(3) 03 UMSRH false Chester River Manor Inc 200 Morgnec Road Chestertown MD 21620 526070333 Healthcare MD 501(c)(3) 09 UMSRH false Maryland General Clinical Practice Group 827 Linden Avenue Baltimore MD 21201 521566211 Healthcare MD 501(c)(3) 11B UMMTH false Maryland General Comm Health Foundation 827 Linden Avenue Baltimore MD 21201 522147532 Fundraising MD 501(c)(3) 11C UMMTH false University of Maryland Midtown Health I 827 Linden Avenue Baltimore MD 21201 521175337 Healthcare MD 501(c)(3) 11B UMMSC false Maryland General Hospital Inc 827 Linden Avenue Baltimore MD 21201 520591667 Healthcare MD 501(c)(3) 03 UMMTH false Care Health Services Inc 219 South Washington Street Easton MD 21601 521510269 Healthcare MD 501(c)(3) 09 UMSRH false Dorchester General Hospital Foundation 219 South Washington Street Easton MD 21601 521703242 Fundraising MD 501(c)(3) 11D UMSRH false Memorial Hospital Foundation Inc 219 South Washington Street Easton MD 21601 521282080 Fundraising MD 501(c)(3) 11A UMSRH false University of Maryland Community Medical 22 South Greene Street Baltimore MD 21201 521874111 Healthcare MD 501(c)(3) 03 UMMSC false Shore Health System Inc 219 South Washington Street Easton MD 21601 520610538 Healthcare MD 501(c)(3) 03 UMMSC false James Lawrence Kernan Hosp Endow Fd 2200 Kernan Drive Baltimore MD 21207 237360743 Fundraising MD 501(c)(3) 11B UMMSC false James Lawrence Kernan Hospital Inc 2200 Kernan Drive Baltimore MD 21207 520591639 Healthcare MD 501(c)(3) 03 UMMSC false UMMS Foundation Inc 22 South Greene Street Baltimore MD 21201 522238893 Fundraising MD 501(c)(3) 11A UMMSC false University of MD Medical System Corp 22 South Greene Street Baltimore MD 21201 521362793 Healthcare MD 501(c)(3) 03 UMMSC false University of Maryland Charles Regional PO Box 1070 La Plata MD 20646 522155576 Healthcare MD 501(c)(3) 11C UMMSC false Civista Medical Center Inc PO Box 1070 La Plata MD 20646 520445374 Healthcare MD 501(c)(3) 03 UMCRH false Charles Regional Medical Center Foundati PO Box 1070 La Plata MD 20646 521414564 Fundraising MD 501(c)(3) 11A UMCRH false Charles Regional Medical Center Auxiliar PO Box 1070 La Plata MD 20646 521131193 Fundraising MD 501(c)(3) 11A UMCRH false Univ of MD St Joseph Foundation Inc 7601 Osler Drive Towson MD 21204 521681044 Fundraising MD 501(c)(3) 11A UMMSC false Harford Memorial Hospital Inc 520 Upper Chesapeake Dr Bel Air MD 21014 520591484 Healthcare MD 501(c)(3) 03 UMUCHS false UCH Legacy Funding Corporation 520 Upper Chesapeake Dr Bel Air MD 21014 520882914 Fundraising MD 501(c)(3) 11A UMUCHS false UM Upper Chesapeake Health System Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521398513 Healthcare MD 501(c)(3) 11C; III-FI UMUCHS false Upper Chesapeake Health Foundation Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521398507 Fundraising MD 501(c)(3) 11A 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) 09 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 HOSPICE MD 501(c)(3) 09 UMUCHS false Arundel Physicians Associates LLC 301 Hospital Drive Glen Burnie MD 20161 522000762 Healthcare MD NA Baltimore Washington Imaging LLC 301 Hospital Drive Glen Burnie MD 20161 200806027 Healthcare MD NA Innovative Health LLC 29165 Canvasback Drive Suite 100 Easton MD 21601 521997287 Billing MD NA Central Maryland Radiology Oncology LLC 10710 Charter Drive Columbia MD 21044 270879418 Healthcare MD NA Universitycare LLC 22 South Greene Street Baltimore MD 21201 521914892 Healthcare MD NA O'Dea Medical Arts Limited Partnership 7601 Osler Drive Towson MD 21204 521682964 Rental MD UMSJHS Advanced Imaging at St Joseph Medical C 7601 Osler Drive Towson MD 21204 521958002 Healthcare MD NA UCHSUMMS Real Estate Trust 520 Upper Chesapeake Dr Bel Air MD 21014 276803540 Real Estate MD NA University of Maryland Charles Regional PO Box 1070 LaPlata MD 20646 300956382 Healthcare MD NA Arundel Physicians Associates Inc 301 Hospital Drive Glen Burnie MD 21061 521992649 Healthcare MD NA C Corp Baltimore Washington Health Enterprises 301 Hospital Drive Glen Burnie MD 21061 521936656 Healthcare MD NA C Corp BW Professional Services Inc 301 Hospital Drive Glen Burnie MD 21061 521655640 Healthcare MD NA C Corp Univ of Maryland Charles Regional Care P PO Box 1070 La Plata MD 20646 522176314 Healthcare MD NA C Corp University Midtown Prof Center A Condom 827 Linden Avenue Baltimore MD 21201 521891126 Real Estate MD NA C Corp NA Executive Building Condo Assn Inc 301 Hospital Drive Glen Burnie MD 21061 Real Estate MD NA C Corp Terrapin Insurance Company PO Box 1109 grand cayman CJ KY1-1102 980129232 Insurance CJ NA C Corp UMMS Self Insurance Trust 22 South Greene Street Baltimore MD 21201 526315433 Insurance MD NA Trust Upper Chesapeake Insurance Company 520 Upper Chesapeake Dr Bel Air MD 21014 980468438 Insurance MD NA LTD Upper Chesapeake Health Ventures Inc 520 Upper Chesapeake Dr Bel Air MD 21014 522031264 Healthcare MD NA C Corp Upper Chesapeake Medical Center Land Con 520 Upper Chesapeake Dr Bel Air MD 21014 770674478 Real Estate MD NA C Corp Upper Chesapeake Medical Office Building 520 Upper Chesapeake Dr Bel Air MD 21014 521946829 Real Estate MD NA C Corp University of Maryland Health Advantage 22 South Greene Street Baltimore MD 21201 461411902 Insurance MD NA C Corp University of Maryland Health Partners 22 South Greene Street Baltimore MD 21201 452815803 Insurance MD NA C Corp University of Maryland Medical System He 22 South Greene Street Baltimore MD 21201 452815722 Insurance MD NA C Corp Shore Orthopedics Inc 219 S Washington Street Easton MD 21601 371817260 Healthcare MD NA C Corp false false false false false false false false false false false false false false true false false false