UNIVERSITY OF MARYLAND ST JOSEPH FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF MARYLAND ST JOSEPH FOUNDATION INC (EIN 52-1681044)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-12
IRS object ID
201541329349303044
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-12T14:05:55-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET STREET SUITE 700AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521681044EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of Maryland St JosephBusinessNameLine1
Business Name Line2Foundation IncBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of% S MICHELLE LEE VP FIN RPTInCareOfNm
Business Name ControlUNIVBusinessNameControlTxt
Phone4103286984PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 West Pratt StreetAddressLine1
Address Line2Suite 1436AddressLine2
CityBaltimoreCity
StateMDState
ZIP Code21201ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL NICHOLSONPersonNm
Person TitleTREAURER/ CFOPersonTitleTxt
Phone4103286984PhoneNum
Signature2015-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer Personfrank giardiniPreparerPersonNm
PTINP00532355PTIN
Phone4103286984PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPaul NicolsonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17601 Osler DriveAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21204ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,427,529GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.stjosephtowson.com/giving.aspxWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTo nurture the healing ministry of the church by bringing it new life, energy and visibility in the 21st century. Fidelity to the gospel urges us to emphasize human dignity.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$309,369PYContributionsGrantsAmt
CY Contributions Grants$1,104,584CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$218,625PYInvestmentIncomeAmt
CY Investment Income$1,285,180CYInvestmentIncomeAmt
PY Other Revenue$19,250PYOtherRevenueAmt
CY Other Revenue-$10,222CYOtherRevenueAmt
PY Total Revenue$547,244PYTotalRevenueAmt
CY Total Revenue$2,379,542CYTotalRevenueAmt
PY Grants And Similar Paid$1,127,471PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$206,750CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$293,541PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$330,907CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$235,555CYTotalFundraisingExpenseAmt
PY Other Expenses$974,021PYOtherExpensesAmt
CY Other Expenses$845,295CYOtherExpensesAmt
PY Total Expenses$2,395,033PYTotalExpensesAmt
CY Total Expenses$1,382,952CYTotalExpensesAmt
PY Revenues Less Expenses-$1,847,789PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$996,590CYRevenuesLessExpensesAmt
Total Assets BOY$10,527,945TotalAssetsBOYAmt
Total Assets EOY$12,275,560TotalAssetsEOYAmt
Total Liabilities BOY$1,430,538TotalLiabilitiesBOYAmt
Total Liabilities EOY$986,432TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,097,407NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,289,128NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe organization's mission is to nurture the healing ministry of church by bringing it new life, energy and visibility in the 21st century. Fidelity to the gospel urges us to emphasize human dignity AND SOCIAL JUSTICE AS WE MOVE TOWARD THE CREATION OF HEALTHIER COMMUNITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$248,469ExpenseAmt
Grant$206,750GrantAmt
DescUM ST JOSEPH MEDICAL CENTER FOUNDATION, INC. SOLICITS, RECEIVES, AND DISTRIBUTES CHARITABLE GIFTS , FUNDS AND OTHER ASSETS EXCLUSIVELY TO FURTHER THE RELIGIOUS, CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES OF UM ST. JOSEPH MEDICAL CENTER, INC. THESE FUNDS ARE USED SOLELY TO ENHACE THE MEDICAL AND HEALTHCARE SERVICES PROVIDED BY UM ST. JOSEPH MEDICAL CENTER, INC. TO THE PEOPLE OF THE SURROUNDING AREA. FUNDS ARE RAISED UNDER THE OVERALL DIRECTION OF AN UNPAID BOARD OF DIRECTORS WHO, WORKING WITH A GROUP OF VOLUNTEERS, CONDUCT VARIOUS FUNDRAISING CAMPAIGNS AND CHARITABLE EVENTS THROUGH THE YEAR. SOLICITATIONS AS WELL ARE MADE FOR VARIOUS CAPITAL NEEDS OF UM ST JOSEPH MEDICAL CENTER, INC., AS WELL AS , FOR PROGRAMS AND SERVICE ENHANCEMENTS.Desc
Total Program Service Expenses$248,469TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonS MICHELLE LEE VP FIN RPTPersonNm
Phone4103281376PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 W PRATT STREETAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21201ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Mohanakumar Suntharalingam MD
President and CEO UM SJMC2.038.0Yes (X)Yes (X)$0$1,092,315$133,434
Kenneth Suter
Vice Chair2.0Yes (X)Yes (X)$0$0$0
Carmen Deyesu
Secretary2.0Yes (X)Yes (X)$0$0$0
Jill Rosato Huey
President, UM SJMCF40.0Yes (X)Yes (X)$0$57,321$2,051
Tom Boddison
Board Member1.0Yes (X)$0$0$0
Paul Mark Sandler ESQ
Vice Chair2.0Yes (X)Yes (X)$0$0$0
Martin Brutscher
Vice Chair2.0Yes (X)Yes (X)$0$0$0
Raymond Daue
Chairperson2.0Yes (X)Yes (X)$0$0$0
RCS Finney Jr MD
Board Member/Physician UM SJMC1.039.0Yes (X)$0$707,670$22,656
Ned Hanna Jr
Board Member1.0Yes (X)$0$0$0
Kenneth DeFontes Jr
Board Member1.0Yes (X)$0$0$0
Michael Rosellini
Board Member1.0Yes (X)$0$0$0
Michael Schultz
Board Member/UM SJMC Physician1.039.0Yes (X)$0$779,419$22,204
Frederick Smtih DDS
Board Member1.0Yes (X)$0$0$0
Samuel Wells III
Board Member1.0Yes (X)$0$0$0
Rosemarie Liberatore
President, Auxillary1.0Yes (X)$0$0$0
Arsh Mirmiran
Board Member1.0Yes (X)$0$0$0
Stuart Silberg
Board Member1.0Yes (X)$0$0$0
David Vosick II
Board Member1.0Yes (X)$0$0$0
PAUL NICHOLSON
TREAURER/ CFO2.038.0Yes (X)$0$306,316$58,973
Terry Young
president, um sjmcf0.00.0$0$212,580$3,256Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,155,621TotReportableCompRltdOrgAmt
Total Other Compensation$242,574TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$164,915FundraisingAmt
All Other Contributions$939,669AllOtherContributionsAmt
Total Contributions$1,104,584TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,285,180TotalRevenueColumnAmt
Exclusion$1,285,180ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$37,765FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$164,915ContriRptFundraisingEventAmt
Fundraising Direct Expenses$47,987FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,222TotalRevenueColumnAmt
Exclusion-$10,222ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,379,542TotalRevenueColumnAmt
Exclusion$1,274,958ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$206,750TotalAmt
Program Services$206,750ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$330,907TotalAmt
Management And General$330,907ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$75,927TotalAmt
Management And General$75,927ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$685,995TotalAmt
Program Services$34,300ProgramServicesAmt
Management And General$480,197ManagementAndGeneralAmt
Fundraising$171,498FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$18,305TotalAmt
Fundraising$18,305FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$45,620TotalAmt
Program Services$4,562ProgramServicesAmt
Management And General$9,124ManagementAndGeneralAmt
Fundraising$31,934FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$13,864TotalAmt
Management And General$2,773ManagementAndGeneralAmt
Fundraising$11,091FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$712TotalAmt
Fundraising$712FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,857TotalAmt
Program Services$2,857ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUES & SUBSCRIPTIONSDesc
Total$2,015TotalAmt
Fundraising$2,015FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,382,952TotalAmt
Program Services$248,469ProgramServicesAmt
Management And General$898,928ManagementAndGeneralAmt
Fundraising$235,555FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$183,159BOYAmt
EOY$207,532EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$48,499BOYAmt
EOY$261,039EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,080BOYAmt
EOY$150,000EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,219,680BOYAmt
EOY$11,460,642EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$70,527BOYAmt
EOY$196,347EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,527,945BOYAmt
EOY$12,275,560EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$31,100BOYAmt
EOY$14,425EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,399,438BOYAmt
EOY$972,007EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,430,538BOYAmt
EOY$986,432EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,640,762BOYAmt
EOY$5,789,709EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,106,565BOYAmt
EOY$5,099,339EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$350,080BOYAmt
EOY$400,080EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,097,407BOYAmt
EOY$11,289,128EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,527,945BOYAmt
EOY$12,275,560EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$996,590ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$906,411NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$288,720OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,454,339CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,818,889CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,925,288CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$309,369CurrentTaxYearMinus1YearAmt
Current Tax Year$1,104,584CurrentTaxYearAmt
Total$9,612,469TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,454,339CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,818,889CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,925,288CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$309,369CurrentTaxYearMinus1YearAmt
Current Tax Year$1,104,584CurrentTaxYearAmt
Total$9,612,469TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$9,612,469PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,580CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,731CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$130,424CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$218,625CurrentTaxYearMinus1YearAmt
Current Tax Year$1,285,180CurrentTaxYearAmt
Total$1,742,540TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$287,483CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,554CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,339CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,547CurrentTaxYearMinus1YearAmt
Current Tax Year$37,765CurrentTaxYearAmt
Total$421,688TotalAmt
FieldValueIRS element (for citing)
Total Support$11,776,697TotalSupportAmt
Public Support CY1700.81623PublicSupportCY170Pct
Public Support PY1700.89393PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$350,080BeginningYearBalanceAmt
Contributions$50,000ContributionsAmt
End Year Balance$400,080EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$350,080BeginningYearBalanceAmt
End Year Balance$350,080EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,897,187BeginningYearBalanceAmt
Other Expenditures$2,547,107OtherExpendituresAmt
End Year Balance$350,080EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$350,080BeginningYearBalanceAmt
Contributions$2,547,107ContributionsAmt
End Year Balance$2,897,187EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$350,080BeginningYearBalanceAmt
End Year Balance$350,080EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
RESERVE ANNUITIES$72,170
DUE TO AFFILIATES$899,837
FieldValueIRS element (for citing)
Total Liability$972,007TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Intended Uses of Endowment FundsSchedule D, Part V, Line 4 ENDOWMENT FUNDS SUPPORT VARIOUS PROGRAMS AND SERVICES OF THE UM St. Joseph Medical Center.
Liability for Uncertain Tax Position (ASC 740)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 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.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event12013 GOLF EVENTNameOfEvent1Amt
Gross Receipts Event1$202,680GrossReceiptsEvent1Amt
Charitable Contri Event1$164,915CharitableContriEvent1Amt
Gross Revenue Event1$37,765GrossRevenueEvent1Amt
Non Cash Prizes Event1$4,093NonCashPrizesEvent1Amt
Rent Facility Costs Event1$31,163RentFacilityCostsEvent1Amt
Food And Beverage Event1$300FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$12,431OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$202,680GrossReceiptsTotalAmt
Charitable Contributions Tot$164,915CharitableContributionsTotAmt
Gross Revenue Total Events$37,765GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$4,093NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$31,163RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$300FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$12,431OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$47,987DirectExpenseSummaryEventsAmt
Net Income Summary-$10,222NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UM ST JOSEPH MEDICL CTRBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line17601 OSLER DRIVEAddressLine1
CityTOWSONCity
StateMDState
ZIP Code21204ZIPCode
FieldValueIRS element (for citing)
Recipient EIN352445106RecipientEIN
IRC Section501 (C)(3)IRCSectionDesc
Cash Grant$206,750CashGrantAmt
Purpose Of GrantPROGRAM SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationUniversity of Maryland St Joseph Medical Center Foundation provided grants to its 501(c)(3) parent, UM St Joseph Medical Center, inc. during FY2013 due to the recipient's tax exempt status, the organization does not monitor the use of grant funds beyond distribution.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PAUL NICHOLSON
TREAURER/ CFO$0$269,865$0$24,750$0$11,701$0$43,200$0$15,773$0$365,289$0$0
Mohanakumar Suntharalingam MD
President and CEO UM SJMC$0$616,405$0$473,750$0$2,160$0$118,750$0$14,684$0$1,225,749$0$0
RCS Finney Jr MD
Board Member/Physician UM SJMC$0$699,662$0$5,253$0$2,755$0$10,200$0$12,456$0$730,326$0$0
Michael Schultz
Board Member/UM SJMC Physician$0$764,489$0$5,253$0$9,677$0$10,200$0$12,004$0$801,623$0$0
Terry Young
president, um sjmcf$0$80,426$0$589$0$131,565$0$3,256$0$0$215,836$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
COMPENSATION OF CEO/EXECUTIVE DIRECTORSCHEDULE J, PART I, LINE 3 THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES; ALL COMPENSATION TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION ("UMMSC") OR ANOTHER RELATED ENTITY IN THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM
Severence PaymentSCHEDULE J, PART I, LINE 4a Terry Young received a severance payment totaling $122,837 in calendar 2013.
Non-fixed PaymentsSCHEDULE 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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Members or StockholdersForm 990, Part VI, Line 6, 7a & 7b UNIVERSITY OF MARYLAND SYSTEM CORPORATION(UMMS) and UM St Joseph Medical Center, inc (UMSJMC) are THE MEMBERs OF UM St. Joseph FOUNDATION. UMMS and UMSJMC 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 ProcessForm 990, Part VI, Line 11b THE I.R.S. 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. 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 I.R.S. 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 I.R.S. FORM 990. AT THE DISCRETION OF THE REVIEWING BOARD MEMBER, SUCH MEMBER WILL BRING ANY ISSUES OR QUESTIONS RELATED TO THE COMPLETED I.R.S. FORM 990 TO THE ATTENTION OF THE BOARD. NOTWITHSTANDING THE ABOVE, A BOARD RESOLUTION IS NOT REQUIRED FOR THE FILING OF THE ORGANIZATION'S I.R.S. FORM 990. EACH BOARD MEMBER IS PROVIDED WITH A COPY OF THE FINAL I.R.S. FORM 990 BEFORE FILING.
Conflict of Interest Policy Monitoring & EnforcementForm 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, UNIVERSITY SPECIALTY HOSPITAL 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, UNIVERSITY SPECIALTY HOSPITAL 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 CompensationForm 990, Part VI, Lines 15a & 15b THE ORGANIZATION DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE I.R.S. 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 I.R.S. 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 PublicForm 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 I.R.S. 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 I.R.S. 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 EntitiesPART VII, SECTION A, COLUMN (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.
Reconciliation of Net AssetsForm 990, Part XI, Line 9 Change in Fair Value of Investments: $288,720.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (39 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
baltimore washington emergency phys inc
301 hospital driveglen burnieMD21601521756326HealthcareMD501 (c) (3)11ABWMSfalse
baltimore washington healthcare services
301 hospital driveglen burnieMD21601521830243HealthcareMD501 (c) (3)11ABWMSfalse
baltimore washington medical center inc
301 hospital driveglen burnieMD21601520689917HealthcareMD501 (c) (3)03BWMSfalse
baltimore washington medical system inc
301 hospital driveglen burnieMD21601521830242HealthcareMD501 (c) (3)11AUmmscYes (true)
bw medical center foundation inc
301 hospital driveglen burnieMD21601521813656FundraisingMD501 (c) (3)11CBWMSfalse
North Arundel Development Corporation
301 hospital driveglen burnieMD21601521318404Real EstateMD501 (c) (3)NCCfalse
North County Corporation
301 hospital driveglen burnieMD21601521591355Real EstateMD501 (c) (3)BWMSfalse
Chester River Health Foundation Inc
100 Brown StreetChestertownMD21620521338861FundraisingMD501 (c) (3)08CRHSfalse
univ of md shore regional health system
100 Brown StreetChestertownMD21620522046500HealthcareMD501 (c) (3)11AUMMSCfalse
chester river hospital center
100 Brown StreetChestertownMD21620520679694HealthcareMD501 (c) (3)03CRHSfalse
chester river manor
200 morgnec roadChestertownMD21620520679694HealthcareMD501 (c) (3)09CRHSfalse
Maryland general clinical practice group
827 linden avebaltimoreMD21201521566211HealthcareMD501 (c) (3)11BMGHSfalse
Maryland general comm health foundation
827 linden avebaltimoreMD21201522147532FundraisingMD501 (c) (3)11CMGHSfalse
univ of maryland midtown health inc
827 linden avebaltimoreMD21201521175337HealthcareMD501 (c) (3)11BUMMSCfalse
Maryland General Hospital inc
827 linden avebaltimoreMD21201520591667HealthcareMD501 (c) (3)03MGHSfalse
Care Health services inc
219 south washington streeteastonMD21601521510269HealthcareMD501 (c) (3)09SHSfalse
Dorchester General Hospital Foundation
219 south washington streeteastonMD21601521703242FundraisingMD501 (c) (3)11DSHSfalse
Memorial hospital foundation
219 south washington streeteastonMD21601521282080FundraisingMD501 (c) (3)11ASHSfalse
shore clinical foundation inc
219 south washington streeteastonMD21601521874111HealthcareMD501 (c) (3)03SHSfalse
shore health system inc
219 south washington streeteastonMD21601520610538HealthcareMD501 (c) (3)03UmmscYes (true)
James Lawrence Kernan Hosp Endow FD
2200 Kernan DrivebaltimoreMD21207237360743FundraisingMD501 (c) (3)11BUmmscYes (true)
James Lawrence Kernan Hospital inc
2200 Kernan DrivebaltimoreMD21207520591639HealthcareMD501 (c) (3)03UMMSCYes (true)
Shipley's choice medical park inc
22 south greene streetbaltimoreMD21201043643849Real EstateMD501 (c) (3)NCCYes (true)
University of MD medical system corp
22 south greene streetbaltimoreMD21201521362793HealthcareMD501 (c) (3)03Ummscfalse
University specialty hospital
611 south charles streetbaltimoreMD21230521362793HealthcareMD501 (c) (3)03Ummscfalse
University of Maryland Charles Regional
po box 1070la plataMD20646522155576HealthcareMD501 (c) (3)11CUMMSCYes (true)
Civista medical center inc
po box 1070la plataMD20646520445374HealthcareMD501 (c) (3)03CIVHSfalse
Charles Regional Medical Center foundati
po box 1070la plataMD20646521414564FundraisingMD501 (c) (3)11aCIVHSfalse
Charles Regional Medical Center auxiliar
po box 1070la plataMD20646521131193FundraisingMD501 (c) (3)11aCIVHSfalse
univ of md medical system fnd inc
22 south greene streettowsonMD21201522238893FundraisingMD501 (c) (3)11aUmmscYes (true)
hartford Memorial hospital inc
520 upper chesapeake drbel airMD21014520591484healthcareMD501(c)(3)03UMUCHSfalse
uch legacy funding corporation
520 upper chesapeake drbel airMD21014520882914fundraisingMD501 (c)(3)11aumuchsfalse
um upper chesapeake health system inc
520 upper chesapeake drbel airMD21014521398513healthcareMD501 (c)(3)11C; III-FIumuchsfalse
upper chesapeake health foundation inc
520 upper chesapeake drbel airMD21014521398507fundraisingMD501 (c)(3)11aumuchsfalse
upper chesapeake medical center inc
520 upper chesapeake drbel airMD21014521253920healthcareMD501 (c)(3)03umuchsfalse
upper chesapeake medical services inc
520 upper chesapeake drbel airMD21014521501734healthcareMD501(c)(3)09umuchsfalse
upper chesapeake properties inc
520 upper chesapeake drbel airMD21014521907237real estateMD501 (c)(2)umuchsfalse
upper chesapeakest joe's home care in
520 upper chesapeake drbel airMD21014521229742hospiceMD501(c)(3)09UMUCHSfalse
upper ches residential hospice house in
520 upper chesapeake drbel airMD21014260737028hospiceMD501(c)(3)07umuchsfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Direct Controlling NADirectControllingNACd
Arundel Physicians Associates LLC
301 Hospital DriveGlen BurnieMD21061522000762HealthcareMDNA
Baltimore Washington Imaging LLC
301 Hospital DriveGlen BurnieMD21061200806027HealthcareMDNA
Central Maryland Radiology Oncology LLC
10710 Charter DriveColumbiaMD21044270879418HealthcareMDUMMSC
Innovative Health LLC
29165 Canvasback Drive Suite 100EastonMD21601521997287BillingMDNA
NAHSunrise of Severna Park LLC
301 Hospital DriveGlen BurnieMD21061541810729HealthcareMDNA
North Arundel Senior Living LLC
301 Hospital DriveGlen BurnieMD21061541810728HealthcareMDNA
Shipley's Imaging Center LLC
22 South Greene StreetBaltimoreMD21201522040338HealthcareMDUMMSC
Universitycare LLC
22 South Greene StreetBaltimoreMD21201521914892HealthcareMDUMMSC
o'dea medical arts limited partnership
7601 Osler DriveTowsonMD21204521682964RentalMDUMMSC
Avanced Immaging at St Josephs
7601 Osler DriveTowsonMD21201521958002N/A
uchsumms real estate trust
520 Upper Chesapeake Drbel airMD21014276803540hold landNA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/CountryPostal CodeForeignAddress/PostalCodeLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Arundel Physicians Associates Inc
301 Hospital DriveGlen BurnieMD21061521992649HealthcareMDNAC Corp
Baltimore Washington Health Enterprises
301 Hospital DriveGlen BurnieMD21061521936656HealthcareMDNAC Corp
BW Professional Services Inc
301 Hospital DriveGlen BurnieMD21061521655640HealthcareMDNAC Corp
univ of maryland charles regional care p
PO Box 1070La PlataMD20646522176314HealthcareMDNAC Corp
University midtown prof center a condo
827 Linden AvenueBaltimoreMD21201521891126Real EstateMDummscC Corp
Shore Health Enterprises Inc
219 South Washington StreetEastonMD21601521363201Real EstateMDNAC Corp
NA Executive Building Condo Assn Inc
301 Hospital DriveGlen BurnieMD21061Real EstateMDNAC Corp
Terrapin Insurance Company
980129232InsuranceNAC CorpPO Box 1109Grand CaymanCJKY1-1102CJ
UMMS Self Insurance Trust
22 South Greene StreetBaltimoreMD21201526315433InsuranceMDNATrust
upper chesapeake insurance company ltd
980468438Captive insuranceumuchsLTDpo box 1109grand caymanCJCJ
upper chesapeake health ventures inc
520 Upper Chesapeake Drbel airMD21014522031264healthcareMDummsc corp
upper chesapeake medical center land con
520 Upper Chesapeake Drbel airMD21014770674478real estateMDuc med crtc corp
upper chesapeake medical office building
520 Upper Chesapeake Drbel airMD21014521946829real estateMDuc hlth ventc corp
upper chesapeake mgmt svcs org inc
520 Upper Chesapeake Drbel airMD21014521946025management srvcsMDuc hlth ventc corp
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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