UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION INC (EIN 52-2238893)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201201359349302195
- Schema version
- 2010v3.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T11:09:41-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 3100 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522238893 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Univ of MD Medical System Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4103281376 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 S Greene Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Henry J Franey | Name |
| Title | Executive Vice President | Title |
| Phone | 4103281376 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155614200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Keith D Persinger | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 S Greene Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16039471 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ummsfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | UMMS FOUNDATION, INC. RAISES CHARITABLE FUNDS TO SAFEGUARD THE FUTURE OF HEALTH CARE EXCELLENCE FOR UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS). | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 22 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10369902 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7231759 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4312688 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8077299 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -221858 | OtherRevenuePriorYear |
| Other Revenue Current Year | -166519 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14460732 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15142539 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10616885 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8998915 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1126870 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 945349 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1357626 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 435395 | OtherExpensePriorYear |
| Other Expenses Current Year | 412277 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12179150 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10356541 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2281582 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4785998 | RevenuesLessExpensesCY |
| Total Assets BOY | 56143663 | TotalAssetsBOY |
| Total Assets EOY | 62362321 | TotalAssetsEOY |
| Total Liabilities BOY | 1315725 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2748385 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 54827938 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 59613936 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UMMS FOUNDATION, INC. RAISES CHARITABLE FUNDS TO SAFEGUARD THE FUTURE OF HEALTH CARE EXCELLENCE FOR UNIVERSITY OF MD MEDICAL SYSTEM (UMMS). THROUGH THE DEVELOPMENT OF CHARITABLE SUPPORT, UMMS FOUNDATION HELPS UMMS REMAIN A LEADING INTERGRATED HEALTH CARE DELIVERY SYSTEM. ESTABLISHED IN MARCH 2000, THE FOUNDATION IS BUILDING AN ENDOWMENT FUND TO SAFEGUARD THE FUTURE OF HEALTH CARE EXCELLENCE AT THE MEDICAL SYSTEM AND IS ITS CENTRAL STRUCTURE FOR FUNDRAISING, STEWARDSHIP AND ENDOWMENT MANAGEMENT. THE UMMS FOUNDATION IS DEDICATED TO A 'CONTRIBUTOR FIRST PHILOSOPHY' -THE FIRST PRIORITY IS TO ENSURE THAT CONTRIBUTOR'S EXPECTATIONS ARE MET. ALL CONTRIBUTORS SHOULD KNOW THEY MADE A GOOD DECISION TO GIVE A GIFT TO UMMS FOUNDATION. THIS MEANS THAT EVERY GIFT WILL BE RECOGNIZED AND STEWARDED IN THE SAME MANNER THAT OUR CONTRIBUTORS EXPECT. UMMS WAS CREATED THROUGH LEGISLATION IN 1984, MAKING IT INDEPENDENT FROM STATE OWNERSHIP AND UNIVERSITY GOVERNANCE. UMMS IS A NOT-FOR-PROFIT HEALTH CARE PROVI | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 8998915 | Expense |
| Grants | 8998915 | Grants |
| Description | UMMS FOUNDATION, INC. RAISES CHARITABLE FUNDS TO SAFEGUARD THE FUTURE OF HEALTH CARE EXCELLENCE FOR UNIVERSITY OF MD MEDICAL SYSTEM (UMMS). THROUGH THE DEVELOPMENT OF CHARITABLE SUPPORT, UMMS FOUNDATION HELPS UMMS REMAIN A LEADING INTEGRATED HEALTH CARE DELIVERY SYSTEM. ESTABLISHED IN MARCH 2000, THE FOUNDATION IS BUILDING AN ENDOWMENT FUND TO SAFEGUARD THE FUTURE OF HEALTH CARE EXCELLENCE AT THE MEDICAL SYSTEM AND IS ITS CENTRAL STRUCTURE FOR FUNDRAISING, STEWARDSHIP AND ENDOWMENT MANAGEMENT. THE UMMS FOUNDATION, INC. PROVIDES SUPPORT TO UMMS FOR THE CONSTRUCTION AND MAINTENACE OF UMMS FACILITIES AND OTHER CAPITAL NEEDS OF ITS HOSPITALS, TO FILL THE GAP WHEN PATIENTS CAN NOT PAY FOR DRUGS OR COVER THE ENTIRE COST OF CARE, AND TO SUPPORT THE DEVELOPMENT OF CLINICAL PROGRAMS THAT ARE ESSENTIAL TO THE COMMUNITY. WE PROVIDE COMMUNITY SUPPORT AND EDUCATION AND ASSIST THE UMMS HOSPITALS TO PROVIDE CUTTING EDGE CARE THAT WOULD OTHERWISE NOT BE AFFORDABLE. | Description |
| Total Program Service Expense | 8998915 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | S MICHELLE LEE | NamePerson |
| Telephone Number | 4103281376 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W PRATT ST STE 1400 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| SENATOR FRANCIS X KELLY | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| SENATOR JOSEPH D TYDINGS | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| JOHN W DILLON | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| STEPHEN A BURCH ESQ | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| STEVEN B PHILLIPS | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| W MOOREHEAD VERMILYE | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| WALTER A TILLEY JR | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| WAYNE L GARDNER SR | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| ALAN H FLEISCHMANN | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| ATWOOD COLLINS III | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| BELKIS LEONG-HONG | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| GEORGES C BENJAMIN MD | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| GILBERTO DE JESUS ESQ | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| JOHN P COALE ESQ | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| SENATOR EDWARD J KASEMEYER | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| KEVIN B OCONNOR | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| LOUISE M GONZALES ESQ | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MELVIN L KELLY | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| MICHAEL E BUSCH | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| ORLAN M JOHNSON ESQ | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| ROBERT L PEVENSTEIN | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| SENATOR CATHERINE E PUGH | ||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | |
| ROGER J MARQUIS | ||||||
| CEO UMMS FOUNDATION | 40.0 | 0 | 134918 | 23631 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 134918 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 23631 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 1095620 | FundraisingEvents |
| Related Organizations | 253000 | RelatedOrganizations |
| Government Grants | 385036 | GovernmentGrants |
| All Other Contributions | 5498103 | AllOtherContributions |
| Total Contributions | 7231759 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8077299 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Exclusion | $8,077,299 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 730413 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1095620 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 896932 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -166519 | TotalRevenueColumn |
| Exclusion | -$166,519 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15142539 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,910,780 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8998915 | Total |
| Program Services | 8998915 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 755457 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 755457 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189892 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 189892 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85650 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 85650 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6372 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 6372 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising |
|---|---|---|
| PURCHASED SERVICES | 297431 | 297431 |
| MISCELLANEOUS | 22824 | 22824 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10356541 | Total |
| Program Services | 8998915 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 1357626 | Fundraising |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4988242 | BOY |
| EOY | 4930245 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51155421 | BOY |
| EOY | 57432076 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56143663 | BOY |
| EOY | 62362321 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1315725 | BOY |
| EOY | 2748385 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1315725 | BOY |
| EOY | 2748385 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31398681 | BOY |
| EOY | 34925149 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5048794 | BOY |
| EOY | 6122319 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18380463 | BOY |
| EOY | 18566468 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54827938 | BOY |
| EOY | 59613936 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56143663 | BOY |
| EOY | 62362321 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 4785998 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521362793 | EIN |
| Type Of Organization | 03 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $8,998,915 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 8998915 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23429257 | BeginningOfYearBalance |
| Contributions | 4450478 | Contributions |
| Investment Earnings Or Losses | 254658 | InvestmentEarningsOrLosses |
| Other Expenditures | 3445605 | OtherExpenditures |
| End Of Year Balance | 24688788 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21823848 | BeginningOfYearBalance |
| Contributions | 4032263 | Contributions |
| Investment Earnings Or Losses | 3247204 | InvestmentEarningsOrLosses |
| Other Expenditures | 5674058 | OtherExpenditures |
| End Of Year Balance | 23429257 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25503625 | BeginningOfYearBalance |
| Contributions | 1192784 | Contributions |
| Investment Earnings Or Losses | -2853596 | InvestmentEarningsOrLosses |
| Other Expenditures | 2018965 | OtherExpenditures |
| End Of Year Balance | 21823848 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.75200 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24800 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS LIMITED AS TO USE | 55554277 |
| BENEFICIAL INTEREST IN OTHER F | 1286486 |
| OTHER ASSETS | 591313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 57432076 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LT LIABILITIES | $76,549 |
| DUE TO AFFILIATE | $2,671,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2748385 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended Uses of Endowment Funds | Schedule D, Part V, Line 4 | ENDOWMENT FUNDS SUPPORT VARIOUS PROGRAMS AND SERVICES OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM. |
| 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
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala | NameOfEvent1 |
| Gross Receipts Event1 | 822180 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 493308 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 328872 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 492204 | RentFacilityCostsEvent1 |
| Name Of Event2 | Race | NameOfEvent2 |
| Gross Receipts Event2 | 481237 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 288742 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 192495 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 183512 | RentFacilityCostsEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 522616 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 313570 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 209046 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 221216 | RentFacilityCostsOtherEvents |
| Gross Receipts Total | 1826033 | GrossReceiptsTotal |
| Charitable Contributions Total | 1095620 | CharitableContributionsTotal |
| Gross Revenue Total Events | 730413 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 896932 | RentFacilityCostsTotalEvents |
| Direct Expense Summary Events | 896932 | DirectExpenseSummaryEvents |
| Net Income Summary | -166519 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORPORATE OFFICE | AddressLine1 |
| Address Line2 | 250 W PRATT ST 24TH FLOOR | AddressLine2 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 521362793 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 8998915 | AmountOfCashGrant |
| Purpose Of Grant | VARIOUS SYSTEM PROGRAMS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Use of Grant Funds Inside U.S. | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | THE FOUNDATION MAKES GRANTS TO SUPPORT THE HEALTHCARE MISSION AND PROGRAMS OF UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROGER J MARQUIS | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 134753 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 165 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 5287 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 18344 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 158549 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Members or Stockholders | Form 990, Part VI, Line 6 | UNIVERSITY OF MARYLAND SYSTEM CORPORATION(UMMS) IS THE SOLE MEMBER OF UMMS FOUNDATION. UMMS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY AND ALL DECISIONS OF THE GOVERNING BODY MUST BE APPROVED BY UMMS. |
| Members or Stockholders Who May Elect | Form 990, Part VI, Line 7a | UNIVERSITY OF MARYLAND SYSTEM CORPORATION(UMMS) IS THE SOLE MEMBER OF UMMS FOUNDATION. UMMS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY AND ALL DECISIONS OF THE GOVERNING BODY MUST BE APPROVED BY UMMS. |
| Decisions Subject to Approval | Form 990, Part VI, Line 7b | UNIVERSITY OF MARYLAND SYSTEM CORPORATION(UMMS) IS THE SOLE MEMBER OF UMMS FOUNDATION. 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 A WEB-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, 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. |
| EXECUTIVE COMPENSATION | FORM 990,PART VI, LINE 15 | THE ORGANIZATION DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVE 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 COMMITTTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGE 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 COIUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANTIONS REGULATIONS. |
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (25 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Baltimore Washington Emergency Phys Inc | |||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521756326 | Health Care | MD | 501(c)(3) | 11 | BWMS |
| Baltimore Washington Healthcare Services | |||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521830243 | Health Care | MD | 501(c)(3) | 11 | BWMS |
| Baltimore Washington Medical Center Inc | |||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 520689917 | Health Care | MD | 501(c)(3) | 03 | BWMS |
| Baltimore Washington Medical System Inc | |||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521830242 | Health Care | MD | 501(c)(3) | 11 | UMMSC |
| BW Medical Center Foundation Inc | |||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521813656 | Fundraising | MD | 501(c)(3) | 11 | BWMS |
| North Arundel Development Corporation | |||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521318404 | Real Estate | MD | 501(c)(2) | BWMS | |
| North County Corporation | |||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521591355 | Real Estate | MD | 501(c)(2) | BWMS | |
| Chester River Health Foundation Inc | |||||||||
| 100 Brown Street | Chestertown | MD | 21620 | 521338861 | Fundraising | MD | 501(c)(3) | 11 | CRHS |
| Chester River Health System Inc | |||||||||
| 100 Brown Street | Chestertown | MD | 21620 | 522046500 | Health Care | MD | 501(c)(3) | 11 | UMMSC |
| Chester River Hospital Center | |||||||||
| 100 Brown Street | Chestertown | MD | 21620 | 520679694 | Health Care | MD | 501(c)(3) | 03 | CRHS |
| Chester River Manor Inc | |||||||||
| 200 Morgnec Road | Chestertown | MD | 21620 | 526070333 | Health Care | MD | 501(c)(3) | 11 | CRHS |
| Maryland General Clinical Practice Group | |||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521566211 | Health Care | MD | 501(c)(3) | 11 | MGHS |
| Maryland General Comm Health Foundation | |||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 522147532 | Fundraising | MD | 501(c)(3) | 11 | MGHS |
| Maryland General Health Systems Inc | |||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521175337 | Health Care | MD | 501(c)(3) | 11 | UMMSC |
| Maryland General Hospital Inc | |||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 520591667 | Health Care | MD | 501(c)(3) | 03 | MGHS |
| Care Health Services Inc | |||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521510269 | Health Care | MD | 501(c)(3) | 11 | SHS |
| Dorchester General Hospital Foundation | |||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521703242 | Fundraising | MD | 501(c)(3) | 11 | SHS |
| Memorial Hospital Foundation Inc | |||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521282080 | Fundraising | MD | 501(c)(3) | 11 | SHS |
| Shore Clinical Foundation Inc | |||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521874111 | Health Care | MD | 501(c)(3) | 11 | SHS |
| Shore Health System Inc | |||||||||
| 219 South Washington Street | Easton | MD | 21601 | 520610538 | Health Care | MD | 501(c)(3) | 03 | UMMSC |
| James Lawrence Kernan Hosp Endow Fd | |||||||||
| 2200 Kernan Drive | Baltimore | MD | 21207 | 237360743 | Fundraising | MD | 501(c)(3) | 11 | UMMSC |
| James Lawrence Kernan Hospital Inc | |||||||||
| 2200 Kernan Drive | Baltimore | MD | 21207 | 520591639 | Health Care | MD | 501(c)(3) | 03 | UMMSC |
| Shipleys Choice Medical Park Inc | |||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 043643849 | Real Estate | MD | 501(c)(2) | UMMSC | |
| University of MD Medical System Corp | |||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521362793 | Health Care | MD | 501(c)(3) | 03 | UMMSC |
| University Specialty Hospital | |||||||||
| 611 South Charles Street | Baltimore | MD | 21230 | 520882914 | Health Care | MD | 501(c)(3) | 03 | UMMSC |
Form990 Schedule R Part III Form990ScheduleRPartIII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| Arundel Physicians Associates LLC | |||||||
| 301 Hospital Drive | Glen Burnie | MD | 20161 | 522000762 | Health Care | MD | NA |
| Central Maryland Radiology Oncology | |||||||
| 10710 Charter Drive | Columbia | MD | 21044 | 270879418 | Health Care | MD | NA |
| Central MD Rehabilitation Center LLC | |||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521939987 | Health Care | MD | NA |
| Helen P Denit Cancer Treatment Center | |||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 522283591 | Health Care | MD | NA |
| Innovative Health LLC | |||||||
| 29165 Canvasback Drive Suite 100 | Easton | MD | 21601 | 521997287 | Billing | MD | NA |
| North Arundel Pet Center LLC | |||||||
| 301 Hospital Drive | Glen Burnie | MD | 20161 | 200806027 | Health Care | MD | NA |
| North Arundel Senior Living LLC | |||||||
| 301 Hospital Drive | Glen Burnie | MD | 20161 | 541810728 | Health Care | MD | NA |
| NAHSunrise of Severna Park LLC | |||||||
| 301 Hospital Drive | Glen Burnie | MD | 20161 | 541810729 | Health Care | MD | NA |
| Shipley's Imaging Center LLC | |||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 522040338 | Health Care | MD | NA |
| Universitycare LLC | |||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521914892 | Health Care | MD | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arundel Physicians Associates Inc | ||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521992649 | Health Care | MD | NA | C Corp | ||||||
| Baltimore Washington Health Enterprises | ||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521936656 | Health Care | MD | NA | C Corp | ||||||
| BW Professional Services Inc | ||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521655640 | Health Care | MD | NA | C Corp | ||||||
| Council of Unit Owners of MD Gen PC | ||||||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521891126 | Real Estate | MD | NA | C Corp | ||||||
| Shore Health Enterprises Inc | ||||||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521363201 | Real Estate | MD | NA | C Corp | ||||||
| University Lithotripter Inc | ||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521451021 | Health Care | MD | NA | C Corp | ||||||
| UMMS Self Insurance Trust | ||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 526315433 | Health Care | MD | NA | C Corp | ||||||
| Terrapin Insurance Company | ||||||||||||||
| 980129232 | Insurance | NA | C Corp | PO Box 1109 | Grand Cayman | Cayman Islands | CJ | KY1-1102 | CJ | |||||
| NA Executive Building Condo Assn Inc | ||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | Real Estate | MD | NA | C Corp | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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