2026-05-13T13:23:46-05:00 2025-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2024-07-01 510329224 UPPER BAY COUNSELING & SUPPORT SERVICES INC AND AFFILIATE UPPE 4109965104 200 BOOTH STREET ELKTON MD 21921 SUANNE BLUMBERG CEO 4109965104 2026-05-13 1 0 LISA JOHNSON P01250416 4106855512 2026-05-12 2024 2025-03-06 01:10:19Z SUANNE BLUMBERG 200 BOOTH STREET ELKTON MD 21921 8834363 0 X WWW.UPPERBAY.ORG X 1990 MD PROVIDES A BROAD AND EXPANDING RANGE OF HIGH QUALITY BEHAVIORAL HEALTH AND COMMUNITY SERVICES. 8 7 139 0 0 0 583375 478654 8988587 8329507 53 520 501120 19837 10073135 8828518 0 0 0 0 7219346 6728753 0 0 0 2851269 2745274 10070615 9474027 2520 -645509 3033943 5108308 2011124 4730998 1022819 377310 X UPPER BAY COUNSELING & SUPPORT SERVICES PROVIDES A BROAD AND EXPANDING RANGE OF HIGH QUALITY BEHAVIORAL HEALTH AND COMMUNITY SERVICES. WE PROMOTE WELLNESS AND UPHOLD THE DIGNITY OF OUR CONSUMERS. (SEE SCHEDULE O FOR CONTINUATION)WE ARE DEDICATED TO EXCELLENCE, THROUGH CREATIVITY, FLEXIBILITY, AND TEAMWORK. WE SERVE AND ADVOCATE FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES. 0 0 1462180 THE SUNRISE RESIDENTIAL REHABILITATION PROGRAM (RRP) IS A COMMUNITY BASED RESIDENTIAL HOUSING PROGRAM LOCATED IN CECIL COUNTY. RESIDENTS LIVE IN A GROUP HOME SETTING WITH TWENTY-FOUR HOUR SUPERVISION, OR AN APARTMENT SETTING WITH TWENTY-FOUR HOUR STAFF AVAILABILITY AND SUPPORT. THE PROGRAM HAS SIX GENERAL BEDS, AND THIRTY-TWO INTENSIVE BEDS. IN ADDITION TO MANAGING MENTAL HEALTH SYMPTOMS, RESIDENTS ARE SUPPORTED AND ENCOURAGED TO DEVELOP LIFE SKILLS NEEDED TO SUCCESSFULLY TRANSITION OUT OF THE RESIDENTIAL PROGRAM AND LIVE INDEPENDENTLY IN THE COMMUNITY. THE GOAL OF RRP IS TO SUPPORT CLIENTS TO GROW IN THEIR OWN RECOVERY, SO THAT THEY MAY REMAIN IN THE COMMUNITY, PREVENTING RE-HOSPITALIZATION, AND GAINING SKILLS NEEDED TO TRANSITION FULLY INTO INDEPENDENT LIVING. 1313842 ASSERTIVE COMMUNITY TREATMENT (ACT) IS AN EVIDENCE-BASED PRACTICE MODEL CREATED TO RENDER TREATMENT, CLINICAL, REHABILITATION, AND SUPPORT SERVICES TO PERSONS WHO ARE DIAGNOSED WITH A SEVERE MENTAL ILLNESS. ACT TEAMS ARE MULTI-DISCIPLINARY AND ENCOMPASS DISCIPLINES FROM AREAS OF PSYCHIATRY, NURSING, PSYCHOTHERAPY, SUBSTANCE ABUSE, AND VOCATIONAL REHABILITATION. BASED ON THEIR RESPECTIVE AREAS OF EXPERTISE, THE TEAM MEMBERS COLLABORATE TO RENDER INTEGRATED SERVICES OF THE PERSONS SELECTION, JOINING HIM OR HER IN MAKING PROGRESS TOWARDS GOALS, AND REALIZING WHEN TO ADJUST TREATMENT THROUGHOUT THE SERVICES. ACT PROVIDES COMPREHENSIVE AND FLEXIBLE TREATMENT, AS WELL AS SUPPORT AND REHABILITATION SERVICES TO PERSONS IN THEIR COMMUNITY INSTEAD OF IN THE HOSPITAL OR TRADITIONAL CLINIC. (CONTINUED ON SCHEDULE O)WHAT IS UNIQUE ABOUT THESE SERVICES IS THAT THEY RENDER INTERVENTIONS AND SKILLS PRACTICES IN AREAS WHERE PERSONS ARE MOST COMFORTABLE: RESIDENCE, WORK, SOCIAL HANGOUTS, AND MORE IMPORTANTLY, WHERE SUPPORT/TREATMENT ARE MOST NEEDED. 663533 THE SHARE PSYCHIATRIC REHABILITATION PROGRAM (PRP) OFFERS DAY PROGRAMMING FIVE DAYS A WEEK, AS WELL AS SUPPORT & ASSISTANCE IN THE COMMUNITY. THE PARTICIPANTS ARE GIVEN OPPORTUNITIES TO BE INVOLVED IN GROUPS AND ACTIVITIES WHICH PROMOTE MENTAL HEALTH WELLNESS AND RECOVERY, IN A SUPPORTIVE SETTING. STAFF ASSISTS PARTICIPANTS IN THE COMMUNITY IN A VARIETY OF WAYS TO DEVELOP & INCREASE THE ABILITY TO INTEGRATE SUCCESSFULLY INTO COMMUNITY LIVING. PARTICIPANTS HAVE THE OPPORTUNITY TO BE INVOLVED IN THE DAY PROGRAM, COMMUNITY SERVICES, OR BOTH. 4435897 VARIOUS OTHER PROGRAMS SUCH AS OUTPATIENT THERAPY AND PSYCHIATRIC REHABILITIATION SERVICES FOR ADULTS, CHILDREN, AND YOUTH. 4435897 7875452 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 139 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 MD X THE ORGANIZATION 4109963400 200 BOOTH STREET ELKTON MD 21921 EVONNE BOROSKI MEMBER 0.75 X 0 0 0 KAROLYN BOWE ESQ VICE PRESIDENT 1.00 X X 0 0 0 PATRICIA D FOLK SECRETARY 1.00 X X 0 0 0 REVEREND JOHN R SCHAEFFER TREASURER 1.00 X X 0 0 0 SUANNE BLUMBERG CEO AND MEMBER 40.00 0.20 X X 136924 0 0 JANEL ROBINSON PRESIDENT 1.00 X X 0 0 0 MIRIAM WIGLESWORTH MEMBER 0.75 X 0 0 0 STACIE MCSPADDEN MEMBER 0.75 X 0 0 0 KATHERINE DANNENFELSER DIRECTOR OF FINANCE 40.00 X 96778 0 1684 KWABENA OWUSU NURSE PRACTITIONER 40.00 X 233199 0 28881 RALPH SCOVILLE MD PSYCHIATRIST 35.00 X 150664 0 29264 MICHELLE SHANEYFELT-JARZYNSKI NURSE PRACTITIONER 40.00 X 153216 0 0 SHANNON MACTURK THERAPIST 40.00 X 103793 0 11768 874574 0 71597 4 0 1 0 ONLY TAVERS HOLDINGS LLC 523 UNDERWOOD LANE BEL AIR MD 21014 RENTAL PROPERTY 164518 399 BOOTH ST LLC 701 CROSS STREET SUITE 206 LAKEWOOD NJ 08701 RENTAL PROPERTY 145648 2 475529 3125 478654 FEES FOR SERVICES 624100 8006172 8006172 RESIDENTIAL CLIENT FEE 624100 298270 298270 COUNSELING SERVICES 624100 25065 25065 8329507 520 520 2971 5845 -2874 -2874 MANAGEMENT FEES 624100 13968 13968 OTHER 624100 8743 8743 22711 8828518 8352218 0 -2354 242448 242448 5316005 4637442 678563 96709 91084 5625 694108 610359 83749 379483 333087 46396 8182 8182 75002 75002 156756 115028 41728 896 896 435027 357630 77397 369414 304257 65157 150845 113258 37587 164863 126979 37884 101880 84773 17107 ADMIN EXPENSES 484010 391468 92542 CLIENT SERVICES 349355 349355 SERVICE FEES 278692 204504 74188 FOOD COSTS 70753 70108 645 99599 86120 13479 9474027 7875452 1598575 0 423727 116226 269662 614698 714443 28082 5261800 3618482 1832988 1643318 28000 28000 18304 2424803 3033943 5108308 380130 715530 1625014 1541543 5980 2473925 2011124 4730998 X 1022819 377310 1022819 377310 3033943 5108308 -645509 0 X X 0 1 X 1 0 X 2447381 1066123 305796 583375 478655 4881330 11262661 10394827 9582092 8988587 8338249 48566416 13710042 11460950 9887888 9571962 8816904 53447746 0 0 0 53447746 5941 5889 3261 53 520 15664 5941 5889 3261 53 520 15664 13715983 11466839 9891149 9572015 8817424 53463410 0.99970 0.99970 0.00030 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 297760 297760 2355537 1498347 857190 783567 352276 431291 1824936 1767859 57077 1643318 SECURITY DEPOSITS 17075 RIGHT OF USE ASSET 2407728 2424803 LEASE LIABILITIES 2473925 2473925 X PART X, LINE 2: UPPER BAY COUNSELING & SUPPORT SERVICES, INC. HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. X X X 0 0 0 0 0 0 0 0 0 KWABENA OWUSU NURSE PRACTITIONER 233199 0 0 0 0 0 23000 0 5881 0 262080 0 0 0 RALPH SCOVILLE MD PSYCHIATRIST 150664 0 0 0 0 0 29264 0 0 0 179928 0 0 0 MICHELLE SHANEYFELT-JARZYNSKI NURSE PRACTITIONER 153216 0 0 0 0 0 0 0 0 0 153216 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE CEO, DIRECTOR OF FINANCE, AND THE BOARD FINANCE COMMITTEE PRIOR TO FILING. IT IS PROVIDED TO ALL OTHER BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, AT THE BEGINNING OF THE FISCAL YEAR THE GOVERNING BOARD AND KEY EMPLOYEES ARE ASKED TO UPDATE THEIR STATUS WITH CONFLICT OF INTEREST FORM. CONFLICT OF INTEREST FORMS AND DISCLOSURES ARE REVIEWED BY THE EXECUTIVE COMMITTEE, AND CONFLICTS ARE IDENTIFIED AND RESOLVED AS DEEMED APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD PERSONNEL COMMITTEE CONDUCTS ANNUAL PERFORMANCE REVIEWS OF THE CEO, WHO IS NOT A MEMBER OF THAT COMMITTEE. THE COMMITTEE THEN RECOMMENDS A MERIT SALARY ADJUSTMENT BY REFERENCE TO AN INDEPENDENT SALARY SURVEY FOR SIMLIAR POSITIONS IN THE REGION TO ENSURE THE ADJUSTED SALARY FALLS WITHIN ITS COMPARABLE RANGE. THE HUMAN RESOURCES DEPARTMENT PERFORMS MARKET RESEARCH AND INTERNAL COMPARISONS FOR ALL OTHER EMPLOYEES. MANAGEMENT'S COMPENSATION COMMITTEE REVIEWS AND APPROVES ANY PROPOSED COMPENSATION PER EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C DRAFT AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE CEO, DIRECTOR OF FINANCE, AND FINANCE COMMITTEE OF THE BOARD PRIOR TO FINALIZATION. FIVE RIVERS HOMES INC 200 BOOTH STREET ELKTON MD 21921 331114602 AFFORDABLE HOUSING TO PERSONS WITH CHRONIC MENTAL DISABILITIES MD 501(C)(3) LINE 7 N/A 0 HIGH STREET HOMES 200 BOOTH STREET ELKTON MD 21921 300470783 AFFORDABLE HOUSING TO PERSONS WITH CHRONIC MENTAL DISABILITIES MD 501(C)(3) LINE 7 N/A 0 MARYLAND BEHAVIORAL HEALTH SOLUTIONS INC 18 EGGES LAND CATONSVILLE MD 21228 832721084 PURSUIT OF VALUE-BASED PURCHASING MD N/A C 5145 0.04000 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FIVE RIVERS HOMES INC D 32483 ACCOUNTS PAYABLE DUE TO SPONSO HIGH STREET HOMES INC D 113816 ACCOUNTS PAYABLE DUE TO SPONSO FIVE RIVERS HOMES INC L 7146 MANAGEMENT FEE PER AGREEMENT HIGH STREET HOMES INC L 6822 MANAGEMENT FEE PER AGREEMENT FIVE RIVERS HOMES INC N 8536 GEN LIAB. & PROPERTY INSURANCE HIGH STREET HOMES INC N 13138 GEN LIAB. & PROPERTY INSURANCE FIVE RIVERS HOMES INC O 7331 OFFICE & MAINTENANCE STAFF TIME HIGH STREET HOMES INC O 13992 OFFICE & MAINTENANCE STAFF TIME FIVE RIVERS HOMES INC Q 23538 INTERCOMPANY CHARGES RECORDED HIGH STREET HOMES INC Q 18172 INTERCOMPANY CHARGES RECORDED