2024-05-13T12:41:38+00:00 2023-06-30 346565596 Ernst & Young US LLP 1101 New York Ave NW Washington DC 20005 990 2022-07-01 462097818 UMSJ Health System LLC UMSJ 4103341602 7601 Osler Drive Towson MD 21204 Laura Doody SVP, Finance 2024-05-13 true Laura Doody 999009999 true Justin Lowe P01866796 2023276000 2022 2023-04-26 12:10:37Z University of Maryland St Joseph Medical Center DR THOMAS B SMYTH 7601 Osler Drive Towson MD 21204 565492019 false X WWW.UMMS.ORG/SJMC X 2012 MD THE ORGANIZATION'S MISSION IS GUIDED BY OUR CATHOLIC HEALTH CARE TRADITION OF LOVING SERVICE & COMPASSIONATE CARE. 16 12 3261 380 378285 310059 16242721 5746004 472828750 502849023 582390 189037 24613929 28723005 514267790 537507069 136500 32850 0 0 236600019 266196258 0 0 0 261695870 273837422 498432389 540066530 15835401 -2559461 387558288 391386248 395681409 380698216 -8123121 10688032 THE ORGANIZATION'S MISSION IS GUIDED BY OUR CATHOLIC HEALTH CARE TRADITION OF LOVING SERVICE AND COMPASSIONATE CARE. AS AN INTEGRAL MEMBER OF UMMS, WE PROVIDE ACCESS TO A FULL SPECTRUM OF HEALTH CARE SERVICES THAT IMPROVES THE HEALTH OF THE COMMUNITIES WE SERVE. false false 472249423 32850 530052977 THE ORGANIZATION'S MISSION IS GUIDED BY OUR CATHOLIC HEALTH CARE TRADITION OF LOVING SERVICE AND COMPASSIONATE CARE. AS AN INTEGRAL MEMBER OF UMMS, WE PROVIDE ACCESS TO A FULL SPECTRUM OF HEALTH CARE SERVICES THAT IMPROVES THE HEALTH OF THE COMMUNITIES WE SERVE. UMSJHS RECEIVED ITS 501(C)(3) EXEMPTION LETTER IN NOVEMBER OF 2014. ON JULY 1, 2015, UMSJHS BECAME THE PARENT COMPANY FOR ALL ENTITIES IN THE UNIVERSITY OF MARYLAND ST. JOSEPH MEDICAL SYSTEM. THIS SYSTEM IS AN INTEGRAL PART OF THE UMMS SYSTEM AND ALLOWS THE SYSTEM TO PROVIDE QUALITY INTEGRATED CARE TO PATIENTS IN THE NORTH BALTIMORE AREA. AS THE SOLE MEMBER OF UM St. Joseph Medical Center (UMSJMC), UMSJHS SUPPORTS THE ACTIVITIES OF UMSJMC AND ITS AFFILIATES. UMSJHS IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. ITS ACTIVITIES INCLUDE PROVIDING HEALTHCARE TREATMENT AND CARE TO PERSONS WHO ARE ACUTELY ILL, OPERATING A 24-HOUR EMERGENCY DEPARTMENT WHICH SERVICES ALL COMMUNITY PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. UMSJMC OPERATES A HOSPITAL WITH 219 LICENSED BEDS. DURING ITS FISCAL YEAR ENDED JUNE 30, 2023, THE HOSPITAL ENGAGED IN THE FOLLOWING ACTIVITIES THAT WERE IN FURTHERANCE OF ITS EXEMPT PURPOSE: PROVIDED INPATIENT SERVICES WHICH INCLUDED 15,077 INPATIENT ADMISSIONS (INCLUDING 2,230 BIRTHS); PROVIDED OUTPATIENT SERVICES WHICH INCLUDED 36,390 EMERGENCY DEPARTMENT VISITS; AND 14,215 TOTAL INPATIENT AND OUTPATIENT SURGERIES; AND PROVIDED UNCOMPENSATED CARE TO INDIGENTS AND MEDICALLY UNDERSERVED MEMBERS OF THE COMMUNITY AT COST OF NEARLY $5.9M. 472249423 true true false true false false false false false true false false true true true false true false false false false false false false false true true true false true false false false false false false true false false false false false true true true true false false true X 0 0 3261 true true true false false false false false false false false false true false X 16 12 false false false false true true true true true false false true true true true true true true true true true MD X Jenine Warnke 4434625811 900 ELKRIDGE LANDING ROAD - 3 EAST LINTHICUM MD 21090 ADELE A WILZACK RN Chairman (Ended 12/22) 1.0 6.0 X X 0 0 0 Ava E Lias-Biiker Vice Chair 1.0 0 X X 0 0 0 Gerry Holtaus Chairman 1.0 0 X X 0 0 0 Joseph Cowan Treasurer 1.0 0 X X 0 0 0 Raymond C Daue Jr Secretary 1.0 0 X X 0 0 0 Thomas B Smyth MD President and CEO 40.0 0 X X 1034851 0 35364 Ben Vanlandingham MD Medical Staff President 40.0 0 X 281438 0 11399 Chris Brandt Director 1.0 0 X 0 0 0 Daniel F Pallace Director 1.0 0 X 0 0 0 Honorable R Michael Gill Director (Ended 12/22) 1.0 0 X 0 0 0 Jeffrey S Dauses Director 1.0 0 X 0 0 0 Kevin F Powderly Director 1.0 0 X 0 0 0 Kim Schatzel PHD Director 1.0 0 X 0 0 0 LISA C ROWEN RN Director 1.0 43.0 X 0 934887 34278 Mike Smith Director 1.0 0 X 0 0 0 MOHAN SUNTHA MD Director 1.0 59.0 X 0 4360614 41855 Monsignor Richard Hilgartner Director 1.0 0 X 0 0 0 Monsignor Richard W Woy Director (Ended 05/23) 1.0 0 X 0 0 0 Robert M Stroud MD Medical Staff President (Ended 12/22) 40.0 0 X 0 0 0 Victoria A Deyesu Director 1.0 0 X 0 0 0 Everest S Conover SVP, Clinical Integration, Asst Secretary 40.0 0 X 565676 0 12676 Paul S Nicholson SVP, CFO and Assistant Treasurer 40.0 1.0 X 486701 0 40652 Gail P Cunningham MD SVP, Chief Medical Officer 40.0 0 X 690084 0 31018 Nicole Beeson SVP, Chief Nursing Officer 40.0 0 X 339873 0 70507 Robin Luxon SVP, Corporate Strategy and Business Development 40.0 0.0 X 536510 0 27237 Walter J Furlong VP, Strategy & Business Dev 40.0 0 X 360009 0 29750 Bruce Wolock MD Physician 40.0 0 X 1150604 0 33156 David Dalury MD Physician 40.0 0 X 1223276 0 33849 Michael Dabbah MD Physician 40.0 0 X 1308084 0 42621 Paul J Tortolani MD Physician 40.0 0 X 1242990 0 43859 Syed S Zaidi MD Physician 40.0 0 X 1583881 0 42593 10803977 5295501 530814 492 false true false TURNER CONSTRUCTION CO 1500 SPRING GARDEN ST PHILADELPHIA PA 19130 Construction Services 8554908 The Whiting Turner Contracting PO BOX 17596 BALTIMORE MD 21297 Construction 7623190 CROSS COUNTRY STAFFING INC PO BOX 404674 ATLANTA GA 303844674 Agency Staffing 6763815 CROTHALL HEALTHCARE INC 13028 COLLECTIONS Center DRIVE CHICAGO IL 60693 ENVIRONMENTAL SERVICES 6017079 AYA HEALTHCARE INC PO BOX 123519 DALLAS TX 753123519 Agency Staffing 3878110 104 4134451 1611553 0 5746004 Patient Service Revenue 622110 500948798 500895871 52927 0 Care Management Fees 621110 1900225 1900225 0 0 0 0 0 0 502849023 455435 0 0 455435 4016321 2932394 1083927 0 1083927 0 0 1083927 24786158 25052556 -266398 0 -266398 0 0 -266398 Fees from related organizations 900099 22986112 22986112 0 0 Income from Joint ventures 531120 1977796 1652438 325358 0 Parking 900099 56839 0 0 56839 2618331 2618331 0 0 27639078 537507069 530052977 378285 1329803 X 32850 32850 0 0 4295141 1311394 2983747 0 224395476 187729255 36666221 0 5496752 4598583 898169 0 18267626 15282696 2984930 0 13741263 11495941 2245322 0 15221 0 15221 0 41582 0 41582 0 110159064 98561861 11597203 0 50238 42029 8209 0 2138935 1789433 349502 0 10440637 8734637 1706000 0 220977 184869 36108 0 624972 522852 102120 0 9430495 7889552 1540943 0 27279058 22821660 4457398 0 13525805 13363064 162741 0 Medical Supplies 73061715 73061715 0 0 Bad Debt 14508913 14508913 0 0 Repair/Maintenance 5399932 4517583 882349 0 Dues/Subscription 1501805 1256410 245395 0 5438073 4544126 893947 0 540066530 472249423 67817107 0 11331488 0 0 5523038 0 0 42231084 55747810 0 0 0 0 5066842 5078152 3128181 1098091 446855232 199405827 246414813 247449405 33347441 17968614 0 0 1950907 2070907 44087532 56450231 387558288 391386248 58936447 50813064 0 0 580648 600102 0 0 0 0 0 0 0 0 0 336164314 329285050 395681409 380698216 X -8141517 -17158314 18396 27846346 -8123121 10688032 387558288 391386248 X -2559461 1508749 19861865 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 15221 15221 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE ORGANIZATION PAYS MEMBERSHIP DUES TO THE MARYLAND HOSPITAL ASSOCIATION (MHA) AND THE AMERICAN HOSPITAL ASSOCIATION (AHA). MHA AND AHA ENGAGE IN MANY SUPPORT ACTIVITIES INCLUDING LOBBYING AND ADVOCATING FOR THEIR MEMBER HOSPITALS. THE MHA AND AHA REPORTED THAT 2.36% AND 27.29% OF MEMBER DUES WERE USED FOR LOBBYING PURPOSES AND AS SUCH, THE ORGANIZATION HAS REPORTED THIS AMOUNT ON SCHEDULE C PART II-B AS LOBBYING ACTIVITIES. 13730000 13730000 262986089 73145259 189840830 0 0 0 161689554 124625891 37063663 8449589 1634677 6814912 247449405 Economic Interest in Foundation 28972597 Investment in Subsidiaries 15965292 Financing Lease - Assets 10566492 Other AR 945850 Escrow 0 56450231 Due to UMMS 190661451 Advances 3rd Party 13350661 Credit Balances 2417924 Other liabilities 111819353 Financing Lease 11035661 Debt Service 0 329285050 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 LIABILITIES OR BENEFITS THAT SHOULD BE RECOGNIZED. true true X true X true X true true false true true 5892380 0 5892380 0.0112 0 0.0 0 0.0 0 0 5892380 0 5892380 0.0112 2523420 120664 2402756 0.0046 2424501 0 2424501 0.0046 39190747 0 39190747 0.0746 0 0.0 35444 0 35444 0.0001 0 0 44174112 120664 44053448 0.0838 0 0 50066492 120664 49945828 0.0950 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 1085 0 1085 0.0000 5365 0 5365 0.0000 0 0.0 0 0.0 0 0 6450 0 6450 0.0000 true 12550210 0 142466738 135926771 6539967 X true true 1 1 UM ST JOSEPH MEDICAL CENTER 7601 Osler Drive Towson MD 21204 WWW.UMMS.ORG/SJMC 03-079 X X X X X 1 1 1 false false true X X X X X X X X X 20 true true true true X https://www.umms.org/sjmc/community/assessment X true 20 true https://www.umms.org/sjmc/community/assessment false true X 200.0 300.0 X X X X X true true X X X true X https://www.umms.org/sjmc/patients-visitors/for-patients/financial-assistance X https://www.umms.org/sjmc/patients-visitors/for-patients/financial-assistance X https://www.umms.org/sjmc/patients-visitors/for-patients/financial-assistance X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E The significant health needs are a prioritized description of the significant health needs of the community and identified through the CHNA. Schedule H, Part V, Section B, Line 5 Facility 1, 1 Facility 1, 1 - UM St. Joseph Medical Center. The Community Health Department at UM St. Joseph Medical Center (UM SJMC) values feedback and engagement from internal and external community partners. As the CHNA was conducted in Fall 2020-Winter 2021, UM SJMC collected input from key informants, or expert representatives across various public health areas: health care professionals, social service providers, non-profit leaders, business leaders, faith-based organizations, schools, and other community leaders. The survey was designed to assess pressing health issues in the community, missing resources/services, health care access, underserved populations, and community assets and opportunities. It took approximately 10-15 minutes to complete and was delivered online. Below is a complete list of those who were involved in the key informant survey. Aside from collecting input from key informants, UM SJMC gathered information from hundreds of community members. UM SJMC took the opportunity to distribute surveys to program participants, and in the community during vaccination clinics and food distribution events which took place in Baltimore County. Community focus groups were coordinated to facilitate discussions around specific health needs, available resources, and barriers to resources. Community members who participated in the focus groups ranged in age from young adult to seniors, both English and Spanish-speaking individuals, and are residents in different areas of Baltimore County. Key Informants who provided feedback for CHNA: Baltimore Hunger Project- Lynne Kahn, Director Student Support Network- Laurie Taylor Mitchell, Founder and Jessica D. Wodarczyk, Executive Director Meals on Wheels- Stephanie Archer-Smith, Director Mental Health Association of MD- Kim Burton ProBono Counseling- Amy Greensfelder, Director UM SJMC- Grace Serafini, Director UM SJMC Mark Saba, MD UM SJMC Jason Marx, MD UM SJMC Population Health Alice Chan, Director UM SJMC Population Health Paula Cope, Program Coordinator UM SJMC Case Management Ann Mare Smouse UM SJMC ED Beth Nash, Nurse Manager UM SJMC Employee Health Ann Reilly, Director UM SJMC St. Clare Medical Outreach Joanna Saba, MD Director UM SJMC Shannon Winakur, Cardiologist UM SJMC Stroke Center Karen Gonzalez, RN Coordinator UM SJMC Outpatient Diabetes Educator- Patti McGraw RN Urgent Care ChoiceOne- Dr. Scott Burger Baltimore County Head Start- Kisha McCray, Director Padonia Elementary- Vicki Schmelz, School Nurse Padonia Elementary- Dan Pizzo, Principal BCPS Education Foundation- Debbie Phelps, Director BCPS Office of Equity and Cultural Proficiency- Jen Audlin Towson University Institute for Well-Being- Shavise Glascoe Baltimore County Department of Aging- Laura Riley, Director and Donna Bilz, BCDA Program Coordinator BCDA Individual and Family Services- Michelle Mills BCDA Ombudsman- Lynn McCamie Tabco Towers- Latonya Smith, Services Coordinator Trinity House- Barbara McKenzie St. Elizabeth Hall- Cindy Gerhard UM SJMC Women's Health Associates- Julia Johnson, Office Manager UM SJMC- Nicolette Morris, Pediatrician Y of Central Maryland- Eric Somerville, VP Corporate and Civic Engagement Nueva Vida- Sandra Villa De Leon, Program Manager Knollwood Donnybrook Association- Dave Riley Baltimore County Police- Officer Carey Kus Baltimore County Youth Counseling- John Worden Humanim- Debbie Brown Baltimore County Fire Depart- Steve Adelsberger Mt. Pleasant Church and Ministries- Robin Commodore St. Joseph Parish Cockeysville- Ann Marie Labin, Parish Nurse Grace Fellowship Church Timonium- Janice Pope Schedule H, Part V, Section B, Line 6a Facility 1, 1 Facility 1, 1 - UM ST JOSEPH MEDICAL CENTER. University of Maryland St. Joseph Medical Center collaborated with the following hospital facilities to conduct the most recent CHNA: Greater Baltimore Medical Center (GBMC), Sheppard Pratt, LifeBridge Northwest Hospital, Medstar Franklin Square Medical Center. Schedule H, Part V, Section B, Line 6b Facility 1, 1 Facility 1, 1 - UM ST JOSEPH MEDICAL CENTER. In addition to the other hospital facilities, University of Maryland St. Joseph Medical Center also collaborated with the Baltimore County Health Department to conduct the CHNA. Schedule H, Part V, Section B, Line 11 Facility 1, 1 Facility 1, 1 - UM St. Joseph Medical Center. The 3 main priorities identified in the most recent CHNA include: Physical Health, Behavioral Health, and Health Disparities. In response to Physical health needs, the following actions are being taken: - Continue to increase the number of adults with a usual primary provider through St. Clare Medical Outreach and by recruiting primary care providers - Reduce the number of diabetes cases diagnosed yearly by offering a diabetes prevention program, support groups and education. - Reduce the mortality rate from heart disease and stroke by operating a Heart Failure Clinic, partnering with local EMS to support education, and continue to offer screenings and education - Reduce the rate of emergency department visits due to falls among older adults by offering evidence-based fall prevention programs, bone density screenings and education, and continue partnerships with the Department of Aging to support state and location fall prevention initiatives - Increase the proportion of adults who do enough aerobic and muscle-strengthening activity by continuing to offer free yoga and Tai Ji Quan classes, and continue to partner locally to promote access to physical activity programs - Increase the proportion of persons who are vaccinated annually against seasonal influenza by continuing to offer free influenza vaccine clinics in various parts of our service area; continue to collaborate with community organizations to educate and promote the seasonal influenza vaccine. In response to Behavioral health needs, the following actions are being taken: - Increase the proportion of people with substance use and mental health disorders who get treatment for both by operating a Behavioral Health Center with counseling, education about medication adherence, and transitioning back to the community. Other actions are to: continue offering counseling at St. Clare Medical Outreach, Chronic Pain Self-Management programs, promote and support UMMS Mental Health education series, and support GBRICs in collaboration with the health department and other local hospitals/organizations - Reduce current tobacco use in adolescents and adults by partnering with the health department on smoking cessation and youth education efforts In response to Health Disparities, the following actions are being taken: - Identify and address barriers to care by operating the Transitional Care Clinic which targets high risk patients with barriers to care, continuing to screen for social determinants of health, and continue to partner locally to help those with barriers obtain health insurance and care - Reduce language barriers by partnering with Nueva Vida, utilize language services for all UM SJMC patients as needs are identified, and increase the use of bilingual staff and literature for screenings and programs - Reduce transportation barriers by offering free Lyft rides as needed, continue to offer screening and programs at trusted sites in the community, continue to offer virtual programs and telehealth services - Support health literacy and health resource awareness by continuing to promote the UMMS Let's Talk About Health series, maintain Patient Family Resource Center, continue to communicate and promote local events and resources, and maintain active involvement in the following coalitions and workgroups: Baltimore County Local Health Improvement Coalition, State Cancer Control Plan Workgroup, Age Friendly Baltimore County, Smoke Free Baltimore County, Maryland Falls Free Coalition, Northern Networking Committee - Increase employment among the working-age population by continuing to support Humanim Start on Success program, Cristo Rey Corporate Integrity Program, and continue partnerships with Universities to offer internship sites for accredited programs. - Reduce household food insecurity and in doing so, reduce hunger by collaborating locally for healthy food access efforts. Also expand the Caring Cupboard to serve employees, patients and community members at a larger capacity. Schedule H, Part V, Section B, Line 13 Facility 1, 1 Facility 1, 1 - UM St. Joseph Medical Center. THE FINANCIAL ASSISTANCE POLICY EXPLAINS SEVERAL ELIGIBILITY CRITERIA, INCLUDING PARTICIPATION IN MEDICAID/MEDICARE PROGRAMS AS WELL AS ELIGIBILITY UNDER VARIOUS STATE REGULATIONS. IN ADDITION TO FPG, THE INCOME LEVELS DEFINED BY THE MARYLAND STATE DEPARTMENT OF HEALTH AND MENTAL HYGIENE (MD DHMH) ARE USED TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE. THE MD DHMH INCOME LEVELS ARE MORE GENEROUS THAN THE FPG INCOME LEVELS. 0 Schedule H, Part I, Line 3c CRITERIA FOR FREE OR DISCOUNTED CARE UMSJMC IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE TO PERSONS WHO HAVE HEALTH CARE NEEDS AND ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR A GOVERNMENT PROGRAM, OR OTHERWISE UNABLE TO PAY, FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. IN ADDITION TO FPG, THE INCOME LEVELS DEFINED BY THE MARYLAND STATE DEPARTMENT OF HEALTH AND MENTAL HYGIENE (MD DHMH) ARE USED TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE. THE MD DHMH INCOME LEVELS ARE MORE GENEROUS THAN THE FPG INCOME LEVELS. THE FAP ALSO USES A FINANCIAL HARDSHIP THRESHOLD WHEN DETERMINING ELIGIBILITY. A PATIENT WITH MEDICAL DEBT EXCEEDING 25% OF FAMILY ANNUAL HOUSEHOLD INCOME MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE. Schedule H, Part I, Line 6b COMMUNITY BENEFIT REPORT THE ORGANIZATION ANNUALLY FILES A COMMUNITY BENEFIT REPORT AS REQUIRED BY THE MARYLAND HSCRC. THE REPORT CAN BE FOUND AT HTTPS://HSCRC.STATE.MD.US/PAGES/INIT_CB.ASPX. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 14508913 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION, (HSCRC) DETERMINES PAYMENT THROUGH A RATE SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. COMMUNITY BENEFIT EXPENSES ARE EQUAL TO MEDICAID REVENUES IN MARYLAND, AS SUCH, THE NET EFFECT IS ZERO. ADDITIONALLY, NET REVENUES FOR MEDICAID SHOULD REFLECT THE FULL IMPACT ON THE HOSPITAL OF ITS SHARE OF THE MEDICAID ASSESSMENT. Schedule H, Part II Community Building Activities THE COMPLETION OF THE CHNA ENABLED UM SJMC TO TAKE AN IN-DEPTH LOOK AT ITS COMMUNITY AND THE NEEDS THAT ARE PRESENT. UTILIZATION OF THE DATA ALLOWS UM SJMC TO PRIORITIZE HEALTH ISSUES AND DEVELOP AN IMPLEMENTATION PLAN TO FOCUS ON MEETING COMMUNITY NEEDS. THE HOSPITAL IS COMMITTED TO THE PEOPLE IT SERVES AND THE COMMUNITIES WHERE THEY RESIDE. REPRESENTATIVES FROM UM SJMC ALSO PARTICIPATE REGULARLY IN SEVERAL COALITIONS THAT INCLUDE BALTIMORE COUNTY HEALTH COALITION, AGE FRIENDLY BALTIMORE COUNTY, SMOKE FREE BALTIMORE COUNTY, AND MARYLAND FALLS COALITION. THIS HELPS US TO REMAIN CURRENT ON LOCAL TRENDS AND WORK COLLABORATIVELY ON INITIATIVES WITH PARTNERS. ADDITIONALLY, UM SJMC ROUTINELY SURVEYS PROGRAM PARTICIPANTS TO IDENTIFY HEALTH CONCERNS AND ENSURE THE RELEVANCE OF OUR OFFERINGS. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) STARTED SETTING HOSPITAL RATES IN 1974. AT THAT TIME, THE HSCRC APPROVED RATES APPLIED ONLY TO COMMERCIAL INSURERS. IN 1977, THE HSCRC NEGOTIATED A WAIVER FROM MEDICARE HOSPITAL PAYMENT RULES FOR MARYLAND HOSPITALS TO BRING THE FEDERAL MEDICARE PAYMENTS UNDER HSCRC CONTROL. IN 2014, MARYLAND'S WAIVER WITH MEDICARE WAS RENEGOTIATED AND UPDATED TO REFLECT THE CURRENT HEALTHCARE ENVIRONMENT. UNDER THIS NEW WAIVER, SEVERAL CRITERIA WERE ESTABLISHED TO MONITOR THE SUCCESS OF THE SYSTEM IN CONTROLLING HEALTHCARE COSTS AND THE CONTINUANCE OF THE WAIVER ITSELF: 1. REVENUE GROWTH PER CAPITA 2. MEDICARE HOSPITAL REVENUE PER BENEFICIARY 3. MEDICARE ALL PROVIDER REVENUE GROWTH PER BENEFICIARY 4. MEDICARE READMISSION RATES 5. HOSPITAL ACQUIRED CONDITION RATE Schedule H, Part III, Line 3 Bad Debt Expense Methodology BECAUSE OF THE UNIQUE PAYMENT SYSTEM DESCRIBED ON LINE 2 (ABOVE), THE HOSPITAL IS UNABLE TO ESTIMATE HOW MUCH OF THE AMOUNT REPORTED IN LINE 2 IS ATTRIBUTED TO PATIENTS WHO WOULD APPLY UNDER THE FAP. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE CORPORATION RECORDS REVENUES AND ACCOUNTS RECEIVABLE FROM PATIENTS AND THIRD-PARTY PAYORS AT THEIR ESTIMATED NET REALIZABLE VALUE. REVENUE IS REDUCED FOR ANTICIPATED DISCOUNTS UNDER CONTRACTUAL ARRANGEMENTS AND FOR CHARITY CARE. AN ESTIMATED PROVISION FOR BAD DEBTS IS RECORDED IN THE PERIOD THE RELATED SERVICES ARE PROVIDED BASED UPON ANTICIPATED UNCOMPENSATED CARE, AND IS ADJUSTED AS ADDITIONAL INFORMATION BECOMES AVAILABLE. THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO THE PROVISION FOR BAD DEBTS AND TO ESTABLISH AN ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES. AFTER COLLECTION OF AMOUNTS DUE FROM INSURERS, THE CORPORATION FOLLOWS INTERNAL GUIDELINES FOR PLACING CERTAIN PAST DUE BALANCES WITH COLLECTION AGENCIES. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE CORPORATION ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR BAD DEBTS, ALLOWANCE FOR CONTRACTUAL ADJUSTMENTS, PROVISION FOR BAD DEBTS, AND CONTRACTUAL ADJUSTMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS OR WITH BALANCES REMAINING AFTER THE THIRD-PARTY COVERAGE HAD ALREADY PAID, THE CORPORATION RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS HISTORICAL COLLECTIONS, WHICH INDICATES THAT MANY PATIENTS ULTIMATELY DO NOT PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE DISCOUNTED RATES AND THE AMOUNTS COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE ORGANIZATION FILES ANNUALLY A COMMUNITY BENEFIT REPORT WITH THE STATE OF MARYLAND'S HEALTH SERVICES COST REVIEW COMMISSION (HSCRC). THE HSCRC, WHICH OPERATES UNDER A MEDICARE WAIVER, DOES NOT CONSIDER MEDICARE SHORTFALL AS COMMUNITY BENEFIT. THE COSTING METHODOLOGY USED BY THE ORGANIZATION IS A COST-TO-CHARGE RATIO. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance THE ORGANIZATION EXPECTS PAYMENT AT THE TIME THE SERVICE IS PROVIDED. OUR POLICY IS TO COMPLY WITH ALL STATE AND FEDERAL LAW AND THIRD PARTY REGULATIONS AND TO PERFORM ALL CREDIT AND COLLECTION FUNCTIONS IN A DIGNIFIED AND RESPECTFUL MANNER. EMERGENCY SERVICES WILL BE PROVIDED TO ALL PATIENTS REGARDLESS OF ABILITY TO PAY. FINANCIAL ASSISTANCE IS AVAILABLE FOR PATIENTS BASED ON FINANCIAL NEED AS DEFINED IN THE FINANCIAL ASSISTANCE POLICY. THE ORGANIZATION DOES NOT DISCRIMINATE ON THE BASIS OF AGE, RACE, CREED, SEX OR ABILITY TO PAY. PATIENTS WHO ARE UNABLE TO PAY MAY REQUEST A FINANCIAL ASSISTANCE APPLICATION AT ANY TIME PRIOR TO SERVICE OR DURING THE BILLING AND COLLECTION PROCESS, EVEN IN EXCESS OF 240 DAYS FOLLOWING THE FIRST POST-DISCHARGE BILLING STATEMENT. THE ORGANIZATION MAY REQUEST THE PATIENT TO APPLY FOR MEDICAL ASSISTANCE PRIOR TO APPLYING FOR FINANCIAL ASSISTANCE. THE ACCOUNT WILL NOT BE FORWARDED FOR COLLECTION DURING THE MEDICAL ASSISTANCE APPLICATION PROCESS OR THE FINANCIAL ASSISTANCE APPLICATION PROCESS. NO EXTRAORDINARY COLLECTION ACTIONS (ECAS) WILL OCCUR EARLIER THAN 120 DAYS FROM SUBMISSION OF FIRST BILL TO THE PATIENT AND WILL BE PRECEDED BY NOTICE 30 DAYS PRIOR TO COMMENCEMENT OF THE ACTION. AVAILABILITY OF FINANCIAL ASSISTANCE WILL BE COMMUNICATED TO THE PATIENT AND A PRESUMPTIVE ELIGIBILITY REVIEW WILL OCCUR PRIOR TO ANY ACTION BEING TAKEN. IF A PATIENT IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE AFTER AN ECA IS INITIATED, THE ORGANIZATION WILL TAKE REASONABLE MEASURES TO REVERSE THE ECAS AGAINST THE PATIENT ACCOUNT. Schedule H, Part V, Section B, Line 16a FAP website 1 - UM ST JOSEPH MEDICAL CENTER: Line 16a URL: https://www.umms.org/sjmc/patients-visitors/for-patients/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website 1 - UM ST JOSEPH MEDICAL CENTER: Line 16b URL: https://www.umms.org/sjmc/patients-visitors/for-patients/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website 1 - UM ST JOSEPH MEDICAL CENTER: Line 16c URL: https://www.umms.org/sjmc/patients-visitors/for-patients/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment The completion of the CHNA enabled UM SJMC to take an in-depth look at its community and the needs that are present. Utilization of the data allows UM SJMC to prioritize health issues and develop an implementation plan to focus on meeting community needs. The hospital is committed to the people it serves and the communities where they reside. Representatives from UM SJMC also participate regularly in several coalitions that include Baltimore County Health Coalition, Age Friendly Baltimore County, Smoke Free Baltimore County, and Maryland Falls Coalition. This helps us to remain current on local trends and work collaboratively on initiatives with partners. Additionally, UM SJMC routinely surveys program participants to identify health concerns and ensure the relevance of our offerings. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Our financial assistance policy and the communication about our financial assistance policy is regularly reviewed to make sure it is available to our patients in a variety of formats, in culturally/linguistically sensitive manner, and at a reading comprehensive level appropriate to the population of our Community Benefit Service Area. The availability of financial assistance for patients who would otherwise be billed for services about their eligibility for assistance under federal, state or local government programs is communicated to patients in multiple ways: - At all our points of registration in the hospital (general registration, Emergency Department) and in our specialized service areas (Perinatal Center, Cancer Institute, etc.) large signs are posted informing the patient that if they face problems in paying for their care, they may apply for financial assistance. The phone number is posted for them to contact one of our financial counselors. - When patients are registering in the hospital for inpatient treatment or outpatient treatment, they are given the Patient Financial Information Sheet that is printed on two sides in English and Spanish. This Patient Financial Information Sheet is available at every point of entrance to the hospital and every point of service delivery. It is also included in the patient information packet given to each patient as well as online. - When patients are admitted/inpatients and do not have any health insurance, one of our financial counselors visits them in their room and discusses the availability of various government benefits, such as Medicaid or state programs offering health care assistance and assists the patients with appropriate qualifications to apply. - When patients receive outpatient services and do not have any health insurance, the financial counselor sends them information about their potential eligibility for various government benefits such as Medicaid or state programs offering health care assistance, and invites them to call (Spanish and English-speaking financial counselors are available) to discuss applying for these programs. - When a patient applies for financial assistance, our bilingual financial assistance counselor works with the patient to gather appropriate documents and submit their application for financial assistance. - Our Financial Assistance Policy is available in the following languages: English, Spanish, French, Russian, Chinese, Korean, Vietnamese, Tagalog. https://www.umms.org/sjmc/patients-visitors/for-patients/financial-assistance Schedule H, Part VI, Line 4 Community information The Community Benefit Service Area for UM SJMC includes all of Baltimore County and the identified health issues are present throughout the entire county. However, there are vulnerable populations in the county where targeted efforts occur. Zip codes with the highest utilization rates include 21234, 21093, 21030, 21212, 21286, and 21236. Zip codes with the greatest socioeconomic needs include 21227, 21207, 21221, 21222, 21250, 21030, 21234, and 21237 (CNI, 2020). Baltimore County Demographics: Total population: 828,431 White: 64.2% Black or African American: 28.9% Hispanic: 5.7% Language other than English spoken at home: 14.8% Residents age 65 and over: 17.2% Persons in poverty: 10.0% Persons with a disability (under 65): 7.7% Persons without health insurance (under 65): 6.9% Percent high school graduate or higher: 91.5% Median Household Income: $75,800 Schedule H, Part VI, Line 5 Promotion of community health UM SJMC has a strong commitment to serve as a health resource and focuses highly on promoting the well-being of the community in Baltimore County. UM SJMC continued collaborated efforts with several community-based organizations to support Baltimore County's food insecurity crisis. The Community and Population Health Departments sustained their partnership with Meals On Wheels to deliver meals, twice per month on an ongoing basis, to residents in the 21221 zip code area, which was identified as a high-need area in the CHNA. Community Health team members regularly participated in food distributions that were hosted by Maryland Food Bank community distribution sites. The hospital continued to offer virtual programs to educate community members and promote positive health behaviors. Virtual programs that we continued to offer include weekly chair yoga classes, diabetes prevention programs and support groups, stroke survivor support groups, Chronic Pain Self-Management programs, and other presentations related to better sleep and nutrition for older adults to prevent falls. The monthly "Let's Talk About Health" www.umms.org/letstalk webinars continued to address health topics affecting the community and were promoted widely. UM SJMC's Family Education Department continued to utilize virtual resources and coordinated many education phone consultations. The Family Education team resumed some of their programs in-person and held highly-attended support groups for new mothers at the Orokawa Y in Towson. This program allows new moms to share feeding questions and concerns, gain breastfeeding knowledge and support, as well as establish connections with peers. UM SJMC continued to host monthly blood drives onsite as well as a few at the Orokawa Y in Towson, in collaboration with the American Red Cross, and we were able to collect over 360 units of blood. We have found that collaboration is imperative to serving the community. The partnerships that we've established and maintained allow us to join forces with other healthcare and community organizations to bring necessary resources and support to the community. Our regular participation in state and county health coalitions, and ongoing conversations with internal and external partners allow us to continually assess the needs in the community and communicate the programs that are available. With our most recent CHNA conducted alongside hospitals and the county health department, we realized that this was the beginning of a new, innovative collaborative to strengthen our services. Schedule H, Part VI, Line 6 Affiliated health care system The University of Maryland Medical System Corporation (UMMS) is a private, not-for-profit corporation providing comprehensive healthcare services through an integrated regional network of hospitals and related clinical enterprises. UMMS was created in 1984 when its founding hospital was privatized by the State of Maryland. Over its nearly 40-year history, UMMS evolved into a multi-hospital system with academic, community and specialty service missions reaching primarily across Maryland. As part of the University of Maryland Medical System (UMMS), the University of Maryland St. Joseph Medical Center understands that health care goes beyond the walls of the hospital and into the community it serves. UMMS hospitals are committed to strengthening their neighboring communities. In doing so, UM SJMC assesses the community's health needs, identifies key priorities, and responds with services, programs and initiatives which make a positive, sustained impact on the health of the community. With representation from all UMMS hospitals, the Medical System's Community Health Improvement Council coordinates the effective and efficient utilization and deployment of resources for community-based activities and evaluates how services and activities meet targeted community needs within defined geographic areas. UM SJMC is committed to health education, advocacy, community partnerships, and engaging programs which focus on promoting health and wellness in an effort to eliminate health disparities for the Baltimore County community. Schedule H, Part VI, Line 7 State filing of community benefit report MD true Cristo Rey Corporate Internship Program Inc 420 S Chester St Baltimore MD 21231 205300491 501(c)(3) 32000 Education programs 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. UMSJ works closely with the grantee in developing education programs for youth in the community about career opportunities in healthcare. X X X X false true false false false false false true false Thomas B Smyth MD President and CEO 698721 0 163638 0 172492 0 12200 0 23164 0 1070215 0 128673 0 LISA C ROWEN RN Director 0 639065 0 165803 0 130019 0 12200 0 22078 0 969165 0 0 MOHAN SUNTHA MD Director 0 2371864 0 946575 0 1042175 0 12200 0 29655 0 4402469 0 550000 Ben Vanlandingham MD Medical Staff President 280800 0 0 0 638 0 11232 0 167 0 292837 0 0 0 Everest S Conover SVP, Clinical Integration, Asst Secretary 370409 0 69160 0 126107 0 12200 0 476 0 578352 0 55931 0 Paul S Nicholson SVP, CFO and Assistant Treasurer 314361 0 74503 0 97837 0 12200 0 28452 0 527353 0 47050 0 Nicole Beeson SVP, Chief Nursing Officer 280000 0 57125 0 2748 0 45938 0 24569 0 410380 0 0 0 Gail P Cunningham MD SVP, Chief Medical Officer 460001 0 106358 0 123725 0 12200 0 18818 0 721102 0 69731 0 Walter J Furlong VP, Strategy & Business Dev 239483 0 38763 0 81763 0 11644 0 18106 0 389759 0 26200 0 Robin Luxon SVP, Corporate Strategy and Business Development 376057 0 77262 0 83191 0 12200 0 15037 0 563747 0 53178 0 Michael Dabbah MD Physician 1166705 0 138887 0 2492 0 12200 0 30421 0 1350705 0 0 0 David Dalury MD Physician 1187814 0 21700 0 13762 0 12200 0 21649 0 1257125 0 0 0 Paul J Tortolani MD Physician 1240290 0 0 0 2700 0 12200 0 31659 0 1286849 0 0 0 Bruce Wolock MD Physician 1113676 0 22450 0 14478 0 12200 0 20956 0 1183760 0 0 0 Syed S Zaidi MD Physician 1491355 0 91500 0 1026 0 12200 0 30393 0 1626474 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DURING THE FISCAL YEAR- ENDED JUNE 30, 2023, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUAL LISTED BELOW HAS NOT VESTED IN THE PLAN THEREFORE THE ACCRUED CONTRIBUTION TO THE PLAN FOR THE FISCAL YEAR IS REPORTED ON SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION: NICOLE BEESON DURING THE FISCAL YEAR ENDED JUNE 30, 2023, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUAL LISTED BELOW HAS VESTED IN THE PLAN IN THE REPORTING TAX YEAR, THEREFORE THE FULL VALUE OF THE PLAN, INCLUDING ANY CONTRIBUTIONS TO THE PLAN FOR THE CURRENT FISCAL YEAR ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B(III), OTHER REPORTABLE COMPENSATION. PRIOR YEAR CONTRIBUTIONS TO THE PLAN WERE PREVIOUSLY REPORTED ON FORM 990 AND ARE INDICATED ON SCHEDULE J, PART II, COLUMN (F). MOHAN SUNTHA DURING THE FISCAL YEAR-ENDED JUNE 30, 2023, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE VESTED IN THE PLAN IN A PRIOR YEAR, THEREFORE THE CONTRIBUTIONS TO THE PLAN FOR THE FISCAL YEAR ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B (III), OTHER REPORTABLE COMPENSATION: GAIL P CUNNINGHAM, $69,731 WALTER FURLONG, $26,200 PAUL NICHOLSON, $47,050 Thomas Smyth, MD, $128,673 MOHAN SUNTHA, MD, $1,015,893 LISA C. ROWEN, $94,436 EVEREST S. CONOVER, $55,931 ROBIN LUXON, $53,178 Schedule J, Part I, Line 7 Non-fixed payments 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. Katelyn Hansen See Part V 81201 See Part V false Schedule L, Part IV Line 1, Column B and Column D Katelyn Hansen is a family member of Gail Cunningham, a key employee of the filing organization. Katelyn Hansen was paid reasonable compensation as an employee of the filing organization. Form 990, Part IV, Line 24a TAX EXEMPT BOND ISSUE PURSUANT TO A MASTER LOAN AGREEMENT DATED DECEMBER 1, 2017 (THE "MASTER LOAN AGREEMENT"), AS AMENDED, UMMS AND SEVERAL OF ITS SUBSIDIARIES HAVE ISSUED DEBT THROUGH THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE "AUTHORITY"). AS SECURITY FOR THE PERFORMANCE OF THE BOND OBLIGATION UNDER THE MASTER LOAN AGREEMENT, THE AUTHORITY MAINTAINS A SECURITY INTEREST IN THE REVENUE OF THE OBLIGORS. THE MASTER LOAN AGREEMENT CONTAINS CERTAIN RESTRICTIVE COVENANTS. THESE COVENANTS REQUIRE THAT RATES AND CHARGES BE SET AT CERTAIN LEVELS, LIMIT INCURRENCE OF ADDITIONAL DEBT, REQUIRE COMPLIANCE WITH CERTAIN OPERATING RATIOS AND RESTRICT THE DISPOSITION OF ASSETS. THE OBLIGATED GROUP UNDER THE MASTER LOAN AGREEMENT INCLUDES UMMS, UMROI, UM MIDTOWN, UM BALTIMORE WASHINGTON, SHORE HEALTH (UM MEMORIAL AND UM DORCHESTER), UM CHESTER RIVER, UM CHARLES REGIONAL, UM ST. JOSEPH, UM UPPER CHESAPEAKE, UM HARFORD MEMORIAL, UM LAUREL, UM CAPITAL REGION, BOWIE HEALTH CENTER (BOWIE), AND THE UM MEDICINE FOUNDATION. EACH MEMBER OF THE OBLIGATED GROUP IS JOINTLY AND SEVERALLY LIABLE FOR THE REPAYMENT OF THE OBLIGATIONS UNDER THE MASTER LOAN AGREEMENT OF THE CORPORATION'S $1,869,549,000 OF OUTSTANDING AUTHORITY BONDS ON JUNE 30, 2023. ALL OF THE BONDS WERE ISSUED IN THE NAME OF UMMS AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990. Form 990, Part V, Line 1a Tax compliance INDEPENDENT CONTRACTORS OF THE FILING ORGANIZATION ARE PAID AND REPORTED BY THE PARENT CORPORATION, UMMS. UMMS ISSUES THE FORMS 1099 FOR THESE VENDOR PAYMENTS, WHILE THE FILING ORGANIZATION REPORTS THE EXPENSES FOR ITS INDEPENDENT CONTRACTORS ON PART VII, SECTION B, LINE 1 ON ITS FORM 990. Form 990, Part VI, Line 6 Classes of members or stockholders University of Maryland Medical System Corporation is the sole member of UMSJ Health System. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body University of Maryland Medical System Corporation may elect one or more board members of the governing body of UMSJ Health System. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The following decisions of the governing body are among those subject to the approval of the member: amendment of charter documents; dissolution of the organization; strategic plans; participation in joint ventures; leases or intercompany transfers of assets, subject to certain dollar thresholds; annual operating and capital budgets; acquisition or disposition of an entity or substantially all assets; merger or consolidation of entity; mortgage, pledge or disposition of property; and incurrence of debt or real property, subject to certain dollar thresholds. Form 990, Part VI, Line 11b Review of form 990 by governing body The University of Maryland Medical System ("UMMS") prepares the IRS Form 990 for UMMS and its affiliates. Information needed to complete the return is gathered by accounting personnel in the Finance Shared Services department under the supervision of the UMMS Tax Director. Draft returns are prepared using IRS-approved tax software. Once a draft return is prepared, it undergoes multiple levels of review both internally by UMMS tax & finance personnel, and externally by Ernst & Young LLP. Following any necessary changes to the return, a final draft is reviewed by each affiliate's vice president of finance and/or CFO. Prior to filing the IRS Form 990, the organization's board chairman, treasurer, governance committee chairman, finance committee chairman or other member of the board with similar authority will review the IRS Form 990. All board members are provided with a copy of the final IRS Form 990 before filing. Form 990, Part VI, Line 12c Conflict of interest policy The filing organization follows the University of Maryland Medical System (UMMS) Conflicts of Interest Policy, which requires that all Covered Persons 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. Covered Persons means any member of the organization's Board of Directors, a member of a committee of the Board, an officer, or an employee of organization (including subsidiaries) at the VP level or above. The organization (or its sole member) is responsible for administering and enforcing the Conflicts of Interest Policy (Policy). The Governance Committee (or other Board committee having similar authority) reviews any and all conflicts, shall report annually to the full Board on the administration, infractions, and enforcement of the Policy and shall report at the earliest opportunity all matters of concern to the full Board in executive session while interested parties are recused. The organization or its sole member's Compliance Officer is the responsible administrative authority to assist the Board in administering and enforcing the Conflicts of Interest Policy and bringing concerns to the oversight committee. A questionnaire which discloses potential conflicts of interest is distributed annually to Covered Persons. The Chief Compliance Officer of the University of Maryland Medical System Corporation (UMMS) distributes and collects the responses for UMMS and other affiliates, and may be called for consult when potential conflicts are disclosed. If the oversight Committee determines that a Conflict of Interest exists, the Committee shall notify the Covered Person and the organization's Board Chair, and further will notify the full Board at its next meeting. Furthermore, in the event the Committee determines that an actual or perceived Conflict of Interest exists, the Committee shall decide how to address the Conflict of Interest. If the Committee determines that a Conflict of Interest exists but that the organization may enter into the subject transaction or arrangement, the interested Covered Person shall be recused from all deliberations and decisions concerning said transaction or arrangement, any arrangements with that entity, and compensation or benefits for officers, directors, and trustees. Furthermore, the Chair of the Board and the Chairs of the oversight Committee and the Audit and Compliance Committee shall not have any Business Transactions with UMMS, nor shall their Family Members. If the oversight Committee determines that a Covered Person has used their position to accrue Excess Benefits or to knowingly assist others in accruing Excess Benefits in any way at the expense of the organization, the Committee shall recommend to the Executive Committee appropriate corrective action to be taken. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE ORGANIZATION DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE IRS REGULATIONS: EXECUTIVE COMPENSATION PACKAGES ARE DETERMINED BY A COMMITTEE OF THE BOARD THAT IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST. THE COMMITTEE ACQUIRES CREDIBLE COMPARABILITY MARKET DATA CONCERNING THE COMPENSATION PACKAGES OF SIMILARLY SITUATED EXECUTIVES. THE COMMITTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGES DURING THE DECISION MAKING PROCESS. THE COMMITTEE MEMORIALIZES ITS DELIBERATIONS IN DETAILED MINUTES REVIEWED AND ADOPTED AT THE NEXT-FOLLOWING MEETING. THE COMMITTEE SEEKS AN OPINION OF COUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS. THIS PROCESS IS USED TO DETERMINE THE COMPENSATION PACKAGES FOR ALL MANAGEMENT EMPLOYEES FROM THE VICE PRESIDENT LEVEL AND UP. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE ORGANIZATION DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE IRS REGULATIONS: EXECUTIVE COMPENSATION PACKAGES ARE DETERMINED BY A COMMITTEE OF THE BOARD THAT IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST. THE COMMITTEE ACQUIRES CREDIBLE COMPARABILITY MARKET DATA CONCERNING THE COMPENSATION PACKAGES OF SIMILARLY SITUATED EXECUTIVES. THE COMMITTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGES DURING THE DECISION MAKING PROCESS. THE COMMITTEE MEMORIALIZES ITS DELIBERATIONS IN DETAILED MINUTES REVIEWED AND ADOPTED AT THE NEXT-FOLLOWING MEETING. THE COMMITTEE SEEKS AN OPINION OF COUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS. THIS PROCESS IS USED TO DETERMINE THE COMPENSATION PACKAGES FOR ALL MANAGEMENT EMPLOYEES FROM THE VICE PRESIDENT LEVEL AND UP. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE PUBLICLY AVAILABLE THROUGH THE STATE OF MARYLAND VIA THE SECRETARY OF STATE'S OFFICE. THE CONFLICT OF INTEREST POLICY IS GENERALLY AVAILABLE ON THE ORGANIZATION'S OR AFFILIATE'S WEBSITE. FINANCIAL STATEMENTS ARE MADE PUBLICLY AVAILABLE ON A QUARTERLY BASIS THROUGH FILINGS ON THE ELECTRONIC MUNICIPAL MARKET ACCESS ("EMMA") SYSTEM. Form 990, Part VII, Section A, Line 1a, Column (B) HOURS ON RELATED ENTITIES 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. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Discounts - Total Revenue: 7713, Related or Exempt Function Revenue: 7713, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; Other revenue - Total Revenue: 2610618, Related or Exempt Function Revenue: 2610618, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; Form 990, Part IX, Line 11g Other Fees Contract - Total Expense: 34030461, Program Service Expense: 28469884, Management and General Expenses: 5560577, Fundraising Expenses: 0; Shared Services - Total Expense: 36943856, Program Service Expense: 30907230, Management and General Expenses: 6036626, Fundraising Expenses: 0; Temp Labor - Total Expense: 9377986, Program Service Expense: 9377986, Management and General Expenses: 0, Fundraising Expenses: 0; Other - Total Expense: 515091, Program Service Expense: 515091, Management and General Expenses: 0, Fundraising Expenses: 0; Physicians - Total Expense: 29192414, Program Service Expense: 29192414, Management and General Expenses: 0, Fundraising Expenses: 0; Billing - Total Expense: 99256, Program Service Expense: 99256, Management and General Expenses: 0, Fundraising Expenses: 0; Form 990, Part XI, Line 9 Other changes in net assets or fund balances DEPRECIATION TRANSFER TO CORPORATE - 1563625; Change in Economic Interest in Foundation - 19469970; Change in Wholly Owned INterest in UMAC - -1200230; Equity transfer - 28500; SJMC PHYSICIANS LLC 7601 OSLER DRIVE TOWSON MD 21204 364734065 HEALTHCARE MD 0 0 UMSJHS UNIV OF MD MED REG PROF SERVICES 7601 OSLER DRIVE TOWSON MD 21204 455559036 HEALTHCARE MD 11647540 3876412 UMSJHS UMSJ PROPERTIES LLC 7601 OSLER DRIVE TOWSON MD 21204 300755741 RENTAL MD 1809675 1889346 UMSJHS UNIV OF MD ST JOSEPH MEDICAL CENTER LLC 7601 OSLER DRIVE TOWSON MD 21204 352445106 HEALTHCARE MD 468476021 379394837 UMSJHS UNIV OF MD ST JOSEPH MEDICAL GROUP LL 7601 OSLER DRIVE TOWSON MD 21204 371704041 HEALTHCARE MD 183824504 8233877 SJMC PHYS UNIV OF MD ST JOSEPH ORTHOPAEDICS LLC 7601 OSLER DRIVE TOWSON MD 21204 320391006 HEALTHCARE MD 66025483 673671 SJMC PHYS University of Maryland St Joseph Pain Specialists LLC 7601 Osler Drive Towson MD 21204 611900724 Healthcare MD 11111021 -71347 SJMCP University of Maryland St Joseph Rehabilitation Medicine LLC 7602 Osler Drive Towson MD 21204 862788872 Healthcare MD 1552595 110405 UMSJHS BALTIMORE WASHINGTON EMERGENCY PHYS INC 301 HOSPITAL DRIVE GLEN BURNIE MD 21061 521756326 HEALTHCARE MD 501(c)(3) Type I BWHS false BALTIMORE WASHINGTON HEALTHCARE SERVICES 301 HOSPITAL DRIVE GLEN BURNIE MD 21061 521830243 HEALTHCARE MD 501(c)(3) Type I UMBWMS false BALTIMORE WASHINGTON MEDICAL CENTER INC 301 HOSPITAL DRIVE GLEN BURNIE MD 21061 520689917 HEALTHCARE MD 501(c)(3) 3 UMBWMS false UM BALTIMORE WASHINGTON MEDICAL SYSTEM 301 HOSPITAL DRIVE GLEN BURNIE MD 21061 521830242 HEALTHCARE MD 501(c)(3) Type I UMMSC false NORTH ARUNDEL DEVELOPMENT CORPORATION 301 HOSPITAL DRIVE GLEN BURNIE MD 21061 521318404 REAL ESTATE MD 501(c)(2) NCC false NORTH COUNTY CORPORATINO 301 HOSPITAL DRIVE GLEN BURNIE MD 21061 521591355 REAL ESTATE MD 501(c)(2) UMBWMS false CHESTER RIVER HEALTH FOUNDATION INC 100 BROWN STREET CHESTERTOWN MD 21620 521338861 FUNDRAISING MD 501(c)(3) 8 UMSRH false UNIV OF MD SHORE REGIONAL HEALTH INC 100 BROWN STREET CHESTERTOWN MD 21620 522046500 HEALTHCARE MD 501(c)(3) Type I UMMSC false CHESTER RIVER HOSPITAL CENTER 100 BROWN STREET CHESTERTOWN MD 21620 520679694 HEALTHCARE MD 501(c)(3) 3 UMSRH false CHESTER RIVER MANOR INC 200 MORGNEC ROAD CHESTERTOWN MD 21620 526070333 HEALTHCARE MD 501(c)(3) 10 UMSRH false MARYLAND GENERAL CLINICAL PRACTICE GROUP 827 LINDEN AVENUE BALTIMORE MD 21201 521566211 HEALTHCARE MD 501(c)(3) Type II UMMTH false UNIVERSITY OF MARYLAND MIDTOWN HEALTH INC 827 LINDEN AVENUE BALTIMORE MD 21201 521175337 HEALTHCARE MD 501(c)(3) Type II UMMSC false MARYLAND GENERAL HOSPITAL INC 827 LINDEN AVENUE 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21014 522031264 HEALTHCARE MD NA C Corporation false UPPER CHESAPEAKE MEDICAL CENTER LAND CON 520 UPPER CHESAPEAKE DR BEL AIR MD 21014 770674478 REAL ESTATE MD NA C Corporation false UPPER CHESAPEAKE MEDICAL OFFICE BUILDING 520 UPPER CHESAPEAKE DR BEL AIR MD 21014 521946829 REAL ESTATE MD NA C Corporation false SHORE ORTHOPEDICS INC 219 S WASHINGTON STREET EASTON MD 21601 371817262 HEALTHCARE MD NA C Corporation false MADISON MANOR INC 5801 42ND AVE HYATTSVILLE MD 20781 521269059 HEALTHCARE MD NA C Corporation false AFFILIATED ENTERPRISES INC 3001 HOSPITAL DRIVE CHEVERLY MD 20785 521542144 HEALTHCARE MD NA C Corporation false DIMENSIONS ASSURANCE LTD PO BOX 1363 GENESIS BLDG GRAND CAYMAN CJ 980348082 INSURANCE CJ NA C Corporation false RIVERSIDE HEALTH OF DELAWARE INC 1966 GREENSPRING DRIVE STE 600 TIMONIUM MD 21093 463205820 HEALTHCARE DE NA C Corporation false RIVERSIDE HEALTH OF DC INC 1966 GREENSPRING DRIVE STE 600 TIMONIUM MD 21093 461411713 HEALTHCARE DC NA C Corporation false false false true false false false false false false true false false false false false false false false false University of Maryland St Joseph Foundation Inc C 5279098 Book