2024-12-16T14:58:22-06:00 2024-01-29 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2023-07-01 521794552 UNION HOSPITAL OF CECIL COUNTY FOUNDATION INC % SR VP'S OFFICE UNIO 4103984000 4000 NEXUS DRIVE NW3-100 WILMINGTON DE 19803 ROBERT MCMURRAY CFO 4103984000 2024-12-16 true true ANTONIO C RUSSO P00858539 2673303000 2024-12-13 2023 2024-10-15 13:58:12Z X LEO NAJERA MD 106 BOW STREET ELKTON MD 21921 670653 false X WWW.UHCC.COM X 1991 MD THE FOUNDATION ENGAGES IN FUNDRAISING TO SUPPORT THE UNION HOSPITAL OF CECIL COUNTY, INC. X 9 9 0 9 0 0 428280 116612 0 0 178390 107755 67678 7 674348 224374 170563 76785 0 0 0 0 0 0 51677 482623 100523 653186 177308 21162 47066 7297714 0 1802223 0 5495491 0 X TO MEET UNION HOSPITAL'S SPECIAL SHORT RANGE AND LONG RANGE FUNDING NEEDS THROUGH VARIOUS VEHICLES, SUCH AS SPECIAL EVENTS, ANNUAL APPEALS, CAPITAL CAMPAIGNS, PLANNED GIFTS, AND ENDOWMENT. false true 76785 76785 0 THE FOUNDATION CONDUCTS AND SUPERVISES FUNDRAISING ACTIVITIES ON BEHALF OF ITS TAX-EXEMPT AFFILIATES: THE UNION HOSPITAL OF CECIL COUNTY, INC.; UNION HOSPITAL OF CECIL COUNTY HEALTH SERVICES, INC; UNION HOSPITAL OF CECIL COUNTY ONCOLOGY, INC. AND AFFINITY HEALTH ALLIANCE. THE FOUNDATION ENGAGES IN CORPORATE FUNDRAISING, CAPITAL CAMPAIGNS, SPECIAL EVENTS, ACTIVITIES, AND A MULTI-FACETED COMMUNICATION PROGRAM THAT APPEALS TO PRIVATE AND CORPORATE CONTRIBUTORS. THE ORGANIZATION MERGED INTO AFFINITY HEALTH ALLIANCE, INC., ITS SOLE MEMBER, AS OF JANUARY 29, 2024. 76785 true true false false false false false false false false false false false false false false false false false false false false false false true false false true false true false false false false false false false false false false true false false true false false false true X 2 0 true 0 false false false false false true true false false false false false false X 9 9 false false false false true true true true true false false true true true true true true true true false MD X SR VP'S OFFICE 3024282441 4000 NEXUS DRIVE AVENUE NORTH WILMINGTON DE 19803 X ROBERT MCMURRAY TREASURER (EX-OFFICIO) 1.0 44.0 X 0 764365 11797 JENNIFER L SCHWARTZ ESQ CORP. SECRETARY (EX-OFFICIO) 1.0 44.0 X 0 662492 12179 HENRY FARKAS MD DIRECTOR 1.0 0.0 X 0 0 0 JERRY MORAN DIRECTOR 1.0 0.0 X 0 0 0 JASON LIM DIRECTOR 1.0 0.0 X 0 0 0 DONNA MILES DIRECTOR 1.0 0.0 X 0 0 0 DARLENE MIGLIORETTI DIRECTOR 1.0 0.0 X 0 0 0 LEO NAJERA MD CHAIR 1.0 2.0 X X 0 0 0 SHARON PELHAM DIRECTOR 1.0 0.0 X 0 0 0 KIM SWYKA DIRECTOR 1.0 0.0 X 0 0 0 JULIE MA DIRECTOR 1.0 0.0 X 0 0 0 0 1426857 23976 0 false true false 0 18610 98002 116612 0 127528 0 127528 0 0 0 0 0 400973 420746 -19773 -19773 -19773 25540 18610 25533 7 7 0 0 0 0 0 0 0 224374 0 107762 76785 76785 0 0 0 0 0 0 0 0 0 12000 0 12000 0 0 0 0 0 36846 0 36846 0 8485 0 0 8485 500 0 0 500 9819 0 0 9819 0 0 18935 0 0 18935 0 0 173 0 0 173 0 0 498 0 0 498 0 PROGRAM EXPENSES 853 0 0 853 ALL OTHER EXPENSES 12414 0 0 12414 177308 76785 48846 51677 889181 0 0 0 0 0 101520 0 0 0 0 0 0 0 0 0 6130 0 0 0 7969 0 6159601 0 0 0 0 0 0 0 133313 0 7297714 0 -2292 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1804515 0 1802223 0 X 1593596 0 3901895 0 5495491 0 7297714 0 X 47066 248735 -5791292 X X false false false X 464892 441760 442563 428280 116612 1894107 0 0 464892 441760 442563 428280 116612 1894107 33879 1860228 109341 165314 107309 208111 127528 717603 0 108927 33168 5036 121659 25540 294330 2906040 0.64013 0.67534 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF TOURNAMENT 22255 10450 11805 0 856 7621 0 0 4816 LOBSTER FEAST 21895 8160 13735 0 0 12240 0 0 0 0 0 0 0 0 0 0 0 0 0 44150 18610 25540 0 856 19861 0 0 4816 25533 7 true UNION HOSPITAL OF CECIL COUNTY INC 106 BOW STREET ELKTON MD 21921 520607945 501(C)(3) 76785 N/A N/A GENERAL SUPPORT 1 0 FORM 990, SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE US THE ORGANIZATION PROVIDES GRANTS PRIMARILY TO RELATED ENTITIES AND DOES NOT ROUTINELY PROVIDE GRANTS TO OTHER ORGANIZATIONS OR INDIVIDUALS. USE OF FUNDS IS MONITORED BY MANAGEMENT. false true false false false false false false false JENNIFER L SCHWARTZ ESQ CORP. SECRETARY (EX-OFFICIO) 0 414128 0 207032 0 41332 0 0 0 12179 0 674671 0 0 ROBERT MCMURRAY TREASURER (EX-OFFICIO) 0 458774 0 228558 0 77033 0 0 0 11797 0 776162 0 23384 FORM 990, SCHEDULE J, PART I, LINE 3 TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. --------------- FORM 990, SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED PLAN PARTICIPATION THE ORGANIZATION IS AN AFFILIATE OF CHRISTIANA CARE HEALTH SERVICES, INC ("CCHS"). CCHS MAINTAINS AN IRC SECTION 457(F) DEFERRED COMPENSATION PLAN. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED AND/OR RECEIVED DISTRIBUTIONS FROM THE 457(F) PLAN DURING THE ORGANIZATION'S FINAL JULY 1, 2023 THROUGH JANUARY 29, 2024 TIME PERIOD: ROBERT MCMURRAY- $30,765 JENNIFER L. SCHWARTZ, ESQ.- NO DISTRIBUTION --------------- FORM 990, SCHEDULE J, PART II DETAIL REGARDING COMPENSATION INFORMATION BEING REPORTED PER THE FORM 990 INSTRUCTIONS FOR A FINAL RETURN, THE COMPENSATION INFORMATION BEING REPORTED RELATES TO THE ORGANIZATION'S FINAL JULY 1, 2023 THROUGH JANUARY 29, 2024 TIME PERIOD. --------------- NET ASSETS 2024-01-29 -5791292 BOOK VALUE 521794697 AFFINITY HEALTH ALLIANCE INC 400 NEXUS DRIVE NW3-100 WILMINGTON DE 19803 501(C)(3) false false false false true true true true false false SCHEDULE N, PART II, LINE 2A ROBERT MCMURRAY, TREASURER, AND JENNIFER L. SCHWARTZ, ESQ., SECRETARY (EX-OFFICIO) SERVED AS OFFICERS OF BOTH UNION HOSPITAL FOUNDATION, INC. AND AFFINITY HEALTH ALLIANCE, INC. AT THE TIME OF DISSOLUTION AND TRANSFER. FORM 990, PART III, LINE 3 CHANGE IN PROGRAM SERVICES UNION HOSPITAL OF CECIL COUNTY FOUNDATION, INC. (FOUNDATION") MERGED INTO AFFINITY HEALTH ALLIANCE, INC., ITS SOLE MEMBER, AS OF JANUARY 29, 2024. --------------- FORM 990, PART VI, SECTION A, LINES 6 & 7A,7B DETAIL OF MEMBERS AND STOCKHOLDERS CHRISTIANA CARE HEALTH SERVICES, INC. ("CCHS") IS THE SOLE MEMBER OF AFFINITY HEALTH ALLIANCE, INC. ("AHA"), THE SOLE MEMBER OF THE UNION HOSPITAL OF CECIL COUNTY FOUNDATION, INC. (FOUNDATION"). CCHS AND AHA ARE BOTH TAX-EXEMPT ORGANIZATIONS. THE BOARD OF DIRECTORS OF CCHS ELECTS THE DIRECTORS OF UNION FOUNDATION AT ITS ANNUAL MEETING. THE ANNUAL OPERATING BUDGET OF UNION FOUNDATION IS APPROVED BY THE AHA BOARD, THE FINANCE COMMITTEE OF THE CCHS BOARD, THE CCHS BOARD, THE FINANCE COMMITTEE OF THE BOARD OF CHRISTIANA CARE HEALTH SYSTEM, INC. ("SYSTEM"), THE SOLE MEMBER OF CCHS, AND THE SYSTEM BOARD. --------------- FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS INFORMATION RELATED TO THE UNION HOSPITAL OF CECIL COUNTY FOUNDATION, INC. FORM 990 IS GATHERED BY FINANCE STAFF AND PROVIDED TO PWC US TAX LLP FOR REVIEW. THE FINAL 2023 FORM 990 FOR THE FINAL SHORT PERIOD YEAR ENDING JANUARY 29, 2024 WAS REVIEWED AND APPROVED BY VARIOUS SENIOR MANAGEMENT OFFICIALS. THE ORGANIZATION'S GOVERNING BOARD WAS ALSO PROVIDED ACCESS TO THE APPROVED FORM 990 VIA ITS BOARD OF DIRECTORS PORTAL. --------------- FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY OUR CONFLICT OF INTEREST ("COI") POLICY IS LOCATED IN THE CAREGIVER RESOURCE CENTER ON THE EMPLOYEE PORTAL. THERE IS AN ANNUAL MANDATORY EDUCATION FOR REQUIRED INDIVIDUALS, WHICH INCLUDES AN ELECTRONIC SIGN OFF ACKNOWLEDGING COMPLETION OF THE EDUCATION, REPORTING OF A REAL OR PERCEIVED CONFLICT OR THAT NO CONFLICTS OF INTEREST EXIST. THE HR/EMPLOYEE RELATIONS TEAM FOLLOWS UP WITH ANYONE WHO HAS A CONFLICT OR PERCEIVED CONFLICT OR DOES NOT COMPLETE THE EDUCATION IN ORDER TO RESOLVE. THE EMPLOYEE HANDBOOK SETS EXPECTATIONS FOR EMPLOYEE CONFLICTS OF INTEREST AND EXPECTATIONS. SEVERAL REPORTING MECHANISMS ALSO EXIST FOR EMPLOYEES TO REPORT CONCERNS. THE BOARD OF DIRECTORS HAS THEIR OWN COI POLICY. COI IS A STANDING AGENDA ITEM ON EACH BOARD OR BOARD COMMITTEE MEETING. BOARD MEMBERS EXPECTATIONS FOR COI ARE CLEARLY COMMUNICATED. --------------- FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL PROCESS THE BOARD OF DIRECTORS OF CHRISTIANA CARE HEALTH SYSTEM, INC. ("SYSTEM"), THE SOLE MEMBER OF CHRISTIANA CARE HEALTH SERVICES, INC. ("CCHS"), THE SOLE MEMBER OF AFFINITY HEALTH ALLIANCE, INC. ("AHA"), THE SOLE MEMBER OF UNION HOSPITAL OF CECIL COUNTY FOUNDATION, INC. (FOUNDATION") ESTABLISHES UNION FOUNDATION'S COMPETITIVE TOTAL COMPENSATION POLICY AND PRACTICE. THE EXECUTIVE COMPENSATION COMMITTEE ("ECC") OF THE SYSTEM BOARD ENGAGES AN INDEPENDENT THIRD PARTY ANNUALLY WHO ASSESSES DATA FROM SEVERAL MAJOR SURVEYS TO ENSURE TOTAL REMUNERATION IS MARKET COMPETITIVE AND QUALIFIES FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE INTERMEDIATE SANCTIONS RULE, SECTION 4958 OF THE INTERNAL REVENUE CODE. AFTER DELIBERATION, THE ECC DOCUMENTS THEIR DECISIONS IN MEETING MINUTES. --------------- FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE, MANAGEMENT & DISCLOSURE THE GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. --------------- FORM 990, PART VII, SECTION A DETAIL REGARDING COMPENSATION INFORMATION BEING REPORTED PER THE FORM 990 INSTRUCTIONS FOR A FINAL RETURN, THE COMPENSATION INFORMATION BEING REPORTED RELATES TO THE ORGANIZATION'S FINAL JULY 1, 2023 THROUGH JANUARY 29, 2024 TIME PERIOD. --------------- FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES TRANSFER TO AFFINITY HEALTH ALLIANCE, INC. $ (5,791,292) --------------- FORM 990, PART XII, LINE 2 AUDITED FINANCIAL STATEMENTS THIS FORM 990 IS A SHORT PERIOD FINAL FORM 990. AS SUCH, THERE ARE NO AUDITED FINANCIAL STATEMENTS THAT COVER THIS SHORT PERIOD. 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