2024-05-13T13:10:30-05:00 2023-06-30 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2022-07-01 522125435 BEHAVIORAL HEALTH PARTNERS OF FREDERICK INC BEHA 4104539553 1925 GREENSPRING DRIVE TIMONIUM MD 21093 KELLY SAVOCA SVP AND CFO 4104539553 2024-05-07 1 KELLY SAVOCA 999009999 1 LORI S BURGHAUSER P00370694 4104031500 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KELLY SAVOCA 6501 NORTH CHARLES ST TOWSON MD 21204 8451069 0 X SEE SCHEDULE O X 2001 MD PROVIDING COMMUNITY-BASED OUTPATIENT BEHAVIORAL HEALTH AND SOCIAL SERVICES AS PART OF SHEPPARD PRATT CONTINUUM OF CARE. 5 1 0 1 0 0 4463 40985 7851767 8400479 5884 679 24314 8926 7886428 8451069 0 0 0 0 1159592 0 0 0 0 7504075 9439905 8663667 9439905 -777239 -988836 1288687 4990066 4980090 8901631 -3691403 -3911565 X BEHAVIORAL HEALTH PARTNERS OF FREDERICK INC., A SUBSIDIARY OF MOSAIC COMMUNITY SERVICES, INC., A NOT-FOR-PROFIT ORGANIZATION THAT PROVIDES OUTPATIENT BEHAVIORAL HEALTH CARE SERVICES, IS DEDICATED TO IMPROVING THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES BY COMPASSIONATELY SERVING THEIR MENTAL HEALTH, ADDICTION, SPECIAL EDUCATION, AND COMMUNITY SUPPORT NEEDS. 0 0 8193223 8409405 PROVIDES OUTPATIENT BEHAVIORAL HEALTH CARE SERVICES IN A MORE COST-EFFECTIVE MANNER WITH IMPROVED CONTINUITY OF CARE. 8193223 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X KELLY SAVOCA 4109385401 6501 NORTH CHARLES STREET TOWSON MD 21204 HARSH K TRIVEDI MD MBA PRESIDENT AND CEO 1.00 40.00 X 0 1334367 52907 KELLY SAVOCA SVP AND CFO 1.00 40.00 X X 0 597885 27828 GREGORY GATTMAN VP AND COO HOSPITALS 1.00 40.00 X 0 520882 52872 JEFFREY W RICHARDSON VP AND COO COMMUNITY SERV 1.00 40.00 X X 0 482590 55394 ANTONIO SIMPKINS BOARD MEMBER 1.00 1.00 X 0 0 0 SCOTT P ROSE CHIEF OF REHAB AND REC - FORMER DIR. 0.00 40.00 X 0 319602 27159 0 3255326 216160 0 1 1 0 0 40985 40985 FREDERICK CLINIC REV. 621400 8400479 8400479 8400479 679 679 MISCELLANEOUS REVENUE 900099 5330 5330 STIPEND REVENUE 900099 2337 2337 INTERCOMPANY REVENUE 900099 1259 1259 8926 8451069 8409405 0 679 X 8650 8650 7743649 7738212 5437 27000 27000 22284 21144 1140 76919 76919 307466 307466 263 263 750 750 7723 6044 1679 15261 15261 INTERCORPORATE CHARGES 1229776 1229776 CLIENT SERVICES 84 84 FOOD EXPENSE 80 80 9439905 8193223 1246682 0 1187028 4780953 48537 0 10469 10469 139041 107144 21618 31897 21035 166747 1288687 4990066 121513 109735 4858577 8791896 4980090 8901631 X -3691403 -3911565 -3691403 -3911565 1288687 4990066 X -988836 768674 X X 0 1 X 1 0 X SECTION A PART 1 PUBLIC CHARITY STATUS THE ORGANIZATION IS NOT LICENSED BY THE STATE AS A HOSPITAL. CONSEQUENTLY, IT IS NOT REQUIRED TO COMPLETE SCHEDULE H. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53988 47118 6870 71621 58347 13274 13432 1679 11753 31897 DUE TO SHEPPARD PRATT 904499 DUE TO WAY STATION 621349 DUE TO MOSAIC 1461125 DUE TO SHEPPARD PRATT PHYSICIANS 5635144 DUE TO FAMILY SERVICES 3131 OPERATING LEASE- RIGHT OF USE PAYABLE, SHORT TERM 122065 OPERATING LEASE- RIGHT OF USE PAYABLE, LONG TERM 44583 8791896 0 1 0 0 0 0 0 0 0 HARSH K TRIVEDI MD MBA PRESIDENT AND CEO 0 1140833 0 0 0 193534 0 52850 0 57 0 1387274 0 150000 KELLY SAVOCA SVP AND CFO 0 498322 0 0 0 99563 0 27771 0 57 0 625713 0 73522 GREGORY GATTMAN VP AND COO HOSPITALS 0 439945 0 0 0 80937 0 27850 0 25022 0 573754 0 73282 JEFFREY W RICHARDSON VP AND COO COMMUNITY SERV 0 475833 0 0 0 6757 0 27176 0 28218 0 537984 0 0 SCOTT P ROSE CHIEF OF REHAB AND REC - FORMER DIR. 0 315071 0 0 0 4531 0 2850 0 24309 0 346761 0 0 PART I, LINE 3 THE TOP MANAGEMENT OFFICIALS ARE UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON SHEPPARD PRATT HEALTH SYSTEM, INC., A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS. PART I, LINE 4B DURING CALENDAR YEAR 2022, THE FOLLOWING PARTICIPATED IN SHEPPARD PRATT'S 457(F) PLAN: HARSH TRIVEDI $ 50,000 JEFFREY RICHARDSON $25,000 GREG GATTMAN $ 25,000 KELLY SAVOCA $ 25,000 DURING THE CALENDAR YEAR, THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN SHEPPARD PRATT'S 457(F) PLAN: HARSH TRIVEDI $167,678 GREG GATTMAN $ 73,282 KELLY SAVOCA $ 73,522 FORM 990, HEADING, BOX J: HTTPS://WWW.SHEPPARDPRATT.ORG/CARE-FINDER/OUTPATIENT-MENTAL-HEALTH-CENTE R-FREDERICK/ FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A OPERATING SUBSIDIARY OF MOSAIC COMMUNITY SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SHEPPARD & ENOCH PRATT FOUNDATION, THE SOLE MEMBER OF MOSAIC COMMUNITY SERVICES INC., HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWER TO APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE SHEPPARD & ENOCH PRATT FOUNDATION, THE SOLE MEMBER OF MOSAIC COMMUNITY SERVICES INC., HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWERS TO APPOINT AND REMOVE BOARD MEMBERS. THE FOUNDATION HOLDS THE RIGHT TO APPROVE CERTAIN SELECT TRANSACTIONS OF ITS SUBSIDIARIES INCLUDING THE SELECTION OF THE AUDITING FIRM AND INSURANCE PROVIDER. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OF THE SHEPPARD AND ENOCH PRATT FOUNDATION, INC. REVIEWS THE FORM 990 AT THE APRIL MEETING. FOLLOWING FINANCE COMMITTEE REVIEW OF THE FORM 990, THE FORM 990 IS POSTED TO THE SHEPPARD PRATT WEBSITE PORTAL FOR THE BOARD OF DIRECTORS REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL TRUSTEES AND KEY EXECUTIVE PERSONNEL TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE CFO WHO SUMMARIZES THE REPORTED CONFLICTS. THIS INFORMATION IS THEN PRESENTED TO THE CEO AND THE CHAIRMAN OF THE BOARD FOR REVIEW. IF IN THE NORMAL COURSE OF CONDUCTING A BOARD MEETING, AN AGENDA TOPIC IS DETERMINED TO PRESENT A CONFLICT OF INTEREST, THE INTERESTED BOARD MEMBER IS REQUIRED TO DISQUALIFY HIM OR HERSELF FROM ANY FURTHER DISCUSSION ON THE MATTER. THE CHAIRPERSON WILL SELECT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES TO THE TRANSACTION THAT POSES THE POTENTIAL CONFLICT. IF AFTER EXERCISING DUE DILIGENCE THE BOARD DETERMINES THAT IT'S UNABLE TO SECURE A MORE ADVANTAGEOUS TRANSACTION WITH AN ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD WILL DETERMINE WHETHER OR NOT TO ENTER INTO THE TRANSACTION, IF IT IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15: SALARIES OF THE CEO AND TOP MANAGEMENT ARE REVIEWED BY THE EMPLOYEE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF SHEPPARD AND ENOCH PRATT FOUNDATION, INC. THIS COMMITTEE IS COMPRISED OF INDEPENDENT TRUSTEES. THE TRUSTEES REVIEW COMPENSATION FOR REASONABLENESS. THEY USE COMPARATIVE INDUSTRY DATA AND FORM 990S OF OTHER ORGANIZATIONS IN THEIR REVIEW PROCESS. THE PROCESS FOR EMPLOYEE COMPENSATION INCLUDES DEVELOPMENT OF COMPENSATION RECOMMENDATIONS BASED ON MARKET SURVEYS AND OTHER COMPARATIVE INDUSTRY DATA AS WELL AS WRITTEN EMPLOYMENT CONTRACTS. THE SALARY INFORMATION FOR THIS GROUP IS OBTAINED BY A CONSULTANT THAT IS ENGAGED BY THE EXECUTIVE COMPENSATION COMMITTEE. THIS CONSULTANT USES CURRENT MARKET COMPENSATION SURVEYS AND OTHER COMPARATIVE INDUSTRY DATA TO MAKE RECOMMENDATIONS, THAT ARE THEN PRESENTED TO THE EXECUTIVE COMPENSATION COMMITTEE FOR APPROVAL. THE EXECUTIVE COMPENSATION COMMITTEE REPORTS THAT COMPENSATION WAS APPROVED TO THE FULL BOARD. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND OTHER POLICIES INCLUDING THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 8,824. MANAGEMENT AND GENERAL EXPENSES 617. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,441. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 39,872. MANAGEMENT AND GENERAL EXPENSES 4,820. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,692. INTERCORPORATE PURCHASED SERVICES - STAFFING: PROGRAM SERVICE EXPENSES 7,689,516. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,689,516. FORM 990, PART XI, LINE 9: UNRESTRICTED TRANSFERS TO AFFILIATES 768,674. PART XII LINE 2C: THE PARENT ENTITY, SHEPPARD AND ENOCH PRATT FOUNDATION, INC., HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SHEPPARD & ENOCH PRATT FOUNDATION PO BOX 6815 BALTIMORE MD 21285 521357109 CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT AFFILIATED ORGANIZATIONS MD 501(C)(3) 7 N/A 0 SHEPPARD PRATT PHYSICIANS PA PO BOX 6815 BALTIMORE MD 21285 521392214 PROVIDE HEALTHCARE TO PATIENTS & RESIDENCY TRAINING TO MEDICAL PROF. MD 501(C)(3) 10 SHEPPARD & ENOCH PRATT FOUNDATION 0 SHEPPARD PRATT INVESTMENT INC PO BOX 6815 BALTIMORE MD 21285 521388935 HOLD AND MANAGE ENDOWMENT FUNDS OF RELATED NONPROFIT ENTITIES MD 501(C)(3) 12A SHEPPARD & ENOCH PRATT FOUNDATION 0 MOSAIC COMMUNITY SERVICES INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 521388141 PROVIDES THERAPEUTIC RESIDENTIAL REHAB & SUPPORT SERVICES MD 501(C)(3) 7 SHEPPARD & ENOCH PRATT FOUNDATION 0 WAY STATION INC PO BOX 3826 FREDERICK MD 21705 521162749 PROVIDES REHABILITATIVE AND TREATMENT SERVICES MD 501(C)(3) 7 SHEPPARD & ENOCH PRATT FOUNDATION 0 FAMILY SERVICES INC 610 EAST DIAMOND AVE GAITHERSBURG MD 20877 520730225 FOSTER HEALTHY FAMILIES THROUGH EDUCATION, BEHAVIORAL HEALTH SERVICES MD 501(C)(3) 7 SHEPPARD & ENOCH PRATT FOUNDATION 0 REVISIONS COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 521849336 PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESSES. MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 0 DULANEY STATION COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 020650286 PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESSES. MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 0 ALLIANCE INC 8003 CORPORATE DRIVE NOTTINGHAM MD 21236 521277262 EDUC., VOC., & RESID. SERVICES FOR INDIVIDUALS WITH DISABILITIES MD 501(C)(3) 7 MOSAIC COMMUNITY SERVICES INC 0 WAY STATION FOUNDATION INC 230 W PATRICK ST PO BOX 3826 FREDERICK MD 21705 521857765 SOLICIT AND ACCEPT FUNDS AND PROPERTY TO SUPPORT AFFILIATED ORGANIZATION MD 501(C)(3) 7 WAY STATION INC 0 SHEPPARD PRATT HEALTH SYSTEM INC PO BOX 6815 BALTIMORE MD 21285 520591684 PROVIDES INPATIENT/OUTPATIENT CARE, EDUC. SVCS & RESID. SVCS MD 501(C)(3) 3 SHEPPARD AND ENOCH PRATT FOUNDATION INC 0 SHEPPARD PRATT PREFERRED RESOURCES INC 6501 N CHARLES STREET TOWSON MD 21285 521757742 INACTIVE MD N/A C 0 SHEPPARD PRATT ASSURANCE COMPANY LLC CARIBBEAN PLAZA 2ND FLOOR NORTH B GEORGE TOWN CJ KYL-1102 981668282 INSURANCE CJ N/A C 0 OMNI HOUSE INC 7440 BALTIMORE ANNAPOLIS BLVD GLEN BURNIE MD 21061 521226449 MENTAL HEALTH, PSYCHIATRIC REHAB, AND RESIDENTIAL SERVICES FOR ADULTS MD N/A C 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 SCHEDULE R, PART II WAY STATION INC., MOSAIC COMMUNITY SERVICES INC. AND FAMILY SERVICES INC. WORK WITH NUMEROUS HUD ENTITIES TO CARRY OUT THEIR EXEMPT PURPOSES. WHILE THERE IS BOARD OVERLAP, THE ULTIMATE CONTROL RESIDES WITH HUD. HUD ENTITIES ARE REFLECTED ON THE SCHEDULE R OF WAY STATION INC., MOSAIC COMMUNITY SERVICES INC. AND FAMILY SERVICES INC.