2025-05-12T18:59:28-05:00 2024-06-30 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2023-07-01 521277262 ALLIANCE INC ALLI 4102825900 6501 N CHARLES STREET BALTIMORE MD 21204 KELLY SAVOCA SVP AND CFO 4102825900 2025-05-01 1 1 LORI S BURGHAUSER P00370694 4104031500 2025-05-01 2023 2025-03-06 01:10:19Z X KELLY SAVOCA 6501 N CHARLES STREET BALTIMORE MD 21204 26784317 0 X HTTPS://WWW.SHEPPARDPRATT.ORG/ X 1982 MD PROVIDING COMMUNITY-BASED OUTPATIENT BEHAVIORAL HEALTH, RESIDENTIAL REHABILITATION AND SOCIAL SERVICES AS PART OF SHEPPARD PRATT CONTINUUM OF CARE. 4 1 486 1 0 0 4544682 5615201 18928854 20940588 4207 14800 213299 213728 23691042 26784317 0 0 0 0 16540220 18596371 0 0 0 8179008 9364947 24719228 27961318 -1028186 -1177001 19774267 17569690 5215834 4188258 14558433 13381432 X ALLIANCE, INC., A SUBSIDIARY OF SHEPPARD PRATT, A NOT-FOR-PROFIT BEHAVIORAL HEALTH SYSTEM, 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 21627235 18917058 BUSINESS SERVICES - OUR BUSINESS SERVICES DIVISION PROVIDES EMPLOYMENT THROUGH DIRECT CONTRACTED SERVICES. THESE CONTRACTS ARE THROUGH TWO SPECIAL SET ASIDE PROGRAMS. THESE PROGRAMS HAVE A REQUIREMENT THAT 75% OF THE DIRECT LABOR IS PROVIDED BY PEOPLE WITH DISABILITIES. 2480810 2237258 SUPPORTIVE SERVICES TO VETERANS FAMILIES (SSVF) - ALLIANCE'S SSVF PROGRAM IS DESIGNED TO HELP VETERAN FAMILIES ADDRESS ISSUES SUCH AS JOBLESSNESS, LIMITED INCOME, DISABILITIES, MENTAL ILLNESS, AND SUBSTANCE USE THAT HAVE AN EFFECT ON HOUSING STABILITY. SSVF PROVIDES A PERIOD OF SHORT-TERM INTENSIVE CASE MANAGEMENT TO FAMILIES TO BENEFIT AND PROVIDE TEMPORARY FINANCIAL ASSISTANCE WITH HOUSING OR MOVING EXPENSES. 24108045 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 1 1 0 0 0 1 355 0 486 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 1 0 0 0 0 1 1 1 1 1 0 1 1 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 1534067 52957 KELLY SAVOCA SVP AND CFO 1.00 40.00 X X 0 653385 2957 GREG GATTMAN VP AND COO HOSPITALS 1.00 40.00 X 0 549965 54961 JEFFREY RICHARDSON VP AND COO COMM SERVICES (PART YR) 1.00 40.00 X X 0 658254 36509 ANTONIO SIMPKINS BOARD MEMBER 1.00 1.00 X 0 0 0 0 3395671 147384 0 0 1 0 MARYLAND WORKS INC 10270 OLD COLUMBIA ROAD SUITE 100 COLUMBIA MD 210461854 SOCIAL SERVICES 1101020 MAINTENANCE SOLUTIONS INC PO BOX 5119 CAPITOL HEIGHTS MD 20791 JANITORIAL SERVICES 331022 MACS WC SELF INSURED GROUP 8835 COLUMBIA 100 PKWY SUITE P COLUMBIA MD 21044 SOCIAL SERVICES 236537 BLIND INDUSTRIES AND SERVICES OF MD 3345 WASHINGTON BLVD BALTIMORE MD 21227 REHAB SERVICES 199786 ABOVE ALL HORIZONS CENTER INC 807 MONROE ST BALTIMORE MD 21217 SOCIAL SERVICES 115587 6 5615079 122 5615201 COMMUNITY DEVELOPMENT SERVICES 624100 18652928 18652928 REHAB & RECOVERY SERVICES 624100 2237258 2237258 RENTAL HOUSING REVENUE 624100 50402 50402 20940588 14800 14800 INTERCORPORATE REVENUE 900099 213728 213728 213728 26784317 21154316 0 14800 15265928 15242273 23655 148162 147932 230 2045714 2016900 28814 1136567 1134692 1875 25743 25743 539066 536811 2255 2973 2973 803410 795457 7953 97586 81470 16116 519194 282116 237078 268524 268524 232283 223417 8866 512358 508460 3898 INTERCORPORATE CHARGES 3493689 3493689 CLIENT SERVICES 2813783 2813783 VEHICLE REPAIR AND MAIN 36755 36755 FOOD 11949 11005 944 7634 5477 2157 27961318 24108045 3853273 0 7689410 10674769 4339898 3024989 130233 81768 7220315 4010472 3141642 3209843 4473084 578321 19774267 17569690 502671 1618818 1392392 236528 608681 535993 2712090 1796919 5215834 4188258 X 10546056 9370751 4012377 4010681 14558433 13381432 19774267 17569690 -1177001 0 X X 0 1 X 1 1 1 X 2451429 4392196 5935583 4544682 5615201 22939091 2451429 4392196 5935583 4544682 5615201 22939091 22939091 45 4207 14800 19052 192746 8308 810 201864 23160007 93029788 0.99050 0.98990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: WORKERS COMPENSATION - 2019 AMOUNT: $ 181,543. FUEL TAX CREDIT UBIT REFUND - 2019 AMOUNT: $ 11,203. 2021 AMOUNT: $ 8,308. 2022 AMOUNT: $ 810. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 254100 254100 3869033 1540572 2328461 51056 45863 5193 3046126 2424037 622089 3209843 PARTICIPATION LIABILITY 190175 DUE TO AFFILIATE 772322 LONG TERM CAPITAL ADVANCES 572234 OPERATING LEASE- RIGHT OF USE, PAYABLE 260265 REFUNDABLE ADVANCES 1923 1796919 0 1 0 0 0 0 0 1 0 HARSH K TRIVEDI MD MBA PRESIDENT AND CEO 0 1184905 0 322245 0 26917 0 52900 0 57 0 1587024 0 0 JEFFREY RICHARDSON VP AND COO COMM SERVICES (PART YR) 0 482251 0 93744 0 82259 0 2900 0 33609 0 694763 0 50000 KELLY SAVOCA SVP AND CFO 0 498679 0 99603 0 55103 0 2900 0 57 0 656342 0 0 GREG GATTMAN VP AND COO HOSPITALS 0 434639 0 85932 0 29394 0 27900 0 27061 0 604926 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 2023, THE FOLLOWING PARTICIPATED IN SHEPPARD PRATT'S SUPPLEMENTAL EXECUTIVE DEFERRED COMPENSATION PLAN ("SERP"): HARSH TRIVEDI MD MBA $50,000 GREG GATTMAN $25,000 KELLY SAVOCA $25,000 JEFFREY RICHARDSON $25,000 DURING THE CALENDAR YEAR, THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN SHEPPARD PRATT'S SERP PLAN: JEFFREY RICHARDSON $75,709 KELLY SAVOCA $28,321 PART I, LINE 7 TOP MANAGEMENT COMPENSATION INCLUDES AN ANNUAL INCENTIVE PLAN THAT PROVIDES ADDITIONAL COMPENSATION BASED ON THE ACHIEVEMENT OF ORGANIZATION GOALS AND METRICS INCLUDING FINANCIAL AND NON-FINANCIAL MEASURES. THE PLAN IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF SHEPPARD PRATT HEALTH SYSTEM, INC. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS AN OPERATING SUBSIDIARY OF MOSAIC COMMUNITY SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7A MOSAIC COMMUNITY SERVICES, INC. HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWERS TO APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B MOSAIC COMMUNITY SERVICES, INC. HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWERS TO APPOINT AND REMOVE BOARD MEMBERS. THEY ALSO HOLD THE RIGHT TO APPROVE CERTAIN SELECT TRANSACTIONS OF ITS SUBSIDIARIES. FORM 990, PART VI, SECTION B, LINE 10A: THE POLICIES DESCRIBED IN PART VI, SECTION B, LINES 10A-16B APPLY TO ALLIANCE, INC. AND ITS AFFILIATES AS LISTED BELOW: ALLIANCE REAL ESTATE HOLDINGS 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. 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. ALLIANCE REAL ESTATE HOLDINGS 8003 CORPORATE DRIVE NOTTINGHAM MD 21236 205264634 REAL ESTATE HOLDINGS MD 0 1218161 ALLIANCE INC SHEPPARD & ENOCH PRATT FOUNDATION INC 6501 N CHARLES STREET BALTIMORE MD 21204 521357109 CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT AFFILIATED ORGANIZATIONS MD 501(C)(3) 7 N/A 0 SHEPPARD PRATT HEALTH SYSTEM INC 6501 N CHARLES STREET BALTIMORE MD 21204 520591684 PROVIDES INPATIENT/OUTPATIENT CARE, EDUC. SVCS & RESID. SVCS MD 501(C)(3) 3 SHEPPARD AND ENOCH PRATT FOUNDATION INC 0 SHEPPARD PRATT INVESTMENT INC 6501 N CHARLES STREET BALTIMORE MD 21204 521388935 HOLD AND MANAGE ENDOWMENT FUNDS OF RELATED NONPROFIT ENTITIES MD 501(C)(3) 12A SHEPPARD AND ENOCH PRATT FOUNDATION INC 0 MOSAIC COMMUNITY SERVICES INC 6501 N CHARLES STREET BALTIMORE MD 21204 521338141 PROVIDES THERAPEUTIC RESIDENTIAL., REHAB, & SUPPORT SERVICES MD 501(C)(3) 7 SHEPPARD AND ENOCH PRATT FOUNDATION INC 0 WAY STATION INC 6501 N CHARLES STREET BALTIMORE MD 21204 521162749 PROVIDES REHABILIATION AND TREATMENT SERVICES MD 501(C)(3) 7 SHEPPARD AND ENOCH PRATT FOUNDATION INC 0 FAMILY SERVICES INC 6501 N CHARLES STREET BALTIMORE MD 21204 520730225 FOSTER HEALTHY FAMILIES THROUGH EDUCATION, BEHAVIORAL HEALTH SERVICES MD 501(C)(3) 7 SHEPPARD AND ENOCH PRATT FOUNDATION INC 0 REVISIONS COMMUNITY DEVELOPMENT ORGANIZATION INC 6501 N CHARLES STREET BALTIMORE MD 21204 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 6501 N CHARLES STREET BALTIMORE MD 21204 020650286 PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESSES. MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 0 SHEPPARD PRATT PHYSICIANS PA 6501 N CHARLES STREET BALTIMORE MD 21204 521392214 PROVIDE BEHAVIORAL HEALTH CARE & RESIDENCY TRAINING TO MEDICAL PROFESSIONALS MD 501(C)(3) 10 SHEPPARD AND ENOCH PRATT FOUNDATION INC 0 BEHAVIORAL HEALTH PARTNERS OF FREDERICK INC 6501 N CHARLES STREET BALTIMORE MD 21204 522125435 OUTPATIENT PSYCHIATRIC AND BEHAVIORAL MEDICINE MD 501(C)(3) 3 MOSAIC COMMUNITY SERVICES INC 0 SHEPPARD PRATT PREFERRED RESOURCES INC 6501 N CHARLES STREET BALTIMORE MD 21204 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 6501 N CHARLES STREET BALTIMORE MD 21204 521226449 RENTAL OF FACILITIES FOR MENTAL HEALTH MD N/A C 0 0 0 0 1 1 0 0 0 0 0 1 1 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.