2026-05-12T13:20:44-05:00 2025-06-30 205991824 SC&H GROUP INC 226 SCHILLING CIRCLE SUITE 300 HUNT VALLEY MD 21031 990 2024-07-01 521392214 SHEPPARD PRATT PHYSICIANS PA SHEP 4109385401 6501 N CHARLES STREET BALTIMORE MD 21204 KELLY SAVOCA SVP AND CFO 4109385401 2026-05-10 1 1 LORI S BURGHAUSER P00370694 4104031500 2026-05-10 2024 2025-03-06 01:10:19Z HARSH TRIVEDI MD MBA 6501 N CHARLES STREET BALTIMORE MD 21204 14934883 0 X N/A X 1985 MD PROVIDE BEHAVIORAL HEALTH CARE TO PATIENTS REGARDLESS OF ABILITY TO PAY AND PROVIDE RESIDENCY TRAINING TO MEDICAL PROFESSIONALS. TREAT PATIENTS IN VARIOUS EDUCATIONAL AND OTHER VENUES AND ENGAGE IN RESEARCH ACTIVITIES. 3 0 230 0 0 0 1065724 209817 13892925 14599116 0 0 24388 125950 14983037 14934883 0 0 0 0 12907488 13345842 0 0 0 3682885 1992451 16590373 15338293 -1607336 -403410 7762012 9957193 10783160 13278973 -3021148 -3321780 PROVIDE BEHAVIORAL HEALTH CARE TO PATIENTS REGARDLESS OF ABILITY TO PAY AND PROVIDE RESIDENCY TRAINING TO MEDICAL PROFESSIONALS. TREAT PATIENTS IN VARIOUS EDUCATIONAL VENUES AND ENGAGE IN RESEARCH ACTIVITIES. 0 0 14129685 14725066 INPATIENT AND OUTPATIENT BEHAVIORAL HEALTH CARE SERVICES. 14129685 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 230 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 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 BALTIMORE MD 21204 HARSH TRIVEDI MD MBA PRESIDENT, CEO & CHAIR 1.00 40.00 X X 0 1715442 63257 TODD E PETERS MD VP, CMO, AND CMIO 1.00 40.00 X X 0 801116 53479 KELLY SAVOCA SVP, CFO, TREASURER & SECRETARY 1.00 40.00 X X 0 708729 51357 EDWARD ZUZARTE MEDICAL DIRECTOR 40.00 1.00 X 464199 0 48066 ADELFOLAKE AKINSANYA SENIOR PSYCHIATRIST 40.00 1.00 X 454822 0 44941 MARGO D LAUTERBACH SENIOR PSYCHIATRIST 40.00 1.00 X 447362 0 48694 ZHIHONG GUO PSYCHIATRIST 40.00 1.00 X 457638 0 25363 SCOTT AARONSON MD DIR. CLINICAL RES./FORMER TRUSTEE 40.00 1.00 X 438391 0 39502 KHIZAR KHAN MD MEDICAL DIRECTOR/ FORMER TRUSTEE 40.00 1.00 X 430073 0 44941 KATHLEEN C HILZENDEGER DIRECTOR DIV PROF SERVICES/ FORMER SECRETARY 1.00 40.00 X 0 215222 27587 DEVI BHUYAN PHD DIR. PSYCHOLOGY, FORMER TRUSTEE 40.00 1.00 X 179428 0 22471 DEEPAK PRABHAKAR SENIOR PSYCHIATRIST/ FORMER 40.00 1.00 X 195465 0 4760 FAITH DICKERSON PHD DIRECTOR PSYCH/STANLEY RES/ FORMER TRUSTEE 40.00 1.00 X 185929 0 7811 LOUIS J MARINO CHIEF OF MEDICAL STAFF 40.00 1.00 X 425728 0 44866 3679035 3440509 527095 127 1 1 0 GBMC 6701 N CHARLES ST TOWSON MD 21204 HEALTH CARE SERVICES 455500 PREMIER HEALTHCARE SERVICES LLC 5073 SPRINGHOUSE CIRCLE WHITE MARSH MD 21237 HEALTHCARE IMPROVEMENT SERVICES 291806 2 209817 209817 INPATIENT AND OUTPATIENT SERVICES 623990 11489936 11489936 CONTRACTUAL PHYSICIAN SERVICE REV 623990 3109180 3109180 14599116 SPECIALTY PHYSICIANS OF GARRETT C 621990 125920 125920 MEDICAL RECORDS 621990 30 30 125950 14934883 14725066 0 0 2197722 2129467 68255 9410943 9410943 211102 169098 42004 876267 876267 649808 647546 2262 848105 832574 15531 7918 7008 910 18964 18964 341528 4342 337186 33476 33476 INTERCOMPANY CHARGES 742077 742077 BANK FEES 383 383 15338293 14129685 1208608 0 593778 446682 273788 36235 571115 1930693 37958 37958 6285373 7505625 7762012 9957193 4427669 3655990 25645 0 6329846 9622983 10783160 13278973 X -3021148 -3321780 -3021148 -3321780 7762012 9957193 X -403410 102778 X X 0 1 X 1 0 X 236876 1012993 685150 1065724 209817 3210560 14455569 17104771 11648270 13892925 14599116 71700651 14692445 18117764 12333420 14958649 14808933 74911211 0 0 0 74911211 4399 4399 4399 4399 11084057 12222829 662758 24388 125950 24119982 25780901 30340593 12996178 14983037 14934883 99035592 0.75640 0.70360 0.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INTERCORPORATE RECEIPTS - 2020 AMOUNT: $ 11,084,057. 2021 AMOUNT: $ 12,218,542. 2022 AMOUNT: $ 511,582. MISCELLANEOUS - 2021 AMOUNT: $ 4,287. 2022 AMOUNT: $ 151,176. 2023 AMOUNT: $ 24,388. 2024 AMOUNT: $ 125,950. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM AFFILIATES 7505625 7505625 DUE TO AFFILIATE 9061851 SELF-INSURANCE LIABILITIES 561132 9622983 0 1 0 0 0 0 0 1 0 HARSH TRIVEDI MD MBA PRESIDENT, CEO & CHAIR 0 1226117 0 331908 0 157417 0 63200 0 57 0 1778699 0 100000 TODD E PETERS MD VP, CMO, AND CMIO 0 652762 0 120695 0 27659 0 38200 0 15279 0 854595 0 0 KELLY SAVOCA SVP, CFO, TREASURER & SECRETARY 0 553128 0 128238 0 27363 0 48200 0 3157 0 760086 0 0 EDWARD ZUZARTE MEDICAL DIRECTOR 458549 0 0 0 5650 0 13200 0 34866 0 512265 0 0 0 ADELFOLAKE AKINSANYA SENIOR PSYCHIATRIST 450306 0 0 0 4516 0 13200 0 31741 0 499763 0 0 0 MARGO D LAUTERBACH SENIOR PSYCHIATRIST 442754 0 0 0 4608 0 13200 0 35494 0 496056 0 0 0 ZHIHONG GUO PSYCHIATRIST 453476 0 0 0 4162 0 13200 0 12163 0 483001 0 0 0 SCOTT AARONSON MD DIR. CLINICAL RES./FORMER TRUSTEE 430268 0 0 0 8123 0 13200 0 26302 0 477893 0 0 0 KHIZAR KHAN MD MEDICAL DIRECTOR/ FORMER TRUSTEE 424602 0 0 0 5471 0 13200 0 31741 0 475014 0 0 0 LOUIS J MARINO CHIEF OF MEDICAL STAFF 418573 0 0 0 7155 0 13200 0 31666 0 470594 0 0 0 KATHLEEN C HILZENDEGER DIRECTOR DIV PROF SERVICES/ FORMER S 0 206685 0 0 0 8537 0 3468 0 24119 0 242809 0 0 DEVI BHUYAN PHD DIR. PSYCHOLOGY, FORMER TRUSTEE 177199 0 0 0 2229 0 7155 0 15316 0 201899 0 0 0 DEEPAK PRABHAKAR SENIOR PSYCHIATRIST/ FORMER 193368 0 0 0 2097 0 0 0 4760 0 200225 0 0 0 FAITH DICKERSON PHD DIRECTOR PSYCH/STANLEY RES/ FORMER T 182487 0 0 0 3442 0 7182 0 629 0 193740 0 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 2024, THE FOLLOWING PARTICIPATED IN SHEPPARD PRATT'S SUPPLEMENTAL EXECUTIVE DEFERRED COMPENSATION PLAN ("SERP"): HARSH TRIVEDI, MD, MBA - $ 50,000 KELLY SAVOCA - $ 35,000 TODD PETERS, MD - $ 25,000 DURING THE CALENDAR YEAR, THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN SHEPPARD PRATT'S SERP PLAN: HARSH TRIVEDI, MD, MBA - $ 129,774 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. PATRICIA L CARLSON FAMILY 212775 THE ORGANIZATION EMPLOYED MS. CARLSON AS A PHYSICIAN DURING THE FISCAL YEAR. MS. CARLSON IS THE SISTER OF MS. HILZENDEGER, A FORMER BOARD MEMBER. 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS ULTIMATELY CONTROLLED BY THE SHEPPARD AND ENOCH PRATT FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SHEPPARD AND ENOCH PRATT FOUNDATION, INC. HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWERS TO APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE SHEPPARD AND ENOCH PRATT FOUNDATION, 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 11B THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OF 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 IS 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 C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND OTHER POLICIES INCLUDING THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATES 102,778. FORM 990, 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 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 HOUSING 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 ALLIANCE INC 6501 N CHARLES STREET BALTIMORE MD 21204 521277262 EDUC., VOC., & RESID. SERVICES FOR INDIVIDUALS WITH DISABILITIES MD 501(C)(3) 7 MOSAIC COMMUNITY SERVICES 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 0 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 0 0 1 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 THE HUD ENTITIES. AS SUCH THE HUD ENTITIES ARE NOT LISTED ON SHEPPARD PRATT PHYSICIANS, P.A.'S SCHEDULE R. HUD ENTITIES ARE REFLECTED ON THE SCHEDULE R OF WAY STATION, INC., MOSAIC COMMUNITY SERVICES, INC. AND FAMILY SERVICES, INC.