Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2021 , and ending 06-30-2022
BCheck if applicable:
CName of organization
Upper Chesapeake Medical Center Inc
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
500 Upper Chesapeake Drive
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Bel Air, MD21014
D Employer identification number

52-1253920
E Telephone number

G Gross receipts $ 484,857,207
F Name and address of principal officer:
Elizabeth Wise
500 Upper Chesapeake Drive
Bel Air,MD21014
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UMMS.ORG/UCH
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1997
M State of legal domicile: MD
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 22
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 16
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 2,918
6 Total number of volunteers (estimate if necessary) ............. 6 391
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 21,989,448 2,326,327
9 Program service revenue (Part VIII, line 2g) ......... 312,454,019 334,278,288
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,228,651 26,356,327
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -13,280 -387,961
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 339,658,838 362,572,981
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 138,231,832 136,123,236
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 157,458,638 168,921,572
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 295,690,470 305,044,808
19 Revenue less expenses. Subtract line 18 from line 12....... 43,968,368 57,528,173
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 906,246,558 944,449,183
21 Total liabilities (Part X, line 26)............. 501,104,891 511,986,569
22 Net assets or fund balances. Subtract line 21 from line 20..... 405,141,667 432,462,614
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: See Schedule O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 234,441,051 including grants of $ 0 ) (Revenue $ 334,352,480 )
PROVIDING HEALTHCARE SERVICES TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY FOR SUCH SERVICES. FOR MORE THAN 90 YEARS, UPPER CHESAPEAKE HEALTH HAS BEEN PROVIDING COMPREHENSIVE, HIGH QUALITY HEALTHCARE. ITS TWO HOSPITALS, HARFORD MEMORIAL HOSPITAL AND UPPER CHESAPEAKE MEDICAL CENTER OFFER SOME OF THE AREA'S MOST ADVANCED INPATIENT AND OUTPATIENT SERVICES SO THAT PATIENTS CAN ENJOY THE SUPERIOR WELLNESS RESOURCES A HEALTHY LIFESTYLE NEEDS, WITHOUT LEAVING THEIR NEIGHBORHOOD. UPPER CHESAPEAKE HEALTH IS A COMMUNITY-BASED, NON-PROFIT HEALTH SYSTEM LOCATED IN HARFORD COUNTY, MARYLAND. OUR VISION IS BASED ON CREATING THE HEALTHIEST COMMUNITY IN MARYLAND. BUILDING ON THAT VISION, WE HAVE A STRONG COMMITMENT TO SERVICE EXCELLENCE. SO MUCH SO THAT IT HAS BECOME PART OF THE FABRIC OF THE HEALTHCARE EXPERIENCE AT UPPER CHESAPEAKE HEALTH. UPPER CHESAPEAKE HEALTH HAS OVER 2,500 PHYSICIANS AND HEALTHCARE PROFESSIONALS WHO ARE DELIVERING CARE FOR THE MIND, BODY, AND SPIRIT IN SETTINGS FROM OFFICES, TO OUTPATIENT CENTERS, TO HOSPITALS, TO SHOPPING CENTERS, TO BUSINESSES, AND TO HOMES. UPPER CHESAPEAKE MEDICAL CENTER IS A MEMBER OF THE UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM. UPPER CHESAPEAKE MEDICAL CENTER (THE MEDICAL CENTER) IS AN ACUTE CARE, NON-PROFIT FACILITY OFFERING A FULL COMPLEMENT OF MEDICAL, DIAGNOSTIC AND EMERGENCY CARE SERVICES. THE MEDICAL CENTER IS FULLY ACCREDITED BY THE JOINT COMMISSION ON THE ACCREDITATION OF HEALTHCARE ORGANIZATIONS (JCAHO). THIS PREMIER HEALTH CARE FACILITY INCORPORATES SEVERAL TRENDS THAT REFLECT HOW HEALTH CARE IS CHANGING, INCLUDING REORIENTATION TOWARDS OUTPATIENT CARE, MORE ACUTELY ILL PATIENTS IN THE HOSPITAL AND FLEXIBILITY FOR GROWTH AND CHANGE TO MEET OUR COMMUNITY'S FUTURE HEALTH CARE NEEDS. LOCATED ON THE MEDICAL CAMPUS IS THE UPPER CHESAPEAKE MEDICAL CENTER WITH 194 ACUTE CARE BEDS. ADJACENT TO THE MEDICAL CENTER IS THE AMBULATORY CARE CENTER OF HARFORD COUNTY, CONTAINING PHYSICIAN OFFICES, OUTPATIENT IMAGING AND LABORATORY PROCEDURES, OUTPATIENT PRE-ASSESSMENT TESTING AND ASSESSMENT, UPPER CHESAPEAKE CARDIOVASCULAR INSTITUTE, AND THE ADMINISTRATIVE OFFICES OF THE UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM. ALSO LOCATED NEXT TO THE MEDICAL CENTER, IS A PRE-EXISTING MEDICAL OFFICE BUILDING WITH PHYSICIAN OFFICES AND OTHER HEALTHCARE RELATED SERVICES, A PARKING GARAGE AND A SECOND MEDICAL OFFICE BUILDING WHICH INCLUDES OUTPATIENT SERVICES AND PHYSICIAN OFFICES. HARFORD MEMORIAL HOSPITAL AND UPPER CHESAPEAKE MEDICAL CENTER MAINTAIN CHARITY CARE PROGRAMS AND, IN ADDITION, CONDUCT MANY COMMUNITY OUTREACH AND COMMUNITY BUILDING ACTIVITIES INCLUDING: - COMMUNITY HEALTH EDUCATION PROGRAMS WHICH INCLUDE NEWBORN BABY CARE, SITTER SAFETY PROGRAM, INFANT CPR, INFANT SAFETY, STOP SMOKING CLASS, KIDS SAFETY CLASS, AND PRENATAL BREAST FEEDING CLASS - SUPPORT GROUPS INCLUDING BREAST FEEDING SUPPORT, BREAST CANCER AWARENESS GROUPS, PERINATAL BEREAVEMENT, ASTHMA SUPPORT GROUP, WIDOW AND WIDOWERS SUPPORT GROUP, GRIEF SUPPORT GROUP, PROSTATE CANCER SUPPORT GROUP, AMPUTEE NETWORK, BRAIN INJURY SUPPORT GROUP, STROKE CLUB, LUPUS SUPPORT GROUP, AND OTHERS - HEALTH SCREENINGS INCLUDING SCREENINGS FOR OSTEOPOROSIS, CARDIAC PROBLEMS, BLOOD PRESSURE, AND OTHER ISSUES - FREE AND MOBILE CLINIC
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet234,441,051
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
10
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
2,918
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
22
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
16
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MD
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletAMY M MYERS900 ELKRIDGE LANDING ROAD - 3 EAST   LINTHICUM,MD21090 (443) 462-3573
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Bryan E Kelly
 
CHAIRMAN
 1.0
.................
6.0 		X   X       0 0 0
(2) Dennis Kurgansky MD
 
SECRETARY
 1.0
.................
6.0 		X   X       0 0 0
(3) Elizabeth Wise
 
PRESIDENT/CEO
 1.0
.................
47.0 		X   X       0 0 0
(4) James M Harkins
 
VICE CHAIRMAN
 1.0
.................
8.5 		X   X       0 0 0
(5) Lyle E Sheldon
 
PRESIDENT/CEO, UMUCHS (Ended 12/21)
 1.0
.................
48.0 		X   X       0 1,266,676 24,622
(6) MICHAEL F ALLEN
 
Treasurer
 1.0
.................
5.0 		X   X       0 0 0
(7) Adele A Wilzack RN MS
 
DIRECTOR
 1.0
.................
7.0 		X           0 0 0
(8) ALBERT J A YOUNG ESQ
 
DIRECTOR
 1.0
.................
5.0 		X           0 0 0
(9) Charles E Alexander
 
Director
 1.0
.................
4.0 		X           0 0 0
(10) James C Richardson
 
Director
 1.0
.................
3.0 		X           0 0 0
(11) JASON BIRNBAUM MD
 
DIRECTOR
 1.0
.................
5.0 		X           0 0 0
(12) LAWRENCE SCANLAN
 
DIRECTOR
 1.0
.................
4.0 		X           0 0 0
(13) Lisa Thomas MD
 
EX-OFFICIO, PHYSICIAN
 1.0
.................
4.0 		X           0 0 0
(14) MELINDA L CRAIG
 
DIRECTOR
 1.0
.................
6.0 		X           0 0 0
(15) Mohan Suntha MD
 
President/CEO, UMMS
 1.0
.................
60.0 		X           0 3,436,975 40,732
(16) MUHAMMAD K JOKHADAR MD
 
EX-OFFICIO, PHYSICIAN
 40.0
.................
4.0 		X           413,584 15,551 41,110
(17) R Bryan Kilby
 
DIRECTOR
 1.0
.................
5.0 		X           0 0 0
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Richard P Streett JR VMD
 
DIRECTOR
 1.0
.......................6.0 		X           0 0 0
(19) Ryan D John
 
Director
 1.0
.......................3.0 		X           0 0 0
(20) S Michelle Lee
 
Director
 1.0
.......................46.0 		X           0 1,177,016 27,909
(21) SHARON M LIPFORD
 
DIRECTOR
 1.0
.......................4.0 		X           0 0 0
(22) Theresa B Felder
 
Director
 1.0
.......................3.0 		X           0 0 0
(23) TOBIAS MUSSER
 
DIRECTOR
 1.0
.......................4.0 		X           0 0 0
(24) MARCO PRIOLO
 
CFO
 1.0
.......................47.0 		    X       0 351,364 65,281
(25) Angela M Kaitis
 
DIR, PHARMACEUTICALS SVCS
 40.0
.......................0 		        X   204,282 0 13,980
(26) KAYUR R BHAVSAR MD
 
PHYSICIAN
 40.0
.......................0 		        X   241,231 0 5,332
(27) OLUFUNMILAYO ONOBRAKPEYA MD
 
PHYSICIAN
 40.0
.......................0 		        X   249,119 0 30,909
(28) ROY H PHILLIPS MD
 
PHYSICIAN
 40.0
.......................0 		        X   301,120 0 21,814
(29) Zhanna N Kolosey
 
Nurse
 40.0
.......................0 		        X   234,347 0 7,676
(30) Joseph E Hoffman III
 
Former CFO
 0.0
.......................43.0 		          X 0 879,009 33,790
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,643,683 7,126,591 313,155
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet216
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 798,716
e Government grants (contributions)1e 1,527,611
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 2,326,327
Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 621110 334,278,288 334,278,288 0 0
b
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 334,278,288
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 2,059,228 0 0 2,059,228
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents 0 1,725,749 6a
b Less: rental expenses 0 3,611,392 6b
c Rental income or (loss) 0 -1,885,643 6c
d Net rental income or (loss).......MediumBullet -1,885,643 0 0 -1,885,643
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 0 142,969,933 7a
b Less: cost or other basis and sales expenses 0 118,672,834 7b
c Gain or (loss) 0 24,297,099 7c
d Net gain or (loss).........MediumBullet 24,297,099 0 0 24,297,099
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a CAFETERIA/VENDING 722514 1,323,992 0 0 1,323,992
b PARKING GARAGE 812930 99,498 0 0 99,498
c MISC 900099 74,192 74,192 0 0
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 1,497,682
12 Total revenue. See instructions.....MediumBullet 362,572,981 334,352,480 0 25,894,174
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 413,584 0 413,584 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 112,883,430 84,233,829 28,649,601 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 6,716,064 4,993,245 1,722,819 0
9 Other employee benefits ....... 5,064,617 3,765,431 1,299,186 0
10 Payroll taxes ........... 11,045,541 8,212,116 2,833,425 0
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ........... 11,344 0 11,344 0
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 256,724 0 256,724 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 52,979,287 30,696,022 22,283,265 0
12 Advertising and promotion .... 67,291 50,029 17,262 0
13 Office expenses ....... 268,630 199,720 68,910 0
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 6,376,401 4,740,713 1,635,688 0
17 Travel ............ 21,283 15,823 5,460 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 34,342 25,533 8,809 0
20 Interest ........... 6,653,053 4,946,398 1,706,655 0
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 16,538,547 12,296,045 4,242,502 0
23 Insurance ... 5,448,918 5,353,890 95,028 0
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 45,399,701 45,399,701 0 0
b Bad Debt 13,996,520 13,996,520 0 0
c Corporate Fees 11,606,880 8,629,459 2,977,421 0
d Repairs/Maint 3,063,686 2,277,783 785,903 0
e All other expenses 6,198,965 4,608,794 1,590,171 0
25 Total functional expenses. Add lines 1 through 24e 305,044,808 234,441,051 70,603,757 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 80,785,518 1 0
2 Savings and temporary cash investments ......... 0 2 161,521,939
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 33,990,797 4 37,734,575
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 42,349,453 7 74,784,547
8 Inventories for sale or use ............ 5,481,508 8 6,430,568
9 Prepaid expenses and deferred charges ...... 637,495 9 1,530,296
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 291,216,427
b Less: accumulated depreciation 10b 109,537,075 194,830,110 10c 181,679,352
11 Investments—publicly traded securities . 253,518,906 11 114,047,094
12 Investments—other securities. See Part IV, line 11 ..... 0 12 78,636,000
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ............... 0 14 55,686,000
15 Other assets. See Part IV, line 11 ........... 294,652,771 15 232,398,812
16 Total assets. Add lines 1 through 15 (must equal line 33)... 906,246,558 16 944,449,183
Liabilities 17 Accounts payable and accrued expenses ..... 42,886,522 17 41,834,443
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 458,218,369 25 470,152,126
26 Total liabilities. Add lines 17 through 25.. 501,104,891 26 511,986,569
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 370,128,083 27 397,449,030
28 Net assets with donor restrictions ........... 35,013,584 28 35,013,584
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 405,141,667 32 432,462,614
33 Total liabilities and net assets/fund balances ........ 906,246,558 33 944,449,183
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
362,572,981
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
305,044,808
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
57,528,173
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
405,141,667
5
Net unrealized gains (losses) on investments ...............
5
-44,784,573
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
14,577,347
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
432,462,614
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID: 21014044
Software Version: 2021v4.2
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
Upper Chesapeake Medical Center Inc
 
Employer identification number

52-1253920
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2021 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2021 		(iii)
Distributable
Amount for 2021
1 Distributable amount for 2021 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2021:
a From 2016.......  
b From 2017.......  
c From 2018.......  
d From 2019.......  
e From 2020.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2021 distributable amount  
i Carryover from 2016 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2021 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2021 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2021, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2021. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2022. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2017.....  
b Excess from 2018.....  
c Excess from 2019.....  
d Excess from 2020.....  
e Excess from 2021.....  
Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Name of the organization
Upper Chesapeake Medical Center Inc
 
Employer identification number

52-1253920
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2021)
Schedule B (Form 990) (2021) Page 2
Name of organization
Upper Chesapeake Medical Center Inc
  		Employer identification number
52-1253920
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 3
Name of organization
Upper Chesapeake Medical Center Inc
  		Employer identification number

52-1253920
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 4
Name of organization
Upper Chesapeake Medical Center Inc
  		Employer identification number

52-1253920
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2021)
Additional Data


Software ID: 21014044
Software Version: 2021v4.2
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Upper Chesapeake Medical Center Inc
 
Employer identification number

52-1253920
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
11,344
j
Total. Add lines 1c through 1i ....................................................................................................
11,344
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
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 Americal Hospital Association (AHA). Each organization engages in many support activities including lobbying and advocating for their member hospitals. The MHA and AHA reported that 2.52% and 26.47% of member dues were used for lobbying purposes and as such, the organization has reported this amount on Schedule C, part II-B as other lobbying activities.
Schedule C (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
Upper Chesapeake Medical Center Inc
 
Employer identification number

52-1253920
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   10,700,000 10,700,000
b Buildings ....   183,249,847 40,538,990 142,710,857
c Leasehold improvements   0 0 0
d Equipment ....   89,872,671 67,792,418 22,080,253
e Other .....   7,393,909 1,205,667 6,188,242
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 181,679,352
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) Hedge Funds		 78,636,000 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 78,636,000
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)UCMC FIXED ASSET FMV  
(2)ECONOMIC INT - UC FOUNDATION 35,012,834
(3)NET UMMS BOND FUNDING 194,679,483
(4)PREPAID CAPITAL INTEREST ON UMMS BONDS  
(5)RIGHT OF USE ASSET  
(6)FINANCING LEASE 1,615,505
(7)OTHER ASSETS 1,090,990
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 232,398,812
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 470,152,126
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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.
Schedule D (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
Upper Chesapeake Medical Center Inc
 
Employer identification number

52-1253920
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		    3,505,469 0 3,505,469 1.20 %
b Medicaid (from Worksheet 3, column a) . . . . .     0 0 0 0 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     0 0 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 3,505,469 0 3,505,469 1.20 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     1,981,949 46,900 1,935,049 0.66 %
f Health professions education (from Worksheet 5) . . .     1,009,336 0 1,009,336 0.35 %
g Subsidized health services (from Worksheet 6) . . . .     4,286,828 0 4,286,828 1.47 %
h Research (from Worksheet 7) .     861,243 0 861,243 0.30 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     71,706 0 71,706 0.02 %
j Total. Other Benefits . . 0 0 8,211,062 46,900 8,164,162 2.81 %
k Total. Add lines 7d and 7j . 0 0 11,716,531 46,900 11,669,631 4.01 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing     3,549 0 3,549 0 %
2 Economic development     4,306 0 4,306 0 %
3 Community support     68,804 0 68,804 0.02 %
4 Environmental improvements     929 0 929 0 %
5 Leadership development and
training for community members		     91,438 0 91,438 0.03 %
6 Coalition building     443 0 443 0 %
7 Community health improvement advocacy     0 0 0 0 %
8 Workforce development     0 0 0 0 %
9 Other     0 0 0 0 %
10 Total 0 0 169,469 0 169,469 0.06 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
11,030,657
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
115,200,270
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
97,623,003
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
17,577,267
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 UPPER CHESAPEAKE MEDICAL CENTER INC
500 UPPER CHESAPEAKE DRIVE
BEL AIR,MD21014
WWW.UMMS.ORG/UCH
12-006 		X X         X     1
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
1
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 21
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 21
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.umms.org/uch/community
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
1
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://www.umms.org/uch/patients-visitors/for-patients/financial-assistance
b
https://www.umms.org/uch/patients-visitors/for-patients/financial-assistance
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 6
Part VFacility Information (continued)

Billing and Collections
1
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
1
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
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 - UPPER CHESAPEAKE MEDICAL CENTER, INC.. In order to gain a better understanding of the Harford County community, qualitative data was collected by stakeholders from the Local Health Improvement Coalition (LHIC) through a survey. There was also a series of targeted focus groups with the stakeholders and community members. Following the October 2020 Virtual Local Health Improvement Coalition (LHIC) Annual meeting, 46 stakeholders representing diverse community interests filled out a brief survey on health and social determinants. These stakeholders provided particular insight into the challenges facing the medically under-served, low income, marginalized, and minority populations. LHIC Stakeholder Organizations Local Health Department: Harford County Health Department Local Health Improvement Coalition: Behavioral Health Chronic Disease Prevention Wellness Family Health Resilience Local Government: Bel Air Police Department Harford County Council Harford County Emergency Service Harford County Government Harford County Government Planning Zoning Harford County Sheriff's Office Harford County Office on Aging Harford County Parks Rec Harford County Public Libraries Town of Bel Air School - K-12: Harford County Public Schools School - Colleges, Universities: Harford Community College and Towson University Behavioral Health Organizations: Addictions Connection Resource Addiction Recovery Systems Ashley Addiction Treatment BHA Maryland Commitment to Veterans Brantwood Family Services Char Hope Foundation Core Services Agency Department of Juvenile Services District Court of Maryland for Harford County Empowering Minds Resource Center Hannah's Hope Harbor of Grace Recovery Harford County Detention Center Harford County Volunteer Fire Maryland Circuit Court Maryland Coalition of Families Medmark Treatment Centers New Day Wellness and Recovery Center Norkris Services Northern Chesapeake Counseling, LLC Office of Drug Control Policy OIC Counseling Services, Inc. Opioid Operational Command Center Pyramid Healthcare Riverside Treatment Springboard Community Services The Bergand Group The Homecoming Project Upper Bay Counseling Voices of Hope Social Service Organizations: Harford County Department of Social Services Department of Community Services Community/Neighborhood Organizations: Breathe 379 Epicenter Girls on the Run Horowitz Center for Health Literacy Klein's Shoprite LASOS (Linking All So Others Succeed) Mason-Dixon Community Services National Coalition of 100 Black Women Leukemia Lymphoma Society United Way of Central Maryland Y of Central Maryland Other: CareFirst Habitat for Humanity Inner County Outreach Joyce Steinberg - Pharmacist Meghan Crosby Budinger, LCPC, LLC, Mosaic Group Seedco The Judy Center United Healthcare In addition, six focus groups were convened to gather input from targeted groups. These focus groups included members of the Susquehanna Ministerium, participants from the Epicenter (a community center in a predominantly low-income minority community), a diabetes prevention class, MEGAN's Place, key Informants from the Local Health Improvement Coalition (LHIC), and key Informants from a Limited English Proficiency workgroup. An online Community Survey of Harford County residents was conducted between September 2020 and March 2021. The survey was designed to assess health status, health risks and behaviors, preventative health practices, health equity, and health care access primarily related to chronic disease and injury. A total of 1,361 resident surveys were completed. Respondents had diverse, geographical, gender, race, and ethnic backgrounds, however, the survey could not be weighted to offer a statistically representative sample of the community. Following the completion of the CHNA research, the health issues were prioritized and implementation plans were drafted with the help of 44 internal and external partners including health care providers, public health experts, health and human service agencies, and other community representatives during a Priority Setting Meeting held on April 20, 2021. Prioritization Session Participants UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH Nate Albright, UMUCH Clinical Service Line Patsy Astarita, UMUCH Kaufman Cancer Center Vickie Bands, UMUCH Community Outreach and Health Improvement Heather Beauchamp, UMUCH Emergency Critical Care Leslie Clark, UMUCH Comprehensive Care Center Karen Goodison, UMUCH Clinical Operations Karen Hensley, UMUCH Women Children Gary Hicks, UMUCH Education Bari Klein, Healthy Harford/Healthy Cecil Mark Lewis, UMUCH Heart Vascular Institute Debbie Ostrowski, UMUCH Diabetes Endocrine Christina Pedini, UMUCH Rehab Services Jennifer Redding, UMUCH Behavioral Health Corrie Reed, UMUCH Breast Cervical Program Allen Siegel, UMUCH Chaplain Julie Siejack, UMUCH Community Outreach Lisa Starkey, UMUCH Population Health Kimberly Theis, UMUCH Community Benefit Jennifer Thomas, UMUCH Nursery Pediatrics Barbara Truitt, UMUCH Stroke Center Colin Ward, UMUCH COO HARFORD COUNTY HEALTH DEPARTMENT Marcy Austin, HCHD Deputy Health Officer David Bishai, HCHD Health Officer Christina Claypool, HCHD Health Policy Shelby Graves, HCHD Family Health Ronya Graves, HCHD Health Policy Andrea Pappas, HCHD Behavioral Health COMMUNITY PARTNERS Cindy Abbott, Mason-Dixon Sylvia Bryant, Department of Community Services Margaret Deem, Harford County Government Jeffrey Gahler, Harford County Sheriff's Office Mary Hastler, Harford County Public Libraries Eddie Hopkins, Harford County Emergency Services Mary Nasuta, Harford County Public Schools Michael Nolan, Breath 379 Amy Novak, United Way of Central Maryland Kim Parks-Bourne, Harford County Department of Social Services Reverend Proud, Susquehanna Ministerium Jerry Reyerson, Department of Social Services Amber Shrodes, Harford County Department of Social Services Mary Stapleton, Harford County Public Schools Melynda Velez, Linking All So Others Succeed (LASOS) Pat Vincenti, Harford County Council Karen Winkowski, Harford County Office on Aging
Schedule H, Part V, Section B, Line 6a Facility 1, 1 Facility 1, 1 - UPPER CHESAPEAKE MEDICAL CENTER, INC.. UCMC'S CHNA WAS CONDUCTED IN CONJUNCTION WITH ITS RELATED AFFILIATE HOSPITAL, HARFORD MEMORIAL HOSPITAL.
Schedule H, Part V, Section B, Line 6b Facility 1, 1 Facility 1, 1 - UPPER CHESAPEAKE MEDICAL CENTER, INC.. THE HOSPITAL'S CHNA WAS CONDUCTED WITH ORGANIZATIONS OTHER THAN HOSPITAL FACILITIES AS FOLLOWS: HEALTHY HARFORD (A 501(C)(3) ORGANIZATION) AND HARFORD COUNTY HEALTH DEPARTMENT.
Schedule H, Part V, Section B, Line 11 Facility 1, 1 Facility 1, 1 - UPPER CHESAPEAKE MEDICAL CENTER, INC.. University of Maryland Upper Chesapeake Health (UMUCH) has prioritized the following health concerns in order of importance: Behavioral Health, Chronic Disease Prevention and Wellness, and Family Stability and Wellness. Key Findings Regarding the Prioritization of Behavioral Health, Prevention and Wellness, and Family Stability and Wellness Community Feedback: The community survey consisted of 47 questions about access to health care, health status and behaviors, and health-related community strengths and opportunities. The top three key health issues of concern to the community were drug and alcohol use, overweight/obesity, and mental health/suicide. The most commonly reported chronic condition in the survey was high blood pressure, affecting 58.3% of respondents. There were also 22.3% of respondents that reported having anxiety disorder and 19.5% of respondents that reported having depressive disorder in the community survey. While the focus group responses varied between groups, there were common themes. Many participants identified a lack of transportation, mental health resources, access/education regarding healthy foods, elder care, and general issues with access to care and lack of awareness of resources as barriers to a healthier community. A key takeaway was that resources exist in the county, but they are often scarce, and many do not know what or where they are, as well as how to access them. A key theme was participants felt that there was a need to create a sense of community and family stability. Secondary Data: Behavioral Health (Mental Health/Substance Use): The state's Behavioral Risk Factor Surveillance System (BRFSS) reported that 18.8% of adults in Harford County were diagnosed with depressive disorder in 2019. From 2017-2020, the hospitalization rate for depression was 90 per 1,000 residents. In addition, the 2019 suicide rate of 11.4 per 100,000 in Harford County was higher than the state average of 10.1 per 100,000. Studies have shown that Adverse Childhood Experiences (ACEs) can be a key health indicator associated with a significant increase in risk for mental illness and chronic disease in adulthood. ACEs are described as traumatic events experienced during childhood such as living with a parent/caregiver with mental illness, physical, sexual, and/or emotional abuse, and an incarcerated household member. The greater the number of ACES on a scale of 0 to 10, the higher the risk, with 4 ACEs or more being the turning point for significant risk. The BRFSS reported that 13.4% of Harford County adults experience 4 or more ACEs. From 2013 to 2017, there was a steady increase in total drug and alcohol-related intoxication deaths in both Harford County and Maryland. This trend was reversed in 2018, and since then there has been a 17% decrease in total drug and alcohol-intoxication related deaths in Harford County. While there has been an overall decline, the overdose problem remains a concern for the county with rates over twice as high as they were a decade ago. In 2020, 84 lives were lost due to drugs or alcohol, and as a community we are working to reduce that number as low as possible. During the pandemic shutdowns, access to mental health was expanded through the use of telehealth. Success with this service modality has fostered both regulatory and legislative changes that will hopefully integrate telehealth options into standard care. Harford County has a mental health HPSA (Health Provider Shortage Area) designation with a population to provider ratio of 500:1. With only 508 total mental health providers in the county, creatively providing increased mental health services is a priority. In response to Behavioral Health, the following actions took place: - Behavioral health education sessions and podcasts on topics related to behavioral health/substance use and the impact trauma has on individuals and families. - Depression Screenings to identify people who have depression so that they can get the help they need. - Partnered with the American Foundation for Suicide Prevention to bring awareness of the Klein Family Crisis Center in harfod County during September Suicide Prevention Month. - Partnered with the Office of Mental Health to co-host Mental Health Family Wellness event. - Participated in Boards, Committees and Stakeholder Meetings to address Mental Health Substance Abuse Disorder issues: * Mental Health Addiction Advisory Council/ Local Health Coalition - Behavioral Health Workgroup/Harford County Opioid Intervention Team Meeting - To advise the county health officer, county executive, county council, and the Secretary of Health and Mental Hygiene on the progress of the county mental health program and on any action needed to improve program; and - To be a county advocate for a comprehensive approach to the prevention and treatment of mental illness and addictions; and - To determine the needs of the mental health and addictions programs in the county; and - To periodically review the availability and quality of mental health and addictions facilities and services in the county; and - To provide representatives for site visit teams that evaluate mental health and addictions facilities and programs in the county. * Law Enforcement Assisted Diversion Operational Workgroup - To recognize and treat substance use and other behavioral health conditions as public health issues and to address social service needs that may give rise to criminal offenses; and - To reduce the cost to the criminal justice system by providing support services instead of prosecution and incarceration when guidelines are met; and - To reduce the harm of drug use to the individual and the community, with a particular emphasis placed on prioritizing the individual's well-being; and - To reduce crime and recidivism (re-arrests); and - To improve community-police relations; and - To reduce overdose deaths in the Town of Bel Air. * Overdose Fatality Review Board - To clinically review all opiate overdose deaths and determine likely gaps in care or solutions to care needs. * Recovery Planning Committee - To participate a community stakeholders workgroup (i.e., Health Department, Office of Drug Control Policy, Department of Social Services, Addiction Connections Resources, Voices of Hope etc.) to plan events and ways to recognize and raise awareness about Recovery. * Adult Public Guardianship Review Board - To review guardianship of a public agency. * All County Providers Workgroup - To share information regarding new laws/legislations, programs, events, services, etc; and - To discuss problems and concerns in the mental health provider community as well as to find out updates about other services and supports offered for mental health patients, as well DHMH and other State wide initiatives are shares by CORE services. * Harford County Trauma Institute Informed Care Steering Committee - To enhance awareness re: impact of trauma on an Enhanced awareness re: impact of trauma on an individual's physical and mental health; and - To improve and increase linkages to behavioral health services; and - To increase use of mobile crisis services and KFHCC vs. law enforcement for behavioral health crisis with the goal of decreasing hospitalizations and emergency petitions and appropriate linkage to care/community resources. * Mental Health Board of Directors - To work collaboratively to plan, develop, enhance, and monitor behavioral health services provided to individuals and families throughout Harford County. * Multi-Disciplinary County Workgroup - To facilitate connections on mental health treatment with local government agencies such as CORE services, Office on aging, APS, Legal Aid, and the Health Department; and - To educate individuals on what mental health treatment can and cannot do and attempt to link agencies with how to connect to services in the County regarding mental health treatment. * Child Fatality Review Board - To improve understanding of how and why children die; to demonstrate the need for and to influence policies and programs to improve child health, safety and protection; and to prevent future deaths. This is accomplished through multi-disciplinary, multi-agency review of individual cases of child deaths. The case review team makes recommendations for improvements to systems and for public and professional education, and advocates for their implementation.
Schedule H, Part V, Section B, Line 11 Facility 1, 2 Facility 1, 2 - UPPER CHESAPEAKE MEDICAL CENTER, INC.. * Harford County Police Commission - To partner with community stakesholders to discuss immediate concerns and long term goals relating to law enforcement in Harford County. * Harford County Sexual Assault Team - To work with police detectives from Havre de Grace, Aberdeen, HCSO, a rep from SARC, and the SAFE nurses for the hospital all attend to review sexual assault cases in Harford County. Sexual Assault Forensic Examination (SAFE) Program at UM HMH. The only one of its kind in Harford County, the SAFE Program is a free, confidential service available 24/7 to care for male and female victims of sexual assault from ages 13 and older. This program collaborates with the Harford County Sheriff's Office and local community partners to ensure victims are treated compassionately and respectfully. * Harford County Sheriff's Office Crisis Negotiation Team - To work with the Harford County Sheriff's Office to provide crisis management assistance as part of their Crisis Intervention and Crisis Negotiation Teams; and - To de-escalate mental health crisis situations. Chronic Disease Prevention and Wellness: Unhealthy behaviors such as tobacco/nicotine use, drinking, physical inactivity, and poor nutrition can lead to negative health outcomes and chronic disease. In Harford County, tobacco use has notably been higher than the state average for a number of years. With the advent of e-cigarettes, data has shown that use of e-cigarette vaping devices in middle and high school skyrocketed between 2016 to 2018, with 19.6% and 43% of students, respectively, trying an electronic vapor product at least once. Adult smoking continues to be higher in Harford County (20.6%) compared to the state (13.1%). Heavy drinking is also higher in Harford County at 9.5% compared to 5.4% in the state (adult men having 14 drinks per week and adult women having 7 drinks a week). The BRFSS survey reported 59.4% of adults in the county got the recommended 150 or more minutes of physical activity per week which was higher than the state average of 51.8%. Furthermore, 90% of Harford County residents had access to exercise opportunities. Despite the county's advantages in exercise, it is significant that 72.7% of adults were overweight or obese. This percentage is significantly higher in non-Hispanic Black adults in Harford County (83.9%) compared to white adults (66.9%). The white top 3 causes of death in Harford County for 2019 were heart disease, cancer, and cerebrovascular disease (stroke). If top causes of death remain the same for 2020, COVID-19 would be the third leading cause of death in Harford County. Access to care continues to have an impact on health outcomes as well. An estimated 4.9% of residents do not have a vehicle in Harford County with higher rates in Edgewood (9%). Aberdeen (8.8%) and Havre de Grace (7.5%). The gaps in transportation contribute to the lack of access to services that could lead to better health outcomes and overall wellness. In response to Prevention and Wellness, the following actions took place: Cancer: * Cancer Prevention and Screening Education Sessions to participants at health fairs, organizations, faith based communities and/or local events, as well as via podcasts. * Hosted a Cancer Survivor Day Celebration to celebrate the survival, the power of hope and support, and the sharing of passions that help people through this difficult disease. * HPV education sessions to increase awareness on HPV infections and the acceptance of HPV vaccinations. * Men's Health Education session regarding health issues men face, such as prostate cancer. * Breast and Cervical Cancer Screenings to Uninsured and under insured women of Harford County with a primary focus to increase the number of minority women. * Skin Cancer Screenings to check the skin for moles, birthmarks, or other pigmented areas that look abnormal and provide referrals for follow-up. * Cancer LifeNet Program, a free support system for anyone in Harford and Cecil counties with cancer, no matter where they seek treatment, individuals received navigation and support services to help cope with the physical, financial, psychological and emotional aspects of having cancer. Nurse navigators, social workers and other specialists work alongside people diagnosed with cancer to create a safe and nurturing environment and help them cope with each stage of their cancer journey. Specially trained and with years of experience, this incredible group of professionals really is a lifeline to many, caring not only for patients, but for their families as well. * Acupuncture Clinics to provide evidence-based acupuncture care to individuals to enhance their immune system to restore the body's natural functioning. * Cancer Self-Management Classes, such as Meditation, Mindfulness-based stress reduction, Yoga, and Master Gardening for relaxation and wellness, and Massage Therapy to participants undergoing current cancer treatment. * Cancer Thriving Surviving Classes, a six-week evidence based chronic disease management program for cancer survivors and their caregivers. * Monthly Cancer Support Groups to provide expert speakers, education and support. Support Groups provided were as follows: * Blood Cancer Support Group * Breast Cancer Support Group * CLIMB-Children's Support Group * Head Neck Cancer Support Group * Prostate Cancer Support Group * Healing Through Support Diabetes: * Diabetes Education Sessions for participants through the provision of education and classes, individual patient information sessions, and health fairs, as well as one podcast, to increase knowledge and survival skills. * Monthly Diabetes Support Groups at local Senior Centers to reduce the burden of diabetes and improve quality of life for all people who have, or are at risk for diabetes, and to provide a structured, supportive environment for individuals living with diabetes. * Awarded a Minority Outreach Technical Assistance (MOTA) Grant from the Office of Minority Health and Health Disparities (MHHD), which centered around the yearlong Centers for Disease Control Diabetes Prevention Program. The goals of FY22 were to build infrastructure within Harford County to provide culturally and linguistically appropriate diabetes prevention education to minority populations with the intent of increasing knowledge and engagement in healthy lifestyles: * CDC Evidenced Based Diabetes Prevention Program Classes to improve ability for patients to better manage their disease process and reduce their HbA1c; to increase individual knowledge of their diabetes disease process; and to reduce avoidable ED visits and inpatient admissions. * Water Wednesday Program to faith based communities and public housing complexes to encourage people to drink more water and less sugar sweetened beverages. It also educated people about the importance and health benefits of improved hydration including mental clarity, increased energy, and decreased appetite. * Evidenced Based Living Well with Diabetes Classes to provide support for adults with type 2 diabetes or pre-diabetes to learn skills and increase their confidence in managing their diabetes * Diabetes Risk Assessments and HbA1c screenings to identify individuals at risk for prediabetes and diabetes.
Schedule H, Part V, Section B, Line 11 Facility 1, 3 Facility 1, 3 - UPPER CHESAPEAKE MEDICAL CENTER, INC.. Heart Disease and Stroke: * Blood Pressure Follow-Up Program to provide follow-up contact via phone call or letter, to all blood pressure screening participants who have been identified as Stage 2 >140 or >90 and above. * CHF (Chronic Heart Failure) Shoprite Tours to enhance education on dietary needs and challenges to patients with CHF in our community. * Heart Disease Education to teach individuals the risk of heart disease and the conditions that lead to it. * Monthly Cardiac Rehab Support Group for those individuals who have had cardiac or pulmonary events and who may or may not have partaken in our rehab programs. * Monthly Blood Pressure Screenings at Senior Centers, as well as other locations though out Harford County, to provide education and referrals as appropriate. * Cholesterol Screenings throughout Harford County at various locations. To provide participants with total cholesterol, HDL and a ratio. To provide one-on-one counseling and educational material. * Stroke Risk Assessments to increase education and awareness signs and symptoms of stroke. * Partnered with the Greater Baltimore American Heart Association (AHA) to coordinate and plan the Heart and Stroke Walk to raise funds for research and education regarding reducing heart disease risk and mortality. * Participated in the Maryland Stroke Consortium, a statewide stroke consortium. to positively impact the quality of care for patients with stroke via the nursing-focused measures of Dysphagia Screening and Patient Education. * Monthly STEMI Process Action Team meetings to discuss topics related to improvement of the procedures and care for the STEMI patient. Includes discussion of pre-hospital issues and involves representatives from Cecil, Harford, and Baltimore Counties EMS, as well as representatives from Hart to Heart, and the University of Maryland Express Care ambulance services. Infectious Disease: * Covid 19 Mask Distribution to all Title 1 schools in Harford County to slow the spread of Covid-19. * Glo Germ Program to demonstrate handwashing, surface cleaning, hygiene and containment techniques throughout various locations in Harford County.. * Monthly Covid Support Group to provide support to those individuals who have had Covid. * COVID-19 Specimen Collection to provide the community with access to Covid testing to reduce the spread of Covid-19. Injury and Prevention/Falls: * Evidenced Based Stepping On Program to educate and engage older adults to empower them to take steps to reduce their nutrition risk and to increase their strength. * Evidenced Based Tai Ji Quan: Moving for Better Balance to engage older adults in a falls prevention program with tai chi movements to improve stability, coordination, and range of motion, * Falls Risk Assessments to determine if an individual has a low, moderate, or high risk of falling. * Fit Testing to nursing students to ensure they have received the expected level of protection needed when doing clinical rotations, which are required for graduation, in a hospital setting. * Car Fit Program to provide education to older drivers by promoting continued safe driving and mobility by focusing attention on safety, comfort and fit. * Stop the Bleed Training to training individuals in the community on how to stop tramatic bleeding in an emergency by teaching a.) How to use your hands to apply pressure to a wound; b.) How to pack a wound to control bleeding; and c.) How to correctly apply a tourniquet. * Car Seat Safety Education to provide education on the importance of child passenger safety, and to ensure that children of Harford County are property secured in car seats and seat belts while traveling in motor vehicles. Nutrition and Healthy Eating * Stepping Up Your Nutrition to educate and engage older adults to empower them to take steps to reduce their nutrition risk and to increase their strength. Overweight and Obesity * Physician Information Sessions - an online information session where individuals can learn about the different surgical procedures, insurance coverage, diet changes and much more. A surgeon and dietitian is on hand to answer any questions. * Fat Chance! A Close Look at Fast Food Program to provide education on the dangers of high-fat food at popular fast food places by providing a graphic representation of the saturated and unsaturated fat content of common fast foods. * How Sweet It Is - an interactive and visual display of drinks including water, sodas, sport drinks, juice boxes, and popular coffee drinks. The program educates and increases the participants' awareness on the sugar content of popular drinks. * Hydration Program on the importance of drinking water. * My Plate Program to visually help individuals consume a nutrient-rich, calorie appropriate, balanced diet that includes a variety of foods in moderation, and that will better manage their health and weight. * Monthly Weight Loss Support Group to encourage people to eat healthy and get physical activity. * Body Fat Composition Screenings Physical Activity * Activity Wheel - The goal of the game is for participants to learn basic concepts about fitness and the human body. The questions are broken into two different age groups- Grades 1-5 and Grade 6 through adults. Participants spin the wheel and answer the questions. If the person answers the question incorrectly, he or she would then complete the exercise as directed. * Walk with a Doc Program for people of all ages and all abilities to spend time walking with a health care provider to discuss current health topics. Tobacco Use * Smoking Education - Provide education on smoking, tobacco use, and vaping at health events, business, schools and the faith-based community throughout the County. * Vaping Education - Provide education on smoking, tobacco use, and vaping at health events, businesses, schools and the faith-based community throughout the County. * Smoking Cessation Classes - six-week educational class series lead by a certified Tobacco Cessation expert. Respiratory Diseases: * Pulmonary Support Group for participants to learn ways to help problem solve, cope and understand more about their disease. Vaccinations: * Covid-19 Vaccinations at various locations throughout Harford County. * Flu Vaccinations at various locations throughout Harford County with a focus on the senior population. Family Stability and Wellness: A mother's well-being before, during and after pregnancy can affect a child's health from infancy to adulthood. In 2019, 80.4% received first trimester care and 4.8% received late or no care. Low birth weight can lead to poor health outcomes and complications. In 2019, there were 8% of children born in Harford County with a low birth weight. The percent was higher in Black or African American (14.7%) and Hispanic or Latino (10%) mothers. In 2018, the infant mortality rate for Black or African Americans was 10.8 per 1,000 live births compared to 4.2 per 1,000 live births for white mothers. In addition, the rate for substance exposed newborns (SEN) has significantly increased between 2009 and 2018. The rate in Harford County has been higher than the state for at least 9 years. In 2018, there were 38.1 SEN per 1,000 newborn discharges in Harford County compared to 31.4 SEN in Maryland.
Schedule H, Part V, Section B, Line 11 Facility 1, 4 Facility 1, 4 - UPPER CHESAPEAKE MEDICAL CENTER, INC.. In response to Family Health and Resiliency, the following actions took place: * Childbirth Classes provided education by providing access to accurate and up to date information about childbirth to enable individuals to make informed decisions about their care to anyone regardless of where they deliver. * Infant Safety Classes to provide education to new and expectant parents on baby safety, injury prevention and immediate care of common injuries for infants from birth through 12 months of age. * Newborn Classes to provide education on basic infant care, including feeding (breast or bottle), umbilical cord care, circumcision, bathing, positioning baby for sleeping as well as holding and more. * Breastfeeding Support Group to provide women and their families with timely and accurate information, as well as practical and emotional support to promote optimal breastfeeding. * Breastfeeding Warmline to provide important current information related to breastfeeding and a way for a mother to leave a message for a lactation consultant to return her call. Calls are returned daily from 8:30am to 3:30pm. Unlike a hot line where a call is answer immediately a warm line call will be returned within 24hours. * Participated in Boards, Committees and Stakeholder Meetings to address Family Stability issues: * Bel Air Rotary - the main objective of Rotary is service - in the community, in the workplace, and throughout the world. Rotarians develop community service projects that address many of today's most critical issues, such as children at risk, poverty and hunger, the environment, illiteracy, and violence. They also support programs for youth, educational opportunities and international exchanges for students, teachers, and other professionals, and vocational and career development. The Rotary motto is Service Above Self. * Boys and Girls Club of Harford County - to inspire and enable all young people, especially those who need us most, to reach their full potential as productive, caring, responsible citizens * Cherish the Child Planning Committee - To bring together professionals from the fields of child welfare, mental health, education and many other disciplines for a day of learning and networking. The symposium has grown incredibly since its first year and now hosts over 600 individuals from all over Harford County and surrounding jurisdictions. The day features a keynote speaker, breakout sessions and an ending plenary speaker. With the Harford County Department of Social Services as the lead agency, the committee is comprised of professionals and community members from throughout Harford County who share the mission of educating the community on the importance of child protection and treatment. * Community Leadership Board Y of Central Maryland - To focus on promoting and supporting the Y's mission and programs in their local community; raising funds to support the Y's community outreach activities, scholarship programs and capital requirements; and building strong local boards that have the capacity and commitment to support the work of the Y in their community. Community Leadership Board members are dedicated volunteers who share the values of the Y and are committed to working to improve the quality of life for the community through the Y's mission. * The Foundation Board, The Arc Northern Chesapeake Region - To help people with differing abilities build better lives one person at a time. The Arc NCR supports individuals with intellectual and/or developmental disabilities from birth through the end of life, or over "The Arc of their lifetime." * Susquehanna River Run - To partner with The Albert Cesky Scholarship Fund, Inc. as the Title Sponsor of the Half Marathon at the inaugural Susquehanna River Running Festival, in Havre de Grace and Perryville. The running festival raises funds for the Al Cesky Scholarship Fund, which provides scholarships to graduating high school student athletes who excel in both athletics and academics. The 5K race takes place within the historic City of Havre de Grace. The Half Marathon covers a scenic route through the City of Havre de Grace, over the Hatem Bridge, through Town of Perryville, around Perry Point and back to Havre de Grace. The Half Marathon Relay features a two-person team, with the first relay leg 6.1 miles and the second 7 miles. * Turkey Trot Planning Committee - to provide support for this major community fundraising event funded by Open Doors Financial Aid to help families throughout central Maryland afford Y programs which keep them and their children active, learning and participating in all the Y has to offer. * Community Outreach Navigator Collaboration - To partner with community stakesholders to discuss immediate concerns and long term goals relating to minority and faithbased populations in Harford County. * Darlington Apple Festival Board - To raise funds that flows right back out into the community. The school PTA counts on this money to supplement services to children. Local churches count on the revenue to support a wide variety of outreach and service that would otherwise not be affordable. Local organizations, such as the Lion's Club, report that they would not be able to support the community as much as they do without the Apple Festival income. * Heal the Sick Program - To equip faith community members and leaders to support congregations' development of health ministries and link such ministries with hospitals, community organizations, public health institutions, and health care providers. * Local Management Board - A program within Harford County Government's Department of Community Services. Local Management Boards (LMBs) exist in each county in the state, working under the purview of the State of Maryland Children's Cabinet and Governor's Office for Children (GOC) to improve the well-being of children and families. * Geriatric Assistance and Information Network (GAIN) - Committee and Board Member Meetings - to improve care for the elderly members of Harford County. * Food Insecurity Commitment - UM Upper Chesapeake Health (UMUCH) has a long history of working alongside community organizations to address food insecurity issues. Prior to COVID-19, more than 23,000 Harford County residents - nearly one in 10, were food insecure, and more than 8,500 residents, which at 4% is higher than the state average, have limited access to healthy food. During COVID-19, food insecurity issues increased by 40% across Harford County. As part of its response to the pandemic, UMUCH alongside, Healthy Harford, convened a Harford County Food Access Workgroup with more than 25 community organizations. In FY22, UMMS donated $1.2 million statewide to help alleviate critical food insecurity. Of those funds, $64,262 was allotted to Harford County via the Maryland Food Bank (MFB). The MFB is a primary provider of food pantry staples for our community, but through this grant, additional food pantries were created and additional access points in high need communities were established. This consisted of five additional food distribution sites in the communities of Edgewood and Aberdeen. UM Upper Chesapeake Health and Healthy Harford supported these food distribution sites through community promotion, spreading the word of their availability, as well as providing onsite services such as blood pressure checks, information on community health resources, and navigation to link residents to services. In addition to supporting food access through the MFB, funds were also used to purchase 80 medically tailored meals through Moveable Feast, Inc. and well as additional prepared meals via Meals on Wheels. * United Way Partnership Board - is composed of local volunteers who advise and inform UWCM on issues specific to Harford County. By pairing this local expertise with county data, we can better understand the needs of our community and what local government and private resources are already being applied. This allows our Community Partnership Board of Harford County to help "fill in the gaps and ensure every donor dollar does the most good. * Local Health Improvement Coalition Family Health Resilience Workgroup - To focus on connecting pregnant and postpartum women experiencing substance use disorders (SUD) to essential services, treatment, and resiliency resources. For the full implementation strategy, please visit https://www.umms.org/uch/community/assessment-and-implementation-plan
Schedule H, Part V, Section B, Line 11 Facility 1, 5 Facility 1, 5 - UPPER CHESAPEAKE MEDICAL CENTER, INC.. Oral health in Harford County is addressed by the Harford County Health Department through a Dental Care Clinic. The dental clinic provides services to include oral health of children ages 1 -20 enrolled in the Maryland Children's Health Program (MCHP), and pregnant women on the Medical Assistance Program who may not have previously had access to dental care. The clinic is also committed to treating same-day dental emergencies involving infection and trauma. In addition, an FQHC, Beacon Health Center, provides dental services to include pediatric and adult preventative and restorative care, replacement care with dentures, partials, and bridges, emergency care such as extractions and root canals, and cosmetic care.
Schedule H, Part V, Section B, Line 13 Facility 1, 1 Facility 1, 1 - UPPER CHESAPEAKE MEDICAL CENTER, INC.. 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.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
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Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?0
Name and address Type of Facility (describe)
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Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
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Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Schedule H, Part I, Line 3c CRITERIA FOR FREE OR DISCOUNTED CARE UCMC 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 VI, Line 4 Community Information The following is a summary description of the community that UMUCH serves as described in our Community Health Needs Assessment and Community Benefit Implementation Plan. A more detailed description, including maps and data tables, can be found in our Community Health Needs Assessment available at: https://www.umms.org/uch/community/assessment-and-implementation-plan POPULATION Demographic characteristics such as age, gender, race, and ethnicity have an impact on people's health. Understanding these characteristics across Harford County is helpful in determining the resources needed for optimum health and well-being of the population. In 2019, the total population of Harford County was estimated to be 252,222, which was a 3.0% increase from 2010 (244,826). The county is located in the northeastern part of the Maryland, with the towns and cities of varying sizes, wealth, and diversity. The Town of Bel Air is the Harford County seat, which has a population of 10,071, or about 4% of the county's population. The cities of Aberdeen and Havre de Grace each make up approximately 10% and 7%, respectively. The remaining population in the county is mostly distributed along the Route 40 corridor and in rural and suburban parts of the county. The table below illustrates the change in population size for Maryland, Harford County, and selected zip codes (U.S. Census Bureau, 2015-2019). The Susquehanna River and Chesapeake Bay form the Northeast and Eastern borders of the county making global climate change and river borne pollution important issues for health over the long term. AGE DISTRIBUTION Data on the age distribution of a county is important in order to monitor aging. The population distribution can also help determine what types of services are needed as well as infrastructure and housing needs. The age category with the largest percentage of the population was adults ages 55-59. The median age for the county in 2019 was 40.9. Harford County has 49% males and 51% females (U.S. Census Bureau, 2015-2019). RACIAL AND ETHNIC DIVERSITY Data on racial and ethnic diversity of a population allows leaders to understand the health disparities and racial gaps. It also allows for organizations to target culturally competent health care services. For example, in Harford County, 7.4% of residents (age 5 and up) speak a language other than English at home. Therefore, it is important for addressing health literacy in the community (U.S. Census Bureau, 2015-2019). There is substantial variation in the levels of racial and ethnic diversity across Harford County. While 78.6% of Harford County is White, almost half of the residents in the Edgewood zip code are Black or African American. The share of the Black or African American population in Edgewood was projected to increase from 2010-2020. The racial composition of Edgewood and Aberdeen have been similar to the state of Maryland while Havre de Grace has been similar to Harford County as a whole (U.S. Census Bureau, 2015-2019). INCOME AND PHYSICAL ENVIRONMENT When compared to the United States, Maryland is a wealthy state, with a median household income of $84,805 compared to the United States at $62,843. Harford County has a higher median household income than the state at $89,147. There has also been a 7% and 6.4% increase in the median household income since 2017 for Maryland and Harford County, respectively. There are significant differences in income across the municipalities in Harford County with Bel Air (21014) at $91,262, Havre de Grace at $79,489, and Aberdeen at $68,942 (U.S. Census Bureau, 2015-2019). The percent of Harford County families that are below the poverty level is 4.7% which is below the state figure of 6.1%. However, there is a range of poverty levels throughout the county. Aberdeen and Edgewood's proportion living below poverty have been estimated at 10.6% and 9.4% respectively spanning the national average of 9.5%. There are also racial disparities of poverty in the county. There are 3.4% of White families who are below the poverty level while 11.3% Black or African American and 6.9% Hispanic or Latino families below the poverty level (U.S. Census Bureau, 2015-2019). The disparity in household incomes in Harford County and the cities of Aberdeen and Edgewood is consistent with the percentage of families whose income is below the poverty level. Both in Maryland and in Harford County, poverty rates are highest in families headed by females. Data shows that there are 17.3% of families below the poverty level in female headed households in Maryland and 18.5% in Harford County, respectively (U.S. Census Bureau, 2015- 2019). The poverty rates in Harford County are also reflected by the percentage of families receiving SNAP (Supplemental Nutrition Assistance Program) benefits with Edgewood having the highest percentage of families and Bel Air having the lowest. The estimated number of households that received SNAP benefits in Harford County in the past 12 months was 7,305, which is an estimated 7.8% of households in Harford County (U.S. Census Bureau, 2015-2019). EDUCATION AND EMPLOYMENT Harford County Public School District has 54 schools. The school district's mission is that each student will attain academic and personal success in a safe and caring environment that honors the diversity of our students and staff. Within the 54 schools, there are 9 Title I schools which aim to ensure academic achievement for at-risk students attending schools in high poverty areas. The schools are located in the southern portion of the County: three in Aberdeen, two in Edgewood and Joppa, and one in Havre de Grace and Abingdon (Harford County Public Schools, 2021). Harford County Public Schools had a total of 38,429 students enrolled in the 2019-20 school year with a 94.3% attendance rate. The high school graduation rate for Harford County was 90.15%, which was higher than the state of Maryland's rate at 86.75% (Maryland State Department of Education, 2019). The Maryland State Department of Education administers assessments each year of each school district in Maryland. Based on the test scores, each school district is ranked by SchoolDigger. Due to the pandemic, school assessments were not taken for the 2019-2020 year. For the 2018-2019 school year, Harford County was ranked 10th out of 24 public school systems in Maryland (SchoolDigger, 2019). This is a slight improvement from the previous year where Harford County was ranked 11th. It was estimated that 92.7% of people 25 years and over in Harford County had a high school diploma or higher and 36.7% had a bachelor's degree or higher in 2019. Additionally, 67.9% of the Harford County population 16 and over were employed while 32.1% were not in the labor force. In addition, 74.3% of Harford County employees were private wage and salary workers, 21.2% were government workers, and 4.5% were self-employed (U.S. Census Bureau, 2015- 2019). HOUSING AND TRANSPORTATION While the median value of homes in 2019 for Harford County ($293,400) is only slightly less than Maryland's ($314,800), the difference when considering housing prices by zip code is dramatic. The median home value for Harford County has increased by 4.1% since 2017. Prices range from below the state value in the Edgewood area, where the median home value is $173,900, to well above the state in the Monkton area, where the median home costs $518,800. The map above shows median home values by zip code (U.S. Census Bureau, 2015- 2019). Rental costs must also be taken into account when assessing the housing landscape of a community. The table above shows monthly mortgage and rental costs for Maryland, Harford County, and selected zip codes from the U.S. Census Bureau. It is estimated that 22% of households rent rather than own their house. Limited access to public transportation is especially troublesome for rural and low income areas of Harford County. Lack of transportation impacts accessing healthcare services. Among workers 16 and over, 4.9% that do not have a vehicle available. Rates are higher along the route 40 corridor with Edgewood at 9%, Aberdeen at 8.8%, and Havre de Grace at 7.5% (U.S. Census Bureau, 2015-2019). There are approximately 56.2% Harford County residents that also work in the county. In addition, there are 40.6% and 3.2% of Harford County residents who work outside the county and state, respectively. The average commute time to work is about 32 minutes. There are just 1.3% of residents that use public transportation according to the 2015-2019 5 year estimates (U.S. Census Bureau, 2015-2019). The Harford Transit Link is the bus system for Harford County that offers 7 bus routes as seen below (Harford County Government, n.d.). While this aids in access to care, there are still gaps in transportation throughout many areas of the county.
Schedule H, Part VI, Line 4 Community Information Cont CRIME In 2017, Harford County had an annual overall crime rate of 1345.6 per 100,000 people and has been on the decline. The most recent available crime data for the state is from 2016, which reported an annual overall crime rate of 2801.3 per 100,000. The crime rate in Maryland has been consistently higher than Harford County for years (Governor's Office of Crime Prevention, Youth, And Victim Services, 2017) The violent crime rate in Aberdeen was 470.7 per 100,000 which is significantly higher than Bel Air, Havre de Grace, or the county average. On the other hand, Bel Air had the highest rate of property crime with the rate of 2621.4 per 100,000, which was significantly higher than the county as a whole or Aberdeen and Havre de Grace (Governor's Office of Crime Prevention, Youth, And Victim Services, 2017). ACCESS TO HEALTHY FOODS AND RECREATIONAL OPPORTUNITIES The 2021 County Health Rankings estimate that during the last few years, 4% of Harford County residents had limited access to healthy foods. This percentage is based on 2015 and 2018 weighted data of those that do not live close to a grocery store and are low income. In addition, 9% of Harford County residents are considered food insecure. This is measured by the percentage of the population who did not have access to a reliable source of food during the past year (based on 2015 and 2018 weighted data). The County Health Rankings created a food environment index in order to score a given area on a scale from 0-10 (0 being the worst and 10 being the best). The score is based on limited access to foods and food insecurity. Harford County was given a score of 8.7 out of 10 which was the same score as Maryland as a whole (County Health Rankings and Roadmaps, 2021). It should also be noted that the US Census estimates that 7.8% of households in Harford County use SNAP benefits (U.S. Census Bureau, 2015-2019). In summary, while most Harford County residents have access to healthy foods and a reliable source of food, there are still gaps in the county. Lacking reliable access to food has been found to be related to poor health outcomes such as obesity and premature mortality. It is estimated that access to exercise opportunities in Harford County is 90% while the state of Maryland is at 93%. This is measured by the percentage of individuals in a county who live reasonably close to a park or recreational facility (County Health Rankings and Roadmaps, 2021). The Harford County public recreation system is a combination of sites owned by municipal, County, State, and Federal government, and the Harford County Board of Education. There are numerous opportunities for Harford County residents to stay active through parks, trails, and recreation centers. Below is a snapshot of the areas and facilities in the public system. Note that this is limited to public facilities and there are additional recreation opportunities through apartment complexes' playgrounds or private gyms. TOBACCO USE In middle and high school students, there was a steep increase in electronic vapor product use from 2016 to 2018. The Youth Risk Behavior Survey (YRBS) showed in 2018, 29.3% of high school students had used an electronic vapor product in the past 30 days. This is more than double the rate from 2016 (14.3%). The electronic vapor product use in Harford County was also about 6% worse than the state (23.0%). Middle school students in Harford County saw a similar spike in electronic vapor use, but still a lower rate than high school students. In 2018, 7% of students used an electronic vapor product in the past 30 days compared to 5.9% in the state. There were also 43% and 19.6% of Harford County high school and middle school students, respectively, that had ever tried an electronic vapor product in 2018 (Maryland Department of Health Youth Risk Behavior Survey, 2019) In adults, smoking rates in Harford have consistently been higher than the state since 2014. In 2019, the number of current smokers in Harford County was 20.6% compared to 13.1% for the state (Maryland Department of Health Behavioral Risk Factor Surveillance System, 2011-2019). ALCOHOL USE In 2018 it was reported that 8.4% of Middle School students and 31% of High School students currently drank alcohol (Maryland Department of Health Youth Risk Behavior Survey, 2019). For Harford County adults, in 2019, 9.5% reported being heavy drinkers (adult men having 14 drinks per week and adult women having 7 drinks a week). This percentage is higher than the state where it was reported that 5.4% of adults engage in heavy drinking (Maryland Department of Health Behavioral Risk Factor Surveillance System, 2011-2019). HEALTHY EATING, ACTIVE LIVING, AND OBESITY Diet and exercise habits have a tremendous impact on health and wellbeing. Data from the 2019 Behavioral Risk Factor Surveillance System (BRFSS) indicate that only 66.6% of Harford County adults consume one or more servings of fruits per day and only 83.1% consume one or more servings of vegetables daily. The percentage of fruit consumption mirrored the state while the vegetable consumption was about 5% higher in Harford than the state (Maryland Department of Health Behavioral Risk Factor Surveillance System, 2011-2019). It is recommended that adults engage in 150 minutes of moderate-intensity physical activity per week (or equivalent of vigorous physical activity). The 2019 BRFSS data found that 59.4% of Harford County residents met the recommended physical activity requirements compared to 51.8% of the state (Maryland Department of Health Behavioral Risk Factor Surveillance System, 2011-2019). Body Mass Index (BMI) can be used as a tool to access health risk, although it does not measure body fat. Harford County's weight breakdown below shows that about 72.7% of adults in 2019 were overweight or obese and only 27.3% were at a healthy weight (Maryland Department of Health Behavioral Risk Factor Surveillance System, 2011-2019). There has also been about a 10% increase in Harford County residents that are a overweight or obese from 2016 to 2019. Obesity and overweight rates can vary by race as well. In the 2019 BRFSS survey, it was reported that 83.9% of non-Hispanic Black adults in Harford County were obese or overweight, compared to 66.9% Whites (Maryland Department of Health Behavioral Risk Factor Surveillance System, 2011-2019). These racial disparities have been consistent for at least the last few years. Being overweight or obese can put people at risk for other chronic conditions such as heart disease and type 2 diabetes.
Schedule H, Part VI, Line 4 Community Information Cont HEALTH OUTCOMES The health outcomes section reports perceived health status, incidence and prevalence of health conditions in Harford County, hospitalizations, and mortality from certain health conditions. This includes chronic and communicable disease, injury, mental health, and maternal and child health. The previous health factors section that discussed healthy and unhealthy behaviors go hand in hand with health outcomes. PERCEIVED HEALTH STATUS In the BRFSS survey, respondents were asked to rank their overall health from poor to excellent. There was some variation of responses throughout the past 3 years, but an average from 2017-2019 showed 18.1% of residents reported their health was excellent, 38.3% reported very good, 29.9% reported good, 9.7% reported fair, and 3.7% reported poor. LEADING CAUSES OF DEATH AND HOSPITALIZATION In the 2021 County Health Rankings, Harford County was ranked 10th out of 24 jurisdictions for health outcomes. Years of Potential Life Lost (YPLL) is used to measure premature mortality (before age 75) rather than overall mortality in order to focus on deaths that could have been prevented. Based on 2017-2019 data, the YPLL rate was 6,900 per 100,000 for all deaths in Harford County and 7,200 per 100,000 in Maryland. This rate was also significantly higher for African Americans in Harford with the YPLL being 8,400 per 100,000 deaths (County Health Rankings and Roadmaps, 2021 According to the Maryland Vital Statistics Administration, there were 2,209 total deaths in Harford County in 2019 and the top 3 causes causes of death were heart disease, cancer, and cerebrovascular disease (stroke) in both Harford County and Maryland. Chronic obstructive pulmonary disease (COPD) falls closely behind stroke as the 4th leading cause of death in Harford County. If the top causes of death remain consistent for the 2020 Maryland Vital Statistics Annual Report, COVID-19 would likely be the 3rd leading cause of death in Harford County as there were 167 COVID-19 deaths in 2020. The age-adjusted mortality rate from 2017-2019 for all causes was 738.8 per 100,000 deaths in Harford County and 713 per 100,000 deaths in Maryland. The trends of mortality rates for specific diseases are outlined below (Maryland Department of Health Vital Statistics Report, 2019). EMERGENCY DEPARTMENT VISITS The ED visit rate for Harford from 2017-2019 was 919 per 1,000 compared to the state rate of 1,107 per 1,000. The highest rates of ED visits in the county were for residents of Aberdeen (1607.6 per 1,000) followed by Edgewood (1459.62 per 1,000) and Havre de Grace (1378.80 per 1,000) (Chesapeake Regional Information System for our Patients, 2020). The CRISP Reporting System (CRS) reported that the top three conditions associated with an ED visit were hypertension, substance use disorder, and mental health conditions in Harford County (Chesapeake Regional Information System for our Patients, 2020). The state as a whole also had the same top 3 conditions, however, the state had a higher percentage of any mental health condition visits compared to substance use disorder. This may suggest that these conditions were not being treated as successfully in an outpatient setting. CHRONIC AND COMMUNICABLE DISEASES While there has been a slight decrease in mortality rates for heart disease in Harford County, it remains the leading mortality rate in the county. For 2017-2019 the rate was 163 per 100,000 in Harford and 162 per 100,000 in Maryland (Maryland Department of Health Vital Statistics Report, 2019). Cancer mortality rates are worse in Harford County than for the state of Maryland. However, the cancer mortality rates have decreased over the years for both Harford County and Maryland (Maryland Department of Health Vital Statistics Report, 2019). Cancers of the lung, trachea, and bronchus have the highest mortality of all cancers in Harford County (45 per 100,000) and Maryland (38.8 per 100,000). When breaking down the incidence by cancer type, breast and prostate cancer had the top 2 incidence rates in both Harford and the state of Maryland (U.S. Cancer Statistics Working Group, 2020). When broken down by race by type of cancer in Harford County, the incidence rate for prostate cancer in African Americans (239.9 per 100,000) was about 2 times the incidence in Whites (119.6 per 100,000) (U.S Cancer Statistics Working Group, 2020). Cerebrovascular disease (stroke) continues to be one of the top causes of mortality in Harford County. In 2017-2019 the mortality rate was 38 per 100,000 deaths and has slowly been increasing over the years (Maryland Department of Health Vital Statistics Report, 2019). The Behavioral Risk Factor Surveillance System (BRFSS) reported the percentage of adults that were ever told they have a certain chronic condition, outlined in the chart below. It is estimated that about a third of adults have been diagnosed with hypertension (high blood pressure), which increases the risk for heart disease and stroke (CDC). Hypertension also usually presents no symptoms, making it more critical to monitor and take steps to lower the risk. While the diabetes overall estimated diagnoses is 9.3% of Harford adults, this rate is significantly higher in African Americans (19%) versus White (8.3) residents (Maryland Department of Health Behavioral Risk Surveillance System, 2011-2019). A notifiable disease is any condition that, when identified in a patient, is required to be reported to the government so that its incidence can be monitored for potential outbreaks and clustering. The notifiable diseases are then reported to the Centers for Disease Control (CDC). Harford County's Lyme disease rate was more than double the state rate (54.8 per 100,000 compared to 23.5 per 100,000) (Maryland Department of Health Cases of Selected Notifiable Conditions, 2019). MATERNAL AND CHILD HEALTH Maternal characteristics and birth outcomes in Harford County vary by race, indicating health disparities exist for mothers and babies for racial and ethnic minorities. A mother's wellbeing before, during, and after pregnancy can affect the health of a child from infancy to adulthood. Infant's with low birth weight, are more likely to die before their first birthday or have chronic conditions when they get older such as diabetes, heart disease, or high blood pressure. In 2019, there were 2,686 live births in Harford County. Among all of the live births in Harford County, 80.4% received first trimester care and 4.8% received late or no care during pregnancy (Maryland Department of Health Vital Statistics Report, 2019) Live births to unmarried mothers were 34% of all live births and live births to mothers under 20 years old was just 2.3% of all live births. The rates for live births were especially higher in non-Hispanic African American unmarried mothers (61.2%) and Hispanic unmarried mothers (48.4%). The percent of mothers in Harford County with a low birth weight child in 2019 was 8%. This percentage was higher in African American (14.7%) and Hispanic (10%) mothers than for white mothers (6%) (Maryland Department of Health Vital Statistics Report, 2019). Low birth weight babies can lead to poor outcomes and health complications. In 2019, the infant mortality rate in Harford County was 5.6 per 1,000 live births which is slightly below the state at 5.9 per 1,000 live births. While this is a drop from 2018 (6.5 per 1,000), the infant mortality rate is still higher than it had been in prior years, while the infant mortality rate for the state continues to decline (Maryland Department of Health Vital Statistics Report, 2019). Racial disparities in infant mortality and low birth weight births have persisted in Harford County for the past decade. In fact, the rate of infant mortality for Black babies has been more than 3-4 times higher than that of white babies in Harford County for many years. In 2018, the infant mortality rate was 10.8 per 1,000 live births for non-Hispanic Blacks and 4.2 per 1,000 live births for non-Hispanic Whites. Racism, intergenerational stress, and structural inequality continue to fuel maternal and child health disparities in Harford County. In addition, the rate for substance exposed newborns (SEN) has significantly increased from 2009 to 2018 and the rate in Harford has been higher than the state for at least 9 years. In 2018, there were 38.1 SEN per 1,000 newborn discharges in Harford County compared to 31.4 SEN in Maryland (Health Services Cost Review Commission, 2018). While racial data on SEN births in Harford County is limited, the most recent data indicates that the majority of SEN births are to white women in the county. We recognize that, in order for families to achieve and maintain health and resiliency, they must be given a safe space to access essential resources and support.
Schedule H, Part VI, Line 4 Community Information Cont INJURY According to County Health Rankings data for 2021, the overall death rate from injuries (planned and unplanned) in Harford County and Maryland was 82 per 100,000 (County Health Rankings and Roadmaps, 2021). Injuries accounted for 109 deaths in 2019 for Harford County and were the 5th leading cause of mortality. The suicide rate for Harford in 2017-2019 was 11.4 per 100,000 in Harford which was slightly above the state at 10.1 per 100,000 (Maryland Department of Health Vital Statistics Report, 2019). Falls in older adults can lead to serious injury, disability, and prevent a senior from being independent. The 2018 Behavioral Risk Surveillance System (BRFSS) estimates that 22.4% of residents in Harford County ages 45+ had fallen in the last year. In addition, 7.2% of those that fell were injured by the fall (Maryland Department of Health Behavioral Risk Factor Surveillance System, 2011-2019). BEHAVIORAL HEALTH The Behavioral Risk Factor Surveillance System (BRFSS) survey estimated that in 2019, 18.8% of adults in Harford County were diagnosed with depressive disorder (including depression, major depression, dysthymia, or minor depression) (Maryland Department of Health Behavioral Risk Factor Surveillance System, 2011-2019). Mental Health can have a huge impact on children as well. The graph below reports the Harford County students that have felt sad or hopeless from the Youth Risk Behavior Survey (YRBS). At least 30% of students 10th thru 12th grade felt sad or hopeless in 2018. While percentages dropped slightly in middle school students from 2016 to 2018, a significant portion of students are still affected by mental illness. The survey also reported that in 2018, 18% of high school students said they had seriously considered suicide in the last year (Maryland Department of Health Youth Risk Behavior Survey, 2019). The BRFSS also looks at adverse childhood experiences (ACEs). The CDC describes ACEs as potentially traumatic events that happen during a person's childhood such as household mental illness, physical, sexual, and/or emotional abuse, and an incarcerated household member. The more ACEs a person has experienced, the more likely they will experience chronic health conditions, mental or behavioral health challenges, or early death. In fact, at least 5 of the top leading causes of death have been linked to ACEs (Centers for Disease Control and Prevention Preventing ACEs, 2021). Also, experiencing 4 or more ACEs is associated with a significant increase in risk for chronic illness and/or suicide. In 2018, the BRFSS estimated that 13.4% of adults experience 4 or more ACEs (Maryland Department of Health Behavioral Risk Factor Surveillance System, 2011-2019). The CRISP Reporting System (CRS) reports higher rates of hospitalizations in Harford County (90 per 1,000 for 2017-2020) for depression than the state (69 per 1,000 for 2017-2020). The tables below outline the hospitalizations and ED visits for mental health indicators by select zip codes. Rates of depression, schizophrenia, and bipolar disorder were higher in the Edgewood, Aberdeen, and Havre de Grace zip codes than the state average for both total hospitalizations and ED visits. Alzheimer's hospitalizations were particularly higher in Havre de Grace (47.8 per 1,000) and Darlington (48.7 per 1,000) and there were 17.7 per 1,000 ED visits for Alzheimer's as well (Chesapeake Regional Information System for our Patients, 2020). This could be due to Darlington and Havre de Grace having an older population. From 2013 to 2017 there was a steady increase in total drug and alcohol-related intoxication deaths in Harford County and Maryland. From 2018 to 2020, there was about a 17% decrease in total drug and alcohol-intoxication related deaths in Harford County (Maryland Department of Health Unintentional Drug and Alcohol-Related Intoxication Deaths, 2019). There was also a 50% decrease in Heroin deaths from 2019 to 2020. Opioid and fentanyl-related deaths have remained the highest cause of intoxication death over the past few years. ACCESS TO HEALTH CARE Access to health care has a significant influence on a person's overall health and wellbeing. Health insurance is a major contributor to access to care as well as physician shortages and lack of transportation. INSURANCE COVERAGE Health insurance allows more people to receive quality health care and improve overall health and wellness. People without health insurance may be more likely to delay or skip receiving health care or getting preventive screenings due to the cost. The 2019 Behavioral Risk Factor Surveillance System (BRFSS) estimated that 9.6% of Harford County residents were unable to see a doctor due to cost in the past 12 months. In Harford County, 3.4% of residents are uninsured compared to 6.1% of residents in Maryland (U.S. Census Bureau, 2015-2019) While the uninsured rate for the county is relatively low, disparities in coverage exist. 14.2% of Hispanic/Latino residents are uninsured compared to 2.6% white residents (U.S. Census Bureau, 2015-2019). While a small zip-code, Perryman has 44.2% of its residents uninsured. Higher rates of those uninsured were in Darlington (6%), Edgewood (5.2%) and Aberdeen (5.1%) with the lowest uninsured rate in Monkton (0.9%) (U.S. Census Bureau, 2015-2019). ACCESS TO PRIMARY CARE AND PREVENTIVE SERVICE Regular exams and screening tests play a key role in detecting disease early which can lead to proper intervention. Vaccinations such as the flu or coronavirus vaccine also used to stop the spread of disease. Screening exams and vaccinations are typically at no cost to those with insurance. However, various initiatives in the county have led to opportunities for these screenings to be given at little to no cost for those without insurance. The Behavioral Risk Factor Surveillance System (BRFSS) survey estimates that 87.6% of Harford County residents have one or more personal doctors, and this number has ranged from 80.8-90.4% over the past 5 years (Maryland Department of Health Behavioral Risk Factor Surveillance System, 2011-2019). The 2021 County Health Rankings estimate that there are 140 primary care physicians based on 2018 data (County Health Rankings, and Roadmaps, 2021). The ratio of the population to primary care physicians in Harford County is 1,810:1. This rate has been getting worse over the years and is worse than the state ratio at 1,130:1 (County Health Rankings and Roadmaps, 2021). The Health Resources and Services Administration (HRSA) designates and scores areas in the country that are experiencing a shortage of healthcare facilities. For primary care, the HRSA gave the Edgewood area a Health Professional Shortage Area score of 10 out of a maximum of 26 (Health Resources and Services Administration, n.d.) ACCESS TO BEHAVIORAL HEALTH Mental Health is just as important as physical health for overall health and well-being. Mental Illness can also lead to physical illness such as heart disease and type 2 diabetes. Although the pandemic has made mental health services easier to access through telehealth, the ratio of the Harford County population to mental health providers was 500:1 and there were 508 total mental health providers in Harford County for 2020 (County Health Rankings and Roadmaps, 2021). This ratio is worse than the state at 360:1. When looking at shortage areas in the county for Mental Health, the Health Resources and Services Administration (HRSA) designates Harford County as a whole as a mental health shortage area with a score of 5 out of a maximum of 26 (Health Resources and Services Administration, n.d). There are Opioid Treatment Programs (OTPs) that are hospital and community based that provide medication assisted treatment (MAT), counseling and behavioral therapy to people experiencing opioid use disorders. Harford County has 9 OTP Service Providers, which is the 3rd highest in the state. The county served 43.2 per 1,000 Medicaid eligible at these OTPs, compared to 24.2 per 1,000 in the state in 2019 (Maryland Department of Health Behavioral Health Administration, 2020).
Schedule H, Part VI, Line 4 Community Information cont ACCESS TO ORAL HEALTH Oral health is a key component of overall health and wellbeing and can affect the way we speak, eat, smile, and show emotions. Poor oral health can lead to diseases ranging from cavities to oral cancer. There are an estimated 167 dentists in Harford County and the ratio of the population to dentists is 1,530:1 (County Health Rankings and Roadmaps, 2021). While this ratio has been improving over the years, it is still worse than the state ratio of 1,260:1. Shortages still remain in the county. According to the Health Resources and Services Administration (HRSA) there are oral health shortages in northern Harford County with a shortage score of 10 out of a maximum 26 and in southern Harford County with a shortage score of 14 out of a maximum of 26 specifically for the Medicaid eligible population (Health Resources and Services Administration, n.d).
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 13996520
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 Through a variety of community building activities, UMUCH promotes health and wellness in the communities it serves. These activities include community support, coalition building and community health improvement advocacy. UMUCH provides leadership to many community coalitions and collaborative partnerships to improve community health, which include, but are not limited to: Healthy Harford - the healthy communities initiative of Harford County, dedicated to the health and wellness of the northern Chesapeake community. Founded in 1993 as a non-profit 501c3 by leaders from University of Maryland Upper Chesapeake Health, the Harford County Health Department, and Harford County Government, Healthy Harford is a coalition of local government agencies, businesses, non-profits, and citizens dedicated to improving the health of Harford County residents through education, policy changes, improvements in the built environment, increased access to care, and improved care coordination for people with chronic illness. Healthy Harford's mission is to inspire and empower healthy people, healthy families, and healthy communities in mind, body, and spirit, with a focus of improving health and wellness in the Harford County region by promoting healthy lifestyles, building community partnerships, and proving care coordination. The Harford County Local Health Improvement Coalition (LHIC) - jointly led by the Harford County Health Department and UMUCH. This Coalition brings together representatives from the community every October to examine the health of our community and determine a plan for moving forward. Primary health improvement priorities for this Coalition include behavioral health, chronic disease prevention wellness and family health resiliency. The charge for each priority is then lead by a community workgroup. Each workgroup has strategic initiatives, action plans, and measurable goals. They meet either monthly or quarterly and report out at the Annual LHIC meeting. Other community coalitions that UMUCH plays an active role in include: Harford County Cancer Coalition, Suicide Prevention Workgroup, Overdose Fatality Review Team, Citizen Review Board for Children, and Harford County Child Fatality Review Board. All of these committees and coalition are collaborative efforts to address health issues and advocate for policies and programs that improve health in the communities we serve.
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 - UPPER CHESAPEAKE MEDICAL CENTER, INC.: Line 16a URL: https://www.umms.org/uch/patients-visitors/for-patients/financial-assistance;
Schedule H, Part V, Section B, Line 16b FAP Application website 1 - UPPER CHESAPEAKE MEDICAL CENTER, INC.: Line 16b URL: https://www.umms.org/uch/patients-visitors/for-patients/financial-assistance;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website 1 - UPPER CHESAPEAKE MEDICAL CENTER, INC.: Line 16c URL: https://www.umms.org/uch/patients-visitors/for-patients/financial-assistance;
Schedule H, Part VI, Line 2 Needs assessment UMUCH assessed the health status of Harford County residents, as individuals and as population groups, and provided population comparisons to residents of Maryland and to the nation as a whole. We examined trends in health indicators of County residents over time, highlighting racial and geographic disparities, and identified areas of poverty and at-risk populations which provided a basis for our public health planning. Data in our assessment came from a variety of National and State sources, including, but not limited to, the United States Census Bureau, Maryland State Health Improvement Plan, Maryland Vital Statistics, the Maryland Behavioral Risk Factor Surveillance survey, the Injuries in Maryland report, and national County Health Rankings. The CHNA includes each of Harford County's 21 zip codes. In keeping with the UMUCH mission of maintaining and improving the health of the people in its communities and providing high quality care to all, the community benefit service area (CBSA) was identified as all of Harford County. The zip codes where the most vulnerable populations reside (21009, 21040, 21001, 21078) were included in the assessment and represent the most concentrated areas of poverty within the county. It is important to note that pockets of concentrated poverty also exist within rural northern zip codes in Harford County. Identifying all of Harford County as the CBSA provides the opportunity to better address the needs of the vulnerable residents of Harford County.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Information regarding the Financial Assistance program/policy and the number for our patients to contact someone with questions or concerns are as follows: - Posted in registration areas (inpatient, emergency department, Kaufman Cancer Center, Family Birth Place, outpatient testing), waiting areas and by Cashier's offices - Offered to all Self Pay patients at the time of registration - Printed on the back of all patient financial statements - Posted on the UMUCH website - Offered by Billing Department when patients call inquiring about their hospital bill A Financial Counselor is available onsite to assist patients with applying for Financial Assistance. A representative from Hospital Support Services contacts all Self-Pay ED patients and Self Pay inpatients to assist the patient with applying for Medical Assistance. Our Financial Assistance policy is available in English and Spanish. The financial assistance policy for UMUCH is regularly reviewed and to make sure it is available to our patients in a variety of formats and that it is available in culturally/linguistically sensitive manner and at a reading comprehensive level appropriate to the population of our Community Benefit Service Area.
Schedule H, Part VI, Line 5 Promotion of community health UMUCH aims to strengthen our community through promoting health and wellness with our outreach program, Community Outreach. Community Outreach is dedicated to promoting health and wellness outside of the hospital and to increasing the quality of life in Harford County. Focusing on prevention and improving health outcomes, we provide an expansive variety of health education, screenings, lifestyle management classes and information on referrals and local resources. We promote our programs through various social media outlets, including Facebook, Instagram and Twitter. In addition, we distribute a quarterly publication, "Maryland Health Matters", have an up-to-date calendar of events on our website, targeted direct mailing and emails and distribute flyers throughout Harford County focusing on areas of interest such as, senior centers, libraries, churches, grocery stores to name a few. In 2022, Community Outreach had over 17,950 community-wide contacts through our screenings and educational programs, flu and covid vaccination clinics, and support groups. Senior Center/Senior Housing/Assisted Living Programs Harford County is a diverse community with approximately 25% of the population being 55 years old or older. With senior citizens making up a quarter of the community and being the population that utilizes a large proportion of health care services, our community programs are centered around their specific needs, helping to ensure successful and healthy senior living. Community Outreach provided 2,213 screenings, education sessions and vaccinations to Harford County seniors at five senior activity center locations to include Edgewood, Fallston, Havre de Grace, Highland and Bel Air. In addition, to all senior housing centers including Aberdeen Court, Abingdon Gardens, Fairbrooke, St. Johns Commons, St. Johns Towers, Aberdeen and Perryman as well as Parkview at Box Hill, Parkview at Bel Air and Avondale Assisted Living Facilities. Throughout the year, many different health screenings were held during certain months at each senior location, which resulted in: - 941 blood pressure screenings - 69 cholesterol screenings - 80 My Plate education participants - 12 sleep disorder screenings - 241 flu vaccinations - 67 falls risk assessments - 98 skin cancer education participants - 46 men's health participants - 95 colorectal cancer education participants - 78 head and neck education participants - 23 heart health education participants Children's Programs One of the most important jobs parents have is keeping their child safe while riding in a car. Tragically, thousands of young children are killed or injured every year in car accidents. Proper use of car safety seats can help keep children safe - but with so many different car seat options on the market, parents can quickly become overwhelmed. Not only does the community outreach team at UMUCH provide education on choosing the correct seat, they teach parents and caregivers how to properly install the seat as well. UMUCH has five team members who are nationally certified car safety technicians and one who have been specially trained to fit children with disabilities to the proper safety seat. In FY22, Car Seat Education Sessions were provided at 15 locations with a total of 358 participants. At bi-monthly car safety seat checks, technicians review installation of infant, child and booster seats. Proper seat fitting and use is crucial, and safety checks are the best way to ensure seats are being used correctly. Our technicians also support Maryland's Kids in Safety Seats (KISS) program at their installation checks offered throughout Harford County. In FY22, UMUCH technicians have participated in 18 car seat safety checks with a total of 111 car seats being checked for accurate installation. Of these 111 car seats, approximately 75% were incorrectly installed. The UMUCH program continues to grow and has become one of our busiest and most sought after community offerings. In addition to car seat safety, our community outreach team also manages Harford County's car seat assistance program that helps low-income families purchase car safety seats. Based on income, families with demonstrated need are able to receive a new car safety seat for little to no money. The program requires each family to have 60 minutes of car safety seat education, which covers proper seat installation and Maryland car seat laws. Chronic Disease and Wellness Evidence Based Programs With the ever-growing number of people who suffer from chronic diseases, the search for more effective strategies to both prevent and manage these conditions is essential. The use of evidence-based chronic disease self-management programs (CDSMP) is helping people with chronic conditions and their caregivers gain better control over and improve their health. These programs focus on overall health, quality of life and well-being and are designed for both the ill and healthy, empowering them to manage the many factors that affect their health. Facilitators introduce tools needed for daily life when an individual is battling a chronic condition or illness. Participants practice using self-management skills, focus on goal setting and share experiences which can help promote mutual support. Highly interactive, these programs serve as an adjunct to the care provided by primary care doctors and specialists. At UMUCH, a variety of self-management programs are offered by the experts in our Community Outreach department: * Diabetes Prevention Program -A lifestyle change yearlong program facilitated by trained lifestyle coaches to help individuals lose weight, eat healthier, increase physical activity and manage stress. The program consists of weekly and monthly sessions. The goal of the program is to have participants lose 5 to 7% of their body weight and increase their activity to 150 minutes per week. Three classes took place with a total of 31 participants. * Living Well with Diabetes Self-Management - designed for people with Type 1, Type 2, or Pre-diabetes. It is a free six-week program that teaches individuals how to manage their diabetes, ways to maintain or increase their activity level and how the food they eat can affect their blood sugar. Four sessions were provided took place with a total of 26 participants. Flu Clinic Program UMUCH's longstanding flu clinic program was offered throughout the county free of charge or for a nominal free. In FY22, community outreach administered 415 vaccines at 26 different locations. HealthLink Call Center The HealthLink Call Center is responsible for successfully managing large amounts of inbound and outbound calls focusing on physician referrals and registration for community outreach events and programs. In FY22, our call center handled approximately 4,192 calls. Healthy Harford Healthy Harford/Healthy Cecil is the healthy communities' initiative of Harford and Cecil Counties, dedicated to the health and wellness of the northern Chesapeake community - in mind body and spirit. It was formed by leaders from UMUCH, the Harford County Health Department, and Harford County Government - Healthy Harford/Healthy Cecil is a coalition of local government agencies, businesses, nonprofits, and citizens dedicated to improving the health of Harford and Cecil County residents through education, policy changes, improvements in the built environment, increased access to care, and improved care coordination for people with chronic illness. Healthy Harford/Healthy Cecil is financially supported by UMUCH.
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 30-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), UMUCH 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, UMUCH 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. UMUCH is committed to health education, advocacy, community partnerships, and engaging programs which focus on health and wellness with the goal of eliminating health care disparities in the Harford County.
Schedule H, Part VI, Line 7 State filing of community benefit report MD
Schedule H (Form 990) 2021
Additional Data


Software ID: 21014044
Software Version: 2021v4.2
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
Upper Chesapeake Medical Center Inc
 
Employer identification number

52-1253920
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Lyle E Sheldon
 
PRESIDENT/CEO, UMUCHS (Ended 12/21) 		(i)

(ii)		 0
-------------
686,789 		0
-------------
330,064 		0
-------------
249,823 		0
-------------
11,600 		0
-------------
13,022 		0
-------------
1,291,298 		0
-------------
0
2Mohan Suntha MD
 
President/CEO, UMMS 		(i)

(ii)		 0
-------------
1,855,961 		0
-------------
1,215,728 		0
-------------
365,286 		0
-------------
11,600 		0
-------------
29,132 		0
-------------
3,477,707 		0
-------------
0
3S Michelle Lee
 
Director 		(i)

(ii)		 0
-------------
786,309 		0
-------------
249,275 		0
-------------
141,432 		0
-------------
11,600 		0
-------------
16,309 		0
-------------
1,204,925 		0
-------------
0
4MUHAMMAD K JOKHADAR MD
 
EX-OFFICIO, PHYSICIAN 		(i)

(ii)		 324,083
-------------
15,551 		69,461
-------------
0 		20,040
-------------
0 		11,600
-------------
0 		29,510
-------------
0 		454,694
-------------
15,551 		0
-------------
0
5Joseph E Hoffman III
 
Former CFO 		(i)

(ii)		 0
-------------
564,078 		0
-------------
215,726 		0
-------------
99,205 		0
-------------
11,600 		0
-------------
22,190 		0
-------------
912,799 		0
-------------
0
6MARCO PRIOLO
 
CFO 		(i)

(ii)		 0
-------------
265,835 		0
-------------
65,526 		0
-------------
20,003 		0
-------------
31,615 		0
-------------
33,666 		0
-------------
416,645 		0
-------------
0
7KAYUR R BHAVSAR MD
 
PHYSICIAN 		(i)

(ii)		 200,083
-------------
0 		41,000
-------------
0 		148
-------------
0 		4,465
-------------
0 		867
-------------
0 		246,563
-------------
0 		0
-------------
0
8Angela M Kaitis
 
DIR, PHARMACEUTICALS SVCS 		(i)

(ii)		 183,418
-------------
0 		17,433
-------------
0 		3,431
-------------
0 		8,234
-------------
0 		5,746
-------------
0 		218,262
-------------
0 		0
-------------
0
9OLUFUNMILAYO ONOBRAKPEYA MD
 
PHYSICIAN 		(i)

(ii)		 202,589
-------------
0 		45,677
-------------
0 		853
-------------
0 		9,642
-------------
0 		21,267
-------------
0 		280,028
-------------
0 		0
-------------
0
10ROY H PHILLIPS MD
 
PHYSICIAN 		(i)

(ii)		 233,186
-------------
0 		65,000
-------------
0 		2,934
-------------
0 		9,553
-------------
0 		12,261
-------------
0 		322,934
-------------
0 		0
-------------
0
11Zhanna N Kolosey
 
Nurse 		(i)

(ii)		 197,141
-------------
0 		37,181
-------------
0 		25
-------------
0 		7,030
-------------
0 		646
-------------
0 		242,023
-------------
0 		0
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THIS ORGANIZATION DOES NOT HAVE A PAID CHIEF EXECUTIVE OFFICER. ALL COMPENSATION TO THE CHIEF EXECUTIVE OFFICER REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS IS REASONABLE GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, QUESTION 3 ON ITS FORM 990: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION, CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DURING THE FISCAL YEAR- ENDED JUNE 30, 2022, 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: MARCO PRIOLO DURING THE FISCAL YEAR-ENDED JUNE 30, 2022, 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: LYLE E SHELDON, $ 209,203 S MICHELLE LEE, $117,930 MOHAN SUNTHA, MD, $342,614 JOSEPH E HOFFMAN, III, $71,238
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.
Schedule J (Form 990) 2021

Additional Data


Software ID: 21014044
Software Version: 2021v4.2
Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
Upper Chesapeake Medical Center Inc
 
Employer identification number

52-1253920
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2021
Schedule L (Form 990) 2021
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Matthew Thomas MD
  		Matthew Thomas, MD is a family member of Lisa Thomas, MD, a director of the filing organization 491,725 Matthew Thomas, MD was paid reasonable compensation as an employee of the filing organization   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2




SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
Upper Chesapeake Medical Center Inc
 
Employer identification number

52-1253920
Return Reference Explanation
Form 990, Part I, Line 1 Organization Mission DEDICATION TO MAINTAINING AND IMPROVING THE HEALTH OF THE PEOPLE IN ITS COMMUNITIES THROUGH AN INTEGRATED HEALTH DELIVERY SYSTEM THAT PROVIDES HIGH QUALITY CARE TO ALL.
Form 990, Part III, Line 1 Organization's Mission UPPER CHESAPEAKE MEDICAL CENTER IS DEDICATED TO MAINTAINING AND IMPROVING THE HEALTH OF THE PEOPLE IN ITS COMMUNITIES THROUGH AN INTEGRATED HEALTH DELIVERY SYSTEM THAT PROVIDES HIGH QUALITY CARE TO ALL. UCMC IS COMMITTED TO SERVICE EXCELLENCE AS IT OFFERS A BROAD RANGE OF HEALTH CARE SERVICES, TECHNOLOGY AND FACILITIES. UCMC WORKS COLLABORATIVELY WITH ITS COMMUNITIES AND OTHER HEALTH ORAGNIZATIONS TO SERVE AS A RESOURCE FOR HEALTH PROMOTION AND EDUCATION.
Form 990, Part IV, Line 24a Tax Exempt Bonds 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, ROI, MGH, 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 PRINCE GEORGE'S, BOWIE HEALTH CENTER (BOWIE), AND THE UMMS 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 $1,909,376,000 OF OUTSTANDING AUTHORITY BONDS ON JUNE 30, 2022. ALL OF THE BONDS WERE ISSUED IN THE NAME OF UMMS AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990.
Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION DID NOT COMPENSATE ITS EXECUTIVES, BUT RATHER, THE EXECUTIVES RECEIVED COMPENSATION FROM A RELATED ORGANIZATION. ACCORDINGLY, THE ORGANIZATION'S PARENT COMPANY 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 COMPARABILITIY 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 DELIVERATIONS 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. THE PROCESS IS USED TO DETERMINE THE COMPENSATION PACKAGES FOR ALL MANAGEMENT EMPLOYEES FROM THE VICE PRESIDENT LEVEL AND UP.
Form 990, Part VI, Line 6 Classes of members or stockholders UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. (UMUCHS) IS THE SOLE MEMBER OF UPPER CHESAPEAKE MEDICAL CENTER.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body UMUCHS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY.
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; and leases or intercompany transfers of assets, subject to certain dollar thresholds. In addition, the following decisions of the governing body are subject to the approval of the member and UMMS: 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; 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, finance committee or other member(s) 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 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 IX, Line 11g Other Fees Contract Services - Total Expense: 7029319, Program Service Expense: 5226144, Management and General Expenses: 1803175, Fundraising Expenses: 0; Corporate Shared Services - Total Expense: 20480090, Program Service Expense: 0, Management and General Expenses: 20480090, Fundraising Expenses: 0; Agency Labor - Total Expense: 11593715, Program Service Expense: 11593715, Management and General Expenses: 0, Fundraising Expenses: 0; Physician - Total Expense: 13876163, Program Service Expense: 13876163, Management and General Expenses: 0, Fundraising Expenses: 0;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances UMMS Enterprise - Road Map - -1122424; Equity transfer - Comprehensive Care Center - 492771; Transfers to Related Orgs - 15000000; Other Change in Net Assets - 207000;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
Upper Chesapeake Medical Center Inc
 
Employer identification number

52-1253920
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)BALTIMORE WASHINGTON EMERGENCY PHYS INC
301 HOSPITAL DRIVE

GLEN BURNIE,MD21061
52-1756326 		HEALTHCARE MD 501(c)(3) Type I BWHS
 
 
No
(2)BALTIMORE WASHINGTON HEALTHCARE SERVICES
301 HOSPITAL DRIVE

GLEN BURNIE,MD21061
52-1830243 		HEALTHCARE MD 501(c)(3) Type I UMBWMS
 
 
No
(3)BALTIMORE WASHINGTON MEDICAL CENTER INC
301 HOSPITAL DRIVE

GLEN BURNIE,MD21061
52-0689917 		HEALTHCARE MD 501(c)(3) 3 UMBWMS
 
 
No
(4)UM BALTIMORE WASHINGTON MEDICAL SYSTEM
301 HOSPITAL DRIVE

GLEN BURNIE,MD21061
52-1830242 		HEALTHCARE MD 501(c)(3) Type I UMMSC
 
 
No
(5)NORTH ARUNDEL DEVELOPMENT CORPORATION
301 HOSPITAL DRIVE

GLEN BURNIE,MD21061
52-1318404 		REAL ESTATE MD 501(c)(2)   NCC
 
 
No
(6)NORTH COUNTY CORPORATION
301 HOSPITAL DRIVE

GLEN BURNIE,MD21061
52-1591355 		REAL ESTATE MD 501(c)(2)   UMBWMS
 
 
No
(7)CHESTER RIVER HEALTH FOUNDATION INC
100 BROWN STREET

CHESTERTOWN,MD21620
52-1338861 		FUNDRAISING MD 501(c)(3) 8 UMSRH
 
 
No
(8)UNIV OF MD SHORE REGIONAL HEALTH INC
100 BROWN STREET

CHESTERTOWN,MD21620
52-2046500 		HEALTHCARE MD 501(c)(3) Type I UMMSC
 
 
No
(9)CHESTER RIVER HOSPITAL CENTER
100 BROWN STREET

CHESTERTOWN,MD21620
52-0679694 		HEALTHCARE MD 501(c)(3) 3 UMSRH
 
 
No
(10)CHESTER RIVER MANOR INC
200 MORGNEC ROAD

CHESTERTOWN,MD21620
52-6070333 		HEALTHCARE MD 501(c)(3) 10 UMSRH
 
 
No
(11)MARYLAND GENERAL CLINICAL PRACTICE GROUP
827 LINDEN AVENUE

BALTIMORE,MD21201
52-1566211 		HEALTHCARE MD 501(c)(3) Type II UMMTH
 
 
No
(12)UNIVERSITY OF MARYLAND MIDTOWN HEALTH INC
827 LINDEN AVENUE

BALTIMORE,MD21201
52-1175337 		HEALTHCARE MD 501(c)(3) Type II UMMSC
 
 
No
(13)MARYLAND GENERAL HOSPITAL INC
827 LINDEN AVENUE

BALTIMORE,MD21201
52-0591667 		HEALTHCARE MD 501(c)(3) 3 UMMTH
 
 
No
(14)CARE HEALTH SERVICES INC
219 SOUTH WASHINGTON STREET

EASTON,MD21601
52-1510269 		HEALTHCARE MD 501(c)(3) 10 SHS
 
 
No
(15)MEMORIAL HOSPITAL FOUNDATION INC
219 SOUTH WASHINGTON STREET

EASTON,MD21601
52-1282080 		FUNDRAISING MD 501(c)(3) Type I SHS
 
 
No
(16)UNIVERSITY OF MARYLAND COMMUNITY MEDICAL
22 SOUTH GREENE STREET

BALTIMORE,MD21201
52-1874111 		HEALTHCARE MD 501(c)(3) 3 UMSRH
 
 
No
(17)SHORE HEALTH SYSTEM INC
219 SOUTH WASHINGTON STREET

EASTON,MD21601
52-0160538 		HEALTHCARE MD 501(c)(3) 3 UMSRH
 
 
No
(18)JAMES LAWRENCE KERNAN HOSPITAL INC
2200 KERNAN DRIVE

BALTIMORE,MD21207
52-0591639 		HEALTHCARE MD 501(c)(3) 3 UMMSC
 
 
No
(19)UMMS FOUNDATION INC
22 SOUTH GREENE STREET

BALTIMORE,MD21201
52-2238893 		FUNDRAISING MD 501(c)(3) Type I UMMSC
 
 
No
(20)UNIVERSITY OF MARYLAND CHARLES REGIONAL
PO BOX 1070

LA PLATA,MD20646
52-2155576 		HEALTHCARE MD 501(c)(3) Type III-FI UMMSC
 
 
No
(21)UNIVERSITY OF MD MEDICAL SYSTEM CORP
22 SOUTH GREENE STREET

BALTIMORE,MD21201
52-1362793 		HEALTHCARE MD 501(c)(3) 3 NA
 
 
No
(22)CIVISTA MEDICAL CENTER INC
PO BOX 1070

LA PLATA,MD20646
52-0445374 		HEALTHCARE MD 501(c)(3) 3 UMCRH
 
 
No
(23)CHARLES REGIONAL MEDICAL CENTER FOUNDATION
PO BOX 1070

LA PLATA,MD20646
52-1414564 		FUNDRAISING MD 501(c)(3) Type I UMCRH
 
 
No
(24)UNIV OF MD ST JOSEPH FOUNDATION INC
7601 OSLER DRIVE

TOWSON,MD21204
52-1681044 		FUNDRAISING MD 501(c)(3) Type I UMSJHS
 
 
No
(25)HARFORD MEMORIAL HOSPITAL INC
520 UPPER CHESAPEAKE DR

BEL AIR,MD21014
52-0591484 		HEALTHCARE MD 501(c)(3) 3 UMUCHS
 
 
No
(26)UM UPPER CHESAPEAKE HEALTH SYSTEM INC
520 UPPER CHESAPEAKE DR

BEL AIR,MD21014
52-1398513 		HEALTHCARE MD 501(c)(3) Type III-O UMMSC
 
 
No
(27)UPPER CHESAPEAKE HEALTH FOUNDATION INC
520 UPPER CHESAPEAKE DR

BEL AIR,MD21014
52-1398507 		FUNDRAISING MD 501(c)(3) Type I UMUCHS
 
 
No
(28)UPPER CHESAPEAKE MEDICAL SERVICES INC
520 UPPER CHESAPEAKE DR

BEL AIR,MD21014
52-1501734 		HEALTHCARE MD 501(c)(3) 10 UMUCHS
 
 
No
(29)UPPER CHESAPEAKE PROPERTIES INC
520 UPPER CHESAPEAKE DR

BEL AIR,MD21014
52-1907237 		REAL ESTATE MD 501(c)(2)   UMUCHS
 
 
No
(30)UPPER CHES RESIDENTIAL HOSPICE HOUSE INC
520 UPPER CHESAPEAKE DR

BEL AIR,MD21014
26-0737028 		HOSPICE MD 501(c)(3) 10 UMUCHS
 
 
No
(31)Harford Crisis Center Inc
520 UPPER CHESAPEAKE DR

BEL AIR,MD21014
52-1229742 		HOME CARE MD 501(c)(3) Type II UMUCHS
 
 
No
(32)UMSJ HEALTH SYSTEM LLC
7601 OSLER DRIVE

TOWSON,MD21204
46-2097818 		HEALTHCARE MD 501(c)(3) 3 UMMSC
 
 
No
(33)UM CAPITAL REGION HEALTH INC
250 W PRATT ST STE 2400

BALTIMORE,MD21201
82-3596114 		HEALTHCARE MD 501(c)(3) Type III-FI UMMSC
 
 
No
(34)UCH LEGACY FUNDING CORPORATION
520 UPPER CHESAPEAKE DR

BEL AIR,MD21014
52-0882914 		FUNDRAISING MD 501(c)(3) Type II UMUCHS
 
 
No
(35)DIMENSIONS HEALTH CORPORATION
901 HARRY S TRUMAN DRIVE N

UPPER MARLBORO,MD20774
52-1289729 		HEALTHCARE MD 501(c)(3) 3 UMMSC
 
 
No
(36)DIMENSIONS HEALTHCARE ASSOCIATES
901 Harry S Truman Drive N

Upper Marlboro,MD20774
52-1902711 		HEALTHCARE MD 501(c)(3) Type I UMCAPRH
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) ARUNDEL PHYSICIANS ASSOCIATES

301 HOSPITAL DRIVE
GLEN BURNIE,MD21061
52-2000762 		HEALTHCARE MD APA INC
  		N/A       No     No  
(2) BALTIMORE WASHINGTON IMAGING

301 HOSPITAL DRIVE
GLEN BURNIE,MD21061
20-0806027 		HEALTHCARE MD UMBWMS
  		N/A       No     No  
(3) UNIVERSITYCARE LLC

22 SOUTH GREENE STREET
BALTIMORE,MD21201
52-1914892 		HEALTHCARE MD UMMSC
  		N/A       No     No  
(4) O'DEA MEDICAL ARTS LIMITED PAR

7601 OSLER DRIVE
TOWSON,MD21204
52-1682964 		RENTAL MD SJMC PROP
  		N/A       No     No  
(5) ADVANCED IMAGING AT ST JOSEPH

7601 OSLER DRIVE
TOWSON,MD21204
52-1958002 		HEALTHCARE MD UMSJMC
  		N/A       No     No  
(6) UNIVERSITY OF MARYLAND CHARLES

PO BOX 1070
LAPLATA,MD20646
30-0956382 		HEALTHCARE MD UMCRCP
  		N/A       No     No  
(7) BALTIMORE ASC VENTURES LLC

7620 YORK ROAD
TOWSON,MD21204
82-4133899 		HEALTHCARE DE UMSJMC
  		N/A       No     No  
(8) UCHSUMMS Real Estate Trust

520 Upper Chesapeake Drive
Bel Air,MD21014
27-6803540 		Holding Co MD UMMSC
  		N/A       No     No  
(9) UM Chesapeake Surgery Center LLC

515 South Tollgate Road
Bel Air,MD21014
87-3038857 		Healthcare MD UCHV
  		N/A       No     No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ARUNDEL PHYSICIANS ASSOCIATES INC

301 HOSPITAL DRIVE
GLEN BURNIE,MD21061
52-1992649 		HEALTHCARE MD NA
  		C Corporation         No
(2) BALTIMORE WASHINGTON HEALTH ENTERPRISES

301 HOSPITAL DRIVE
GLEN BURNIE,MD21061
52-1936656 		HEALTHCARE MD NA
  		C Corporation         No
(3) BW PROFESSIONAL SERVICES INC

301 HOSPITAL DRIVE
GLEN BURNIE,MD21061
52-1655640 		HEALTHCARE MD NA
  		C Corporation         No
(4) NA EXECUTIVE BUILDING CONDO ASSN INC

301 HOSPITAL DRIVE
GLEN BURNIE,MD21061
 REAL ESTATE MD NA
  		C Corporation         No
(5) UM CHARLES REGIONAL CARE PARTNERS

PO BOX 1070
LA PLATA,MD20646
52-2176314 		HEALTHCARE MD NA
  		C Corporation         No
(6) UNIVERSITY MIDTOWN PROF CENTER

827 LINDEN AVENUE
BALTIMORE,MD21201
52-1891126 		REAL ESTATE MD NA
  		C Corporation         No
(7) UNIVERSITY OF MARYLAND HEALTH ADVANTAGE

22 SOUTH GREENE STREET
BALTIMORE,MD21201
46-1411902 		INSURANCE MD NA
  		C Corporation         No
(8) UNIVERSITY OF MARYLAND HEALTH PARTNERS

22 SOUTH GREENE STREET
BALTIMORE,MD21201
45-2815803 		INSURANCE MD NA
  		C Corporation         No
(9) UNIVERSITY OF MARYLAND MEDICAL SYSTEM HE

22 SOUTH GREENE STREET
BALTIMORE,MD21201
45-2815722 		INSURANCE MD NA
  		C Corporation         No
(10) UPPER CHESAPEAKE HEALTH VENTURES INC

520 UPPER CHESAPEAKE DR
BEL AIR,MD21014
52-2031264 		HEALTHCARE MD NA
  		C Corporation         No
(11) UPPER CHESAPEAKE MEDICAL CENTER LAND CON

520 UPPER CHESAPEAKE DR
BEL AIR,MD21014
77-0674478 		REAL ESTATE MD Yes
  		C Corporation 572,907 45,727 100 % Yes  
(12) UPPER CHESAPEAKE MEDICAL OFFICE BUILDING

520 UPPER CHESAPEAKE DR
BEL AIR,MD21014
52-1946829 		REAL ESTATE MD NA
  		C Corporation         No
(13) SHORE ORTHOPEDICS INC

219 S WASHINGTON STREET
EASTON,MD21601
37-1817262 		HEALTHCARE MD NA
  		C Corporation         No
(14) MADISON MANOR INC

5801 42ND AVE
HYATTSVILLE,MD20781
52-1269059 		HEALTHCARE MD NA
  		C Corporation         No
(15) AFFILIATED ENTERPRISES INC

3001 HOSPITAL DRIVE
CHEVERLY,MD20785
52-1542144 		HEALTHCARE MD NA
  		C Corporation         No
(16) DIMENSIONS ASSURANCE LTD

PO BOX 1363 GENESIS BLDG
  GRAND CAYMAN  
CJ
98-0348082 		INSURANCE CJ NA
  		C Corporation         No
(17) RIVERSIDE HEALTH OF DELAWARE INC

1966 GREENSPRING DRIVE STE 600
TIMONIUM,MD21093
46-3205820 		HEALTHCARE DE NA
  		C Corporation         No
(18) RIVERSIDE HEALTH OF DC INC

1966 GREENSPRING DRIVE STE 600
TIMONIUM,MD21093
46-1411713 		HEALTHCARE DC NA
  		C Corporation         No
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Upper Chesapeake Medical Center Land Condo

 N 470,365 CASH OR FMV





Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


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