Civic Intelligence

Upper Chesapeake Properties Inc

990 • Fiscal year 2013 • EIN 52-1907237

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

520 Upper Chesapeake DriveSuite 40521014

(410) 877-3700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.11x

Higher debt load relative to assets than 62% of similar nonprofits.

2013 filings • 501(c)2 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

55th percentile

0.10x

Higher debt load relative to revenue than 55% of similar nonprofits.

2013 filings • 501(c)2 • <$500k nonprofits • Source year 2013

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

2013 filings • 501(c)2 • <$500k nonprofits • Source year 2013

Top Officer Pay

100th percentile

$1,369,074

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 908.0% of source-year revenue.

2013 filings • 501(c)2 • <$500k nonprofits • Source year 2013

Asset Growth

16th percentile

-8.4%

Faster asset growth than 16% of similar nonprofits.

2013 filings • 501(c)2 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$138,047

Down $12,691 (-8.4%) from 2012

Net Assets

Down

$123,214

Down $22,941 (-16%) from 2012

Liabilities

Up

$14,833

Up $10,250 (+224%) from 2012

Revenue

$150,772

No earlier filing loaded for comparison.

Expenses

Down

$173,713

Down $243,969 (-58%) from 2012

Net Income

-$22,941

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,648,750Liabilities 2010: $1,221Net Assets 2010: $2,647,5292010Assets 2011: $216,288Liabilities 2011: $64,973Net Assets 2011: $151,3152011Assets 2012: $150,738Liabilities 2012: $4,583Net Assets 2012: $146,1552012Assets 2013: $138,047Liabilities 2013: $14,833Net Assets 2013: $123,2142013Assets 2014: $139,087Liabilities 2014: $20,508Net Assets 2014: $118,5792014Assets 2015: $115,070Liabilities 2015: $0Net Assets 2015: $115,0702015Assets 2016: $35,930Liabilities 2016: $11,604Net Assets 2016: $24,3262016Assets 2017: $38,625Liabilities 2017: $22,831Net Assets 2017: $15,7942017Assets 2018: $45,256Liabilities 2018: $29,195Net Assets 2018: $16,0612018Assets 2019: $45,073Liabilities 2019: $28,740Net Assets 2019: $16,3332019Assets 2020: $25,507Liabilities 2020: $219,181Net Assets 2020: -$193,6742020Assets 2021: $24,872Liabilities 2021: $8,260Net Assets 2021: $16,6122021Assets 2022: $24,644Liabilities 2022: $172,299Net Assets 2022: -$147,6552022Assets 2023: $7,755Liabilities 2023: $0Net Assets 2023: $7,7552023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2013

Assets$138,047
Liabilities$14,833
Net Assets$123,214

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $248,2352010Expenses 2011: $2,552,6392011Expenses 2012: $417,6822012Revenue 2013: $150,772Expenses 2013: $173,713Net Income 2013: -$22,9412013Revenue 2014: $315,377Expenses 2014: $320,012Net Income 2014: -$4,6352014Revenue 2015: $728,186Expenses 2015: $731,571Net Income 2015: -$3,3852015Revenue 2016: $256,809Expenses 2016: $347,553Net Income 2016: -$90,7442016Revenue 2017: $296,336Expenses 2017: $304,868Net Income 2017: -$8,5322017Revenue 2018: $282,948Expenses 2018: $282,681Net Income 2018: $2672018Revenue 2019: $0Expenses 2019: $287,412Net Income 2019: -$287,4122019Revenue 2020: $0Expenses 2020: $210,007Net Income 2020: -$210,0072020Revenue 2021: $425,698Expenses 2021: $215,412Net Income 2021: $210,2862021Revenue 2022: $0Expenses 2022: $164,267Net Income 2022: -$164,2672022Revenue 2023: $0Expenses 2023: $14,624Net Income 2023: -$14,6242023Revenue 2024: $0Expenses 2024: $3,857Net Income 2024: -$3,8572024

Highlighted filing

2013

Revenue$150,772
Expenses$173,713
Net Income-$22,941
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$150,772
Mission and Program Overview

Mission

Collection of income from office space rentals that allows hospital physicians to treat patients without regard to ability to pay.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$144,051$117,860▼ $26,191
Cash and Non-Interest-Bearing Accounts$837$14,337▲ $13,500
Prepaid Expenses and Deferred Charges$5,850$5,850→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$150,738$138,047▼ $12,691
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$837$14,337▲ $13,500
Accounts Payable and Accrued Expenses$3,746$496▼ $3,250
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,583$14,833▲ $10,250
Net Assets / Fund Balance
Unrestricted Net Assets$146,155$123,214▼ $22,941
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$146,155$123,214▼ $22,941
Total Liabilities and Net Assets / Fund Balance$150,738$138,047▼ $12,691

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$117,860$144,051$261,911
Compensation and Service Providers

Board Members and Trustees

NameTitle
James LambdinChairman/Director
Lyle E SheldonPresident/CEO/Director
Joseph E Hoffman IIISecretary/Director
Roger E Schneider MDTreasurer/DIRECTOR

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$149,503
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$1,269
Change in Net Assets
$-22,941

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,269
Revenue Not Reported on Financial Statements
$149,503
Other Revenue Adjustments
$149,503
Total Revenue per Audited Statements
$1,269
Total Revenue per Form 990
$150,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$173,713
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$145,333
Depreciation Depletion---$26,191
Office Expenses---$2,136
Insurance---$53
Total Functional Expenses$0$0$0$173,713

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$173,713
Total Expenses per Audited Statements$173,713
Total Expenses per Form 990$173,713
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$14,337
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A, Governing Body & Management, Line 2

Family or business relationship lyle e. Sheldon and joseph e. Hoffman iii are officers in the same business entities. The same business entities are the for-proft corporations or partnerships that are related to this filing entity. Please see form 990, schedule r.

Part VI, Section A, Governing Body & Management, Line 6

Existence of members upper chesapeake health system and university of maryland medical system are partners in a maryland limited liability company named uchs/umms venture llc ("venture"). The venture was organized for charitable purposes to coordinate activities of healthcare facilities and other corporate bodies whose purposes include the provision of healthcare services or financial assistance to healthcare facilities in harford county, maryland. Venture is the sole member of this filing organization.

Part VI, Section B, Policies, Question 11B

Organizational review of form 990 the board of upper chesapeake health system, inc. ("health system") has assigned the executive committee of the health system's board to review and approve all contents of form 990 on behalf of the boards of all health system's tax-exempt affiliates. In turn, once the form 990 has been approved by health system's executive committee, a final version of the form 990 will be made available to all board members of the respective health system's tax-exempt affiliates. Formal notification of the final and approved form 990 for each of the health system's affiliates as well as its availability will be communicated to the applicable board members on or before the filing of the form 990.

Part VI, Section B, Policies, Question 15

PROCESS FOR DETERMINING COMPENSATION The executive compensation committee of the board of directors approves compensation for the Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, and all key employees. The executive compensation committee utilizes but is not limited to the following resources in evaluating and establishing reasonable compensation: independent compensation consultants, compensation surveys and compensation studies. This organization and its tax-exempt affiliates strive to maintain an arm's length relationship between itself and its employees. It is the goal of the executive compensation committee to ensure that total compensation (compensation and benefits) paid to its employees is fair and reasonable. Finally, the process of setting and approving such compensation is performed annually by the board's executive compensation committee.

Part VI, Section C, Disclosure, Question 19

Documents available to the public the organization will make the following documents available to the public upon request: articles of incorporation, bylaws, and conflict of interest policy.

Filing and Contact Details

Filer

EIN
52-1907237
In Care Of
% JOSEPH E HOFFMAN III
Phone
4108773700

Signing Officer

Name
Joseph E Hoffman III
Title
CFO
Phone
4436431000
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lyle E Sheldon
Formed
1994
Legal Domicile
Md
Voting Board Members
4
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Preparer
Russlee Armstrong
Phone
4436431000
Supplemental Narrative

Financial Statement Notes

Part X, Line 2

FIN 48 (ASC 740) FOOTNOTE UCMC, HMH, UCSJHC, UCRHH and UCMS have received determination letters from the Internal Revenue Service (IRS) granting them federal income tax exempt status under Section 501(C)(3) of the Internal Revenue Code. UCP is a title holding company and has received a determination letter from the IRS granting it federal income tax exempt status under Section 501(C)(2) of the Internal Revenue Code. UCHS/UMMS Venture, LLC is a limited liability company not subject to entity level tax. The income earned by the Venture is taxable to the owners of the joint venture to the extent that it constitutes unrelated business income to UCHS and UMMS, the tax exempt members of the Venture. UCHV and Upper Chesapeake Medical Center Land Condominium, Inc. are organized as for-profit entities, are subject to federal income taxes, which are recorded under ASC Subtopic 740, Income Tax. Accordingly, for those entities, income taxes are accounted for under the asset and liability method. Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the financial statement carrying amount of existing assets and liabilities and their respective tax bases and operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. The Venture recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in recognition or measurement are reflected in the period in which the change in judgment occurs.

Schedule D, Part XI, Line 4B

Transfer of fund balance from affiliate (ucmc): $ 149,503

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0417682
IRS990/PYOtherRevenueAmt015227
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-5625
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0417682
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0412057
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-22941
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0149503
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt01269
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01269
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0117860
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0144051
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0261911
IRS990ScheduleD/ExpensesSubtotalAmt0173713
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014337
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0149503
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0149503
IRS990ScheduleD/RevenueSubtotalAmt01269
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 (ASC 740) FOOTNOTE UCMC, HMH, UCSJHC, UCRHH and UCMS have received determination letters from the Internal Revenue Service (IRS) granting them federal income tax exempt status under Section 501(C)(3) of the Internal Revenue Code. UCP is a title holding company and has received a determination letter from the IRS granting it federal income tax exempt status under Section 501(C)(2) of the Internal Revenue Code. UCHS/UMMS Venture, LLC is a limited liability company not subject to entity level tax. The income earned by the Venture is taxable to the owners of the joint venture to the extent that it constitutes unrelated business income to UCHS and UMMS, the tax exempt members of the Venture. UCHV and Upper Chesapeake Medical Center Land Condominium, Inc. are organized as for-profit entities, are subject to federal income taxes, which are recorded under ASC Subtopic 740, Income Tax. Accordingly, for those entities, income taxes are accounted for under the asset and liability method. Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the financial statement carrying amount of existing assets and liabilities and their respective tax bases and operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. The Venture recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in recognition or measurement are reflected in the period in which the change in judgment occurs.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TRANSFER OF FUND BALANCE FROM AFFILIATE (UCMC): $ 149,503
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART XI, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0117860
IRS990ScheduleD/TotalExpensesPerForm990Amt0173713
IRS990ScheduleD/TotalLiabilityAmt014337
IRS990ScheduleD/TotalRevenuePerForm990Amt0150772
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01269
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0173713
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IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0150656
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt1288074
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0313531
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1539669
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt053250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt155799
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025108
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt125584
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0156417
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1459948
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Joseph E Hoffman III
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Lyle E Sheldon
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Secretary/Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1President/CEO/Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0698962
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt11369074
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THIS ORGANIZATION DOES NOT HAVE A PAID CEO/EXECUTIVE DIRECTOR. ALL COMPENSATION TO THE CEO/EXECUTIVE DIRECTOR REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, UPPER CHESAPEAKE HEALTH SYSTEM. UPPER CHESAPEAKE HEALTH SYSTEM 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. UPPER CHESAPEAKE HEALTH SYSTEM CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, QUESTION 3 ON ITS FORM 990: COMPENSATION COMMITTEE WRITTEN EMPLOYMENT CONTRACT INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MADE INTERNAL REVENUE CODE SECTION 457F PLAN CONTRIBUTIONS TO THE FOLLOWING MEMBERS OF SENIOR LEADERSHIP WHO ARE LISTED ON THE ORGANIZATION'S FORM 990, PART VII, SECTION A, LINE 1A. THE OFFICERS AND KEY EMPLOYEES LISTED BELOW HAVE VESTED IN THE PLAN IN A PRIOR YEAR; THEREFORE, THE CONTRIBUTION TO THE PLAN IS REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III), OTHER REPORTABLE COMPENSATION. LYLE E. SHELDON $285,657 JOSEPH E. HOFFMAN III $ 45,896 JAMES J. HURSEY $ 22,440 DEAN C. KASTER $ 16,197 JOHN K. LYNCH $ 22,565
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART I, QUESTION 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE J, PART I, QUESTION 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY OR BUSINESS RELATIONSHIP LYLE E. SHELDON AND JOSEPH E. HOFFMAN III ARE OFFICERS IN THE SAME BUSINESS ENTITIES. THE SAME BUSINESS ENTITIES ARE THE FOR-PROFT CORPORATIONS OR PARTNERSHIPS THAT ARE RELATED TO THIS FILING ENTITY. PLEASE SEE FORM 990, SCHEDULE R.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXISTENCE OF MEMBERS UPPER CHESAPEAKE HEALTH SYSTEM AND UNIVERSITY OF MARYLAND MEDICAL SYSTEM ARE PARTNERS IN A MARYLAND LIMITED LIABILITY COMPANY NAMED UCHS/UMMS VENTURE LLC ("VENTURE"). THE VENTURE WAS ORGANIZED FOR CHARITABLE PURPOSES TO COORDINATE ACTIVITIES OF HEALTHCARE FACILITIES AND OTHER CORPORATE BODIES WHOSE PURPOSES INCLUDE THE PROVISION OF HEALTHCARE SERVICES OR FINANCIAL ASSISTANCE TO HEALTHCARE FACILITIES IN HARFORD COUNTY, MARYLAND. VENTURE IS THE SOLE MEMBER OF THIS FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATIONAL REVIEW OF FORM 990 THE BOARD OF UPPER CHESAPEAKE HEALTH SYSTEM, INC. ("HEALTH SYSTEM") HAS ASSIGNED THE EXECUTIVE COMMITTEE OF THE HEALTH SYSTEM'S BOARD TO REVIEW AND APPROVE ALL CONTENTS OF FORM 990 ON BEHALF OF THE BOARDS OF ALL HEALTH SYSTEM'S TAX-EXEMPT AFFILIATES. IN TURN, ONCE THE FORM 990 HAS BEEN APPROVED BY HEALTH SYSTEM'S EXECUTIVE COMMITTEE, A FINAL VERSION OF THE FORM 990 WILL BE MADE AVAILABLE TO ALL BOARD MEMBERS OF THE RESPECTIVE HEALTH SYSTEM'S TAX-EXEMPT AFFILIATES. FORMAL NOTIFICATION OF THE FINAL AND APPROVED FORM 990 FOR EACH OF THE HEALTH SYSTEM'S AFFILIATES AS WELL AS ITS AVAILABILITY WILL BE COMMUNICATED TO THE APPLICABLE BOARD MEMBERS ON OR BEFORE THE FILING OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROCESS FOR DETERMINING COMPENSATION The executive compensation committee of the board of directors approves compensation for the Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, and all key employees. The executive compensation committee utilizes but is not limited to the following resources in evaluating and establishing reasonable compensation: independent compensation consultants, compensation surveys and compensation studies. This organization and its tax-exempt affiliates strive to maintain an arm's length relationship between itself and its employees. It is the goal of the executive compensation committee to ensure that total compensation (compensation and benefits) paid to its employees is fair and reasonable. Finally, the process of setting and approving such compensation is performed annually by the board's executive compensation committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION WILL MAKE THE FOLLOWING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST: ARTICLES OF INCORPORATION, BYLAWS, AND CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, GOVERNING BODY & MANAGEMENT, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, GOVERNING BODY & MANAGEMENT, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, POLICIES, QUESTION 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, POLICIES, QUESTION 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, DISCLOSURE, QUESTION 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt4LTD.
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/AddressLine10PO BOX 1109
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/City0GRAND CAYMAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/Country0CJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/PostalCode0KY1-1102
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/ProvinceOrState0CAYMAN ISLANDS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileForeignCountryCd0CJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1MISC. SERVICEs
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3MANAGEMENT SRvcs
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CAPTIVE INSURance
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10UC MEDICAL CENTER LAND CONDOMINIUM INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11UPPER CHESAPEAKE HEALTH VENTURES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12UPPER CHESAPEAKE MED OFFICE BLDG INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine13UPPER CHESAPEAKE MGMT SVCS ORG INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine14UPPER CHESAPEAKE INSURANCE COMPANY LTD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine10520 UPPER CHESAPEAKE DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine11520 UPPER CHESAPEAKE DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine12520 UPPER CHESAPEAKE DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine13520 UPPER CHESAPEAKE DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0BEL AIR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City1BEL AIR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City2BEL AIR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City3BEL AIR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State1MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State2MD
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode021014
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode121014
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode221014
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode321014
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine11NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0522178070
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1276803540
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1MD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0MEDICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1HOLD LAND
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine10UCHSUMMS VENTURE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine11UCHSUMMS RE TRUST
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine10520 UPPER CHESAPEAKE DRIVE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine11520 UPPER CHESAPEAKE DRIVE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/City0BEL AIR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/City1BEL AIR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/State0MD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/State1MD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.17$0.15$0.00$0.16$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.01$0.02$0.43$0.22$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.22$0.19$0.00$0.21$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.03$0.02$0.00$0.29$0.29
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.03$0.02$0.28$0.28$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.02$0.02$0.30$0.30$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.01$0.02$0.26$0.35$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.73$0.73$0.00
2014Summary only. Only limited summary data is available for this year.$0.14$0.02$0.12$0.32$0.32$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.14$0.01$0.12$0.15$0.17$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.06$0.15$2.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.00$2.65$0.25