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← UNION HOSPITAL OF CECIL COUNTY FOUNDATION INC

Form 990 for tax year 2023

Filed by UNION HOSPITAL OF CECIL COUNTY FOUNDATION INC.

Totals

Total revenue
$224,374
Total expenses
$177,308
Contributions and grants received
$116,612
Grants paid
$76,785
Program service revenue
$0
Investment income
$107,755
Other revenue
$7
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$76,785
Management and general expenses
$48,846
Fundraising expenses
$51,677
Program service expenses (Part III)
$76,785

Program services were 43.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $18,610

  • 1f · All other contributions, gifts and grants

    $98,002

  • 3 · Investment income

    total $127,528 · unrelated business $0 · excluded $127,528

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $400,973

  • 7b · Less cost or other basis and sales expenses

    securities $420,746

  • 7c · Gain or loss

    securities -$19,773

  • 7d · Net gain or loss

    total -$19,773 · excluded -$19,773

  • 8a · Fundraising events: gross income

    $25,540

  • 8a · Fundraising events: contributions included on line 1c

    $18,610

  • 8b · Fundraising events: direct expenses

    $25,533

  • 8c · Net income from fundraising events

    total $7 · excluded $7

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $76,785 · program services $76,785

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $12,000 · program services $0 · management and general $12,000 · fundraising $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $36,846 · program services $0 · management and general $36,846 · fundraising $0

  • 11g · Fees: other

    total $8,485 · program services $0 · management and general $0 · fundraising $8,485

  • 12 · Advertising and promotion

    total $500 · program services $0 · management and general $0 · fundraising $500

  • 13 · Office expenses

    total $9,819 · program services $0 · management and general $0 · fundraising $9,819

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $18,935 · program services $0 · management and general $0 · fundraising $18,935

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $173 · program services $0 · management and general $0 · fundraising $173

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $498 · program services $0 · management and general $0 · fundraising $498

  • 23 · Insurance

    total $0

  • 24a · Other expenses: PROGRAM EXPENSES

    total $853 · program services $0 · management and general $0 · fundraising $853

  • 24b · Other expenses: ALL OTHER EXPENSES

    total $12,414 · program services $0 · management and general $0 · fundraising $12,414

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $889,181 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $101,520 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,130 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $7,969 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $6,159,601 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $133,313 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year -$2,292 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,804,515 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,593,596 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $3,901,895 · end of year $0

Mission and programs · 2023

Mission

TO MEET UNION HOSPITAL'S SPECIAL SHORT RANGE AND LONG RANGE FUNDING NEEDS THROUGH VARIOUS VEHICLES, SUCH AS SPECIAL EVENTS, ANNUAL APPEALS, CAPITAL CAMPAIGNS, PLANNED GIFTS, AND ENDOWMENT.

Activities or mission (Part I)

THE FOUNDATION ENGAGES IN FUNDRAISING TO SUPPORT THE UNION HOSPITAL OF CECIL COUNTY, INC.

  • THE FOUNDATION CONDUCTS AND SUPERVISES FUNDRAISING ACTIVITIES ON BEHALF OF ITS TAX-EXEMPT AFFILIATES: THE UNION HOSPITAL OF CECIL COUNTY, INC.; UNION HOSPITAL OF CECIL COUNTY HEALTH SERVICES, INC; UNION HOSPITAL OF CECIL COUNTY ONCOLOGY, INC. AND AFFINITY HEALTH ALLIANCE. THE FOUNDATION ENGAGES IN CORPORATE FUNDRAISING, CAPITAL CAMPAIGNS, SPECIAL EVENTS, ACTIVITIES, AND A MULTI-FACETED COMMUNICATION PROGRAM THAT APPEALS TO PRIVATE AND CORPORATE CONTRIBUTORS. THE ORGANIZATION MERGED INTO AFFINITY HEALTH ALLIANCE, INC., ITS SOLE MEMBER, AS OF JANUARY 29, 2024.

    Expenses $76,785 · Grants $76,785

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert McMurray

    TREASURER (EX-OFFICIO)

    Total calculated
    $776,162
    From this org
    $0
    From related orgs
    $764,365
    Other
    $11,797
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $458,774 related
    Bonus
    $0 + $228,558 related
    Other
    $0 + $77,033 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,797 related
    Filer's total
    $0 + $776,162 related

  • Jennifer L Schwartz Esq

    CORP. SECRETARY (EX-OFFICIO)

    Total calculated
    $674,671
    From this org
    $0
    From related orgs
    $662,492
    Other
    $12,179
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,128 related
    Bonus
    $0 + $207,032 related
    Other
    $0 + $41,332 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,179 related
    Filer's total
    $0 + $674,671 related

  • Henry Farkas MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerry Moran

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jason Lim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donna Miles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Darlene Miglioretti

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leo Najera MD

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Sharon Pelham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kim Swyka

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julie Ma

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

FORM 990, SCHEDULE J, PART I, LINE 3
TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ---------------
FORM 990, SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED PLAN PARTICIPATION THE ORGANIZATION IS AN AFFILIATE OF CHRISTIANA CARE HEALTH SERVICES, INC ("CCHS"). CCHS MAINTAINS AN IRC SECTION 457(F) DEFERRED COMPENSATION PLAN. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED AND/OR RECEIVED DISTRIBUTIONS FROM THE 457(F) PLAN DURING THE ORGANIZATION'S FINAL JULY 1, 2023 THROUGH JANUARY 29, 2024 TIME PERIOD: ROBERT MCMURRAY- $30,765 JENNIFER L. SCHWARTZ, ESQ.- NO DISTRIBUTION ---------------
FORM 990, SCHEDULE J, PART II
DETAIL REGARDING COMPENSATION INFORMATION BEING REPORTED PER THE FORM 990 INSTRUCTIONS FOR A FINAL RETURN, THE COMPENSATION INFORMATION BEING REPORTED RELATES TO THE ORGANIZATION'S FINAL JULY 1, 2023 THROUGH JANUARY 29, 2024 TIME PERIOD. ---------------

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CHRISTIANACARE GOHEALTH URGENT CARE LLC

    URGENT CARE SVCS · DE

    Directly controlled by CCH SERVICES

  • CLINERGY LLC

    GROUP PURCHASING · DE

    Directly controlled by CCH SERVICES

  • LEEWARD HEALTH LLC

    MED ADV RISK · DE

    Directly controlled by CCH SYSTEM

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • UNION HOSPITAL OF CECIL COUNTY VENTURES

    C CORP · MEDICAL SERVICES · MD

    Directly controlled by AFFINITY

  • THE DE CTR FOR MAT FETAL MED OF CC INC

    C CORP · HEALTHCARE · DE

    Directly controlled by CC HEALTH SRVCS

  • CHRISTIANA CARE HEALTH PLANS INC

    C CORP · INSURANCE · DE

    Directly controlled by CCH SYSTEM

  • CHRISTIANA CARE DEFERRED COMP PLAN

    TRUST · DEF COMP PLAN · DE

    Directly controlled by CC HEALTH SRVCS

  • CHRISTIANA CARE EXEC DEFERRED COMP PLAN

    TRUST · DEF COMP PLAN · DE

    Directly controlled by CC HEALTH SRVCS

  • CARE ASSOCIATES DEFERRED COMP PLAN

    TRUST · DEF COMP PLAN · DE

    Directly controlled by CC HEALTH SRVCS

  • CHRISTIANA CARE INSURANCE CO LTD

    C CORP · SELF-INSURANCE · CJ

    Directly controlled by CC HEALTH SRVCS

  • CHRISTIANA CARE STRATEGIC INVESTMENTS

    C CORP · STRATEGY · DE

    Directly controlled by CCH SYSTEM

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, -$5,791,292. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2023
Filed
16 December 2024
IRS schema version
2023v5.1
Source object
202423519349301507

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