Form 990 for tax year 2024
Filed by UNIVERSITY OF MARYLAND ST JOSEPH FOUNDATION INC.
Totals
- Total revenue
- $9,655,529
- Total expenses
- $2,936,571
- Contributions and grants received
- $7,745,241
- Grants paid
- $522,224
- Program service revenue
- $0
- Investment income
- $1,910,288
- Other revenue
- $0
- Total assets, end of year
- $44,852,170
- Total liabilities, end of year
- $591,374
- Net assets or fund balances, end of year
- $44,260,796
- Program services expenses (Part IX)
- $2,736,350
- Management and general expenses
- $200,221
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,736,350
Program services were 93.2% 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.
-
1f · All other contributions, gifts and grants
$7,745,241
-
1g · Noncash contributions included above
$617,501
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $961,777 · related or exempt $0 · unrelated business $0 · excluded $961,777
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $23,554,814
-
7b · Less cost or other basis and sales expenses
securities $22,606,303
-
7c · Gain or loss
securities $948,511 · other assets $0
-
7d · Net gain or loss
total $948,511 · related or exempt $0 · unrelated business $0 · excluded $948,511
-
8b · Fundraising events: direct expenses
$0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $494,796 · program services $494,796
-
2 · Grants to domestic individuals
total $27,428 · program services $27,428
-
4 · Benefits paid to or for members
total $0 · program services $0
-
7 · Other salaries and wages
total $1,011,935 · program services $970,747 · management and general $41,188 · fundraising $0
-
8 · Pension plan contributions
total $28,116 · program services $26,972 · management and general $1,144 · fundraising $0
-
9 · Other employee benefits
total $165,466 · program services $158,731 · management and general $6,735 · fundraising $0
-
10 · Payroll taxes
total $63,819 · program services $61,221 · management and general $2,598 · fundraising $0
-
11f · Fees: investment management
total $21,346 · program services $0 · management and general $21,346 · fundraising $0
-
11g · Fees: other
total $832,626 · program services $717,388 · management and general $115,238 · fundraising $0
-
12 · Advertising and promotion
total $171,752 · program services $164,761 · management and general $6,991 · fundraising $0
-
13 · Office expenses
total $88,098 · program services $84,512 · management and general $3,586 · fundraising $0
-
16 · Occupancy
total $131 · program services $0 · management and general $131 · fundraising $0
-
17 · Travel
total $7,340 · program services $7,041 · management and general $299 · fundraising $0
-
19 · Conferences, conventions and meetings
total $2,481 · program services $2,380 · management and general $101 · fundraising $0
-
24a · Other expenses: Dues and subscriptions
total $21,237 · program services $20,373 · management and general $864 · fundraising $0
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $5,742,552
-
2 · Savings and temporary cash investments
beginning of year $969,247 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $9,677,931 · end of year $10,225,712
-
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
-
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 $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,565,935 · end of year $1,152,552
-
12 · Investments: other securities
beginning of year $28,759 · end of year $21,583
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $26,548,943 · end of year $27,709,771
-
17 · Accounts payable and accrued expenses
beginning of year $118,233 · end of year $47,079
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $1,797,366 · end of year $544,295
-
27 · Net assets without donor restrictions
beginning of year $1,490,716 · end of year $1,471,999
-
28 · Net assets with donor restrictions
beginning of year $35,384,500 · end of year $42,788,797
Mission and programs · 2024
Mission
THE ORGANIZATION'S MISSION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH BY BRINGING IT NEW LIFE, ENERGY AND VISIBILITY IN THE 21ST CENTURY. FIDELITY TO THE GOSPEL URGES US TO EMPHASIZE HUMAN DIGNITY AND SOCIAL JUSTICE AS WE MOVE TOWARD THE CREATION OF HEALTHIER COMMUNITIES.
Activities or mission (Part I)
TO NURTURE THE HEALING MINISTRY OF THE CHURCH BY BRINGING IT NEW LIFE, ENERGY AND VISIBILITY IN THE 21ST CENTURY. FIDELITY TO THE GOSPEL URGES US TO EMPHASIZE HUMAN DIGNITY.
-
UNIVERSITY OF MARYLAND ST. JOSEPH MEDICAL CENTER FOUNDATION, INC. (UMSJMCF) SOLICITS, RECEIVES, AND DISTRIBUTES CHARITABLE GIFTS, FUNDS AND OTHER ASSETS EXCLUSIVELY TO FURTHER THE RELIGIOUS, CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES OF UNIVERSITY OF MARYLAND ST. JOSEPH MEDICAL CENTER (UMSJMC). THESE FUNDS ARE USED SOLELY TO ENHANCE THE MEDICAL AND HEALTHCARE SERVICES PROVIDED BY UMSJMC TO THE PEOPLE OF THE SURROUNDING AREA. FUNDS ARE RAISED UNDER THE OVERALL DIRECTION OF AN UNPAID BOARD OF DIRECTORS WHO, WORKING WITH A GROUP OF VOLUNTEERS, CONDUCT VARIOUS FUNDRAISING CAMPAIGNS AND CHARITABLE EVENTS THROUGH THE YEAR. SOLICITATIONS AS WELL ARE MADE FOR VARIOUS CAPITAL NEEDS OF UMSJMC, AS WELL AS FOR PROGRAMS AND SERVICE ENHANCEMENTS.
Expenses $2,736,350 · Grants $522,224
As filed on the 2024 return.
Listed in Part VII
-
AMANDA TINKLER
VP and Executive Director
- Total calculated
- $419,965
- From this org
- $0
- From related orgs
- $366,501
- Other
- $53,464
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $237,394 related
- Bonus
- $0 + $80,997 related
- Other
- $0 + $48,110 related
- Deferred
- $0 + $8,609 related
- Nontaxable benefits
- $0 + $44,855 related
- Filer's total
- $0 + $419,965 related
-
LORETTA A POLLACK
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
MEGHAN ROY
Chairman
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SUSAN C STITCHER
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS BIDDISON III
Vice Chairperson
- Total calculated
- $0
- Hours/week
- 1
-
ADAM C BURTON
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
BAIRD BAILEY
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
DAVID COOK
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
DEAN ALBANESI
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
DOROTHY BISHOP KELSO
Board Member
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ELIZABETH POLLOCK
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
ELIZABETH S RHODE
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
KATHY J FRIED
Board Member (Ended 10/2024)
- Total calculated
- $0
- Hours/week
- 1
-
LEOLA HENRY
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
MARK SHULMAN DDS
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
MIKE GILL Jr
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
STEVEN ROTH
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN M CURRENCE
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS B SMYTH MD
Board Member
- Total calculated
- $995,604
- From this org
- $0
- From related orgs
- $948,140
- Other
- $47,464
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $606,120 related
- Bonus
- $0 + $222,832 related
- Other
- $0 + $119,188 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $33,664 related
- Filer's total
- $0 + $995,604 related
-
TYRICE RILEY
Assistant Secretary
- Total calculated
- $154,179
- From this org
- $0
- From related orgs
- $130,907
- Other
- $23,272
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $122,823 related
- Bonus
- $0 + $7,487 related
- Other
- $0 + $597 related
- Deferred
- $0 + $5,177 related
- Nontaxable benefits
- $0 + $18,095 related
- Filer's total
- $0 + $154,179 related
-
PAUL S NICHOLSON
Former Treasurer
- Total calculated
- $536,322
- From this org
- $0
- From related orgs
- $473,105
- Other
- $63,217
- Hours/week
- 0 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $319,366 related
- Bonus
- $0 + $86,279 related
- Other
- $0 + $67,460 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $49,417 related
- Filer's total
- $0 + $536,322 related
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)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- THE ORGANIZATION DOES NOT HAVE PAID EMPLOYEES, ALL COMPENSATION TO OFFICERS REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (UMMS) OR ANOTHER RELATED ENTITY IN THE UMMS SYSTEM. THE RELATED ENTITY CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, QUESTION 3 ON ITS FORM 990: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- DURING THE FISCAL YEAR-ENDED JUNE 30, 2025, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUAL LISTED BELOW HAS 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: AMANDA TINKLER, $28,086 THOMAS SMYTH, $93,207 PAUL NICHOLSON, $41,580
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
-
$494,796
PROGRAM SUPPORT
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.
-
BALTIMORE WASHINGTON EMERGENCY PHYS INC
501(c)(3) · HEALTHCARE · MD
Directly controlled by BWHS
-
BALTIMORE WASHINGTON HEALTHCARE SERVICES
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMBWMS
-
BALTIMORE WASHINGTON MEDICAL CENTER INC
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMBWMS
-
UM BALTIMORE WASHINGTON MEDICAL SYSTEM
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMMSC
-
NORTH ARUNDEL DEVELOPMENT CORPORATION
501(c)(2) · REAL ESTATE · MD
Directly controlled by NCC
-
501(c)(2) · REAL ESTATE · MD
Directly controlled by UMBWMS
-
CHESTER RIVER HEALTH FOUNDATION INC
501(c)(3) · FUNDRAISING · MD
Directly controlled by UMSRH
-
UNIV OF MD SHORE REGIONAL HEALTH INC
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMMSC
-
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMSRH
-
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMSRH
-
MARYLAND GENERAL CLINICAL PRACTICE GROUP
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMMTH
-
UNIVERSITY OF MARYLAND MIDTOWN HEALTH INC
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMMSC
-
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMMTH
-
501(c)(3) · HEALTHCARE · MD
Directly controlled by SHS
-
MEMORIAL HOSPITAL FOUNDATION INC
501(c)(3) · FUNDRAISING · MD
Directly controlled by SHS
-
UNIVERSITY OF MARYLAND COMMUNITY MEDICAL
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMSRH
-
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMSRH
-
JAMES LAWRENCE KERNAN HOSPITAL INC
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMMSC
-
501(c)(3) · FUNDRAISING · MD
Directly controlled by UMMSC
-
UNIVERSITY OF MD MEDICAL SYSTEM CORP
501(c)(3) · HEALTHCARE · MD
Directly controlled by NA
-
UNIVERSITY OF MARYLAND CHARLES REGIONAL
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMMSC
-
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMCRH
-
CHARLES REGIONAL MEDICAL CENTER FOUNDATION
501(c)(3) · FUNDRAISING · MD
Directly controlled by UMCRH
-
UNIV OF MD ST JOSEPH FOUNDATION INC
501(c)(3) · FUNDRAISING · MD
Directly controlled by UMSJHS
-
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMMSC
-
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMUCHS
-
UM UPPER CHESAPEAKE HEALTH SYSTEM INC
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMMSC
-
UPPER CHESAPEAKE MEDICAL CENTER INC
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMUCHS
-
UPPER CHESAPEAKE MEDICAL SERVICES INC
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMUCHS
-
UPPER CHESAPEAKE PROPERTIES INC
501(c)(2) · REAL ESTATE · MD
Directly controlled by UMUCHS
-
UPPER CHES RESIDENTIAL HOSPICE HOUSE INC
501(c)(3) · HOSPICE · MD
Directly controlled by UMUCHS
-
501(c)(3) · HOME CARE · MD
Directly controlled by UMUCHS
-
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMMSC
-
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMMSC
-
DIMENSIONS HEALTHCARE ASSOCIATES
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMCAPRH
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.
-
N/A · HEALTHCARE · MD
Directly controlled by UMBWMS
-
N/A · HEALTHCARE · MD
Directly controlled by UMMSC
-
O'DEA MEDICAL ARTS LIMITED PAR
N/A · RENTAL · MD
Directly controlled by SJMC PROP
-
N/A · HEALTHCARE · MD
Directly controlled by UMSJMC
-
UNIVERSITY OF MARYLAND CHARLES
N/A · HEALTHCARE · MD
Directly controlled by UMCRCP
-
N/A · HEALTHCARE · DE
Directly controlled by UMSJMC
-
N/A · HOLDING CO · MD
Directly controlled by UMMSC
-
UM CHESAPEAKE SURGERY CENTER LLC
N/A · HEALTHCARE · MD
Directly controlled by UCHV
-
N/A · HEALTHCARE · MD
Directly controlled by UMSJMC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
NA EXECUTIVE BUILDING CONDO ASSN INC
C Corporation · REAL ESTATE · MD
Directly controlled by NA
-
UM CHARLES REGIONAL CARE PARTNERS
C Corporation · HEALTHCARE · MD
Directly controlled by NA
-
UNIVERSITY MIDTOWN PROF CENTER
C Corporation · REAL ESTATE · MD
Directly controlled by NA
-
UNIVERSITY OF MARYLAND MEDICAL SYSTEM HE
C Corporation · INSURANCE · MD
Directly controlled by NA
-
UPPER CHESAPEAKE HEALTH VENTURES INC
C Corporation · HEALTHCARE · MD
Directly controlled by NA
-
UPPER CHESAPEAKE MEDICAL CENTER LAND CON
C Corporation · REAL ESTATE · MD
Directly controlled by NA
-
UPPER CHESAPEAKE MEDICAL OFFICE BUILDING
C Corporation · REAL ESTATE · MD
Directly controlled by NA
-
C Corporation · HEALTHCARE · MD
Directly controlled by NA
-
C Corporation · HEALTHCARE · MD
Directly controlled by NA
-
C Corporation · HEALTHCARE · MD
Directly controlled by NA
-
RIVERSIDE HEALTH OF DELAWARE INC
C Corporation · HEALTHCARE · DE
Directly controlled by NA
-
C Corporation · HEALTHCARE · DC
Directly controlled by NA
-
C Corporation · TECHNOLOGY · DE
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 May 2026
- IRS schema version
- 2024v5.1
- Source object
- 202611339349304881
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