Form 990 for tax year 2022
Filed by BALTIMORE WASHINGTON HEALTHCARE SERVICES INC.
Totals
- Total revenue
- $78,565,281
- Total expenses
- $101,416,950
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $68,454,265
- Investment income
- $0
- Other revenue
- $10,111,016
- Total assets, end of year
- $9,570,515
- Total liabilities, end of year
- $13,509,934
- Net assets or fund balances, end of year
- -$3,939,419
- Program services expenses (Part IX)
- $101,416,950
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $101,416,950
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ALFRED A PIETSCH
TREASURER
- Total calculated
- $616,301
- From this org
- $0
- From related orgs
- $582,383
- Other
- $33,918
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $399,393 related
- Bonus
- $0 + $100,763 related
- Other
- $0 + $82,227 related
- Deferred
- $0 + $12,200 related
- Nontaxable benefits
- $0 + $21,718 related
- Filer's total
- $0 + $616,301 related
-
JASON C CARTER
SVP AND COO, UMBWMC
- Total calculated
- $487,545
- From this org
- $0
- From related orgs
- $415,178
- Other
- $72,367
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $305,652 related
- Bonus
- $0 + $67,922 related
- Other
- $0 + $41,604 related
- Deferred
- $0 + $42,136 related
- Nontaxable benefits
- $0 + $30,231 related
- Filer's total
- $0 + $487,545 related
-
KATHLEEN C MCCOLLUM
CEO AND PRESIDENT, UMBWMC
- Total calculated
- $933,624
- From this org
- $0
- From related orgs
- $894,991
- Other
- $38,633
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $594,896 related
- Bonus
- $0 + $159,744 related
- Other
- $0 + $140,351 related
- Deferred
- $0 + $12,200 related
- Nontaxable benefits
- $0 + $26,433 related
- Filer's total
- $0 + $933,624 related
-
CLIFFORD T SOLOMON MD
PHYSICIAN
- Total calculated
- $1,144,047
- From this org
- $1,104,291
- From related orgs
- $0
- Other
- $39,756
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $907,836
- Bonus
- $168,750
- Other
- $27,705
- Deferred
- $9,368
- Nontaxable benefits
- $30,388
- Filer's total
- $1,144,047
-
DANNY LIANG MD
PHYSICIAN
- Total calculated
- $1,295,839
- From this org
- $1,252,853
- From related orgs
- $0
- Other
- $42,986
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,201,413
- Bonus
- $50,000
- Other
- $1,440
- Deferred
- $12,200
- Nontaxable benefits
- $30,786
- Filer's total
- $1,295,839
-
HARVINDER SINGH MD
PHYSICIAN
- Total calculated
- $770,086
- From this org
- $726,896
- From related orgs
- $0
- Other
- $43,190
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $620,249
- Bonus
- $84,491
- Other
- $22,156
- Deferred
- $12,200
- Nontaxable benefits
- $30,990
- Filer's total
- $770,086
-
MARSHALL E BENJAMIN MD
PHYSICIAN
- Total calculated
- $638,122
- From this org
- $604,126
- From related orgs
- $0
- Other
- $33,996
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $533,337
- Bonus
- $46,250
- Other
- $24,539
- Deferred
- $12,200
- Nontaxable benefits
- $21,796
- Filer's total
- $638,122
-
RATNAKER MUKHERJEE MD
PHYSICIAN
- Total calculated
- $697,038
- From this org
- $673,902
- From related orgs
- $0
- Other
- $23,136
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $652,052
- Bonus
- $0
- Other
- $21,850
- Deferred
- $12,200
- Nontaxable benefits
- $10,936
- Filer's total
- $697,038
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
- 7 · Other non-fixed payments
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
- 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
- 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 FOLLOWING ARE USED BY THE RELATED ENTITY TO ESTABLISH THE COMPENSATION OF ORGANIZATION'S CEO: - 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, 2023, 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: ALFRED A. PIETSCH, $56,054 KATHLEEN C. MCCOLLUM, $105,892 DURING THE FISCAL YEAR- ENDED JUNE 30, 2023, 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: JASON CARTER
- 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.
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
No itemized grants to organizations 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.
-
BALTIMORE WASHINGTON EMERGENCY PHYS INC
501(c)(3) · HEALTHCARE · MD · controlled entity
Directly controlled by BWHS
-
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 HEALTH FOUNDATION INC
501(c)(3) · FUNDRAISING · MD
Directly controlled by UMUCHS
-
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
UM BALTIMORE WASHINGTON HEART ASSOCIATES LLC
HEALTHCARE · MD · income $20,041,912 · assets $2,646,964
Directly controlled by BWHS
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
N/A · HEALTHCARE · MD
Directly controlled by APA INC
-
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
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ARUNDEL PHYSICIANS ASSOCIATES INC
C Corporation · HEALTHCARE · MD
Directly controlled by NA
-
BALTIMORE WASHINGTON HEALTH ENTERPRISES
C Corporation · HEALTHCARE · MD
Directly controlled by NA
-
C Corporation · HEALTHCARE · MD
Directly controlled by NA
-
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 HEALTH ADVANTAGE
C Corporation · INSURANCE · MD
Directly controlled by NA
-
UNIVERSITY OF MARYLAND HEALTH PARTNERS
C Corporation · INSURANCE · 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
-
C Corporation · INSURANCE · CJ
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
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431349349304748
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