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← CMH II HOLDING CO

Form 990 for tax year 2023

Filed by CMH II HOLDING CO.

Totals

Total revenue
$13,675
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$13,675
Total assets, end of year
$535,228
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$535,228
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

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.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $13,891

  • 6b · Less rental expenses

    real property $216

  • 6c · Rental income or loss

    real property $13,675 · personal property $0

  • 6d · Net rental income or loss

    total $13,675 · related or exempt $13,675

  • 7c · Gain or loss

    securities $0 · other assets $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.

  • 11g · Fees: other

    total $0

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,358 · end of year $7,148

  • 4 · Accounts receivable

    end of year $1,284

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

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

    $528,991

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

    $2,195

  • 10c · Land, buildings and equipment, net

    beginning of year $527,195 · end of year $526,796

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $10,000 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $531,553 · end of year $535,228

Mission and programs · 2023

Mission

THE CORPORATION IS FORMED AND SHALL BE OPERATED EXCLUSIVELY FOR THE PURPOSES OF: (1) HOLDING TITLE TO REAL, PERSONAL AND INTANGIBLE PROPERTY ON BEHALF OF its parent organization, Calvert Health System, Inc., in support of CalvetHealth Medical Center (THE "HOSPITAL"), each of which organization is exempt from FEDERAL INCOME TAX UNDER SECTION (501)A, AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR CORRESPONDING PROVISIONS OF ANY SUBSEQUENT FEDERAL TAX LAW (THE "CODE"); AND (2) COLLECTING INCOME THEREFROM AND REMITTING ALL SUCH INCOME, LESS EXPENSES, TO Calvert Health System, Inc., PROVIDED HOWEVER, THAT THE CORPORATION SHALL HOLD TITLE TO THE PROPERTY ON BEHALF OF, AND COLLECT AND REMIT INCOME TO, Calvert Health System, Inc. ONLY FOR SO LONG AS it qualifies FOR EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE CODE AS an ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE.

  • SUPPORT AND ENCOURAGE ACCESS TO HEALTHCARE, MEDICAL AND RELATED SERVICES through the holding of title to, and the rental of space in, real property.

    Revenue $13,675

As filed on the 2023 return.

Listed in Part VII

  • Barbara Gardner

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 46 related

  • Carolyn Heithaus

    CFO

    Total calculated
    $670,457
    From this org
    $0
    From related orgs
    $613,746
    Other
    $56,711
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $448,642 related
    Bonus
    $0 + $69,619 related
    Other
    $0 + $95,485 related
    Deferred
    $0 + $50,397 related
    Nontaxable benefits
    $0 + $6,314 related
    Filer's total
    $0 + $670,457 related

  • David Showers

    Chairperson

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • Jeremy Bradford

    President/CEO

    Total calculated
    $882,469
    From this org
    $0
    From related orgs
    $779,873
    Other
    $102,596
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $485,548 related
    Bonus
    $0 + $220,694 related
    Other
    $0 + $73,631 related
    Deferred
    $0 + $89,030 related
    Nontaxable benefits
    $0 + $13,566 related
    Filer's total
    $0 + $882,469 related

  • Scott Reeves

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Wilson Parran

    Vice Chairperson

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Dean Teague

    President/CEO - Former

    Total calculated
    $1,147,040
    From this org
    $0
    From related orgs
    $1,144,434
    Other
    $2,606
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,000 related
    Bonus
    $0 + $135,000 related
    Other
    $0 + $874,434 related
    Deferred
    $0 + $2,606 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,147,040 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

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING EMPLOYEE(S) CONTRIBUTED TO (EMPLOYEE AND EMPLOYER PORTION) A RELATED ORGANIZATION'S 457(F) DEFERRED COMPENSATION PLAN: Jeremy Bradford: $74,180 Carolyn Heithaus: $35,547
Schedule J, Part I, Line 3
CALVERTHealth Medical Center COMPENSATES THE EXECUTIVE OF THE ORGANIZATION AND THE ORGANIZATION RELIES ON CALVERTHealth Medical Center TO UTILIZE THE FOLLOWING METHODS IN ESTABLISHING COMPENSATION: -CONTEMPORANEOUS SUBSTANTIATION OF THE DECISION-MAKING PROCESS -Form 990 of other organizations -WRITTEN EMPLOYMENT CONTRACT -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

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.

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.

Related partnerships

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

Related corporations and trusts

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

  • CALVERT HEALTH VENTURES INC

    C Corporation · HEALTHCARE · MD · 0% owned · share of income $0 · share of assets $0

    Directly controlled by CALVERT HEALTH SYSTEM

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202501339349304925

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