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Nonprofiteer
← UNIVERSITY OF MARYLAND BALTIMORE WASHINGTON MEDICAL SYSTEM INC

Form 990 for tax year 2023

Filed by UNIVERSITY OF MARYLAND BALTIMORE WASHINGTON MEDICAL SYSTEM INC.

Totals

Total revenue
$6,917,830
Total expenses
$5,477,357
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,765,078
Investment income
$0
Other revenue
$2,152,752
Total assets, end of year
$13,173,199
Total liabilities, end of year
$39,322,071
Net assets or fund balances, end of year
-$26,148,872
Program services expenses (Part IX)
$5,477,357
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$5,477,357

Program services were 100.0% 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.

  • 2a · Program service revenue: MANAGEMENT FEES

    total $4,722,317 · related or exempt $4,722,317 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: NET PATIENT REVENUE

    total $42,761 · related or exempt $42,761 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: REVENUE- BW IMAGING

    total $2,152,752 · related or exempt $2,152,752 · unrelated business $0 · excluded $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $2,152,752

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $2,843,518 · program services $2,843,518 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $1,884,981 · program services $1,884,981 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $428,195 · program services $428,195 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $34,875 · program services $34,875 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $183,116 · program services $183,116 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $459 · program services $459 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $17 · program services $17 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $307 · program services $307 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $182 · program services $182 · management and general $0 · fundraising $0

  • 17 · Travel

    total $60,103 · program services $60,103 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $6,119 · program services $6,119 · management and general $0 · fundraising $0

  • 24a · Other expenses: Professional development

    total $23,922 · program services $23,922 · management and general $0 · fundraising $0

  • 24b · Other expenses: Dues and Subscription

    total $11,563 · program services $11,563 · management and general $0 · fundraising $0

  • 24e · All other expenses

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

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $18,602 · end of year $39,726

  • 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

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $10,980,721 · end of year $13,133,473

  • 17 · Accounts payable and accrued expenses

    beginning of year $686,650 · end of year $994,690

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $40,155,387 · end of year $38,327,381

  • 27 · Net assets without donor restrictions

    beginning of year -$29,842,714 · end of year -$26,148,872

Mission and programs · 2023

Mission

THE MISSION OF UMBWMS IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE. OUR VISION IS TO BE THE PREFERRED REGIONAL MEDICAL CENTER THROUGH NATIONALLY RECOGNIZED QUALITY, PERSONALIZED SERVICE AND OUTSTANDING PEOPLE.

Activities or mission (Part I)

TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE.

  • UNIVERSITY OF MARYLAND BALTIMORE WASHINGTON MEDICAL SYSTEM, INC. (UMBWMS) PROVIDES MANAGEMENT SERVICES TO UNIVERSITY OF MARYLAND BALTIMORE WASHINGTON MEDICAL CENTER, INC. (BWMC) AND OTHER SUBSIDIARIES OF UMBWMS. IN ADDITION TO PROVIDING MANAGEMENT SERVICES, UMBWMS ALSO OWNS 65% OF BALTIMORE WASHINGTON IMAGING, LLC. AND 100% OF BALTIMORE WASHINGTON DURABLE MEDICAL EQUIPMENT, LLC. BALTIMORE WASHINGTON DURABLE MEDICAL EQUIPMENT, LLC PROVIDES PATIENTS WITH DURABLE MEDICAL EQUIPMENT.

    Expenses $5,477,357 · Revenue $6,917,830

As filed on the 2023 return.

Listed in Part VII

  • Christopher J Gallant II

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeffrey S Armiger

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Julie Mussog

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kathleen C McCollum

    CEO AND PRESIDENT, UMBWMC

    Total calculated
    $799,389
    From this org
    $757,526
    From related orgs
    $0
    Other
    $41,863
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $481,614
    Bonus
    $160,162
    Other
    $115,750
    Deferred
    $13,200
    Nontaxable benefits
    $28,663
    Filer's total
    $799,389

  • Thomas R Gardner

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bernard E Condon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Drew J Hawkins Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Frances B Phillips

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Karen Cook

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Korkut Onal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Matthew Clark

    DIRECTOR

    Total calculated
    $601,047
    From this org
    $0
    From related orgs
    $517,198
    Other
    $83,849
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $371,248 related
    Bonus
    $0 + $120,629 related
    Other
    $0 + $25,321 related
    Deferred
    $0 + $56,887 related
    Nontaxable benefits
    $0 + $26,962 related
    Filer's total
    $0 + $601,047 related

  • Mohan Suntha MD

    PRESIDENT AND CEO, UMMS

    Total calculated
    $3,713,974
    From this org
    $0
    From related orgs
    $3,669,040
    Other
    $44,934
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,943,849 related
    Bonus
    $0 + $1,359,996 related
    Other
    $0 + $365,195 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $31,734 related
    Filer's total
    $0 + $3,713,974 related

  • Neil A Greenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nicholas W Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Pamela G Beidle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ricky D Smith Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Robert Norton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Roderick W King

    DIRECTOR

    Total calculated
    $684,983
    From this org
    $0
    From related orgs
    $584,888
    Other
    $100,095
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $454,699 related
    Bonus
    $0 + $125,658 related
    Other
    $0 + $4,531 related
    Deferred
    $0 + $68,965 related
    Nontaxable benefits
    $0 + $31,130 related
    Filer's total
    $0 + $684,983 related

  • Sharon Akers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Spencer D Neal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tiffany Durr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Alfred A Pietsch

    SVP AND CFO

    Total calculated
    $500,182
    From this org
    $464,336
    From related orgs
    $0
    Other
    $35,846
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $321,777
    Bonus
    $71,849
    Other
    $70,710
    Deferred
    $13,200
    Nontaxable benefits
    $22,646
    Filer's total
    $500,182

  • David G Hunt

    SVP AND CNO

    Total calculated
    $427,295
    From this org
    $384,796
    From related orgs
    $0
    Other
    $42,499
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $250,490
    Bonus
    $68,468
    Other
    $65,838
    Deferred
    $11,282
    Nontaxable benefits
    $31,217
    Filer's total
    $427,295

  • Jason Carter

    SVP AND COO (end 11/2023)

    Total calculated
    $448,895
    From this org
    $375,294
    From related orgs
    $0
    Other
    $73,601
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $295,384
    Bonus
    $68,855
    Other
    $11,055
    Deferred
    $44,972
    Nontaxable benefits
    $28,629
    Filer's total
    $448,895

  • Neel Vibhakar MD

    SVP AND CMO

    Total calculated
    $667,757
    From this org
    $627,537
    From related orgs
    $0
    Other
    $40,220
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $419,675
    Bonus
    $115,941
    Other
    $91,921
    Deferred
    $13,200
    Nontaxable benefits
    $27,020
    Filer's total
    $667,757

  • Deborah E Hall

    VP QUALITY

    Total calculated
    $327,827
    From this org
    $296,004
    From related orgs
    $0
    Other
    $31,823
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,183
    Bonus
    $45,497
    Other
    $24,324
    Deferred
    $9,342
    Nontaxable benefits
    $22,481
    Filer's total
    $327,827

  • Jason Heavner

    VP AND ASSOCIATE CMO

    Total calculated
    $501,410
    From this org
    $441,942
    From related orgs
    $0
    Other
    $59,468
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $364,915
    Bonus
    $74,892
    Other
    $2,135
    Deferred
    $52,216
    Nontaxable benefits
    $7,252
    Filer's total
    $501,410

  • Kathryn C Burk

    VP AND EXECUTIVE DIRECTOR, BWMCF

    Total calculated
    $355,100
    From this org
    $320,328
    From related orgs
    $0
    Other
    $34,772
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $213,201
    Bonus
    $50,563
    Other
    $56,564
    Deferred
    $8,750
    Nontaxable benefits
    $26,022
    Filer's total
    $355,100

  • Kristin Feliciano

    SVP Strategy and Program Dev

    Total calculated
    $415,032
    From this org
    $352,245
    From related orgs
    $0
    Other
    $62,787
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $267,665
    Bonus
    $59,300
    Other
    $25,280
    Deferred
    $35,947
    Nontaxable benefits
    $26,840
    Filer's total
    $415,032

  • Rebecca Paesch

    VP STRATEGY AND BUS DEV

    Total calculated
    $319,845
    From this org
    $291,531
    From related orgs
    $0
    Other
    $28,314
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $201,923
    Bonus
    $50,047
    Other
    $39,561
    Deferred
    $9,003
    Nontaxable benefits
    $19,311
    Filer's total
    $319,845

  • Catherine Whitaker-Klick

    Former SVP AND CNO

    Total calculated
    $158,354
    From this org
    $0
    From related orgs
    $147,802
    Other
    $10,552
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $104,254 related
    Bonus
    $0 + $41,605 related
    Other
    $0 + $1,943 related
    Deferred
    $0 + $4,281 related
    Nontaxable benefits
    $0 + $6,271 related
    Filer's total
    $0 + $158,354 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4b Supplemental nonqualified retirement plan
DURING THE FISCAL YEAR-ENDED JUNE 30, 2024, 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: MOHAN SUNTHA, $357,713 ALFRED A. PIETSCH, $43,038 DAVID G. HUNT, $33,845 KATHLEEN C. MCCOLLUM, $83,988 NEEL VIBHAKAR, $56,690 REBECCA PAESCH, $20,256 DEBORAH E. HALL, $21,019 KATHRYN BURK, $54,571 DURING THE FISCAL YEAR- ENDED JUNE 30, 2024, 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 MATTHEW CLARK RODERICK W. KING KRISTIN FELICIANO JASON HEAVNER CATHERINE WHITAKER-KLICK
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.

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.

  • BALTIMORE WASHINGTON DURABLE MEDICAL EQUIPMENT LLC

    EQUIPMENT · MD · income $138,551 · assets $39,726

    Directly controlled by BWMS

Related partnerships

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

  • BALTIMORE WASHINGTON IMAGING LLC

    Related · HEALTHCARE · MD · 65% owned · share of income $6,102,001 · share of assets $4,829,440

    Directly controlled by UMBWMS

  • UNIVERSITYCARE LLC

    N/A · HEALTHCARE · MD

    Directly controlled by UMMSC

  • O'DEA MEDICAL ARTS LIMITED PAR

    N/A · RENTAL · MD

    Directly controlled by SJMC PROP

  • ADVANCED IMAGING AT ST JOSEPH

    N/A · HEALTHCARE · MD

    Directly controlled by UMSJMC

  • UNIVERSITY OF MARYLAND CHARLES

    N/A · HEALTHCARE · MD

    Directly controlled by UMCRCP

  • BALTIMORE ASC VENTURES LLC

    N/A · HEALTHCARE · DE

    Directly controlled by UMSJMC

  • UCHSUMMS Real Estate Trust

    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.

  • 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

  • SHORE ORTHOPEDICS INC

    C Corporation · HEALTHCARE · MD

    Directly controlled by NA

  • MADISON MANOR INC

    C Corporation · HEALTHCARE · MD

    Directly controlled by NA

  • AFFILIATED ENTERPRISES INC

    C Corporation · HEALTHCARE · MD

    Directly controlled by NA

  • RIVERSIDE HEALTH OF DELAWARE INC

    C Corporation · HEALTHCARE · DE

    Directly controlled by NA

  • RIVERSIDE HEALTH OF DC INC

    C Corporation · HEALTHCARE · DC

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531349349309348

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