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Nonprofiteer
← UPPER CHESAPEAKE MEDICAL SERVICES INC

Form 990 for tax year 2023

Filed by UPPER CHESAPEAKE MEDICAL SERVICES INC.

Totals

Total revenue
$89,021,715
Total expenses
$110,290,445
Contributions and grants received
$628,147
Grants paid
$0
Program services expenses (Part IX)
$110,269,238
Management and general expenses
$21,207
Fundraising expenses
$0
Program service expenses (Part III)
$110,269,238

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

  • ELIZABETH WISE

    PRESIDENT/CEO, UMUCHS

    Total calculated
    $1,044,094
    From this org
    $0
    From related orgs
    $929,725
    Other
    $114,369
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $697,579 related
    Bonus
    $0 + $204,796 related
    Other
    $0 + $27,350 related
    Deferred
    $0 + $91,557 related
    Nontaxable benefits
    $0 + $22,812 related
    Filer's total
    $0 + $1,044,094 related

  • MARCO PRIOLO

    CHAIRMAN

    Total calculated
    $569,157
    From this org
    $0
    From related orgs
    $495,603
    Other
    $73,554
    Hours/week
    1 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $354,183 related
    Bonus
    $0 + $118,440 related
    Other
    $0 + $22,980 related
    Deferred
    $0 + $44,394 related
    Nontaxable benefits
    $0 + $29,160 related
    Filer's total
    $0 + $569,157 related

  • ADELE A WILZACK RN MS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • ALBERT JA YOUNG ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • BRYAN E KELLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • DENNIS KURGANSKY MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • JASON M BIRNBAUM MD

    DIRECTOR

    Total calculated
    $710,366
    From this org
    $681,991
    From related orgs
    $0
    Other
    $28,375
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,284
    Bonus
    $310,805
    Other
    $902
    Deferred
    $0
    Nontaxable benefits
    $28,375
    Filer's total
    $710,366

  • MELINDA L CRAIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • RICHARD P STREETT JR VMD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • DAVID FATKIN

    TREASURER

    Total calculated
    $170,979
    From this org
    $0
    From related orgs
    $158,299
    Other
    $12,680
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,008 related
    Bonus
    $0 + $14,120 related
    Other
    $0 + $171 related
    Deferred
    $0 + $11,340 related
    Nontaxable benefits
    $0 + $1,340 related
    Filer's total
    $0 + $170,979 related

  • DORIS B WALKER

    ASSISTANT SECRETARY (ENDED 4/3/2024)

    Total calculated
    $118,473
    From this org
    $0
    From related orgs
    $100,933
    Other
    $17,540
    Hours/week
    1 + 40 related

  • FERMIN BARRUETO JR MD

    SECRETARY

    Total calculated
    $924,304
    From this org
    $0
    From related orgs
    $880,097
    Other
    $44,207
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $637,505 related
    Bonus
    $0 + $155,343 related
    Other
    $0 + $87,249 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $31,007 related
    Filer's total
    $0 + $924,304 related

  • DAVID RUBIN

    PHYSICIAN

    Total calculated
    $849,686
    From this org
    $825,027
    From related orgs
    $0
    Other
    $24,659
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $573,124
    Bonus
    $231,620
    Other
    $20,283
    Deferred
    $0
    Nontaxable benefits
    $24,659
    Filer's total
    $849,686

  • EDWARD G OMARA MD

    PHYSICIAN

    Total calculated
    $1,059,542
    From this org
    $1,030,526
    From related orgs
    $0
    Other
    $29,016
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $514,677
    Bonus
    $492,059
    Other
    $23,790
    Deferred
    $0
    Nontaxable benefits
    $29,016
    Filer's total
    $1,059,542

  • MATHEW THOMAS

    PHYSICIAN

    Total calculated
    $922,898
    From this org
    $888,858
    From related orgs
    $0
    Other
    $34,040
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $458,570
    Bonus
    $407,293
    Other
    $22,995
    Deferred
    $2,377
    Nontaxable benefits
    $31,663
    Filer's total
    $922,898

  • RAJ YALAMANCHILI

    PHYSICIAN

    Total calculated
    $908,920
    From this org
    $877,363
    From related orgs
    $0
    Other
    $31,557
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $520,265
    Bonus
    $334,032
    Other
    $23,066
    Deferred
    $1,932
    Nontaxable benefits
    $29,625
    Filer's total
    $908,920

  • WILLIAM P COOK MD

    PHYSICIAN

    Total calculated
    $843,065
    From this org
    $822,464
    From related orgs
    $0
    Other
    $20,601
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $516,679
    Bonus
    $280,774
    Other
    $25,011
    Deferred
    $0
    Nontaxable benefits
    $20,601
    Filer's total
    $843,065

  • JOSEPH E HOFFMAN III

    Former CFO

    Total calculated
    $534,864
    From this org
    $0
    From related orgs
    $526,320
    Other
    $8,544
    Hours/week
    0 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,670 related
    Bonus
    $0 + $70,000 related
    Other
    $0 + $2,650 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $8,544 related
    Filer's total
    $0 + $534,864 related

  • LYLE E SHELDON

    FORMER PRESIDENT/CEO

    Total calculated
    $737,468
    From this org
    $0
    From related orgs
    $706,306
    Other
    $31,162
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $706,306 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $31,162 related
    Filer's total
    $0 + $737,468 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 — 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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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
THIS ORGANIZATION DOES NOT HAVE A PAID CHIEF EXECUTIVE OFFICER. ALL COMPENSATION TO THE CHIEF EXECUTIVE OFFICER REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS IS REASONABLE GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, QUESTION 3 ON ITS FORM 990: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4a Severance or change-of-control payment
DURING THE FISCAL YEAR-ENDED JUNE 30, 2024, CERTAIN OFFICERS AND KEY EMPLOYEES HAVE RECEIVED SEVERANCE PAYMENTS. THESE AMOUNTS ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B(III), OTHER REPORTABLE COMPENSATION. THE INDIVIDUALS AND AMOUNTS ARE LISTED BELOW: LYLE SHELDON, $ 706,306
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 UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE 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: Marco Priolo Lyle Sheldon Elizabeth Wise Joseph Hoffman 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: FERMIN BARRUETO, $57,740
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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202541339349308069

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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