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Nonprofiteer
← MARY WASHINGTON HEALTHCARE

Form 990 for tax year 2023

Filed by MARY WASHINGTON HEALTHCARE.

Totals

Total revenue
$138,151,550
Total expenses
$144,406,556
Contributions and grants received
$289,246
Grants paid
$226,865
Program service revenue
$133,212,009
Investment income
$4,650,295
Other revenue
$0
Total assets, end of year
$655,215,995
Total liabilities, end of year
$132,148,759
Net assets or fund balances, end of year
$523,067,236
Program services expenses (Part IX)
$142,287,115
Management and general expenses
$1,499,470
Fundraising expenses
$619,971
Program service expenses (Part III)
$142,287,115

Program services were 98.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL P MCDERMOTT MD MBA

    PRESIDENT AND CEO

    Total calculated
    $1,980,866
    From this org
    $1,937,224
    From related orgs
    $0
    Other
    $43,642
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,252,999
    Bonus
    $593,385
    Other
    $90,840
    Deferred
    $9,900
    Nontaxable benefits
    $33,742
    Filer's total
    $1,980,866

  • SAUSHEEN TAYLOR MD

    PHYSICIAN/TRUSTEE

    Total calculated
    $431,127
    From this org
    $390,671
    From related orgs
    $0
    Other
    $40,456
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $370,804
    Bonus
    $19,867
    Other
    $0
    Deferred
    $5,757
    Nontaxable benefits
    $34,699
    Filer's total
    $431,127

  • RONALD W BRANSCOME MS

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • BRUCE L DAVIS BA

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CATHERINE M WACK

    BOARD SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MATTHEW D DUMONT MD

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MARGARET F HARDY RN MBA JD

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • DERMAINE A LEWIS BACC

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • RICHMOND MCDANIEL BS

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • HOWARD C OWEN BS

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CHETAN B PAI DO

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CLARENCE A ROBINSON BS

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MARTIN A WILDER JR EDD

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • LINDA D WORRELL CHPC

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • KIMBERLY C YOUNG MBA

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CHRISTOPHER NEWMAN MD

    EVP, COO & CMO

    Total calculated
    $1,048,077
    From this org
    $1,004,837
    From related orgs
    $0
    Other
    $43,240
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $735,756
    Bonus
    $261,324
    Other
    $7,757
    Deferred
    $9,900
    Nontaxable benefits
    $33,340
    Filer's total
    $1,048,077

  • SEAN T BARDEN BSBA MBA

    EVP & CFO

    Total calculated
    $953,374
    From this org
    $918,023
    From related orgs
    $0
    Other
    $35,351
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $653,510
    Bonus
    $224,107
    Other
    $40,406
    Deferred
    $9,900
    Nontaxable benefits
    $25,451
    Filer's total
    $953,374

  • TRAVIS TURNER BS MBA

    SVP & CPHO

    Total calculated
    $711,341
    From this org
    $671,612
    From related orgs
    $0
    Other
    $39,729
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $489,378
    Bonus
    $152,468
    Other
    $29,766
    Deferred
    $8,555
    Nontaxable benefits
    $31,174
    Filer's total
    $711,341

  • XAVIER RICHARDSON BA MBA

    SVP & CDO

    Total calculated
    $633,972
    From this org
    $612,300
    From related orgs
    $0
    Other
    $21,672
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $319,731
    Bonus
    $94,637
    Other
    $197,932
    Deferred
    $9,900
    Nontaxable benefits
    $11,772
    Filer's total
    $633,972

  • KATHRYN WALL BA MA

    SVP & CHRO (THRU 10/23)

    Total calculated
    $621,196
    From this org
    $600,171
    From related orgs
    $0
    Other
    $21,025
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $321,487
    Bonus
    $121,986
    Other
    $156,698
    Deferred
    $9,900
    Nontaxable benefits
    $11,125
    Filer's total
    $621,196

  • STEPHEN MANDELL MD

    VICE PRESIDENT

    Total calculated
    $611,307
    From this org
    $0
    From related orgs
    $573,904
    Other
    $37,403
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,704 related
    Bonus
    $0 + $103,615 related
    Other
    $0 + $54,585 related
    Deferred
    $0 + $8,272 related
    Nontaxable benefits
    $0 + $29,131 related
    Filer's total
    $0 + $611,307 related

  • ERIC FLETCHER MBA APR

    SVP & CSO

    Total calculated
    $588,436
    From this org
    $543,835
    From related orgs
    $0
    Other
    $44,601
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $400,746
    Bonus
    $124,857
    Other
    $18,232
    Deferred
    $9,900
    Nontaxable benefits
    $34,701
    Filer's total
    $588,436

  • GEOFFREY LAWSON

    SVP & CIO

    Total calculated
    $580,763
    From this org
    $554,663
    From related orgs
    $0
    Other
    $26,100
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $408,340
    Bonus
    $127,468
    Other
    $18,855
    Deferred
    $9,900
    Nontaxable benefits
    $16,200
    Filer's total
    $580,763

  • DAVID YI MD

    VICE PRESIDENT

    Total calculated
    $545,582
    From this org
    $533,838
    From related orgs
    $0
    Other
    $11,744
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $420,183
    Bonus
    $104,729
    Other
    $8,926
    Deferred
    $9,900
    Nontaxable benefits
    $1,844
    Filer's total
    $545,582

  • STEPHANIE GOLDBERG

    VICE PRESIDENT

    Total calculated
    $531,810
    From this org
    $0
    From related orgs
    $520,089
    Other
    $11,721
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $409,237 related
    Bonus
    $0 + $102,000 related
    Other
    $0 + $8,852 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $1,821 related
    Filer's total
    $0 + $531,810 related

  • EILEEN DOHMANN RN BSN MBA NEA-BC

    SVP & CNO (THRU 5/23)

    Total calculated
    $500,401
    From this org
    $493,822
    From related orgs
    $0
    Other
    $6,579
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $156,854
    Bonus
    $119,910
    Other
    $217,058
    Deferred
    $4,883
    Nontaxable benefits
    $1,696
    Filer's total
    $500,401

  • RICHARD LEWIS MD

    VICE PRESIDENT

    Total calculated
    $472,521
    From this org
    $437,237
    From related orgs
    $0
    Other
    $35,284
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $328,144
    Bonus
    $81,789
    Other
    $27,304
    Deferred
    $9,900
    Nontaxable benefits
    $25,384
    Filer's total
    $472,521

  • CATHLEEN YABLONSKI BS MS

    SVP, CAOO

    Total calculated
    $498,815
    From this org
    $0
    From related orgs
    $462,320
    Other
    $36,495
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $347,629 related
    Bonus
    $0 + $108,308 related
    Other
    $0 + $6,383 related
    Deferred
    $0 + $9,167 related
    Nontaxable benefits
    $0 + $27,328 related
    Filer's total
    $0 + $498,815 related

  • DANIEL WOODFORD

    VICE PRESIDENT

    Total calculated
    $496,142
    From this org
    $0
    From related orgs
    $456,382
    Other
    $39,760
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $354,153 related
    Bonus
    $0 + $98,892 related
    Other
    $0 + $3,337 related
    Deferred
    $0 + $9,167 related
    Nontaxable benefits
    $0 + $30,593 related
    Filer's total
    $0 + $496,142 related

  • SCOTT SELL

    VICE PRESIDENT

    Total calculated
    $453,983
    From this org
    $0
    From related orgs
    $415,027
    Other
    $38,956
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,504 related
    Bonus
    $0 + $82,523 related
    Other
    $0
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $29,056 related
    Filer's total
    $0 + $453,983 related

  • LAUREN BLALOCK

    VICE PRESIDENT

    Total calculated
    $443,901
    From this org
    $400,843
    From related orgs
    $0
    Other
    $43,058
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $300,650
    Bonus
    $71,349
    Other
    $28,844
    Deferred
    $9,245
    Nontaxable benefits
    $33,813
    Filer's total
    $443,901

  • SANDRA BROWN CPA

    VICE PRESIDENT

    Total calculated
    $404,290
    From this org
    $370,992
    From related orgs
    $0
    Other
    $33,298
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $291,029
    Bonus
    $73,389
    Other
    $6,574
    Deferred
    $9,059
    Nontaxable benefits
    $24,239
    Filer's total
    $404,290

  • SARAH OGLE

    VICE PRESIDENT

    Total calculated
    $365,857
    From this org
    $355,008
    From related orgs
    $0
    Other
    $10,849
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $278,170
    Bonus
    $69,335
    Other
    $7,503
    Deferred
    $8,570
    Nontaxable benefits
    $2,279
    Filer's total
    $365,857

  • SUMMER HUGHES

    VP & CHIEF OF STAFF

    Total calculated
    $357,652
    From this org
    $349,048
    From related orgs
    $0
    Other
    $8,604
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $273,535
    Bonus
    $61,302
    Other
    $14,211
    Deferred
    $5,765
    Nontaxable benefits
    $2,839
    Filer's total
    $357,652

  • CODY BLANKENSHIP

    VICE PRESIDENT

    Total calculated
    $391,176
    From this org
    $352,886
    From related orgs
    $0
    Other
    $38,290
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $278,824
    Bonus
    $70,038
    Other
    $4,024
    Deferred
    $7,647
    Nontaxable benefits
    $30,643
    Filer's total
    $391,176

  • ALAN EDWARDS

    VICE PRESIDENT

    Total calculated
    $409,545
    From this org
    $369,487
    From related orgs
    $0
    Other
    $40,058
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $268,560
    Bonus
    $66,938
    Other
    $33,989
    Deferred
    $7,641
    Nontaxable benefits
    $32,417
    Filer's total
    $409,545

  • JOANDREW COUSINS

    VICE PRESIDENT (THRU 7/23)

    Total calculated
    $240,888
    From this org
    $233,899
    From related orgs
    $0
    Other
    $6,989
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $204,624
    Bonus
    $10,000
    Other
    $19,275
    Deferred
    $5,594
    Nontaxable benefits
    $1,395
    Filer's total
    $240,888

  • RENUKA GUPTA

    VICE PRESIDENT

    Total calculated
    $198,989
    From this org
    $194,031
    From related orgs
    $0
    Other
    $4,958
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $128,946
    Bonus
    $61,000
    Other
    $4,085
    Deferred
    $3,989
    Nontaxable benefits
    $969
    Filer's total
    $198,989

  • TONJA THIGPEN

    SVP & CNO

    Total calculated
    $163,859
    From this org
    $158,247
    From related orgs
    $0
    Other
    $5,612
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $113,370
    Bonus
    $40,000
    Other
    $4,877
    Deferred
    $0
    Nontaxable benefits
    $5,612
    Filer's total
    $163,859

  • JOANNE HUBER-STURANS

    SVP & CHRO

    Total calculated
    $96,037
    From this org
    $93,388
    From related orgs
    $0
    Other
    $2,649
    Hours/week
    40 + 2 related

  • ELIESE K BERNARD

    SVP & CHOO (THRU 1/23)

    Total calculated
    $33,122
    From this org
    $0
    From related orgs
    $30,799
    Other
    $2,323
    Hours/week
    2 + 40 related

  • HOOMAN SABERINIA

    MEDICAL DIRECTOR

    Total calculated
    $222,788
    From this org
    $208,786
    From related orgs
    $0
    Other
    $14,002
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,551
    Bonus
    $25,235
    Other
    $0
    Deferred
    $5,507
    Nontaxable benefits
    $8,495
    Filer's total
    $222,788

  • ANNE JERNIGAN

    DIRECTOR

    Total calculated
    $213,484
    From this org
    $195,669
    From related orgs
    $0
    Other
    $17,815
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,666
    Bonus
    $19,003
    Other
    $0
    Deferred
    $5,300
    Nontaxable benefits
    $12,515
    Filer's total
    $213,484

  • THOMAS MAGRINO

    ASSOCIATE VICE PRESIDENT

    Total calculated
    $206,019
    From this org
    $186,890
    From related orgs
    $0
    Other
    $19,129
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,194
    Bonus
    $36,110
    Other
    $1,586
    Deferred
    $4,507
    Nontaxable benefits
    $14,622
    Filer's total
    $206,019

  • KAREN LUMSDEN

    ADVANCED PRACTICE PROVIDER

    Total calculated
    $203,990
    From this org
    $181,161
    From related orgs
    $0
    Other
    $22,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,404
    Bonus
    $17,757
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $22,829
    Filer's total
    $203,990

  • DARLA BURTON

    DIRECTOR

    Total calculated
    $204,143
    From this org
    $185,585
    From related orgs
    $0
    Other
    $18,558
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,136
    Bonus
    $17,449
    Other
    $0
    Deferred
    $5,044
    Nontaxable benefits
    $13,514
    Filer's total
    $204,143

  • MARIE FREDRICK RT R CRA MJ

    FORMER VICE PRESIDENT (THRU 6/22)

    Total calculated
    $127,968
    From this org
    $127,968
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $127,968
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $127,968

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

  • 1a · Travel for companions
  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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)

PART I, LINE 1A
PART I, LINE 1A - TRUSTEES WHO ARE UNCOMPENSATED VOLUNTEERS TRAVELING FOR BUSINESS RELATED REASONS ON BEHALF OF THE ORGANIZATION ARE REIMBURSED FOR THE COST OF SPOUSAL TRAVEL. REIMBURSEMENTS PAID FOR SPOUSAL TRAVEL ARE REIMBURSED AND REPORTED AS INCOME ON A FORM 1099 IN THE YEAR PAID. EXECUTIVES WHO ARE TRAVELING FOR BUSINESS RELATED REASONS ON BEHALF OF THE ORGANIZATION ARE REIMBURSED FOR THE COST OF SPOUSAL MEALS PROVIDED AND THE AMOUNT IS REPORTED AS INCOME ON THE EXECUTIVE'S W-2.
PART I, LINE 4B
XAVIER RICHARDSON RECEIVED A 457(F) DISTRIBUTION OF $161,732. KATHRYN WALL RECEIVED A 457(F) DISTRIBUTION OF $138,805. STEPHEN MANDELL RECEIVED A 457(F) DISTRIBUTION OF $46,511. EILEEN DOHMANN RECEIVED A 457(F) DISTRIBUTION OF $207,704. RICHARD LEWIS RECEIVED A 457(F) DISTRIBUTION OF $20,396. LAUREN BLALOCK RECEIVED A 457(F) DISTRIBUTION OF $29,668. ALAN EDWARDS RECEIVED A 457(F) DISTRIBUTION OF $29,743.
PART I, LINE 7
PART I, LINE 7 - ALL EXECUTIVES HAVE AS A PART OF THEIR COMPENSATION A VARIABLE COMPONENT SUCH THAT THEY ARE ELIGIBLE TO RECEIVE A PERCENTAGE OF THEIR BASE PAY AS AN INCENTIVE FOR THE ACHIEVEMENT OF INDIVIDUAL AND CORPORATE GOALS AND OBJECTIVES.

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

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.

  • MWHC SIR LLC

    MEDICAL MALPRACTICE SELF-INSURANCE SYSTEM · VA · income $3,869,306 · assets $0

    Directly controlled by MWHC

  • MARY WASHINGTON HEALTH ALLIANCE LLC

    PHYSICIAN'S NETWORK · VA · income $8,421,601 · assets $7,614,732

    Directly controlled by MWHC

Related partnerships

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

  • FREDERICKSBURG AMBULATORY SURGERY CENTER

    RELATED · SURGERY CTR · VA · 62.13% owned · share of income $2,316,213 · share of assets $356,632 · general or managing partner

    Directly controlled by MWHC CLINICAL SERVICES INC

  • MEDICAL IMAGING OF FREDERICKSBURG

    RELATED · IMAGING · VA · 51% owned · share of income $8,825,480 · share of assets $3,924,144 · general or managing partner

    Directly controlled by MWHC CLINICAL SERVICES INC

  • COWAN INVESTMENT PARTNERS LLC

    RELATED · REAL ESTATE · VA · 12.5% owned · share of income $24,627 · share of assets $40,025

    Directly controlled by MEDICORP PROPERTIES INC

  • SPOTSYLVANIA PARKWAY MEDICAL PLAZA LLC

    RELATED · REAL ESTATE · VA · 42.78% owned · share of income $221,602 · share of assets -$679,633

    Directly controlled by MEDICORP PROPERTIES INC

  • COMMONWEALTH IMAGING LLC

    RELATED · IMAGING · VA · 33.33% owned · share of income $2,924 · share of assets $40,444

    Directly controlled by MWHC SERVICES INC

  • MWHC ENDOSCOPY HOLDINGS LLC

    RELATED · ENDOSCOPY · VA · 60% owned · share of income $1,532,862 · share of assets $304,411 · general or managing partner

    Directly controlled by MWHC CLINICAL SERVICES INC

  • FREDERICKSBURG ENDOSCOPY CENTER LLC

    RELATED · ENDOSCOPY · VA · 51% owned · share of income $2,576,655 · share of assets $508,834

    Directly controlled by MWHC ENDOSCOPY HOLDINGS LLC

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
8 October 2024
IRS schema version
2023v5.1
Source object
202412899349302496

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