Skip to content
Nonprofiteer
← UNIVERSITY OF MARYLAND COMMUNITY MEDICAL GROUP INC

Form 990 for tax year 2022

Filed by UNIVERSITY OF MARYLAND COMMUNITY MEDICAL GROUP INC.

Totals

Total revenue
$53,164,568
Total expenses
$74,000,830
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$49,915,974
Investment income
$0
Other revenue
$3,248,594
Total assets, end of year
$4,095,854
Total liabilities, end of year
$13,816,096
Net assets or fund balances, end of year
-$9,720,242
Program services expenses (Part IX)
$61,946,701
Management and general expenses
$12,054,129
Fundraising expenses
$0
Program service expenses (Part III)
$61,946,701

Program services were 83.7% 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: Patient Service Revenue

    total $42,673,704 · related or exempt $42,673,704 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Professional Fees

    total $5,671,826 · related or exempt $5,671,826 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Care Management Fees

    total $1,570,444 · related or exempt $1,570,444 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 6a · Gross rents

    real property $17,826

  • 6c · Rental income or loss

    real property $17,826 · personal property $0

  • 6d · Net rental income or loss

    total $17,826 · related or exempt $0 · unrelated business $0 · excluded $17,826

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: Fees from Related Entities

    total $2,815,941 · related or exempt $2,815,941 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Carefirst Shared Savings

    total $218,508 · related or exempt $218,508 · unrelated business $0 · excluded $0

  • 11c · Other revenue: Other Reimbursements

    total $122,493 · related or exempt $122,493 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $73,826 · related or exempt $73,826 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $3,230,768

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 $4,660,461 · program services $4,660,461 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $42,704,838 · program services $34,428,165 · management and general $8,276,673 · fundraising $0

  • 8 · Pension plan contributions

    total $1,048,433 · program services $845,235 · management and general $203,198 · fundraising $0

  • 9 · Other employee benefits

    total $4,018,959 · program services $3,240,040 · management and general $778,919 · fundraising $0

  • 10 · Payroll taxes

    total $2,441,555 · program services $1,968,354 · management and general $473,201 · fundraising $0

  • 11g · Fees: other

    total $6,855,625 · program services $6,271,949 · management and general $583,676 · fundraising $0

  • 13 · Office expenses

    total $195,786 · program services $157,840 · management and general $37,946 · fundraising $0

  • 14 · Information technology

    total $301,286 · program services $242,893 · management and general $58,393 · fundraising $0

  • 16 · Occupancy

    total $2,446,791 · program services $1,972,576 · management and general $474,215 · fundraising $0

  • 17 · Travel

    total $86,301 · program services $69,575 · management and general $16,726 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $7,296 · program services $5,882 · management and general $1,414 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $389,372 · program services $313,907 · management and general $75,465 · fundraising $0

  • 23 · Insurance

    total $1,381,873 · program services $1,114,051 · management and general $267,822 · fundraising $0

  • 24a · Other expenses: Medical Supplies/Drugs

    total $3,301,090 · program services $3,301,090 · management and general $0 · fundraising $0

  • 24b · Other expenses: Hospital Allocation

    total $1,252,568 · program services $1,009,806 · management and general $242,762 · fundraising $0

  • 24c · Other expenses: Corporate Allocation

    total $2,624,574 · program services $2,115,902 · management and general $508,672 · fundraising $0

  • 24d · Other expenses: Professional Development

    total $185,782 · program services $149,775 · management and general $36,007 · fundraising $0

  • 24e · All other expenses

    total $98,240 · program services $79,200 · management and general $19,040 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,200 · end of year $4,200

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $3,838,068 · end of year $3,706,860

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $40,299 · end of year $40,299

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

    $5,673,233

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

    $5,357,738

  • 10c · Land, buildings and equipment, net

    beginning of year $755,337 · end of year $315,495

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $121,313 · end of year $29,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,761,457 · end of year $7,850,632

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $890,624 · end of year $973,122

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $8,507,432 · end of year $4,992,342

  • 27 · Net assets without donor restrictions

    beginning of year -$13,400,296 · end of year -$9,720,242

Mission and programs · 2022

Mission

AS A MEMBER OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS), UM COMMUNITY MEDICAL GROUP (UMCMG) PROVIDES AN INTEGRATED AND COMPREHENSIVE PRIMARY AND SPECIALTY CARE PHYSICIAN NETWORK TO MARYLAND COMMUNITIES.

Activities or mission (Part I)

AS A MEMBER OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM, UM COMMUNITY MEDICAL GROUP'S MISSION IS TO PROVIDE QUALITY HEALTH CARE TO THE PATIENTS AND COMMUNITIES IT SERVES.

  • University of Maryland Community Medical Group (UMCMG) OPERATES THE Shore Medical Group. AS A MEMBER OF UMMS, UMCMG PROVIDES AN INTEGRATED AND COMPREHENSIVE PRIMARY CARE PHYSICIAN NETWORK SERVING the entire Mid-Shore Region. THE PRIMARY CARE PHYSICIANS AND HEALTHCARE PROFESSIONALS WHO ARE MEMBERS OF THIS NETWORK ARE DEDICATED TO ENHANCING THE HEALTH STATUS OF FAMILIES THROUGHOUT THE AREA. PHYSICIANS SPECIALIZE IN FAMILY PRACTICE, PEDIATRICS, INTERNAL MEDICINE, AND A VARIETY OF SPECIALTY SERVICES. THEY PROVIDE QUALITY CARE IN CONVENIENT LOCATIONS IN TALBOT, DORCHESTER, CAROLINE, KENT, AND QUEEN ANNE'S COUNTIES.

    Expenses $61,946,701 · Revenue $53,146,742

As filed on the 2022 return.

Listed in Part VII

  • JoAnne R Hahey

    Treasurer

    Total calculated
    $477,607
    From this org
    $0
    From related orgs
    $453,458
    Other
    $24,149
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $317,318 related
    Bonus
    $0 + $91,125 related
    Other
    $0 + $45,015 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $11,949 related
    Filer's total
    $0 + $477,607 related

  • KENNETH D KOZEL

    President and CEO, UMSRH

    Total calculated
    $912,478
    From this org
    $0
    From related orgs
    $894,808
    Other
    $17,670
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $596,873 related
    Bonus
    $0 + $166,611 related
    Other
    $0 + $131,324 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $5,470 related
    Filer's total
    $0 + $912,478 related

  • DABANJAN BANDYOPADHYAY MD

    Director

    Total calculated
    $605,685
    From this org
    $563,945
    From related orgs
    $0
    Other
    $41,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $504,960
    Bonus
    $38,039
    Other
    $20,946
    Deferred
    $12,200
    Nontaxable benefits
    $29,540
    Filer's total
    $605,685

  • JUDY C KYLE MD

    Director

    Total calculated
    $197,471
    From this org
    $189,943
    From related orgs
    $0
    Other
    $7,528
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,597
    Bonus
    $24,430
    Other
    $916
    Deferred
    $6,612
    Nontaxable benefits
    $916
    Filer's total
    $197,471

  • KHALID H KURTOM MD

    Director

    Total calculated
    $2,021,978
    From this org
    $1,974,256
    From related orgs
    $0
    Other
    $47,722
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,933,676
    Bonus
    $18,940
    Other
    $21,640
    Deferred
    $12,200
    Nontaxable benefits
    $35,522
    Filer's total
    $2,021,978

  • KIM R HERMAN MD

    Director

    Total calculated
    $440,976
    From this org
    $417,489
    From related orgs
    $0
    Other
    $23,487
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $267,185
    Bonus
    $131,122
    Other
    $19,182
    Deferred
    $11,400
    Nontaxable benefits
    $12,087
    Filer's total
    $440,976

  • MARK S LANGFITT MD

    Director

    Total calculated
    $431,859
    From this org
    $391,120
    From related orgs
    $0
    Other
    $40,739
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $274,200
    Bonus
    $115,545
    Other
    $1,375
    Deferred
    $8,661
    Nontaxable benefits
    $32,078
    Filer's total
    $431,859

  • PEYMAN OTMISHI MD

    Director

    Total calculated
    $459,647
    From this org
    $421,332
    From related orgs
    $0
    Other
    $38,315
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $385,230
    Bonus
    $17,088
    Other
    $19,014
    Deferred
    $12,464
    Nontaxable benefits
    $25,851
    Filer's total
    $459,647

  • SALLY DALE G JAFARI DNP

    Director

    Total calculated
    $94,941
    From this org
    $69,848
    From related orgs
    $0
    Other
    $25,093
    Hours/week
    40

  • TIMOTHY J SHANAHAN MD

    Director

    Total calculated
    $673,403
    From this org
    $632,529
    From related orgs
    $0
    Other
    $40,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $460,965
    Bonus
    $150,832
    Other
    $20,732
    Deferred
    $12,200
    Nontaxable benefits
    $28,674
    Filer's total
    $673,403

  • William E Huffner MD

    SVP and CMO

    Total calculated
    $672,727
    From this org
    $0
    From related orgs
    $650,540
    Other
    $22,187
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,757 related
    Bonus
    $0 + $107,534 related
    Other
    $0 + $76,249 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $9,987 related
    Filer's total
    $0 + $672,727 related

  • BENJAMIN F REMO MD

    Physician

    Total calculated
    $696,143
    From this org
    $655,945
    From related orgs
    $0
    Other
    $40,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $635,858
    Bonus
    $0
    Other
    $20,087
    Deferred
    $12,200
    Nontaxable benefits
    $27,998
    Filer's total
    $696,143

  • CHRISTOPHER RUNZ MD

    Physician

    Total calculated
    $699,795
    From this org
    $656,088
    From related orgs
    $0
    Other
    $43,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $620,538
    Bonus
    $14,155
    Other
    $21,395
    Deferred
    $12,200
    Nontaxable benefits
    $31,507
    Filer's total
    $699,795

  • IVAN R PENA-SING MD

    Physician

    Total calculated
    $869,191
    From this org
    $826,745
    From related orgs
    $0
    Other
    $42,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $542,048
    Bonus
    $280,729
    Other
    $3,968
    Deferred
    $12,200
    Nontaxable benefits
    $30,246
    Filer's total
    $869,191

  • JOHN P MASTANDREA MD

    Physician

    Total calculated
    $1,007,410
    From this org
    $982,985
    From related orgs
    $0
    Other
    $24,425
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $514,250
    Bonus
    $461,618
    Other
    $7,117
    Deferred
    $12,200
    Nontaxable benefits
    $12,225
    Filer's total
    $1,007,410

  • RICHARD D CESPEDES MD

    Physician

    Total calculated
    $744,649
    From this org
    $710,943
    From related orgs
    $0
    Other
    $33,706
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $705,487
    Bonus
    $0
    Other
    $5,456
    Deferred
    $12,200
    Nontaxable benefits
    $21,506
    Filer's total
    $744,649

  • CHRISTOPHER DEBORJA MD

    Former officer

    Total calculated
    $417,123
    From this org
    $0
    From related orgs
    $406,449
    Other
    $10,674
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $53,897 related
    Bonus
    $0 + $352,369 related
    Other
    $0 + $183 related
    Deferred
    $0 + $2,469 related
    Nontaxable benefits
    $0 + $8,205 related
    Filer's total
    $0 + $417,123 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
  • 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, DIRECTORS, AND KEY EMPLOYEES REPORTED ON PART VII OF THE FORM 990 WAS DETERMINED BY A RELATED ORGANIZATION, UMMS. THE RELATED ENTITY CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, QUESTION 3 ON ITS FORM 990: -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: KENNETH D KOZEL, $105,984 WILLIAM E HUFFNER, MD, $64,070 JOANNE R. HAHEY, $40,370
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.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202431349349302408

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

The source document this was parsed from is served over the API, which is where bulk and document access live.