Form 990 for tax year 2023
Filed by UCH LEGACY FUNDING CORPORATION.
Totals
- Total revenue
- $0
- Total expenses
- $0
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
Listed in Part VII
-
BRYAN E KELLY
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
DENNIS KURGANSKY MD
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
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 + 44 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
-
JAMES M HARKINS
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 7.5 related
-
MICHAEL F ALLEN
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
ADELE A WILZACK RN MS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
ALBERT JA YOUNG ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
CHARLES E ALEXANDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
JAMES C RICHARDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Lisa C Rowen RN
DIRECTOR
- Total calculated
- $860,816
- From this org
- $0
- From related orgs
- $824,797
- Other
- $36,019
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $500,077 related
- Bonus
- $0 + $217,583 related
- Other
- $0 + $107,137 related
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $22,819 related
- Filer's total
- $0 + $860,816 related
-
LISA THOMAS MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
MELINDA L CRAIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Mohan Suntha MD
DIRECTOR
- Total calculated
- $3,713,974
- From this org
- $0
- From related orgs
- $3,669,040
- Other
- $44,934
- Hours/week
- 1 + 43 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
-
R BRYAN KILBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
RICHARD P STREETT JR VMD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
RYAN D JOHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
SANJEEV KUMAR MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
SHARON M LIPFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
THERESA B FELDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
TOBIAS MUSSER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
V DIXON KING MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
MARCO PRIOLO
CFO
- Total calculated
- $569,157
- From this org
- $0
- From related orgs
- $495,603
- Other
- $73,554
- Hours/week
- 1 + 44 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
-
LYLE E SHELDON
FORMER PRESIDENT/CEO, UMUCHS
- Total calculated
- $737,468
- From this org
- $0
- From related orgs
- $706,306
- Other
- $31,162
- Hours/week
- 1 + 43 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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
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
- 7 · Other non-fixed payments
- 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 MEDICAL SYSTEM CORP. UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP 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 MEDICAL SYSTEM CORP 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, 2023, 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 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: Marco Priolo Lyle Sheldon Elizabeth Wise 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: Lisa Rowan, $71,271 Mohan Suntha, MD, $357,713
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.
-
UM UPPER CHESAPEAKE HEALTH SYSTEM INC
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMMSC
-
University of MD Medical System Corp
501(c)(3) · Healthcare · MD
Directly controlled by na
-
501(c)(3) · HEALTHCARE · MD
Directly controlled by UMUCHSV
-
Upper Chesapeake Medical Center Inc
501(c)(3) · Healthcare · MD
Directly controlled by UMUCHSV
-
UPPER CHESAPEAKE RESIDENTIAL HOSPICE HOUSE INC
501(c)(3) · Hospice · MD
Directly controlled by UMUCHSV
-
Upper Chesapeake Medical Services Inc
501(c)(3) · Healthcare · MD
Directly controlled by UMUCHSV
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501339349308540
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