Skip to content
Nonprofiteer
← SHORE HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by SHORE HEALTH SYSTEM INC.

Totals

Total revenue
$298,894,266
Total expenses
$278,861,142
Contributions and grants received
$1,868,950
Grants paid
$550,000
Program services expenses (Part IX)
$203,040,221
Management and general expenses
$75,820,921
Fundraising expenses
$0
Program service expenses (Part III)
$203,040,221

Program services were 72.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • David Milligan

    Chairman

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Kathy Deoudes

    Vice Chairman

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • KENNETH D KOZEL

    President and CEO

    Total calculated
    $912,478
    From this org
    $894,808
    From related orgs
    $0
    Other
    $17,670
    Hours/week
    40 + 7 related

    Schedule J breakdown matched by us

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

  • Art Cecil III

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Catherine Burton

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Charles Capute

    Director

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Chris Parry DO

    Director

    Total calculated
    $298,646
    From this org
    $0
    From related orgs
    $266,425
    Other
    $32,221
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,688 related
    Bonus
    $0
    Other
    $0 + $6,737 related
    Deferred
    $0 + $10,600 related
    Nontaxable benefits
    $0 + $21,621 related
    Filer's total
    $0 + $298,646 related

  • Eugene Newmier DO

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Garrett Falcone

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • J Wayne Howard

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Jane Wang

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • John W Ashworth III

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Keith McMahan

    Director

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Kenny Kreiser

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • KIM R HERMAN MD

    Director

    Total calculated
    $440,976
    From this org
    $0
    From related orgs
    $417,489
    Other
    $23,487
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,185 related
    Bonus
    $0 + $131,122 related
    Other
    $0 + $19,182 related
    Deferred
    $0 + $11,400 related
    Nontaxable benefits
    $0 + $12,087 related
    Filer's total
    $0 + $440,976 related

  • Kristin Jones-Bryce

    Director

    Total calculated
    $650,158
    From this org
    $0
    From related orgs
    $606,290
    Other
    $43,868
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $446,139 related
    Bonus
    $0 + $73,703 related
    Other
    $0 + $86,448 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $31,668 related
    Filer's total
    $0 + $650,158 related

  • MOHAN SUNTHA MD

    Director

    Total calculated
    $4,402,469
    From this org
    $0
    From related orgs
    $4,360,614
    Other
    $41,855
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,371,864 related
    Bonus
    $0 + $946,575 related
    Other
    $0 + $1,042,175 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $29,655 related
    Filer's total
    $0 + $4,402,469 related

  • Robert Roth

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • S Michelle Lee

    Director (Ended 6/2023)

    Total calculated
    $1,313,651
    From this org
    $0
    From related orgs
    $1,279,041
    Other
    $34,610
    Hours/week
    1 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $959,169 related
    Bonus
    $0 + $149,727 related
    Other
    $0 + $170,145 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $22,410 related
    Filer's total
    $0 + $1,313,651 related

  • Stephen Satchell

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Thomas Stauch MD

    Director

    Total calculated
    $968,964
    From this org
    $0
    From related orgs
    $955,963
    Other
    $13,001
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $955,963 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,001 related
    Filer's total
    $0 + $968,964 related

  • Tom Seip

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • William B Noll

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JoAnne R Hahey

    SVP Finance, CFO and Treasurer

    Total calculated
    $477,607
    From this org
    $453,458
    From related orgs
    $0
    Other
    $24,149
    Hours/week
    40 + 7 related

    Schedule J breakdown matched by us

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

  • Pamela Addy

    Secretary (Ended 07/22)

    Total calculated
    $342,237
    From this org
    $318,442
    From related orgs
    $0
    Other
    $23,795
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $245,370
    Bonus
    $48,048
    Other
    $25,024
    Deferred
    $19,024
    Nontaxable benefits
    $4,771
    Filer's total
    $342,237

  • Jennifer Boettinger

    VP Patient Care and CNO

    Total calculated
    $395,761
    From this org
    $349,614
    From related orgs
    $0
    Other
    $46,147
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,613
    Bonus
    $61,687
    Other
    $2,314
    Deferred
    $43,732
    Nontaxable benefits
    $2,415
    Filer's total
    $395,761

  • William E Huffner MD

    SVP and CMO

    Total calculated
    $672,727
    From this org
    $650,540
    From related orgs
    $0
    Other
    $22,187
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

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

  • Arvinjit Singh

    VP Strategy and Communications

    Total calculated
    $339,922
    From this org
    $297,552
    From related orgs
    $0
    Other
    $42,370
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,094
    Bonus
    $49,159
    Other
    $2,299
    Deferred
    $33,266
    Nontaxable benefits
    $9,104
    Filer's total
    $339,922

  • Dennis S Welsh

    VP Rural Healthcare Transformation

    Total calculated
    $293,934
    From this org
    $266,011
    From related orgs
    $0
    Other
    $27,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,820
    Bonus
    $43,151
    Other
    $3,040
    Deferred
    $23,162
    Nontaxable benefits
    $4,761
    Filer's total
    $293,934

  • Diane R Murphy

    Chief Quality Officer

    Total calculated
    $323,875
    From this org
    $287,409
    From related orgs
    $0
    Other
    $36,466
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,730
    Bonus
    $48,819
    Other
    $5,860
    Deferred
    $30,916
    Nontaxable benefits
    $5,550
    Filer's total
    $323,875

  • Sherri Hobbs

    Patient Safety Director

    Total calculated
    $342,891
    From this org
    $307,885
    From related orgs
    $0
    Other
    $35,006
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,368
    Bonus
    $54,048
    Other
    $469
    Deferred
    $32,010
    Nontaxable benefits
    $2,996
    Filer's total
    $342,891

  • William J Brown

    VP Foundation

    Total calculated
    $293,796
    From this org
    $274,701
    From related orgs
    $0
    Other
    $19,095
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,867
    Bonus
    $16,724
    Other
    $88,110
    Deferred
    $16,885
    Nontaxable benefits
    $2,210
    Filer's total
    $293,796

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
  • 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, 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 S. MICHELLE LEE, $145,643 MOHAN SUNTHA, MD, $1,015,893 WILLIAM E HUFFNER, MD, $64,070 JOANNE R HAHEY, $40,370 KRISTIN JONES BRYCE, $64,042 WILLIAM BROWN, $13,931 DURING THE FISCAL YEAR- ENDED JUNE 30, 2023, 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: PAMELA ADDY JENNIFER BOETTINGER ARVINJIT SINGH SHERRI HOBBS DIANE MURPHY DENNIS WELSH
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

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
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202401349349303245

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.