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Nonprofiteer
← UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION

Form 990 for tax year 2023

Filed by UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION.

Totals

Total revenue
$2,390,332,989
Total expenses
$2,288,170,142
Contributions and grants received
$17,473,541
Grants paid
$2,034,504
Program service revenue
$2,245,862,669
Investment income
$40,236,033
Other revenue
$86,760,746
Total assets, end of year
$4,762,345,360
Total liabilities, end of year
$3,172,666,796
Net assets or fund balances, end of year
$1,589,678,564
Program services expenses (Part IX)
$2,357,270,648
Management and general expenses
-$69,100,506
Fundraising expenses
$0
Program service expenses (Part III)
$2,357,270,648

Program services were 103.0% 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.

  • 1d · Related organizations

    $3,419,161

  • 1e · Government grants (contributions)

    $12,602,903

  • 1f · All other contributions, gifts and grants

    $1,451,477

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $2,020,712,310 · related or exempt $2,019,908,810 · unrelated business $803,500 · excluded $0

  • 2b · Program service revenue: PHARMACY

    total $222,287,723 · related or exempt $220,887,725 · unrelated business $1,399,998 · excluded $0

  • 2c · Program service revenue: Care Management Fees

    total $2,862,636 · related or exempt $2,862,636 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $28,066,912 · related or exempt $0 · unrelated business $119,373 · excluded $27,947,539

  • 6a · Gross rents

    real property $3,747,674

  • 6b · Less rental expenses

    real property $1,723,958

  • 6c · Rental income or loss

    real property $2,023,716 · personal property $0

  • 6d · Net rental income or loss

    total $2,023,716 · related or exempt $0 · unrelated business -$1,246,737 · excluded $3,270,453

  • 7a · Gross sales of assets other than inventory

    securities $338,587,218

  • 7b · Less cost or other basis and sales expenses

    securities $326,418,097

  • 7c · Gain or loss

    securities $12,169,121 · other assets $0

  • 7d · Net gain or loss

    total $12,169,121 · related or exempt $0 · unrelated business $0 · excluded $12,169,121

  • 11a · Other revenue: Resident Reimbursement

    total $28,509,654 · related or exempt $28,509,654 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Rebates/incentives

    total $5,835,548 · related or exempt $5,835,548 · unrelated business $0 · excluded $0

  • 11c · Other revenue: Joint Venture income

    total $2,422,447 · related or exempt $2,422,447 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $47,969,381 · related or exempt $45,933,387 · unrelated business $0 · excluded $2,035,994

  • 11e · Other revenue, total

    $84,737,030

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,905,229 · program services $1,905,229

  • 3 · Grants to foreign organizations and individuals

    total $129,275 · program services $129,275

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $12,828,153 · program services $3,075,155 · management and general $9,752,998 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $1,462,332 · program services $215,126 · management and general $1,247,206 · fundraising $0

  • 7 · Other salaries and wages

    total $895,468,656 · program services $782,490,217 · management and general $112,978,439 · fundraising $0

  • 8 · Pension plan contributions

    total $26,665,380 · program services $23,301,094 · management and general $3,364,286 · fundraising $0

  • 9 · Other employee benefits

    total $94,890,615 · program services $82,918,567 · management and general $11,972,048 · fundraising $0

  • 10 · Payroll taxes

    total $69,257,072 · program services $60,519,127 · management and general $8,737,945 · fundraising $0

  • 11b · Fees: legal

    total $15,779,439 · program services $13,788,597 · management and general $1,990,842 · fundraising $0

  • 11c · Fees: accounting

    total $2,569,606 · program services $2,245,407 · management and general $324,199 · fundraising $0

  • 11d · Fees: lobbying

    total $230,666 · program services $0 · management and general $230,666 · fundraising $0

  • 11f · Fees: investment management

    total $1,221,511 · program services $0 · management and general $1,221,511 · fundraising $0

  • 11g · Fees: other

    total $29,094,866 · program services $304,007,067 · management and general -$274,912,201 · fundraising $0

  • 12 · Advertising and promotion

    total $9,865,890 · program services $8,621,142 · management and general $1,244,748 · fundraising $0

  • 13 · Office expenses

    total $13,884,322 · program services $12,132,581 · management and general $1,751,741 · fundraising $0

  • 16 · Occupancy

    total $36,327,700 · program services $31,744,349 · management and general $4,583,351 · fundraising $0

  • 17 · Travel

    total $1,787,970 · program services $1,562,387 · management and general $225,583 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $5,133,281 · program services $4,485,631 · management and general $647,650 · fundraising $0

  • 20 · Interest

    total $16,939,905 · program services $16,939,905 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $88,294,330 · program services $77,154,515 · management and general $11,139,815 · fundraising $0

  • 23 · Insurance

    total $46,574,854 · program services $46,042,795 · management and general $532,059 · fundraising $0

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $556,543,788 · program services $556,543,788 · management and general $0 · fundraising $0

  • 24b · Other expenses: REPAIR/MAINTENANCE

    total $131,134,701 · program services $114,589,852 · management and general $16,544,849 · fundraising $0

  • 24c · Other expenses: BAD DEBT EXPENSES

    total $91,420,511 · program services $91,420,511 · management and general $0 · fundraising $0

  • 24d · Other expenses: Services

    total $35,717,350 · program services $31,211,005 · management and general $4,506,345 · fundraising $0

  • 24e · All other expenses

    total $103,042,740 · program services $90,227,326 · management and general $12,815,414 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $52,545,692 · end of year $38,599,146

  • 4 · Accounts receivable

    beginning of year $302,733,186 · end of year $444,656,702

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $61,643,260 · end of year $58,590,800

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,923,122 · end of year $62,884,001

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

    $2,228,995,297

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

    $1,311,069,178

  • 10c · Land, buildings and equipment, net

    beginning of year $912,724,648 · end of year $917,926,119

  • 11 · Investments: publicly traded securities

    beginning of year $404,369,053 · end of year $386,471,380

  • 12 · Investments: other securities

    beginning of year $221,859,920 · end of year $276,633,163

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $660,738 · end of year $566,347

  • 15 · Other assets

    beginning of year $2,397,543,922 · end of year $2,576,017,702

  • 17 · Accounts payable and accrued expenses

    beginning of year $292,786,905 · end of year $573,716,119

  • 19 · Deferred revenue

    beginning of year $5,641,729 · end of year $7,652,019

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,899,770,153 · end of year $1,865,522,180

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $841,170,852 · end of year $725,776,478

  • 27 · Net assets without donor restrictions

    beginning of year $1,272,900,221 · end of year $1,542,082,511

  • 28 · Net assets with donor restrictions

    beginning of year $71,733,681 · end of year $47,596,053

Mission and programs · 2023

Mission

UMMS PROVIDES A VARIETY OF INPATIENT/OUTPATIENT SERVICES TO PEOPLE IN THE MARYLAND AREA REGARDLESS OF THEIR ABILITY TO PAY. REVENUES ARE USED TO HELP DEFRAY THE COSTS OF SERVICES.

Activities or mission (Part I)

THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (UMMS) PROVIDES A VARIETY OF INPATIENT/ OUTPATIENT SERVICES TO PEOPLE IN THE MARYLAND AREA REGARDLESS OF THEIR ABILITY TO PAY. REVENUES ARE USED TO HELP DEFRAY THE COSTS OF SERVICES.

  • UMMS, A PRIVATE, NON-PROFIT HEALTH SYSTEM, CONSISTS OF 11 HOSPITALS - UMMC, THE ACADEMIC 'HUB' - AND THE 10 COMMUNITY AND SPECIALTY HOSPITALS THROUGHOUT THE STATE OF MARYLAND. UMMC IS A NATIONAL AND REGIONAL REFERRAL CENTER FOR TRAUMA, CANCER CARE, NEUROCARE, CARDIAC CARE AND HEART SURGERY, WOMEN'S AND CHILDREN'S HEALTH AND ORGAN TRANSPLANTS. IT HAS ONE OF THE MOST TECHNOLOGICALLY ADVANCED OPERATING ROOM FACILITIES AND IS INTERNATIONALLY RECOGNIZED FOR ITS LEADERSHIP IN DEVELOPING AND PERFORMING MINIMALLY INVASIVE SURGICAL PROCEDURES. UMMS PROVIDES CHARITY CARE TO PATIENTS UNABLE TO PAY. CHARITY CARE FOR THE YEAR ENDED 6/30/2024 IS OVER $16 MILLION.

    Expenses $2,357,270,648 · Grants $2,034,504 · Revenue $2,326,360,207

As filed on the 2023 return.

Listed in Part VII

  • Alexander Williams Jr

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    4 + 3 related

  • John T Williams

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    3.5

  • R Alan Butler

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    7 + 2 related

  • Ava E Lias-Booker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Belkis Leong-Hong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bonnie L Phipps CPA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 2 related

  • Brianna D Bowling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 2 related

  • Cassie Motz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dori Bishop Kelso

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Edward P Nevin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • Elisa M Basnight Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ellen Fish

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Faith Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary Mangum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James M Harkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3.5 + 6 related

  • Jason S Frankl Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Jeffrey S Armiger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jonathan Dorsey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph A Ciotola MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Joyce M Johnson MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Karen Price-Ward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Keith McMahan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • Louis M Pope

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.5

  • Lynn Selby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michelle Lipkowitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peggy Norton-Roscoe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas E Scott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Wanda Q Draper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3.5

  • Aaron J Rabinowitz

    SVP, GEN COUNSEL AND SECTY

    Total calculated
    $985,803
    From this org
    $944,186
    From related orgs
    $0
    Other
    $41,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $637,076
    Bonus
    $203,166
    Other
    $103,944
    Deferred
    $13,200
    Nontaxable benefits
    $28,417
    Filer's total
    $985,803

  • Joseph E Hoffman III

    INTERIM CFO

    Total calculated
    $534,864
    From this org
    $526,320
    From related orgs
    $0
    Other
    $8,544
    Hours/week
    40 + 9 related

    Schedule J breakdown matched by us

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

  • Mohan Suntha MD

    PRESIDENT AND CEO, UMMS

    Total calculated
    $3,713,974
    From this org
    $3,669,040
    From related orgs
    $0
    Other
    $44,934
    Hours/week
    40 + 21 related

    Schedule J breakdown matched by us

    Base
    $1,943,849
    Bonus
    $1,359,996
    Other
    $365,195
    Deferred
    $13,200
    Nontaxable benefits
    $31,734
    Filer's total
    $3,713,974

  • Andrew Pollak MD

    SVP AND CMO

    Total calculated
    $1,626,138
    From this org
    $1,444,895
    From related orgs
    $0
    Other
    $181,243
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $1,077,545
    Bonus
    $320,580
    Other
    $46,770
    Deferred
    $146,418
    Nontaxable benefits
    $34,825
    Filer's total
    $1,626,138

  • Bert W O'Malley MD

    PRESIDENT AND CEO, UMMC

    Total calculated
    $2,025,849
    From this org
    $1,795,984
    From related orgs
    $0
    Other
    $229,865
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $1,272,666
    Bonus
    $501,000
    Other
    $22,318
    Deferred
    $206,792
    Nontaxable benefits
    $23,073
    Filer's total
    $2,025,849

  • George A Sprinkel

    SVP AND CFO, UMMC

    Total calculated
    $826,868
    From this org
    $718,698
    From related orgs
    $0
    Other
    $108,170
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $505,324
    Bonus
    $177,029
    Other
    $36,345
    Deferred
    $77,417
    Nontaxable benefits
    $30,753
    Filer's total
    $826,868

  • Jon P Burns

    SVP AND CAO

    Total calculated
    $1,052,110
    From this org
    $1,015,883
    From related orgs
    $0
    Other
    $36,227
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $679,345
    Bonus
    $192,919
    Other
    $143,619
    Deferred
    $13,200
    Nontaxable benefits
    $23,027
    Filer's total
    $1,052,110

  • Karen E Doyle MBA

    SVP AND CNO

    Total calculated
    $588,201
    From this org
    $541,451
    From related orgs
    $0
    Other
    $46,750
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $355,870
    Bonus
    $134,373
    Other
    $51,208
    Deferred
    $13,200
    Nontaxable benefits
    $33,550
    Filer's total
    $588,201

  • Lisa C Rowen RN

    CHIEF NURSE EXECUTIVE, UMMS

    Total calculated
    $860,816
    From this org
    $824,797
    From related orgs
    $0
    Other
    $36,019
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $500,077
    Bonus
    $217,583
    Other
    $107,137
    Deferred
    $13,200
    Nontaxable benefits
    $22,819
    Filer's total
    $860,816

  • David Marcozzi MD

    SVP, CHIEF CLINICAL OFFICER

    Total calculated
    $820,361
    From this org
    $715,024
    From related orgs
    $0
    Other
    $105,337
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $495,237
    Bonus
    $197,853
    Other
    $21,934
    Deferred
    $75,944
    Nontaxable benefits
    $29,393
    Filer's total
    $820,361

  • Joel Klein

    SVP AND CIO

    Total calculated
    $855,004
    From this org
    $812,380
    From related orgs
    $0
    Other
    $42,624
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $529,573
    Bonus
    $177,474
    Other
    $105,333
    Deferred
    $13,200
    Nontaxable benefits
    $29,424
    Filer's total
    $855,004

  • Joseph L Wright MD

    VP AND CHIEF HEALTH EQUITY OFFICER

    Total calculated
    $887,930
    From this org
    $862,007
    From related orgs
    $0
    Other
    $25,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $379,391
    Bonus
    $98,736
    Other
    $383,880
    Deferred
    $11,220
    Nontaxable benefits
    $14,703
    Filer's total
    $887,930

  • Ronald Cummins Jr

    SVP AND COO, UMMC

    Total calculated
    $824,024
    From this org
    $724,947
    From related orgs
    $0
    Other
    $99,077
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $503,439
    Bonus
    $182,092
    Other
    $39,416
    Deferred
    $64,560
    Nontaxable benefits
    $34,517
    Filer's total
    $824,024

  • Tamara Saunaitis

    SVP & CHRO

    Total calculated
    $1,047,039
    From this org
    $940,150
    From related orgs
    $0
    Other
    $106,889
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $577,147
    Bonus
    $322,600
    Other
    $40,403
    Deferred
    $81,859
    Nontaxable benefits
    $25,030
    Filer's total
    $1,047,039

  • Alison G Brown

    PRESIDENT, UMMC MIDTOWN CAMPUS (end 09/2023)

    Total calculated
    $643,624
    From this org
    $0
    From related orgs
    $613,530
    Other
    $30,094
    Hours/week
    0 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,766 related
    Bonus
    $0 + $186,274 related
    Other
    $0 + $89,490 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $16,894 related
    Filer's total
    $0 + $643,624 related

  • Kathleen M McCann

    FORMER SVP, CHRO

    Total calculated
    $271,760
    From this org
    $271,760
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $271,760
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $271,760

  • Michael R Jablonover MD

    FORMER SVP & CMO, UMMC

    Total calculated
    $215,126
    From this org
    $215,126
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $215,126
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $215,126

  • S Michelle Lee

    Former SVP, CFO AND TREASURER

    Total calculated
    $975,446
    From this org
    $951,217
    From related orgs
    $0
    Other
    $24,229
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $387,975
    Bonus
    $112,162
    Other
    $451,080
    Deferred
    $13,200
    Nontaxable benefits
    $11,029
    Filer's total
    $975,446

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

  • 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 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: S MICHELLE LEE, $371,994 MICHAEL R JABLONOVER, $203,588 KATHLEEN M MCCANN, $271,760
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 VESTED IN THE PLAN IN THE REPORTING TAX YEAR, THEREFORE THE FULL VALUE OF THE PLAN, INCLUDING ANY CONTRIBUTIONS TO THE PLAN FOR THE CURRENT FISCAL YEAR ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B(III), OTHER REPORTABLE COMPENSATION. PRIOR YEAR CONTRIBUTIONS TO THE PLAN WERE PREVIOUSLY REPORTED ON FORM 990 AND ARE INDICATED ON SCHEDULE J, PART II, COLUMN (F). JOSEPH WRIGHT, $349,441 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: ALISON G BROWN, $ 56,314 S MICHELLE LEE, $52,079 JON P BURNS, $100,274 MOHAN SUNTHA, MD, $357,713 Aaron Rabinowitz, $80,145 LISA C ROWEN, $71,271 JOEL KLEIN, $76,499 KAREN DOYLE, $45,545 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: BERT W OMALLEY, MD RONALD CUMMINS JOSEPH E HOFFMAN III MICHAEL R JABLONOVER, MD DAVID MARCOZZI ANDREW POLLAK GEORGE SPRINKEL TAMARA SAUNAITIS
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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • 36 S PACA STREET LLC

    RENTAL · MD · income $477,221 · assets $10,221,975

    Directly controlled by UMMSC

  • UNIVERSITY OF MARYLAND ECARE LLC

    HEALTHCARE · MD · income $0 · assets $177,999

    Directly controlled by UMMSC

  • UNIVERSITY OF MARYLAND MEDICAL CENTER

    HEALTHCARE · MD · income $2,219,928,308 · assets $2,146,179,455

    Directly controlled by UMMSC

  • UNIVERSITY OF MARYLAND HEALTH VENTURES

    HEALTHCARE · MD · income $221,242 · assets $0

    Directly controlled by UMMSC

  • Maryland ExpressCare LLC

    HEALTHCARE · MD · income $0 · assets $0

    Directly controlled by UMMSC

  • iHarbor LLC

    HEALTHCARE · MD · income $0 · assets $0

    Directly controlled by UMMSC

  • UNIVERSITY OF MD QUALITY CARE NETWORK

    HEALTHCARE · MD · income $4,537,196 · assets $2,197,506

    Directly controlled by UMMSC

  • University of Maryland Care Transformation Organization LLC

    Healthcare · MD · income $3,080,317 · assets $0

    Directly controlled by UMMSC

  • UMMS Ambulatory Care LLC

    Healthcare · MD · income $16,834,292 · assets $10,545,807

    Directly controlled by UMMSC

  • University of Maryland Medical Regional Supplier Services LLC

    Healthcare · MD · income $12,565,986 · assets $2,810,838

    Directly controlled by UMMSC

  • ChoiceOne Urgent Care of Baltimore LLC

    Healthcare · MD · income $0 · assets $0

    Directly controlled by UMAC

  • ChoiceOne Urgent Care of Baltimore 2 LLC

    Healthcare · MD · income $0 · assets $0

    Directly controlled by UMAC

  • ChoiceOne Urgent Care of Eastern Shore LLC

    Healthcare · MD · income $0 · assets $0

    Directly controlled by UMAC

  • ChoiceOne Urgent Care of Upper Chesapeake LLC

    Healthcare · MD · income $0 · assets $0

    Directly controlled by UMAC

  • UM Post Acute Care LLC

    Home Healthcare · MD · income $237,957 · assets $6,694,849

    Directly controlled by UMMS

Related partnerships

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

  • BALTIMORE WASHINGTON IMAGING

    N/A · HEALTHCARE · MD

    Directly controlled by UMBWMS

  • UNIVERSITYCARE LLC

    Related · HEALTHCARE · MD · 90% owned · share of income $0 · share of assets $5,278,220

    Directly controlled by UMMSC

  • O'DEA MEDICAL ARTS LIMITED PAR

    N/A · RENTAL · MD

    Directly controlled by SJMC PROP

  • ADVANCED IMAGING AT ST JOSEPH

    N/A · HEALTHCARE · MD

    Directly controlled by UMSJMC

  • UNIVERSITY OF MARYLAND CHARLES

    N/A · HEALTHCARE · MD

    Directly controlled by UMCRCP

  • BALTIMORE ASC VENTURES LLC

    N/A · HEALTHCARE · DE

    Directly controlled by UMSJMC

  • UCHSUMMS Real Estate Trust

    Related · Holding Co · MD · 80% owned · share of income $0 · share of assets $3,005,279

    Directly controlled by UMMSC

  • UM Chesapeake Surgery Center LLC

    N/A · Healthcare · MD

    Directly controlled by UCHV

Related corporations and trusts

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

  • NA EXECUTIVE BUILDING CONDO ASSN INC

    C Corporation · REAL ESTATE · MD

    Directly controlled by NA

  • UM CHARLES REGIONAL CARE PARTNERS

    C Corporation · HEALTHCARE · MD

    Directly controlled by NA

  • UNIVERSITY MIDTOWN PROF CENTER

    C Corporation · REAL ESTATE · MD

    Directly controlled by NA

  • UNIVERSITY OF MARYLAND MEDICAL SYSTEM HE

    C Corporation · INSURANCE · MD

    Directly controlled by NA

  • UPPER CHESAPEAKE HEALTH VENTURES INC

    C Corporation · HEALTHCARE · MD

    Directly controlled by NA

  • UPPER CHESAPEAKE MEDICAL CENTER LAND CON

    C Corporation · REAL ESTATE · MD

    Directly controlled by NA

  • UPPER CHESAPEAKE MEDICAL OFFICE BUILDING

    C Corporation · REAL ESTATE · MD

    Directly controlled by NA

  • SHORE ORTHOPEDICS INC

    C Corporation · HEALTHCARE · MD

    Directly controlled by NA

  • MADISON MANOR INC

    C Corporation · HEALTHCARE · MD

    Directly controlled by NA

  • AFFILIATED ENTERPRISES INC

    C Corporation · HEALTHCARE · MD

    Directly controlled by NA

  • RIVERSIDE HEALTH OF DELAWARE INC

    C Corporation · HEALTHCARE · DE

    Directly controlled by NA

  • RIVERSIDE HEALTH OF DC INC

    C Corporation · HEALTHCARE · DC

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202531359349302753

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