Totals
- Total revenue
- $2,503,348
- Total expenses
- $1,127,405
- Contributions and grants received
- $2,354,515
- Grants paid
- $1,008,400
- Program service revenue
- $0
- Investment income
- $232,291
- Other revenue
- -$83,458
- Total assets, end of year
- $9,225,828
- Total liabilities, end of year
- $101,402
- Net assets or fund balances, end of year
- $9,124,426
- Program services expenses (Part IX)
- $1,108,413
- Management and general expenses
- $18,712
- Fundraising expenses
- $280
- Program service expenses (Part III)
- $1,108,413
Program services were 98.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Barry Friedman
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Bob Carpenter
Second Vice Chair
- Total calculated
- $0
- Hours/week
- 5
-
Frank Smith
Chair/Secretary - Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Grace Anastasi
Nominating Chair
- Total calculated
- $0
- Hours/week
- 2
-
Jeremy Bradford
Ex-Officio - CEO
- Total calculated
- $965,242
- From this org
- $0
- From related orgs
- $832,944
- Other
- $132,298
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $630,332 related
- Bonus
- $0 + $202,256 related
- Other
- $0 + $356 related
- Deferred
- $0 + $110,256 related
- Nontaxable benefits
- $0 + $22,042 related
- Filer's total
- $0 + $965,242 related
-
Chad Day
Trustee (Started 1/1/25)
- Total calculated
- $0
- Hours/week
- 1
-
Dixie Miller
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dwayne Hooper
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
John Michael Brooks
Trustee (Started 1/1/25)
- Total calculated
- $0
- Hours/week
- 1
-
Julie Cornellier
Trustee
- Total calculated
- $0
- Hours/week
- 12
-
Maria Icaza
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Nickie Danisha Zancan
Trustee
- Total calculated
- $0
- Hours/week
- 5
-
Tamika Tremaglio
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
William Gaines
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Carolyn Heithaus
Ex-Officio - CFO
- Total calculated
- $786,200
- From this org
- $0
- From related orgs
- $717,131
- Other
- $69,069
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $462,103 related
- Bonus
- $0 + $69,986 related
- Other
- $0 + $185,042 related
- Deferred
- $0 + $68,415 related
- Nontaxable benefits
- $0 + $654 related
- Filer's total
- $0 + $786,200 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
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- THE FOLLOWING EMPLOYEES CONTRIBUTED TO (EMPLOYEE AND EMPLOYER PORTION) A RELATED ORGANIZATION'S 457(F) DEFERRED COMPENSATION PLAN: Jeremy Bradford: $95,091 Carolyn Heithaus: $52,890
- Schedule J, Part I, Line 3
- CALVERThealth medical center COMPENSATES THE EXECUTIVE OF THE ORGANIZATION AND THE ORGANIZATION RELIES ON CALVERThealth medical center TO UTILIZE THE FOLLOWING METHODS IN ESTABLISHING COMPENSATION: -CONTEMPORANEOUS SUBSTANTIATION OF THE DECISION-MAKING PROCESS -Form 990 of other organizations -WRITTEN EMPLOYMENT CONTRACT -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
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
-
CalvertHealth Medical Group LLC
$501,930
Fund capital equipment purchases and program services.
-
CalvertHealth Medical Center Inc
$426,470
Fund capital equipment purchases and program services.
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.
-
CalvertHealth Medical Center Inc
501(c)(3) · HEALTHCARE · MD
Directly controlled by Calvert Health System
-
501(c)(3) · HEALTHCARE · MD
Directly controlled by na
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.
-
Corelife Calvert Partnership LLC
N/A · Healthcare · MD
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 May 2026
- IRS schema version
- 2024v5.1
- Source object
- 202601349349304645
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