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Nonprofiteer
← UNIVERSITY OF MARYLAND COMMUNITY MEDICAL GROUP INC

Form 990 for tax year 2023

Filed by UNIVERSITY OF MARYLAND COMMUNITY MEDICAL GROUP INC.

What the amendment changed

Compared with the return it replaced , filed 14 May 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed only on the earlier return

  • Richard D Cespedes MD

Listed only on the later return

  • Khalid H Kurtom

Totals

Total revenue
$60,094,679
Total expenses
$80,146,133
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$54,483,169
Investment income
$0
Other revenue
$5,611,510
Total assets, end of year
$4,243,727
Total liabilities, end of year
$8,223,643
Net assets or fund balances, end of year
-$3,979,916
Program services expenses (Part IX)
$76,895,098
Management and general expenses
$3,251,035
Fundraising expenses
$0
Program service expenses (Part III)
$76,895,098

Program services were 95.9% 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 $45,453,601 · related or exempt $45,453,601 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Professional Fees

    total $6,769,479 · related or exempt $6,769,479 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Care Management Fees

    total $2,260,089 · related or exempt $2,260,089 · 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 $9,703

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $9,703 · personal property $0

  • 6d · Net rental income or loss

    total $9,703 · related or exempt $0 · unrelated business $0 · excluded $9,703

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: Fees from Related Entities

    total $5,254,596 · related or exempt $5,254,596 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Carefirst Shared Savings

    total $156,275 · related or exempt $156,275 · unrelated business $0 · excluded $0

  • 11c · Other revenue: Other Reimbursements

    total $111,613 · related or exempt $111,613 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $79,323 · related or exempt $79,323 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $5,601,807

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 $4,934,415 · program services $4,704,474 · management and general $229,941 · fundraising $0

  • 7 · Other salaries and wages

    total $47,518,273 · program services $45,303,945 · management and general $2,214,328 · fundraising $0

  • 8 · Pension plan contributions

    total $1,218,499 · program services $1,161,718 · management and general $56,781 · fundraising $0

  • 9 · Other employee benefits

    total $3,961,546 · program services $3,776,940 · management and general $184,606 · fundraising $0

  • 10 · Payroll taxes

    total $2,861,907 · program services $2,728,544 · management and general $133,363 · fundraising $0

  • 11g · Fees: other

    total $7,752,137 · program services $7,626,481 · management and general $125,656 · fundraising $0

  • 12 · Advertising and promotion

    total $136 · program services $130 · management and general $6 · fundraising $0

  • 13 · Office expenses

    total $128,107 · program services $122,137 · management and general $5,970 · fundraising $0

  • 16 · Occupancy

    total $2,463,303 · program services $2,348,514 · management and general $114,789 · fundraising $0

  • 17 · Travel

    total $47,543 · program services $45,328 · management and general $2,215 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $39,091 · program services $37,269 · management and general $1,822 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $213,750 · program services $213,750 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $1,538,775 · program services $1,538,775 · management and general $0 · fundraising $0

  • 24a · Other expenses: Medical Supplies/Drugs

    total $3,282,558 · program services $3,282,558 · management and general $0 · fundraising $0

  • 24b · Other expenses: Hospital Allocation

    total $3,619,094 · program services $3,450,446 · management and general $168,648 · fundraising $0

  • 24c · Other expenses: Outside billing

    total $151,327 · program services $151,327 · management and general $0 · fundraising $0

  • 24d · Other expenses: Professional Development

    total $138,628 · program services $138,628 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $277,044 · program services $264,134 · management and general $12,910 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,200 · end of year $3,719

  • 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 $3,706,860 · end of year $3,168,079

  • 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

  • 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

    $4,271,299

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

    $4,113,788

  • 10c · Land, buildings and equipment, net

    beginning of year $315,495 · end of year $157,511

  • 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

    beginning of year $0

  • 15 · Other assets

    beginning of year $29,000 · end of year $874,119

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,850,632 · end of year $2,285,851

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $973,122 · end of year $673,108

  • 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

    beginning of year $0 · 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 $4,992,342 · end of year $5,264,684

  • 27 · Net assets without donor restrictions

    beginning of year -$9,720,242 · end of year -$3,979,916

Mission and programs · 2023

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 $76,895,098 · Revenue $60,084,976

As filed on the 2023 return.

Listed in Part VII

  • JoAnne R Hahey

    SVP Finance (END 11/2023)

    Total calculated
    $423,086
    From this org
    $0
    From related orgs
    $388,047
    Other
    $35,039
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,351 related
    Bonus
    $0 + $56,283 related
    Other
    $0 + $40,413 related
    Deferred
    $0 + $12,024 related
    Nontaxable benefits
    $0 + $23,015 related
    Filer's total
    $0 + $423,086 related

  • Kenneth D Kozel

    President and CEO, UMSRH

    Total calculated
    $721,459
    From this org
    $0
    From related orgs
    $693,043
    Other
    $28,416
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $476,559 related
    Bonus
    $0 + $106,483 related
    Other
    $0 + $110,001 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $15,216 related
    Filer's total
    $0 + $721,459 related

  • Paul S Nicholson

    SVP Finance, UMSRH

    Total calculated
    $495,197
    From this org
    $0
    From related orgs
    $452,158
    Other
    $43,039
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,180 related
    Bonus
    $0 + $72,958 related
    Other
    $0 + $55,020 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $29,839 related
    Filer's total
    $0 + $495,197 related

  • Dabanjan Bandyopadhyay MD

    Director

    Total calculated
    $576,398
    From this org
    $532,607
    From related orgs
    $0
    Other
    $43,791
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $479,249
    Bonus
    $30,414
    Other
    $22,944
    Deferred
    $13,200
    Nontaxable benefits
    $30,591
    Filer's total
    $576,398

  • Erika Jordan

    SMG Senior Director

    Total calculated
    $146,403
    From this org
    $120,827
    From related orgs
    $0
    Other
    $25,576
    Hours/week
    40

  • Judy C Kyle MD

    Director (ENDED 09/23)

    Total calculated
    $155,652
    From this org
    $149,679
    From related orgs
    $0
    Other
    $5,973
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,491
    Bonus
    $5,869
    Other
    $2,319
    Deferred
    $5,666
    Nontaxable benefits
    $307
    Filer's total
    $155,652

  • Kim R Herman MD

    Director

    Total calculated
    $435,104
    From this org
    $411,207
    From related orgs
    $0
    Other
    $23,897
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $267,005
    Bonus
    $125,020
    Other
    $19,182
    Deferred
    $11,400
    Nontaxable benefits
    $12,497
    Filer's total
    $435,104

  • Mark S Langfitt MD

    Director

    Total calculated
    $441,407
    From this org
    $400,447
    From related orgs
    $0
    Other
    $40,960
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $274,466
    Bonus
    $124,658
    Other
    $1,323
    Deferred
    $8,661
    Nontaxable benefits
    $32,299
    Filer's total
    $441,407

  • Peyman Otmishi MD

    Director

    Total calculated
    $478,871
    From this org
    $438,673
    From related orgs
    $0
    Other
    $40,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $419,229
    Bonus
    $400
    Other
    $19,044
    Deferred
    $13,200
    Nontaxable benefits
    $26,998
    Filer's total
    $478,871

  • Sally Dale G Jafari Dnp

    Director

    Total calculated
    $92,764
    From this org
    $67,308
    From related orgs
    $0
    Other
    $25,456
    Hours/week
    40

  • Timothy J Shanahan MD

    Director

    Total calculated
    $671,233
    From this org
    $628,147
    From related orgs
    $0
    Other
    $43,086
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $470,319
    Bonus
    $135,616
    Other
    $22,212
    Deferred
    $13,200
    Nontaxable benefits
    $29,886
    Filer's total
    $671,233

  • William E Huffner MD

    SVP and CMO

    Total calculated
    $552,720
    From this org
    $0
    From related orgs
    $523,974
    Other
    $28,746
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $391,649 related
    Bonus
    $0 + $61,789 related
    Other
    $0 + $70,536 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $15,546 related
    Filer's total
    $0 + $552,720 related

  • Christopher Runz MD

    Physician

    Total calculated
    $757,499
    From this org
    $712,625
    From related orgs
    $0
    Other
    $44,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $617,671
    Bonus
    $70,875
    Other
    $24,079
    Deferred
    $13,200
    Nontaxable benefits
    $31,674
    Filer's total
    $757,499

  • Ivan R Pena-Sing MD

    Physician

    Total calculated
    $806,738
    From this org
    $762,276
    From related orgs
    $0
    Other
    $44,462
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $648,348
    Bonus
    $109,259
    Other
    $4,669
    Deferred
    $13,200
    Nontaxable benefits
    $31,262
    Filer's total
    $806,738

  • Jeffrey H Etherton MD

    Physician

    Total calculated
    $743,664
    From this org
    $707,882
    From related orgs
    $0
    Other
    $35,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $631,448
    Bonus
    $49,250
    Other
    $27,184
    Deferred
    $13,200
    Nontaxable benefits
    $22,582
    Filer's total
    $743,664

  • John P Mastandrea MD

    Physician

    Total calculated
    $846,075
    From this org
    $819,469
    From related orgs
    $0
    Other
    $26,606
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $514,069
    Bonus
    $293,856
    Other
    $11,544
    Deferred
    $13,995
    Nontaxable benefits
    $12,611
    Filer's total
    $846,075

  • Khalid H Kurtom

    Physician

    Total calculated
    $2,076,727
    From this org
    $2,039,338
    From related orgs
    $0
    Other
    $37,389
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,978,326
    Bonus
    $36,802
    Other
    $24,210
    Deferred
    $13,200
    Nontaxable benefits
    $24,189
    Filer's total
    $2,076,727

  • Christopher Deborja MD

    Former

    Total calculated
    $453,813
    From this org
    $0
    From related orgs
    $420,415
    Other
    $33,398
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $53,564 related
    Bonus
    $0 + $366,668 related
    Other
    $0 + $183 related
    Deferred
    $0 + $2,469 related
    Nontaxable benefits
    $0 + $30,929 related
    Filer's total
    $0 + $453,813 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, 2024, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE 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). PAUL NICHOLSON, $41,733 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: KENNETH D KOZEL, $36,071 WILLIAM E HUFFNER, MD, $52,141 JOANNE R. HAHEY, $36071
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.

  • BALTIMORE WASHINGTON IMAGING

    N/A · HEALTHCARE · MD

    Directly controlled by UMBWMS

  • UNIVERSITYCARE LLC

    N/A · HEALTHCARE · MD

    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

    N/A · Holding Co · MD

    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
2 June 2025
IRS schema version
2023v6.0
Source object
202501539349301350

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