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Nonprofiteer
← UMSJ HEALTH SYSTEM LLC

Form 990 for tax year 2023

Filed by UMSJ HEALTH SYSTEM LLC.

Totals

Total revenue
$567,997,764
Total expenses
$566,179,067
Contributions and grants received
$3,863,429
Grants paid
$40,500
Program service revenue
$530,963,620
Investment income
$737,345
Other revenue
$32,433,370
Total assets, end of year
$406,574,456
Total liabilities, end of year
$384,237,773
Net assets or fund balances, end of year
$22,336,683
Program services expenses (Part IX)
$490,004,106
Management and general expenses
$76,174,961
Fundraising expenses
$0
Program service expenses (Part III)
$490,004,106

Program services were 86.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Ava E Lias-Booker

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gerry Holtaus

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Joseph Cowan

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Thomas B Smyth MD

    President and CEO

    Total calculated
    $941,889
    From this org
    $906,492
    From related orgs
    $0
    Other
    $35,397
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $561,553
    Bonus
    $195,923
    Other
    $149,016
    Deferred
    $13,200
    Nontaxable benefits
    $22,197
    Filer's total
    $941,889

  • Ben Vanlandingham MD

    Director, Medical Staff President

    Total calculated
    $322,165
    From this org
    $308,724
    From related orgs
    $0
    Other
    $13,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $303,066
    Bonus
    $0
    Other
    $5,658
    Deferred
    $13,200
    Nontaxable benefits
    $241
    Filer's total
    $322,165

  • Chris Brandt

    Director

    Total calculated
    $0
    Hours/week
    1

  • Daniel F Pallace

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kevin F Powderly

    Director

    Total calculated
    $0
    Hours/week
    1

  • 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

  • Mike Smith

    Director

    Total calculated
    $0
    Hours/week
    1

  • 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 + 59 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

  • Monsignor Richard Hilgartner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rev Jeffrey S Dauses

    Director

    Total calculated
    $0
    Hours/week
    1

  • Robert M Stroud MD

    Director (ended 12/23)

    Total calculated
    $0
    Hours/week
    1

  • Victoria A Deyesu

    Director

    Total calculated
    $0
    Hours/week
    1

  • Everest S Conover

    SVP, Clinical Integration, Asst Secretary

    Total calculated
    $593,637
    From this org
    $579,961
    From related orgs
    $0
    Other
    $13,676
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $400,623
    Bonus
    $90,480
    Other
    $88,858
    Deferred
    $13,200
    Nontaxable benefits
    $476
    Filer's total
    $593,637

  • Paul S Nicholson

    SVP, CFO and Assistant Treasurer

    Total calculated
    $495,197
    From this org
    $407,965
    From related orgs
    $44,193
    Other
    $43,039
    Hours/week
    40 + 9 related

    Schedule J breakdown matched by us

    Base
    $285,653 + $38,527 related
    Bonus
    $72,958
    Other
    $49,354 + $5,666 related
    Deferred
    $12,149 + $1,051 related
    Nontaxable benefits
    $26,290 + $3,549 related
    Filer's total
    $446,404 + $48,793 related

  • Gail P Cunningham MD

    SVP, Chief Medical Officer

    Total calculated
    $555,224
    From this org
    $522,663
    From related orgs
    $0
    Other
    $32,561
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $319,586
    Bonus
    $108,750
    Other
    $94,327
    Deferred
    $13,200
    Nontaxable benefits
    $19,361
    Filer's total
    $555,224

  • Nicole Beeson

    SVP, Chief Nursing Officer

    Total calculated
    $404,697
    From this org
    $342,953
    From related orgs
    $0
    Other
    $61,744
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,519
    Bonus
    $86,938
    Other
    $4,496
    Deferred
    $41,459
    Nontaxable benefits
    $20,285
    Filer's total
    $404,697

  • ROBIN LUXON

    SVP, Corporate Strategy and Business Development

    Total calculated
    $506,708
    From this org
    $477,883
    From related orgs
    $0
    Other
    $28,825
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $312,989
    Bonus
    $94,573
    Other
    $70,321
    Deferred
    $13,200
    Nontaxable benefits
    $15,625
    Filer's total
    $506,708

  • Kenneth Crandall MD

    Physician

    Total calculated
    $1,210,980
    From this org
    $1,182,792
    From related orgs
    $0
    Other
    $28,188
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,182,192
    Bonus
    $0
    Other
    $600
    Deferred
    $13,200
    Nontaxable benefits
    $14,988
    Filer's total
    $1,210,980

  • Michael Dabbah MD

    Physician

    Total calculated
    $1,393,384
    From this org
    $1,349,034
    From related orgs
    $0
    Other
    $44,350
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,346,542
    Bonus
    $0
    Other
    $2,492
    Deferred
    $13,200
    Nontaxable benefits
    $31,150
    Filer's total
    $1,393,384

  • Paul J Tortolani MD

    Physician

    Total calculated
    $1,413,630
    From this org
    $1,367,912
    From related orgs
    $0
    Other
    $45,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,325,251
    Bonus
    $40,000
    Other
    $2,661
    Deferred
    $13,200
    Nontaxable benefits
    $32,518
    Filer's total
    $1,413,630

  • Syed S Zaidi MD

    Physician

    Total calculated
    $1,433,301
    From this org
    $1,388,978
    From related orgs
    $0
    Other
    $44,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,387,952
    Bonus
    $0
    Other
    $1,026
    Deferred
    $13,200
    Nontaxable benefits
    $31,123
    Filer's total
    $1,433,301

  • Theodore Manson MD

    Physician

    Total calculated
    $1,269,812
    From this org
    $1,225,469
    From related orgs
    $0
    Other
    $44,343
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,194,272
    Bonus
    $28,741
    Other
    $2,456
    Deferred
    $13,200
    Nontaxable benefits
    $31,143
    Filer's total
    $1,269,812

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
  • 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, 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: NICOLE BEESON 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). THOMAS B SMYTH, $102,012 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: GAIL P CUNNINGHAM, $45,906 PAUL NICHOLSON, $41,733 THOMAS SMYTH, MD, $102,012 MOHAN SUNTHA, MD, $357,713 LISA C. ROWEN, $71,271 EVEREST S. CONOVER, $48,153 ROBIN LUXON, $41,293
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.

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.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202521349349303967

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