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Nonprofiteer
← UPPER CHESAPEAKE HEALTH FOUNDATION INC

Form 990 for tax year 2022

Filed by UPPER CHESAPEAKE HEALTH FOUNDATION INC.

Totals

Total revenue
$7,236,264
Total expenses
$6,207,756
Contributions and grants received
$6,089,550
Grants paid
$4,333,981
Program services expenses (Part IX)
$4,595,790
Management and general expenses
$1,146,437
Fundraising expenses
$465,529
Program service expenses (Part III)
$4,595,790

Program services were 74.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRYAN E KELLY

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • CINDY H HUSHON

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CRAIG WARD

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH WISE

    PRESIDENT/CEO, UMUCHS

    Total calculated
    $750,230
    From this org
    $0
    From related orgs
    $661,428
    Other
    $88,802
    Hours/week
    1 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $481,099 related
    Bonus
    $0 + $125,265 related
    Other
    $0 + $55,064 related
    Deferred
    $0 + $75,657 related
    Nontaxable benefits
    $0 + $13,145 related
    Filer's total
    $0 + $750,230 related

  • R BRYAN KILBY

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • THOMAS L FIDLER JR

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ADELE A WILZACK RN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • ALBERT JA YOUNG ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ALISSA BIRNBAUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES E ALEXANDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • CLARENCE C BOYLE JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DENNIS KURGANSKY MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • DONNA STIFLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES C RICHARDSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JAMES LAMBDIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES M HARKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7.5 related

  • JOSEPH SNEE JR ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUNE DUNN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEITH RAWLINGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA THOMAS MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • MARSHALL KLEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY ANNE MEDEIROS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELINDA L CRAIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MICHAEL F ALLEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • MICHAEL MACPHERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MONICA WORRELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA JABLON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RAYMOND COLOMBO

    DIRECTOR (ENDED 02/23)

    Total calculated
    $0
    Hours/week
    1

  • RICHARD P STREETT JRVMD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • RYAN D JOHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • SANDRA D GUZEWICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SANJEEV KUMAR MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • SHARON M LIPFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • SHERYL D KOHL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVEN S COHEN

    DIRECTOR (ENDED 02/23)

    Total calculated
    $0
    Hours/week
    1

  • TERRY TROY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THERESA B FELDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • THOMAS WALLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOBIAS MUSSER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • V DIXON KING MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • MARCO PRIOLO

    CFO

    Total calculated
    $438,469
    From this org
    $0
    From related orgs
    $369,452
    Other
    $69,017
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $285,443 related
    Bonus
    $0 + $63,060 related
    Other
    $0 + $20,949 related
    Deferred
    $0 + $45,319 related
    Nontaxable benefits
    $0 + $23,698 related
    Filer's total
    $0 + $438,469 related

  • LYLE E SHELDON

    FORMER PRESIDENT/CEO, UMUCHS

    Total calculated
    $1,148,301
    From this org
    $0
    From related orgs
    $1,136,709
    Other
    $11,592
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $285,500 related
    Bonus
    $0 + $81,034 related
    Other
    $0 + $770,175 related
    Deferred
    $0 + $11,220 related
    Nontaxable benefits
    $0 + $372 related
    Filer's total
    $0 + $1,148,301 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 — 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

  • 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 3 Arrangement used to establish the top management official's compensation
ALL COMPENSATION TO OFFICERS REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP. UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS IS REASONABLE GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, 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 4a Severance or change-of-control payment
DURING THE FISCAL YEAR-ENDED JUNE 30, 2023, 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: LYLE SHELDON, $679,140
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 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: Marco Priolo Elisabeth Wise 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 INDIVIDUAL LISTED BELOW HAS 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: Lyle E. Sheldon, $83,081
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.
Schedule J, Part I, Line 7 NONFIXED PAYMENTS
BONUSES PAID, BY A RELATED ORGANIZATION, 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
14 May 2024
IRS schema version
2022v5.0
Source object
202421359349305102

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