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Nonprofiteer
← UMSJ HEALTH SYSTEM LLC

Form 990 for tax year 2022

Filed by UMSJ HEALTH SYSTEM LLC.

Totals

Total revenue
$537,507,069
Total expenses
$540,066,530
Contributions and grants received
$5,746,004
Grants paid
$32,850
Program services expenses (Part IX)
$472,249,423
Management and general expenses
$67,817,107
Fundraising expenses
$0
Program service expenses (Part III)
$472,249,423

Program services were 87.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ADELE A WILZACK RN

    Chairman (Ended 12/22)

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Ava E Lias-Biiker

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Gerry Holtaus

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Joseph Cowan

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Raymond C Daue Jr

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Thomas B Smyth MD

    President and CEO

    Total calculated
    $1,070,215
    From this org
    $1,034,851
    From related orgs
    $0
    Other
    $35,364
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $698,721
    Bonus
    $163,638
    Other
    $172,492
    Deferred
    $12,200
    Nontaxable benefits
    $23,164
    Filer's total
    $1,070,215

  • Ben Vanlandingham MD

    Medical Staff President

    Total calculated
    $292,837
    From this org
    $281,438
    From related orgs
    $0
    Other
    $11,399
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,800
    Bonus
    $0
    Other
    $638
    Deferred
    $11,232
    Nontaxable benefits
    $167
    Filer's total
    $292,837

  • Chris Brandt

    Director

    Total calculated
    $0
    Hours/week
    1

  • Daniel F Pallace

    Director

    Total calculated
    $0
    Hours/week
    1

  • Honorable R Michael Gill

    Director (Ended 12/22)

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey S Dauses

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kevin F Powderly

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kim Schatzel PHD

    Director

    Total calculated
    $0
    Hours/week
    1

  • LISA C ROWEN RN

    Director

    Total calculated
    $969,165
    From this org
    $0
    From related orgs
    $934,887
    Other
    $34,278
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $639,065 related
    Bonus
    $0 + $165,803 related
    Other
    $0 + $130,019 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $22,078 related
    Filer's total
    $0 + $969,165 related

  • Mike Smith

    Director

    Total calculated
    $0
    Hours/week
    1

  • MOHAN SUNTHA MD

    Director

    Total calculated
    $4,402,469
    From this org
    $0
    From related orgs
    $4,360,614
    Other
    $41,855
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,371,864 related
    Bonus
    $0 + $946,575 related
    Other
    $0 + $1,042,175 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $29,655 related
    Filer's total
    $0 + $4,402,469 related

  • Monsignor Richard Hilgartner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Monsignor Richard W Woy

    Director (Ended 05/23)

    Total calculated
    $0
    Hours/week
    1

  • Robert M Stroud MD

    Medical Staff President (Ended 12/22)

    Total calculated
    $0
    Hours/week
    40

  • Victoria A Deyesu

    Director

    Total calculated
    $0
    Hours/week
    1

  • Everest S Conover

    SVP, Clinical Integration, Asst Secretary

    Total calculated
    $578,352
    From this org
    $565,676
    From related orgs
    $0
    Other
    $12,676
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,409
    Bonus
    $69,160
    Other
    $126,107
    Deferred
    $12,200
    Nontaxable benefits
    $476
    Filer's total
    $578,352

  • Paul S Nicholson

    SVP, CFO and Assistant Treasurer

    Total calculated
    $527,353
    From this org
    $486,701
    From related orgs
    $0
    Other
    $40,652
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $314,361
    Bonus
    $74,503
    Other
    $97,837
    Deferred
    $12,200
    Nontaxable benefits
    $28,452
    Filer's total
    $527,353

  • Gail P Cunningham MD

    SVP, Chief Medical Officer

    Total calculated
    $721,102
    From this org
    $690,084
    From related orgs
    $0
    Other
    $31,018
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $460,001
    Bonus
    $106,358
    Other
    $123,725
    Deferred
    $12,200
    Nontaxable benefits
    $18,818
    Filer's total
    $721,102

  • Nicole Beeson

    SVP, Chief Nursing Officer

    Total calculated
    $410,380
    From this org
    $339,873
    From related orgs
    $0
    Other
    $70,507
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,000
    Bonus
    $57,125
    Other
    $2,748
    Deferred
    $45,938
    Nontaxable benefits
    $24,569
    Filer's total
    $410,380

  • Robin Luxon

    SVP, Corporate Strategy and Business Development

    Total calculated
    $563,747
    From this org
    $536,510
    From related orgs
    $0
    Other
    $27,237
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $376,057
    Bonus
    $77,262
    Other
    $83,191
    Deferred
    $12,200
    Nontaxable benefits
    $15,037
    Filer's total
    $563,747

  • Walter J Furlong

    VP, Strategy & Business Dev

    Total calculated
    $389,759
    From this org
    $360,009
    From related orgs
    $0
    Other
    $29,750
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,483
    Bonus
    $38,763
    Other
    $81,763
    Deferred
    $11,644
    Nontaxable benefits
    $18,106
    Filer's total
    $389,759

  • Bruce Wolock MD

    Physician

    Total calculated
    $1,183,760
    From this org
    $1,150,604
    From related orgs
    $0
    Other
    $33,156
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,113,676
    Bonus
    $22,450
    Other
    $14,478
    Deferred
    $12,200
    Nontaxable benefits
    $20,956
    Filer's total
    $1,183,760

  • David Dalury MD

    Physician

    Total calculated
    $1,257,125
    From this org
    $1,223,276
    From related orgs
    $0
    Other
    $33,849
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,187,814
    Bonus
    $21,700
    Other
    $13,762
    Deferred
    $12,200
    Nontaxable benefits
    $21,649
    Filer's total
    $1,257,125

  • Michael Dabbah MD

    Physician

    Total calculated
    $1,350,705
    From this org
    $1,308,084
    From related orgs
    $0
    Other
    $42,621
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,166,705
    Bonus
    $138,887
    Other
    $2,492
    Deferred
    $12,200
    Nontaxable benefits
    $30,421
    Filer's total
    $1,350,705

  • Paul J Tortolani MD

    Physician

    Total calculated
    $1,286,849
    From this org
    $1,242,990
    From related orgs
    $0
    Other
    $43,859
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,240,290
    Bonus
    $0
    Other
    $2,700
    Deferred
    $12,200
    Nontaxable benefits
    $31,659
    Filer's total
    $1,286,849

  • Syed S Zaidi MD

    Physician

    Total calculated
    $1,626,474
    From this org
    $1,583,881
    From related orgs
    $0
    Other
    $42,593
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,491,355
    Bonus
    $91,500
    Other
    $1,026
    Deferred
    $12,200
    Nontaxable benefits
    $30,393
    Filer's total
    $1,626,474

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

  • 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, 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: NICOLE BEESON 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 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). MOHAN SUNTHA 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 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, $69,731 WALTER FURLONG, $26,200 PAUL NICHOLSON, $47,050 Thomas Smyth, MD, $128,673 MOHAN SUNTHA, MD, $1,015,893 LISA C. ROWEN, $94,436 EVEREST S. CONOVER, $55,931 ROBIN LUXON, $53,178
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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202411349349304946

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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