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← UNIVERSITY OF MARYLAND SHORE REGIONAL HEALTH INC

Form 990 for tax year 2022

Filed by UNIVERSITY OF MARYLAND SHORE REGIONAL HEALTH INC.

Totals

Total revenue
$935,039
Total expenses
$2,195,178
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$935,658
Investment income
-$634
Other revenue
$15
Total assets, end of year
$53,822
Total liabilities, end of year
$743,533
Net assets or fund balances, end of year
-$689,711
Program services expenses (Part IX)
$2,108,644
Management and general expenses
$86,534
Fundraising expenses
$0
Program service expenses (Part III)
$2,108,644

Program services were 96.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • David Milligan

    Chairman

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Kathy Deoudes

    Vice Chairman

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • KENNETH D KOZEL

    President and CEO

    Total calculated
    $912,478
    From this org
    $0
    From related orgs
    $894,808
    Other
    $17,670
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $596,873 related
    Bonus
    $0 + $166,611 related
    Other
    $0 + $131,324 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $5,470 related
    Filer's total
    $0 + $912,478 related

  • Art Cecil III

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Catherine Burton

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Charles Capute

    Director

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Chris Parry DO

    Director

    Total calculated
    $298,646
    From this org
    $0
    From related orgs
    $266,425
    Other
    $32,221
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,688 related
    Bonus
    $0
    Other
    $0 + $6,737 related
    Deferred
    $0 + $10,600 related
    Nontaxable benefits
    $0 + $21,621 related
    Filer's total
    $0 + $298,646 related

  • Eugene Newmier DO

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Garrett Falcone

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • J Wayne Howard

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Jane Wang

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • John W Ashworth III

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Keith McMahan

    Director

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Kenny Kreiser

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • KIM R HERMAN MD

    Director

    Total calculated
    $440,976
    From this org
    $0
    From related orgs
    $417,489
    Other
    $23,487
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,185 related
    Bonus
    $0 + $131,122 related
    Other
    $0 + $19,182 related
    Deferred
    $0 + $11,400 related
    Nontaxable benefits
    $0 + $12,087 related
    Filer's total
    $0 + $440,976 related

  • Kristin Jones-Bryce

    Director

    Total calculated
    $650,158
    From this org
    $0
    From related orgs
    $606,290
    Other
    $43,868
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $446,139 related
    Bonus
    $0 + $73,703 related
    Other
    $0 + $86,448 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $31,668 related
    Filer's total
    $0 + $650,158 related

  • 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

  • Robert Roth

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • S Michelle Lee

    Director (Ended 6/2023)

    Total calculated
    $1,313,651
    From this org
    $0
    From related orgs
    $1,279,041
    Other
    $34,610
    Hours/week
    1 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $959,169 related
    Bonus
    $0 + $149,727 related
    Other
    $0 + $170,145 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $22,410 related
    Filer's total
    $0 + $1,313,651 related

  • Stephen Satchell

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Thomas Stauch MD

    Director

    Total calculated
    $968,964
    From this org
    $0
    From related orgs
    $955,963
    Other
    $13,001
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $955,963 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,001 related
    Filer's total
    $0 + $968,964 related

  • Tom Seip

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • William B Noll

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JoAnne R Hahey

    SVP Finance, CFO and Treasurer

    Total calculated
    $477,607
    From this org
    $0
    From related orgs
    $453,458
    Other
    $24,149
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $317,318 related
    Bonus
    $0 + $91,125 related
    Other
    $0 + $45,015 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $11,949 related
    Filer's total
    $0 + $477,607 related

  • Pamela Addy

    Secretary (Ended 07/22)

    Total calculated
    $342,237
    From this org
    $0
    From related orgs
    $318,442
    Other
    $23,795
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,370 related
    Bonus
    $0 + $48,048 related
    Other
    $0 + $25,024 related
    Deferred
    $0 + $19,024 related
    Nontaxable benefits
    $0 + $4,771 related
    Filer's total
    $0 + $342,237 related

  • Brooke Maier

    Physical Therapist

    Total calculated
    $130,235
    From this org
    $123,869
    From related orgs
    $0
    Other
    $6,366
    Hours/week
    40

  • Brooke Smith

    Physical Therapist

    Total calculated
    $152,083
    From this org
    $121,248
    From related orgs
    $0
    Other
    $30,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $110,678
    Bonus
    $10,500
    Other
    $70
    Deferred
    $4,743
    Nontaxable benefits
    $26,092
    Filer's total
    $152,083

  • Jennifer L Walters

    Physical Therapist

    Total calculated
    $124,568
    From this org
    $100,762
    From related orgs
    $0
    Other
    $23,806
    Hours/week
    40

  • Kathryn S Davis

    Clinical Supervisor

    Total calculated
    $141,354
    From this org
    $111,859
    From related orgs
    $0
    Other
    $29,495
    Hours/week
    40

  • Melissa K Myers

    Nurse

    Total calculated
    $104,975
    From this org
    $101,111
    From related orgs
    $0
    Other
    $3,864
    Hours/week
    40

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 PAID BY A RELATED ORGANIZATION, THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (UMMS) OR ANOTHER RELATED ENTITY IN THE UMMS SYSTEM. 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, 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: KENNETH D KOZEL, $105,984 MOHAN SUNTHA, MD, $1,015,893 JOANNE R. HAHEY, $40,370 S. MICHELLE LEE, $145,643 KRISTIN JONES BRYCE, $64,042 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: PAMELA ADDY
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.

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.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $1,750,704. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202421349349302087

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

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