2025-05-13T12:45:36+00:00 2024-06-30 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2023-07-01 522347324 Calvert Health System Inc CALV 4105354000 100 Hospital Road Prince Frederick MD 20678 Jeremy Bradford President & CEO 2025-05-13 true true Amy Bibby P00445891 8282542254 2025-05-13 2023 2025-03-06 01:10:19Z Jeremy Bradford 100 Hospital Road Prince Frederick MD 20678 29538015 false X WWW.CALVERTHEALTHMEDICINE.ORG X 2000 MD CALVERT HEALTH SYSTEM, INC. WAS ORGANIZED AND AT ALL TIMES OPERATES EXCLUSIVELY FOR THE BENEFIT OF CalvertHealth Medical Center. CALVERT HEALTH SYSTEM, INC. MANAGES ITS SUBSIDIARIES IN ORDER TO PROMOTE AND SUPPORT PUBLIC HEALTH PROGRAMS AND SERVICES FOR THE COMMUNITY. 19 15 174 0 0 0 201413 157027 18829283 20567157 5377880 7107413 886332 1706418 25294908 29538015 0 0 0 0 14892366 17012072 0 0 0 11707439 16016733 26599805 33028805 -1304897 -3490790 124682066 131230968 3768268 7310368 120913798 123920600 CALVERT HEALTH SYSTEM, INC. WAS ORGANIZED AND AT ALL TIMES OPERATES EXCLUSIVELY FOR THE BENEFIT OF CalvertHealth Medical Center. CALVERT HEALTH SYSTEM,INC. MANAGES ITS SUBSIDIARIES IN ORDER TO PROMOTE AND SUPPORT PUBLIC HEALTH PROGRAMS AND SERVICES FOR THE COMMUNITY. false false 29631641 22268230 PROVISION OF AN ARRAY OF PRIMARY CARE AND SECONDARY CARE PHYSICIAN SERVICES TO MEMBERS OF THE CALVERT HEALTH SYSTEM COMMUNITY IN ORDER TO PROVIDE THE CALVERT HEALTH SYSTEM COMMUNITY, WHICH IS MORE RURAL IN NATURE AND HAS SOME CONCERNS REGARDING ACCESS TO CARE, WITH CONVENIENT ACCESS TO A COORDINATED NETWORK OF PHYSICIANS. Operate exclusively for the charitable purpose of coordinating the management of the Calvert Health System and promoting public healthcare programs and the provision of medical services to our community. 29631641 true true false false false false false false false true true false true false true false true false false true false false false false false false false false true false false false false false false false false false false false false true true true true true false true 3 0 true 174 true false false false false false false false false false false false false X 19 15 false false false false false false false true true false false true true true true true true false false false X Carolyn Heithaus 4105358241 100 Hospital Road Prince Frederick MD 20678 Barbara Gardner Director / Secretary 1.0 47.0 X X 0 0 0 Jeremy S Bradford PRESIDENT & CEO 5.0 43.0 X X 0 699873 102596 Anthony Butters Director 1.0 2.0 X 0 0 0 Chang Choi MD Director 1.0 40.0 X 0 0 0 Christopher Garcia Director 1.0 4.0 X 0 0 0 David Showers Director / Chairperson 6.0 6.0 X 0 0 0 Gail Harkins Director 2.5 4.0 X 0 675 0 Gerald Clark Director 1.0 4.0 X 0 0 0 Karen O'Brien Director 1.0 4.0 X 0 0 13191 Kathy Dickenson Director 1.0 2.0 X 0 0 0 Marjorie Clagett Director 1.0 4.0 X 0 0 0 Mike Cox Director 1.0 4.0 X 0 0 0 Sally Showalter Director 1.0 1.5 X 0 0 0 Samuel Foster MD Director 1.0 4.0 X 0 36663 0 Scott Reeves Director / Treasurer 3.0 1.0 X 0 0 0 Stephanie Dabulis MD Director 1.0 40.0 X 0 37000 0 Uday Patel MD Director 1.0 1.0 X 0 0 0 Wilson Parran Director / Vice Chairperson 1.0 1.0 X 0 0 0 Yolanda Wilson Director 1.0 1.0 X 0 0 0 Anthony M Bladen CHIEF OPERATING OFFICER 5.0 43.0 X 0 748647 47639 Carolyn M Heithaus VP FINANCE 5.0 43.0 X 0 613746 56711 Christian J Sorochty VICE PRESIDENT HUMAN RESOURCES 5.0 40.0 X 0 105487 2106 Joseph Patrick Garcia-Valle CHIEF COMPLIANCE COUNSEL 5.0 40.0 X 0 251123 11238 Laural H Brinkley VP CLINICAL SERVICES CHIEF NURSING OFFICER 5.0 40.0 X 0 137019 20171 Melissa Hall VP CLINICAL SERVICES CHIEF NURSING OFFICER 5.0 40.0 X 0 303213 30696 Benjamin I Cox AVP INFORMATION SERVICES/CIO 5.0 40.0 X 0 201515 31235 Kara A Harrer AVP ANCILLARY OPERATIONS 5.0 40.0 X 0 255419 11395 Kasia A Sweeney VP STRATEGY & BUSINESS DEVELOPMENT 5.0 40.0 X 0 325108 13129 Nicole M Hedderich ASSOC VP QUALITY & RISK MGMT 5.0 40.0 X 0 236402 11850 Theodore N Tsangaris MD VP MEDICAL AFFAIRS/CHIEF MEDICAL OFFICER 40.0 40.0 X 0 464765 14850 Theresa L Johnson VP BRAND STRATEGY & PHILANTHROPY 5.0 40.0 X 0 311287 13191 Bilal Ahmed Physician 40.0 0.0 X 909162 0 43196 Ervind Bhogte Physician 40.0 0.0 X 585303 0 36454 Joseph Wuamett Physician 40.0 0.0 X 486546 0 12377 Ramzi Alami Physician 40.0 0.0 X 522271 0 32036 Wilfred Ehrmantraut Physician / Ex-Officio 40.0 0.0 X 485487 0 37003 Dean Teague PRESIDENT & CEO-RETIRED 5.0 43.0 X 0 1144434 2606 2988769 5872376 543670 32 false true false DUKE UNIVERSITY HEALTH SYSTEM INC 615 DOUGLAS STREET STE 700 Durham NC 27705 OPERATIONAL SUPPORT 554692 1 157027 157027 Net patient service revenue 621110 20567157 20567157 0 0 0 0 20567157 3538008 3538008 5345 5345 0 5345 5345 3569405 3569405 0 3569405 3569405 Other revenue 621110 807819 807819 CMS Care Management fee 621110 481902 481902 Oncology Revenue 621110 399996 399996 11356 11356 0 0 1701073 29538015 22268230 0 7112758 5798038 5798038 9199967 7149740 2050227 440037 379884 60153 699201 603620 95581 874829 755240 119589 76874 66365 10509 318584 318584 2138870 1846486 292384 0 32250 27841 4409 530585 458054 72531 1518493 1310915 207578 4142 3576 566 94074 81214 12860 140815 121566 19249 529857 457426 72431 MEDICAL SUPPLIES 10189519 10189519 EHR FEE 382215 329966 52249 REPAIRS AND MAINTENANCE 60455 52191 8264 0 0 0 0 33028805 29631641 3397164 0 3592936 1339738 6048143 12761597 1406136 2754949 0 0 0 165691 309004 348102 291410 3580129 2999699 711840 580430 93581134 90388640 10883750 10200153 5205381 5623732 65000 65000 2673953 6916315 124682066 131230968 3768268 7310368 0 0 0 3768268 7310368 X 120913798 123920600 120913798 123920600 124682066 131230968 X -3490790 4275691 2221901 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2175093 1735412 439681 1404076 1264287 139789 960 960 580430 ALTERNATIVE INVESTMENTS 10200153 F 10200153 OTHER RECEIVABLES 62724 Right of Use Asset 3948197 Due from Related Parties 2905394 6916315 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The System is exempt from federal income tax under section 501(c)(3) of the IRC as a public charity. The System is entitled to rely on this determination as long as there are no substantial changes in its character, purposes, or methods of operation. Management has concluded that there have been no such changes and, therefore, the System's status as a public charity exempt from federal income taxation remains in effect. The state in which the System operates also provides general exemption from state income taxation for organizations that are exempt from federal income taxation. However, the System is subject to both federal and state income taxation at corporate tax rates on its unrelated business income. Exemption from other state taxes, such as real and personal property taxes, is separately determined. The System had no unrecognized tax benefits or such amounts were immaterial during the periods presented. For tax periods with respect to which no unrelated business income was recognized, no tax return was required. Management has also considered the impact of unrelated business activities and has concluded that the System is not subject to unrelated business tax or any other taxes that could be imposed by the IRC or state taxing authorities. As such, no provision is made for income taxes and no asset or liability has been recognized for deferred taxes. false Central America and the Caribbean 0 0 Investments 39484 Europe (Including Iceland and Greenland) 0 0 Investments 10160669 0 0 0 0 0 0 10200153 0 10200153 false false true false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual X X X X X X false true false false false false false false false Dean Teague PRESIDENT & CEO-RETIRED 0 135000 0 135000 0 874434 0 2606 0 0 0 1147040 0 0 Jeremy S Bradford PRESIDENT & CEO 0 485548 0 220694 0 -6369 0 89030 0 13566 0 802469 0 0 Anthony M Bladen CHIEF OPERATING OFFICER 0 487722 0 113351 0 147574 0 41956 0 5683 0 796286 0 0 Carolyn M Heithaus VP FINANCE 0 448642 0 69619 0 95485 0 50397 0 6314 0 670457 0 0 Melissa Hall VP CLINICAL SERVICES CHIEF NURSING OFFICER 0 262806 0 36447 0 3960 0 27744 0 2952 0 333909 0 0 Joseph Patrick Garcia-Valle CHIEF COMPLIANCE COUNSEL 0 228289 0 22672 0 162 0 11076 0 162 0 262361 0 0 Laural H Brinkley VP CLINICAL SERVICES CHIEF NURSING OFFICER 0 146662 0 0 0 -9643 0 6602 0 13569 0 157190 0 0 Theodore N Tsangaris MD VP MEDICAL AFFAIRS/CHIEF MEDICAL OFFICER 0 472915 0 0 0 -8150 0 14850 0 0 0 479615 0 0 Kasia A Sweeney VP STRATEGY & BUSINESS DEVELOPMENT 0 240774 0 88010 0 -3676 0 13129 0 0 0 338237 0 0 Theresa L Johnson VP BRAND STRATEGY & PHILANTHROPY 0 243870 0 34800 0 32617 0 13191 0 0 0 324478 0 0 Kara A Harrer AVP ANCILLARY OPERATIONS 0 212473 0 27351 0 15595 0 10965 0 430 0 266814 0 0 Nicole M Hedderich ASSOC VP QUALITY & RISK MGMT 0 201378 0 33082 0 1942 0 10016 0 1834 0 248252 0 0 Benjamin I Cox AVP INFORMATION SERVICES/CIO 0 204278 0 0 0 -2763 0 9702 0 21533 0 232750 0 0 Bilal Ahmed Physician 692890 0 217866 0 -1594 0 14723 0 28473 0 952358 0 0 0 Ervind Bhogte Physician 448232 0 135492 0 1579 0 14850 0 21604 0 621757 0 0 0 Ramzi Alami Physician 440003 0 93628 0 -11360 0 12430 0 19606 0 554307 0 0 0 Wilfred Ehrmantraut Physician / Ex-Officio 500012 0 0 0 -14525 0 14850 0 22153 0 522490 0 0 0 Joseph Wuamett Physician 431018 0 54340 0 1188 0 12197 0 180 0 498923 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING EMPLOYEES CONTRIBUTED TO (EMPLOYEE AND EMPLOYER PORTION) THE ORGANIZATION'S 457(F) DEFERRED COMPENSATION PLAN: Anthony Bladen: $1,863 Jeremy Bradford: $74,180 Carolyn Heithaus: $35,547 Melissa Hall: $14,963 Schedule J, Part I, Line 3 CalvertHealth Medical Center COMPENSATES THE EXECUTIVES OF THE ORGANIZATION. THE ORGANIZATION RELIES ON CalvertHealth Medical Center TO UTILIZE THE FOLLOWING METHODS IN ESTABLISHING COMPENSATION: -CONTEMPORANEOUS SUBSTANTIATION OF THE DECISION-MAKING PROCESS -Form 990 of other organizations -WRITTEN EMPLOYMENT CONTRACT -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Form 990, Part VI, Line 15 Calverthealth Medical Center, Inc. compensates the executive of the organization and the organization relies on CalvertHealth Medical Center, Inc. to utilize the following methods in establishing compensation: contemporaneous substantiation of the decision making process, Form 990 of the other organizations, written employment contract, independent compensation consultant, compensation survey or study, and approval by the board or compensations committee. Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 is reviewed by the Audit Committee of Calvert Health System, Inc. Board of Directors after completion and prior to submission to the IRS. The document is delivered to the committee members prior to the committee meeting so they can review the information and respond to or question any or all data. The CEO and CFO are present at the Audit Committee meeting. Prior to submission to the IRS, a copy of the final Form 990 is posted on the Board of Directors Portal which is password protected. All Board members are notified by email that the form 990 has been posted on the portal and is available for review. Any additional comments or questions from Board members are responded to prior to filing the form 990. Form 990, Part VI, Line 12c Conflict of interest policy CALVERT HEALTH SYSTEM, INC. AND SUBSIDIARIES (THE HEALTH SYSTEM) HAVE A CONFLICT OF INTEREST PROCESS. AT ITS CORE ARE THREE DISTINCT POLICIES; ONE EACH FOR THE BOARD OF DIRECTORS, MEDICAL STAFF, AND ALL EMPLOYEES AND ASSOCIATES OF THE HEALTH SYSTEM. THESE POLICIES REQUIRE ALL ORGANIZATIONAL LEADERSHIP, AS WELL AS RANK AND FILE ASSOCIATES IN KEY POSITIONS OR WITH RELATIONSHIPS WITH OUTSIDE PARTIES THAT DO BUSINESS WITH THE HEALTH SYSTEM, TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. ANNUAL DISCLOSURES ARE REQUIRED AND DOCUMENTED WITH A FURTHER REQUIREMENT TO PROMPTLY SUPPLEMENT WHEN AN ACTUAL OR POTENTIAL CONFLICT IS DISCOVERED OR CREATED. THE HEALTH SYSTEM REQUIRES THAT THESE POLICIES BE CONSTRUED BROADLY TO AVOID THE APPEARANCE OF IMPROPER ACTIVITY AND REQUIRES DISCLOSURE AND RESOLUTION OF POTENTIAL CONFLICTS AS WELL. THE PROCESS IS OVERSEEN BY THE CHIEF COMPLIANCE OFFICER OF THE HEALTH SYSTEM WHO HAS ACCESS TO EXTERNAL RESOURCES, INCLUDING OUTSIDE COUNSEL. REMEDIES RANGE FROM DISCLOSURE AND MONITORING FOR THE MOST ATTENUATED POTENTIAL CONFLICTS TO RESIGNATION/TERMINATION FOR UNRESOLVABLE CONFLICTS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS AND 990 RETURNS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue MEDICAL HOME REVENUE - Total Revenue: 11356, Related or Exempt Function Revenue: 11356, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Intercompany Equity Contributions - 2221901; Form 990, Part XII, Line 2b The organization's financial statements are audited by an independent accounting firm as part of the consolidated audit of the health system. Form 990, Part XII, Line 2c Change of oversight process or selection process The process has not changed from the prior year. Schedule F, Part I, Line 3 Amounts shown are investments in the region. CALVERTHEALTH MEDICAL GROUP LLC 100 HOSPITAL RD Prince Frederick MD 20678 263828176 Healthcare MD 22434414 8312280 CHS CMH HOLDING COMPANY 100 HOSPITAL ROAD Prince Frederick MD 20678 522176827 Real Estate MD 501(c)(2) Calvert Health System true CMH II HOLDING COMPANY 100 HOSPITAL ROAD Prince Frederick MD 20678 522178784 Real Estate MD 501(c)(2) Calvert Health Syatem true CalvertHealth Medical Center Inc 100 HOSPITAL ROAD Prince Frederick MD 20678 520619000 Hospital MD 501(c)(3) 3 Calvert Health Syatem true CalvertHealth Foundation INc 100 HOSPITAL ROAD Prince Frederick MD 20678 521680647 Fundraising MD 501(c)(3) Type I Calvert Health Medical Center true Corelife Calvert Partnership LLC 1099 Winterson Rd Ste 300 Linthicum Heights MD 21090 843544145 Healthcare MD na Related 0 0 false 0 false 0.5 CALVERT HEALTH VENTURES INC 100 HOSPITAL ROAD Prince Frederick MD 20678 521625432 Investments MD CHS C Corporation 1098944 5383002 1 true CALVERT COMMUNITY HEALTH INC 100 HOSPITAL ROAD PRINCE FREDERICK MD 20678 521996371 Healthcare MD CHMC C Corporation 0 0 1 true false false true false false false false false false false true false true true true true false true true CMH HOLDING CO S 225000 Cash CMH HOLDING CO K 172455 FMV CALVERTHEALTH MEDICAL CENTER INC R 3825000 Cash CALVERT HEALTH FOUNDATION C 160839 Cash CALVERTHEALTH MEDICAL CENTER INC P 119606 Cash CALVERTHEALTH MEDICAL CENTER INC S 800000 Cash