2026-05-14T10:43:35+00:00 2025-06-30 440160260 Forvis Mazars LLP One Oak Plaza Suite 300 Asheville NC 28801 990 2024-07-01 522347324 Calvert Health System Inc CALV 4105354000 100 Hospital Road Prince Frederick MD 20678 Jeremy Bradford President & CEO 2026-05-14 true true Amy Bibby P00445891 8282542254 2026-05-08 2024 2025-03-06 01:10:19Z Jeremy Bradford 100 Hospital Road Prince Frederick MD 20678 33101945 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. 17 16 158 0 0 157027 501930 20567157 23405803 7107413 6928951 1706418 2265261 29538015 33101945 0 0 0 0 17012072 19520834 0 0 0 16016733 18435373 33028805 37956207 -3490790 -4854262 131230968 133698414 7310368 8305407 123920600 125393007 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 33640314 25665652 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. 33640314 true true false false false false false false false false true true false false 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 false false true true true true true false true 0 0 158 true false false false false false false false false false false false false X 17 16 false false false false false false false true true false false false true true true true true true false false false false X Carolyn Heithaus 4105358241 100 Hospital Road Prince Frederick MD 20678 Jeremy S Bradford PRESIDENT & CEO 1.0 43.0 X X 0 832944 132298 Anthony Butters Board Member 2.0 2.0 X 0 0 0 Barbara Gardner Board Secretary 4.0 12.0 X 0 0 0 Chang Choi MD Board Member 1.0 40.0 X 0 0 0 Gerald Clark Board Member 2.0 2.0 X 0 0 0 Kathy Dickenson Board Member 2.0 2.0 X 0 0 0 Lisa Harford Board Member - Ex-Officio 1.0 10.0 X 0 0 0 Marjorie Clagett Board Member 1.0 15.0 X 0 0 0 Mike Cox Board Member 2.0 2.0 X 0 0 0 Sally Showalter Board Member 2.0 2.0 X 0 0 0 Samuel Foster MD Board Member - Ex-Officio 1.0 10.0 X 0 0 0 Scott Reeves Board Treasurer 2.0 6.0 X 0 0 0 Stephanie Dabulis MD Board Member - Ex-Officio 1.0 40.0 X 0 0 0 Terri Wolfley Board Vice Chairperson 2.0 6.0 X 0 0 0 Uday Patel MD Board Member 1.0 40.0 X 0 0 0 Wilson Parran Board Chairperson 20.0 9.0 X 0 0 0 Yolanda Wilson Board Member 5.0 5.0 X 0 0 0 Carolyn M Heithaus VP FINANCE 1.0 43.0 X 0 717131 69069 Joseph Patrick Garcia-Valle CHIEF COMPLIANCE COUNSEL 1.0 40.0 X 0 249563 12371 Laural H Brinkley VP CLINICAL SERVICES CHIEF NURSING OFFICER 1.0 40.0 X 0 204672 27862 Benjamin I Cox AVP INFORMATION SERVICES/CIO 1.0 40.0 X 0 242041 35032 Christian J Sorochty VICE PRESIDENT HUMAN RESOURCES 1.0 40.0 X 0 297039 24427 Kara A Harrer AVP ANCILLARY OPERATIONS 1.0 40.0 X 0 246992 14378 Kasia A Sweeney VP STRATEGY & BUSINESS DEVELOPMENT 1.0 40.0 X 0 345586 34621 Nicole M Hedderich ASSOC VP QUALITY & RISK MGMT 1.0 40.0 X 0 235559 11567 Theodore N Tsangaris MD VP MEDICAL AFFAIRS/CHIEF MEDICAL OFFICER 1.0 40.0 X 0 487640 42368 Theresa L Johnson VP BRAND STRATEGY & PHILANTHROPY 1.0 40.0 X 0 369846 33955 Bilal Ahmed Physician 40.0 0.0 X 1104461 0 38874 Ervind Bhogte Physician 40.0 0.0 X 520877 0 30415 Gregory Dalencourt Physician 40.0 0.0 X 530027 0 39018 Kenneth Abbott Physician 40.0 0.0 X 570636 0 28742 Ramzi Alami Physician 40.0 0.0 X 591481 0 37620 Anthony M Bladen FORMER CHIEF OPERATING OFFICER 0.0 0.0 X 0 731870 2494 Melissa Hall FORMER VP CLINICAL SERVICES CHIEF NURSING OFFICER 1.0 40.0 X 0 173077 3826 3317482 5133960 618937 36 true true false WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 753972633 HEALTHCARE STAFFING 1260995 DUKE NETWORK SERVICES 615 DOUGLAS STREET STE 700 DURHAM NC 27705 OPERATIONAL SUPPORT 455770 CFA LLC DBA CAREFIRST ADMINISTRATORS 1501 S CLINTON STREET 7TH FLOOR BALTIMORE MD 212245744 HEALTHCLAIMS ADMINISTRATOR 380421 RX BENEFITS INC 3700 COLONADE PARKWAY SUITE 600 BIRMINGHAM AL 35243 PRESCRIPTION CLAIMS ADMINISTRATOR 310477 CLEARWAVE CORPORATION 400 PERIMETER CTR TERRACE NE ATLANTA GA 303461234 SOFTWARE SERVICES 233325 8 501930 501930 Net patient service revenue 621110 23405803 23405803 0 0 0 0 23405803 3620360 3620360 5412 5412 0 5412 5412 3308591 3308591 0 3308591 3308591 Other medical services 621110 1209946 1209946 CMS Care Management fee 621110 634049 634049 Oncology Revenue 621110 399996 399996 15858 15858 0 0 2259849 33101945 25665652 0 6934363 16802134 14160225 2641909 605364 510179 95185 1124061 947318 176743 989275 833725 155550 319022 319022 1896309 1598141 298168 0 29714 25042 4672 701189 590936 110253 1975188 1664616 310572 5478 4617 861 98182 82744 15438 144875 122095 22780 586288 494102 92186 MEDICAL SUPPLIES 12217697 12217697 EHR Fee 318816 268686 50130 REPAIRS AND MAINTENANCE 122490 103230 19260 Miscellaneous 20125 16961 3164 0 0 0 0 37956207 33640314 4315893 0 1339738 740469 12761597 10973512 2754949 2932379 0 0 309004 325584 291410 349994 6837876 3144574 580430 3693302 90388640 91895200 10200153 11765453 5623732 6251959 65000 65000 6916315 4705562 131230968 133698414 7310368 8305407 0 0 0 7310368 8305407 X 123920600 125393007 123920600 125393007 131230968 133698414 X -4854262 4978803 1347866 X X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2286375 1803663 482712 1878303 1340911 537392 2673198 2673198 3693302 Closely-held equity interests Financial derivatives ALTERNATIVE INVESTMENTS 11765453 F 11765453 0 X 0 0 0 0 0 0 0 0 0 0 0 0 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 36062 Europe (Including Iceland and Greenland) 0 0 Investments 11729392 0 0 0 0 0 0 11765454 0 11765454 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 true true false false false false false false false Jeremy S Bradford PRESIDENT & CEO 0 630332 0 202256 0 356 0 110256 0 22042 0 965242 0 0 Anthony M Bladen FORMER CHIEF OPERATING OFFICER 0 19188 0 232607 0 480075 0 2494 0 0 0 734364 0 0 Laural H Brinkley VP CLINICAL SERVICES CHIEF NURSING OFFICER 0 199287 0 4959 0 426 0 14012 0 13850 0 232534 0 0 Joseph Patrick Garcia-Valle CHIEF COMPLIANCE COUNSEL 0 235138 0 14245 0 180 0 11222 0 1149 0 261934 0 0 Carolyn M Heithaus VP FINANCE 0 462103 0 69986 0 185042 0 68415 0 654 0 786200 0 0 Melissa Hall FORMER VP CLINICAL SERVICES CHIEF NURSING OFFICER 0 52732 0 14475 0 105870 0 3619 0 207 0 176903 0 0 Benjamin I Cox AVP INFORMATION SERVICES/CIO 0 212982 0 27394 0 1665 0 11464 0 23568 0 277073 0 0 Kara A Harrer AVP ANCILLARY OPERATIONS 0 217938 0 26514 0 2540 0 12677 0 1701 0 261370 0 0 Nicole M Hedderich ASSOC VP QUALITY & RISK MGMT 0 207882 0 25132 0 2545 0 10418 0 1149 0 247126 0 0 Theresa L Johnson VP BRAND STRATEGY & PHILANTHROPY 0 236825 0 31330 0 101691 0 23937 0 10018 0 403801 0 0 Christian J Sorochty VICE PRESIDENT HUMAN RESOURCES 0 261800 0 29077 0 6162 0 23773 0 654 0 321466 0 0 Kasia A Sweeney VP STRATEGY & BUSINESS DEVELOPMENT 0 262910 0 79433 0 3243 0 21038 0 13583 0 380207 0 0 Theodore N Tsangaris MD VP MEDICAL AFFAIRS/CHIEF MEDICAL OFFICER 0 475354 0 10000 0 2286 0 25944 0 16424 0 530008 0 0 Bilal Ahmed Physician 658944 0 436305 0 9212 0 15525 0 23349 0 1143335 0 0 0 Ramzi Alami Physician 459101 0 131859 0 521 0 14271 0 23349 0 629101 0 0 0 Ervind Bhogte Physician 344313 0 167241 0 9323 0 15525 0 14890 0 551292 0 0 0 Kenneth Abbott Physician 256941 0 304443 0 9252 0 14266 0 14476 0 599378 0 0 0 Gregory Dalencourt Physician 457984 0 71825 0 218 0 14625 0 24393 0 569045 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment THE FOLLOWING EMPLOYEES RECEIVED SEVERANCE PAYMENTS FROM A RELATED ORGANIZATION: Anthony Bladen, retired 12/29/23, received $479,707.50 in severance in CY 2024. Melissa Hall, left the org 2/26/24, received $105,242.65 in severance in CY 2024. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING EMPLOYEES CONTRIBUTED TO (EMPLOYEE AND EMPLOYER PORTION) A RELATED ORGANIZATION'S 457(F) DEFERRED COMPENSATION PLAN: Jeremy Bradford: $95,091 Laural Brinkley: $4,431 Carolyn Heithaus: $52,890 Christian Sorochty: $10,599 Melissa Hall: $2,585 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 THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE 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 THAT THEY CAN REVIEW THE INFORMATION AND RESPOND TO OR QUESTION ANY OR ALL OF THE DATA. THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER 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: 15858, Related or Exempt Function Revenue: 15858, 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 Distributions - -2188525; Intercompany Equity Contributions - 3536391; Total - 1347866; 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 26292121 12475853 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 false 0.5 CALVERT HEALTH VENTURES INC 100 HOSPITAL ROAD Prince Frederick MD 20678 521625432 Investments MD CHS C Corporation 1296251 5515195 1 true false false true false false false false false false false true false true true true false false true true CALVERT HEALTH FOUNDATION C 501930 Cash CMH HOLDING CO K 178072 FMV CALVERTHEALTH MEDICAL CENTER INC R 3100000 Cash CALVERTHEALTH MEDICAL CENTER INC S 3525000 Cash