Nonprofit · EIN 52-2347324
CALVERT HEALTH SYSTEM INC
Tax-exempt · PRNC FREDERCK, MD 20678
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $33,101,945 | $37,956,207 | -$4,854,262 | $133,698,414 | $8,305,407 | $125,393,007 |
| June 30, 2024 | 990 | $29,538,015 | $33,028,805 | -$3,490,790 | $131,230,968 | $7,310,368 | $123,920,600 |
| June 30, 2023 | 990 | $25,294,908 | $26,599,805 | -$1,304,897 | $124,682,066 | $3,768,268 | $120,913,798 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $501,930
- Program service revenue
- $23,405,803
- Investment income
- $6,928,951
- Net rental income
- $5,412
- Net gain from sales of assets
- $3,308,591
- Other revenue
- $2,265,261
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $16,802,134
- Salaries, compensation and benefits (total)
- $19,520,834
- Professional fundraising fees
- $0
- Occupancy
- $1,975,188
- Travel
- $5,478
- Depreciation
- $144,875
- Program services (functional)
- $33,640,314
- Management and general (functional)
- $4,315,893
Balance sheet and other
- Total assets, start of year
- $131,230,968
- Total assets, end of year
- $133,698,414
- Total liabilities, end of year
- $8,305,407
- Net assets, end of year
- $125,393,007
- Land, buildings and equipment
- $3,693,302
- Publicly traded securities
- $91,895,200
- Net assets without donor restrictions
- $125,393,007
- Gross receipts
- $33,101,945
- Employees
- 158
- Volunteers
- 0
- Year formed
- 2000
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Bilal Ahmed | Physician Highest-paid employee | 40 | $1,104,461 | $0 | $38,874 |
| Jeremy S Bradford | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $832,944 | $132,298 |
| Carolyn M Heithaus | VP FINANCE Officer | 1 | $0 | $717,131 | $69,069 |
| Anthony M Bladen | FORMER CHIEF OPERATING OFFICER Former | 0 | $0 | $731,870 | $2,494 |
| Ramzi Alami | Physician Highest-paid employee | 40 | $591,481 | $0 | $37,620 |
| Kenneth Abbott | Physician Highest-paid employee | 40 | $570,636 | $0 | $28,742 |
| Gregory Dalencourt | Physician Highest-paid employee | 40 | $530,027 | $0 | $39,018 |
| Ervind Bhogte | Physician Highest-paid employee | 40 | $520,877 | $0 | $30,415 |
| Theodore N Tsangaris MD | VP MEDICAL AFFAIRS/CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $487,640 | $42,368 |
| Theresa L Johnson | VP BRAND STRATEGY & PHILANTHROPY Key employee | 1 | $0 | $369,846 | $33,955 |
| Kasia A Sweeney | VP STRATEGY & BUSINESS DEVELOPMENT Key employee | 1 | $0 | $345,586 | $34,621 |
| Christian J Sorochty | VICE PRESIDENT HUMAN RESOURCES Key employee | 1 | $0 | $297,039 | $24,427 |
| Benjamin I Cox | AVP INFORMATION SERVICES/CIO Key employee | 1 | $0 | $242,041 | $35,032 |
| Joseph Patrick Garcia-Valle | CHIEF COMPLIANCE COUNSEL Officer | 1 | $0 | $249,563 | $12,371 |
| Kara A Harrer | AVP ANCILLARY OPERATIONS Key employee | 1 | $0 | $246,992 | $14,378 |
19 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Nicole M Hedderich | ASSOC VP QUALITY & RISK MGMT Key employee | 1 | $0 | $235,559 | $11,567 |
| Laural H Brinkley | VP CLINICAL SERVICES CHIEF NURSING OFFICER Officer | 1 | $0 | $204,672 | $27,862 |
| Melissa Hall | FORMER VP CLINICAL SERVICES CHIEF NURSING OFFICER Former | 1 | $0 | $173,077 | $3,826 |
| Anthony Butters | Board Member Trustee or director | 2 | $0 | $0 | $0 |
| Barbara Gardner | Board Secretary Trustee or director | 4 | $0 | $0 | $0 |
| Chang Choi MD | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Gerald Clark | Board Member Trustee or director | 2 | $0 | $0 | $0 |
| Kathy Dickenson | Board Member Trustee or director | 2 | $0 | $0 | $0 |
| Lisa Harford | Board Member - Ex-Officio Trustee or director | 1 | $0 | $0 | $0 |
| Marjorie Clagett | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Mike Cox | Board Member Trustee or director | 2 | $0 | $0 | $0 |
| Sally Showalter | Board Member Trustee or director | 2 | $0 | $0 | $0 |
| Samuel Foster MD | Board Member - Ex-Officio Trustee or director | 1 | $0 | $0 | $0 |
| Scott Reeves | Board Treasurer Trustee or director | 2 | $0 | $0 | $0 |
| Stephanie Dabulis MD | Board Member - Ex-Officio Trustee or director | 1 | $0 | $0 | $0 |
| Terri Wolfley | Board Vice Chairperson Trustee or director | 2 | $0 | $0 | $0 |
| Uday Patel MD | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Wilson Parran | Board Chairperson Trustee or director | 20 | $0 | $0 | $0 |
| Yolanda Wilson | Board Member Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 37 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dean Teague | PRESIDENT & CEO-RETIRED Former | 5 | $0 | $1,144,434 | $2,606 |
| Bilal Ahmed | Physician Highest-paid employee | 40 | $909,162 | $0 | $43,196 |
| Jeremy S Bradford | PRESIDENT & CEO Trustee or director, Officer | 5 | $0 | $699,873 | $102,596 |
| Anthony M Bladen | CHIEF OPERATING OFFICER Officer | 5 | $0 | $748,647 | $47,639 |
| Carolyn M Heithaus | VP FINANCE Officer | 5 | $0 | $613,746 | $56,711 |
| Ervind Bhogte | Physician Highest-paid employee | 40 | $585,303 | $0 | $36,454 |
| Ramzi Alami | Physician Highest-paid employee | 40 | $522,271 | $0 | $32,036 |
| Wilfred Ehrmantraut | Physician / Ex-Officio Highest-paid employee | 40 | $485,487 | $0 | $37,003 |
| Joseph Wuamett | Physician Highest-paid employee | 40 | $486,546 | $0 | $12,377 |
| Theodore N Tsangaris MD | VP MEDICAL AFFAIRS/CHIEF MEDICAL OFFICER Key employee | 40 | $0 | $464,765 | $14,850 |
| Kasia A Sweeney | VP STRATEGY & BUSINESS DEVELOPMENT Key employee | 5 | $0 | $325,108 | $13,129 |
| Melissa Hall | VP CLINICAL SERVICES CHIEF NURSING OFFICER Officer | 5 | $0 | $303,213 | $30,696 |
| Theresa L Johnson | VP BRAND STRATEGY & PHILANTHROPY Key employee | 5 | $0 | $311,287 | $13,191 |
| Kara A Harrer | AVP ANCILLARY OPERATIONS Key employee | 5 | $0 | $255,419 | $11,395 |
| Joseph Patrick Garcia-Valle | CHIEF COMPLIANCE COUNSEL Officer | 5 | $0 | $251,123 | $11,238 |
| Nicole M Hedderich | ASSOC VP QUALITY & RISK MGMT Key employee | 5 | $0 | $236,402 | $11,850 |
| Benjamin I Cox | AVP INFORMATION SERVICES/CIO Key employee | 5 | $0 | $201,515 | $31,235 |
| Laural H Brinkley | VP CLINICAL SERVICES CHIEF NURSING OFFICER Officer | 5 | $0 | $137,019 | $20,171 |
| Christian J Sorochty | VICE PRESIDENT HUMAN RESOURCES Officer | 5 | $0 | $105,487 | $2,106 |
| Stephanie Dabulis MD | Director Trustee or director | 1 | $0 | $37,000 | $0 |
| Samuel Foster MD | Director Trustee or director | 1 | $0 | $36,663 | $0 |
| Karen O'Brien | Director Trustee or director | 1 | $0 | $0 | $13,191 |
| Gail Harkins | Director Trustee or director | 2.5 | $0 | $675 | $0 |
| Barbara Gardner | Director / Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Anthony Butters | Director Trustee or director | 1 | $0 | $0 | $0 |
| Chang Choi MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Christopher Garcia | Director Trustee or director | 1 | $0 | $0 | $0 |
| David Showers | Director / Chairperson Trustee or director | 6 | $0 | $0 | $0 |
| Gerald Clark | Director Trustee or director | 1 | $0 | $0 | $0 |
| Kathy Dickenson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Marjorie Clagett | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mike Cox | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sally Showalter | Director Trustee or director | 1 | $0 | $0 | $0 |
| Scott Reeves | Director / Treasurer Trustee or director | 3 | $0 | $0 | $0 |
| Uday Patel MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Wilson Parran | Director / Vice Chairperson Trustee or director | 1 | $0 | $0 | $0 |
| Yolanda Wilson | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TEAGUE DEAN | CEO-RETIRED 2/23 Officer | 5 | $981,444 | $187,831 |
| AMHED BILAL | PHYSICIAN Highest-paid employee | 40 | $906,347 | $47,697 |
| HEITHAUS CAROLYN M | VP FINANCE & CFO Officer | 5 | $634,766 | $94,046 |
| BLADEN ANTHONY M | COO Officer | 5 | $593,008 | $97,840 |
| BHOGTE ERVIND S | PHYSICIAN Highest-paid employee | 40 | $543,318 | $47,289 |
| EHRMANTRAUT WILFRED MD | PHYSICIAN/EX-OFFICIO Trustee or director | 1 | $528,382 | $60,733 |
| TSANGARIS THEODORE MD | VP - MEDICAL AFFAIRS Key employee | 40 | $497,831 | $66,952 |
| ALAMI RAMZI S | PHYSICIAN Highest-paid employee | 40 | $474,238 | $40,157 |
| COOPER JOHN L | PHYSICIAN Highest-paid employee | 40 | $435,263 | $33,479 |
| WUAMETT JOSEPH C | PHYSICIAN Highest-paid employee | 40 | $441,583 | $20,837 |
| COUCHMAN DIANE M | VP - CNO/CLINICAL SERVICES Key employee | 5 | $289,886 | $59,983 |
| GLOGGNER PETER | VP - HUMAN RESOURCES - LEFT 12/13/22 Key employee | 5 | $278,834 | $63,306 |
| JOHNSON THERESA L | VP, BRAND STRATEGY AND PHILANTHROPY Key employee | 5 | $261,412 | $52,261 |
| HALL MELISSA K | VP - CNO/CLINICAL SERVICES Key employee | 5 | $284,325 | $26,241 |
| SWEENEY KASIA A | VP - STRATEGY & MARKETING Key employee | 5 | $251,220 | $50,964 |
| GARCIA-VALLE JOSEPH P | CHIEF COMPLIANCE COUNSEL Key employee | 5 | $241,827 | $27,328 |
| HEDDERICH NICOLE M | AVP QUALITY & RISK MANAGEMENT Key employee | 5 | $230,819 | $27,011 |
| HARRER KARA A | AVP ANCILLARY OPERATIONS Key employee | 5 | $207,667 | $27,651 |
| BUTTERS ANTHONY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHOI CHANG MD | PHYSICIAN Trustee or director | 1 | $0 | $0 |
| DABULIS STEPHANIE MD | PHYSICIAN/EX-OFFICIO Trustee or director | 1 | $0 | $0 |
| DICKINSON KATHY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FOSTER SAMUEL MD | PHYSICIAN Trustee or director | 1 | $0 | $0 |
| GARCIA CHRISTOPHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARDNER BARBARA | DIRECTOR/ TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| HARKINS GAIL | DIRECTOR/EX-OFFICIO Trustee or director | 2.5 | $0 | $0 |
| NAZZARO SAM G | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OBRIEN KAREN J | DIRECTOR / SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PARRAN WILSON H | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REEVES SCOTT | DIRECTOR Trustee or director | 3 | $0 | $0 |
| SHOWALTER SALLY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHOWERS DAVID G | DIRECTOR / CHAIRPERSON Trustee or director, Officer | 6 | $0 | $0 |
| WOLFLEY TERRI | DIRECTOR / VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| FUNN MALCOM | DIRECTOR-DECEASED 7/26/22 Trustee or director | 1 | $0 | $0 |
| BRADFORD JEREMY | CEO-START 3/1/23 Officer | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 HOSPITAL RD, PRNC FREDERCK, MD 20678-4017
- In care of
- % ROBERT KERTIS
- Principal officer (990 for 2024)
- Jeremy Bradford, 100 Hospital Road, Prince Frederick, MD 20678
- Signed the 990
- Jeremy Bradford, President & CEO
- Phone
- (410) 535-4000
- Return prepared by
- Forvis Mazars LLP
Mission
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.
Program accomplishments
- 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.Expenses $33,640,314 · revenue $25,665,652
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-2347324
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $133,698,414
- Income (IRS master file)
- $33,101,945
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $33,101,945 | $37,956,207 | $133,698,414 | IRS |
| 990 | June 2024 | $29,538,015 | $33,028,805 | $131,230,968 | IRS |
| 990 | June 2023 | $25,294,908 | $26,599,805 | $124,682,066 | XML |
| 990 | June 2022 | $26,202,582 | $25,767,209 | $120,803,718 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2347324).
Questions about CALVERT HEALTH SYSTEM INC
- What is the EIN of CALVERT HEALTH SYSTEM INC?
- The employer identification number (EIN) of CALVERT HEALTH SYSTEM INC is 52-2347324.
- Is CALVERT HEALTH SYSTEM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to CALVERT HEALTH SYSTEM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does CALVERT HEALTH SYSTEM INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALVERT HEALTH SYSTEM INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALVERT HEALTH SYSTEM INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CALVERT HEALTH SYSTEM INC?
- The 990 for the year ended June 30, 2025 names Jeremy Bradford.
- Who are the officers and directors of CALVERT HEALTH SYSTEM INC?
- The 990 for the year ended June 30, 2025 lists 34 people; 5 received compensation from the organization, the highest $1,104,461 (Bilal Ahmed, Physician).
- How much revenue does CALVERT HEALTH SYSTEM INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $33,101,945, expenses of $37,956,207 and total assets of $133,698,414 at year end.
Other nonprofits in PRNC FREDERCK
- CALVERTHEALTH MEDICAL CENTER INC EIN 52-0619000 · last filed 990 for 2025
- CALVERTHEALTH FOUNDATION INC EIN 52-1680647 · last filed 990 for 2025
- CALVERT ADVANCED LIFE SUPPORT UNIT INC EIN 52-1680497 · last filed 990 for 2025
- CALVERT MEMORIAL HOSPITAL AUXILIARY EIN 52-0808236 · last filed 990 for 2026
- WHOLE HEART TUITION FUND COMMUNITY HELP EIN 93-4401051 · last filed 990-N for 2025
- CALS CRU EIN 93-3424002 · last filed 990-N for 2025
- BLOSSOMING BUTTERFLY WARRIORS INC EIN 88-1891450 · last filed 990-N for 2023
- ARC OF SOUTHERN MARYLAND EIN 52-1062351 · last filed 990 for 2025