2025-11-17T17:46:20-06:00 2024-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2024-01-01 521358241 BALTIMORE MEDICAL SYSTEM INC BALT 4105584883 5525 EASTERN AVE SUITE 301 BALTIMORE MD 21224 MARGARET BOEMMEL CFO 4105584883 2025-11-17 1 1 JULIA FLANNERY P00928918 3012963600 2025-11-17 2024 2025-03-06 01:10:19Z SHIRLEY SUTTON 5525 EASTERN AVE SUITE 301 BALTIMORE MD 21224 93531221 0 X WWW.BMSI.ORG X 1984 MD BALTIMORE MEDICAL SYSTEM IS A FEDERALLY QUALIFIED HEALTH CENTER. SEE SCHEDULE O.WE PROVIDE PRIMARY AND PREVENTATIVE HEALTH CARE TO DISADVANTAGED COMMUNITIES IN BALTIMORE CITY AND COUNTY THROUGH SIX COMMUNITY HEALTH CENTERS AND EIGHT SCHOOL HEALTH SITES. AS THE LARGEST "SAFETY NET" PROVIDER IN THE STATE, WE SERVE OVER 165,000 PEOPLE ANNUALLY. 15 15 566 15 0 0 27542851 20585909 67849681 72900675 41066 44637 0 0 95433598 93531221 0 0 0 0 50879202 54007577 0 0 7976 49123155 49292457 100002357 103300034 -4568759 -9768813 47905858 45248561 19248255 26936999 28657603 18311562 BALTIMORE MEDICAL SYSTEM IS DEEPLY COMMITTED TO IMPROVING THE HEALTH WELLNESS AND THE QUALITY OF LIFE IN THE COMMUNITIES WE SERVE BY PROVIDING SAFE, HIGH QUALITY, ACCESSIBLE AND AFFORDABLE HEALTH CARE. 0 0 99788023 72900675 WE PROVIDE PRIMARY AND PREVENTATIVE HEALTH CARE TO DISADVANTAGED COMMUNITIES IN BALTIMORE CITY AND COUNTY THROUGH SIX COMMUNITY HEALTH CENTERS AND EIGHT SCHOOL HEALTH SITES. AS THE LARGEST "SAFETY NET" PROVIDER IN THE STATE, WE SERVED 200,189 PEOPLE IN 2024. 99788023 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 92 0 1 566 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 MD X MARGARET BOEMMEL CFO 4105584883 5525 EASTERN AVE SUITE 301 BALTIMORE MD 21224 CHRISTINA MCWILLIAMS CHAIR 2.00 X X 0 0 0 SELWYN RAY SECRETARY 2.00 X X 0 0 0 JAMES BOBBITT 1ST VICE CHAIR 2.00 X X 0 0 0 AYINDE STEWART 2ND VICE CHAIR 2.00 X X 0 0 0 SANDRA JOHNSON TREASURER 2.00 X X 0 0 0 CHERYL BRYANT TRUSTEE 2.00 X 0 0 0 JONATHAN D'SOUZA TRUSTEE 2.00 X 0 0 0 SARAH JOHNSON CONWAY TRUSTEE 2.00 X 0 0 0 HEIDI KENDALL TRUSTEE 2.00 X 0 0 0 WENDY LINCOLN TRUSTEE 2.00 X 0 0 0 ALEXANDRA MOYLAN TRUSTEE 2.00 X 0 0 0 KEITH RAWLINGS TRUSTEE 2.00 X 0 0 0 SYED REHMAN TRUSTEE 2.00 X 0 0 0 SCARLETT WATSON TRUSTEE 2.00 X 0 0 0 CARINE YAMONCHE TRUSTEE 2.00 X 0 0 0 SHIRLEY SUTTON CHIEF EXECUTIVE OFFICER 40.00 X 394086 0 40405 MARGARET BOEMMEL CHIEF FINANCIAL OFFICER 40.00 X 301944 0 41367 AMJAD RIAR CHIEF OPERATING OFFICER 40.00 X 240971 0 48047 URSULA MCCLYMONT CHIEF MEDICAL OFFICER 40.00 X 322864 0 22620 ERICA ISLES CENTER MEDICAL DIRECTOR 40.00 X 242750 0 20461 ARLENE TYLER CENTER MEDICAL DIRECTOR 40.00 X 268185 0 31940 DAWN JACOBS DIRECTOR OF PHARMACY 40.00 X 185614 0 48785 VIVIENNE ROSE CENTER MEDICAL DIRECTOR 40.00 X 261849 0 4945 AYAZ HAROON PHYSICIAN 40.00 X 243488 0 28975 CHANAN LEVY PHYSICIAN 48.50 X 342680 0 0 CORRIS E ARCHER PHYSICIAN 40.00 X 329240 0 19153 VADIM LOSHAKOV PHYSICIAN 40.00 X 282612 0 33256 JAMES PETIT PHYSICIAN 40.00 X 242971 0 45950 3659254 0 385904 74 0 1 0 MCB Y56 OFFICE 2 LLC 2002 CLIPPER PARK ROAD SUITE 105 BALTIMORE MD 21211 ARCHITECTURE 7955164 JOHNS HOPKINS UNIVERSITY PO BOX 418381 BOSTON MI 022418381 HEALTHCARE PROVIDERS 7395227 HENRY SCHEIN INC PO BOX 371952 PITTSBURGH PA 152507952 CONSULTING 4570669 BROADWAY SERVICES INC 3709 E MONUMENT STREET BALTIMORE MD 21205 CLEANING SERVICES 1075294 ST AGNES HEALTHCARE INC 900 S CATON AVE BALTIMORE MD 21229 HEALTHCARE PROVIDERS 811200 10 11001945 9583964 20585909 PATIENT FEES 621990 65209560 65209560 PATIENT RELATED SERVIC 621990 7271533 7271533 RESIDENCY TRAINING 621990 419582 419582 72900675 44637 44637 93531221 72900675 0 44637 X 2476832 2458077 18755 43124684 43046720 77964 240540 240540 5939320 5560015 379305 2226201 2226201 82391 41191 41200 194000 153000 41000 22285636 19959603 2326033 362050 217472 136602 7976 13051959 12859697 192262 2468881 2316497 152384 6379573 6376329 3244 11506 9681 1825 117927 115883 2044 165363 155230 10133 1161372 1161372 794458 674792 119666 PHARMACEUTICALS 1452411 1452411 PURCHASED SERVICES 629723 629723 LICENSES 32479 30861 1618 102728 102728 103300034 99788023 3504035 7976 5170881 2429317 1236392 1273236 4479124 6476616 17610724 15759278 498369 1109811 996381 1626108 39069102 23371934 17053284 15697168 589816 629528 100 100 270787 247399 47905858 45248561 15227391 21815191 950268 2258171 2464287 2257328 606309 606309 19248255 26936999 X 28657603 18311562 28657603 18311562 47905858 45248561 -9768813 39713 -616941 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 252813 252813 13736401 7783981 5952420 13037507 5168498 7869009 10233777 9313949 919828 1808604 1105506 703098 15697168 ADVANCES PAYABLE 566500 DEFERRED RENT 39809 606309 X X X X 0 0 0 0 0 0 0 1 0 SHIRLEY SUTTON CHIEF EXECUTIVE OFFICER 370100 0 22750 0 1236 0 1885 0 38520 0 434491 0 0 0 CORRIS E ARCHER PHYSICIAN 328021 0 0 0 1219 0 4206 0 14947 0 348393 0 0 0 URSULA MCCLYMONT CHIEF MEDICAL OFFICER 321796 0 294 0 774 0 4923 0 17697 0 345484 0 0 0 MARGARET BOEMMEL CHIEF FINANCIAL OFFICER 300681 0 75 0 1188 0 4580 0 36787 0 343311 0 0 0 CHANAN LEVY PHYSICIAN 342680 0 0 0 0 0 0 0 0 0 342680 0 0 0 VADIM LOSHAKOV PHYSICIAN 281424 0 0 0 1188 0 0 0 33256 0 315868 0 0 0 ARLENE TYLER CENTER MEDICAL DIRECTOR 267842 0 163 0 180 0 4134 0 27806 0 300125 0 0 0 AMJAD RIAR CHIEF OPERATING OFFICER 240197 0 0 0 774 0 3773 0 44274 0 289018 0 0 0 JAMES PETIT PHYSICIAN 242701 0 0 0 270 0 1916 0 44034 0 288921 0 0 0 AYAZ HAROON PHYSICIAN 242714 0 0 0 774 0 3466 0 25509 0 272463 0 0 0 VIVIENNE ROSE CENTER MEDICAL DIRECTOR 260661 0 0 0 1188 0 3128 0 1817 0 266794 0 0 0 ERICA ISLES CENTER MEDICAL DIRECTOR 241976 0 0 0 774 0 2292 0 18169 0 263211 0 0 0 DAWN JACOBS DIRECTOR OF PHARMACY 185200 0 0 0 414 0 2971 0 45814 0 234399 0 0 0 PART I, LINE 7 THE BOARD APPROVES DISCRETIONARY BONUSES FOR THE EXECUTIVE TEAM. THE CEO RECEIVES AN ANNUAL BONUS TRIGGERED BY ACHIEVEMENT OF CERTAIN ESTABLISHED GOALS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY INDEPENDENT OUTSIDE ACCOUNTANTS. A DRAFT OF THE RETURN IS REVIEWED FOR ACCURACY BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DECLARATIONS ARE REQUIRED TO BE SUBMITTED BY ALL OFFICERS AND TRUSTEES TO DETERMINE WHETHER CONFLICTS EXIST. ANY REPORTED CONFLICTS ARE THEN REVIEWED BY THE BOARD FOR APPROPRIATE ACTION. IF THE BOARD DETERMINES THERE IS A CONFLICT OF INTEREST, THE FOLLOWING PROCEDURES WILL APPLY: 1. THE INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD MEETING AT WHICH THE TRANSACTION OR ARRANGEMENT RELATED TO THE CONFLICT IS TO BE CONSIDERED, BUT SHALL LEAVE THE MEETING BEFORE DISCUSSION OF AND VOTE ON THAT TRANSACTION OR ARRANGEMENT. 2. IF APPROPRIATE, THE CHAIR OF THE BOARD SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT AND TO MAKE A WRITTEN REPORT TO THE BOARD. 3. AFTER EXERCISING DUE DILIGENCE (INCLUDING REVIEW OF THE REPORT OF THE DISINTERESTED PERSON OR COMMITTEE IF ONE WAS APPOINTED), THE BOARD SHALL DETERMINE WHETHER BMS CAN, WITH REASONABLE EFFORTS, OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST IS NOT REASONABLY AVAILABLE, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES (EXCLUDING EX OFFICO, NON-VOTING MEMBERS) WHETHER THE TRANSACTION IS IN BMS'S BEST INTEREST, FOR BMS'S BENEFIT, AND FAIR AND REASONABLE. THE BOARD SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT BASED UPON THAT DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED AND DOCUMENTED THROUGH AN ANNUAL REVIEW PROCESS COMPLETED BY THE BOARD. THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT MAINTAINS CURRENT MARKET DATA FOR ALL POSITIONS RELATIVE TO THE LOCAL MARKET. THIS IS THE BASIS FOR COMPENSATION FOR ALL POSITIONS. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM OUR CENTRAL OFFICES FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 19,959,603. MANAGEMENT AND GENERAL EXPENSES 2,326,033. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,285,636.