Nonprofit · EIN 52-1680647
CALVERTHEALTH FOUNDATION INC
Tax-exempt · PRNC FREDERCK, MD 20678
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,503,348 | $1,127,405 | $1,375,943 | $9,225,828 | $101,402 | $9,124,426 |
| June 30, 2024 | 990 | $2,684,228 | $1,435,310 | $1,248,918 | $7,698,255 | $138,100 | $7,560,155 |
| June 30, 2023 | 990 | $1,057,947 | $1,037,912 | $20,035 | $6,436,398 | $93,035 | $6,343,363 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,354,515
- Program service revenue
- $0
- Investment income
- $232,291
- Net income from fundraising events
- -$83,458
- Other revenue
- -$83,458
Expenses
- Grants and similar amounts paid
- $1,008,400
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,108,413
- Management and general (functional)
- $18,712
- Fundraising (functional)
- $280
Balance sheet and other
- Total assets, start of year
- $7,698,255
- Total assets, end of year
- $9,225,828
- Total liabilities, end of year
- $101,402
- Net assets, end of year
- $9,124,426
- Publicly traded securities
- $4,641,301
- Net assets without donor restrictions
- $4,571,110
- Net assets with donor restrictions
- $4,553,316
- Gross receipts
- $2,586,806
- Employees
- 0
- Volunteers
- 43
- Year formed
- 1989
- 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 |
|---|---|---|---|---|---|
| Jeremy Bradford | Ex-Officio - CEO Trustee or director, Officer | 1 | $0 | $832,944 | $132,298 |
| Carolyn Heithaus | Ex-Officio - CFO Officer | 1 | $0 | $717,131 | $69,069 |
| Barry Friedman | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Bob Carpenter | Second Vice Chair Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Frank Smith | Chair/Secretary - Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Grace Anastasi | Nominating Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Chad Day | Trustee (Started 1/1/25) Trustee or director | 1 | $0 | $0 | $0 |
| Dixie Miller | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Dwayne Hooper | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| John Michael Brooks | Trustee (Started 1/1/25) Trustee or director | 1 | $0 | $0 | $0 |
| Julie Cornellier | Trustee Trustee or director | 12 | $0 | $0 | $0 |
| Maria Icaza | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Nickie Danisha Zancan | Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Tamika Tremaglio | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| William Gaines | Trustee Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dean Teague | Ex-Officio - CEO - left 2/28/23 Former | 1 | $0 | $1,144,434 | $2,606 |
| Jeremy Bradford | Ex-Officio - CEO Trustee or director, Officer | 1 | $0 | $779,873 | $102,596 |
| Carolyn Heithaus | Ex-Officio - CFO Officer | 1 | $0 | $613,746 | $56,711 |
| Barbara Gardner | Ex-Officio - CHS Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Barry Friedman | Vice Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Frank Smith | Chair/Secretary-Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Marianne Harms | Second Vice Chair Trustee or director, Officer | 10 | $0 | $0 | $0 |
| Brian Lazarchick | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Brian Martin | Trustee (Left 12/31/23) Trustee or director | 2 | $0 | $0 | $0 |
| Denise Bowman | Ex-Officio - Immediate Past Chair Trustee or director | 3 | $0 | $0 | $0 |
| Dixie Miller | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Dwayne Hooper | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Grace Anastasi | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Judy Switick | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Julie Cornellier | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Lisa Garner | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Maria Icaza | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Nickie Danisha Zancan | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Robert Carpenter | Trustee (Started 1/1/24) Trustee or director | 2 | $0 | $0 | $0 |
| William Gaines | Trustee Trustee or director | 4 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TEAGUE DEAN | EX-OFFICIO - CEO RETIRED 2/23 Trustee or director, Officer | 1 | $0 | $981,444 | $187,831 |
| HEITHAUS CAROLYN | EX-OFFICIO - CFO Officer | 1 | $0 | $634,766 | $94,046 |
| BRADFORD JEREMY | EX-OFFICIO - CEO START 3/1/23 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GARDNER BARBARA | EX-OFFICIO - CHS TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANASTASI GRACE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BOWMAN DENISE | CHAIR/SECRETARY-TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| CORNELLIER JULIE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| FRIEDMAN BARRY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| GAINES WILLIAM | TRUSTEE Trustee or director | 4 | $0 | $0 | $0 |
| GARNER LISA | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| HARMS MARIANNE | SECOND VICE-CHAIR Trustee or director, Officer | 10 | $0 | $0 | $0 |
| HOOPER DWAYNE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ICAZA MARIA | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| LAZARCHICK BRIAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARTIN BRIAN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MILLER DIXIE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SMITH FRANK | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ZANCAN DANISHA | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 HOSPITAL RD, PRNC FREDERCK, MD 20678-4017
- 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
The CalvertHealth Foundation is focused on the development, optimization and operation of multiple charitable donation programs to maximize support for CalvertHealth Medical Center and its subsidiaries whose vision is to provide exceptional care and make a difference in every life they touch.
Program accomplishments
- The principle mission of the Foundation is to support CalvertHealth Medical Center, Inc. In FY 2025, the Foundation provided support in the amount of $426,470 to CalvertHealth Medical Center, Inc. This year, support was also provided to CalvertHealth Medical Group in the amount of $501,930.Expenses $1,028,413 · grants $928,400
- The second principle mission of the Foundation is to administer the scholarship endowment funds for the benefit of nursing, allied health and medical doctorate students in support of CalvertHealth Medical Center, Inc. In FY 2025, the Foundation awarded $80,000 in scholarships.Expenses $80,000 · grants $80,000
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
- 52-1680647
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22I)
- Assets (IRS master file)
- $9,225,828
- Income (IRS master file)
- $2,586,806
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,503,348 | $1,127,405 | $9,225,828 | IRS |
| 990 | June 2024 | $2,684,228 | $1,435,310 | $7,698,255 | IRS |
| 990 | June 2023 | $1,057,947 | $1,037,912 | $6,436,398 | XML |
| 990 | June 2022 | $1,461,226 | $1,595,370 | $7,132,327 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 52-1680647).
Questions about CALVERTHEALTH FOUNDATION INC
- What is the EIN of CALVERTHEALTH FOUNDATION INC?
- The employer identification number (EIN) of CALVERTHEALTH FOUNDATION INC is 52-1680647.
- Is CALVERTHEALTH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to CALVERTHEALTH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CALVERTHEALTH FOUNDATION 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 CALVERTHEALTH FOUNDATION 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 CALVERTHEALTH FOUNDATION 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 CALVERTHEALTH FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names Jeremy Bradford.
- Who are the officers and directors of CALVERTHEALTH FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does CALVERTHEALTH FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,503,348, expenses of $1,127,405 and total assets of $9,225,828 at year end.
Other nonprofits in PRNC FREDERCK
- CALVERTHEALTH MEDICAL CENTER INC EIN 52-0619000 · last filed 990 for 2025
- CALVERT HEALTH SYSTEM INC EIN 52-2347324 · 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