SHORE HEALTH SYSTEM INC Charity Report

Public IRS 990 nonprofit record

SHORE HEALTH SYSTEM INC

EIN 52-0610538 · Health Care (E220)

What they do

OUR MISSION is to CREATE HEALTHIER COMMUNITIES TOGETHER, and PROVIDE OUR VISION to BE THE REGIONS LEADER IN PATIENT CENTERED HEALTH CARE. OUR GOAL is to PROVIDE QUALITY HEALTH CARE SERVICES THAT ARE COMPREHENSIVE, ACCESSIBLE, and CONVENIENT and THAT ADDRESS THE NEEDS of OUR PATIENTS, THEIR FAMILIES and OUR WIDER COMMUNITIES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders35 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

67.97%of revenue went to mission work78.7% of expenses · Program services

$86.36spent for every $100 of revenueRevenue covered expenses this year.

18.38%of revenue went to management and office costs21.3% of expenses

$3.00in assets for every $1 spent this yearSome assets cannot be spent right away.

3.0%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $765,691 for KENNETH D KOZEL (PRESIDENT AND CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$342,158,391

Mission workProgram services$232,574,81367.97% of revenue78.7% of expenses

ManagementOffice and general costs$62,899,97118.38% of revenue21.3% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$46,683,60713.64% of revenueShown in gray on the chart

Total expenses$295,474,78486.36% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 78.7% mission · 21.3% management · 0.0% fundraisingTotal expenses: 86.36% of revenue

2023Expense mix: 80.2% mission · 19.8% management · 0.0% fundraisingTotal expenses: 95.13% of revenue

2022Expense mix: 72.8% mission · 27.2% management · 0.0% fundraisingTotal expenses: 93.30% of revenue

2021Expense mix: 66.4% mission · 33.6% management · 0.0% fundraisingTotal expenses: 80.46% of revenue

2020Expense mix: 77.8% mission · 22.2% management · 0.0% fundraisingTotal expenses: 80.84% of revenue

2019Expense mix: 81.1% mission · 18.9% management · 0.0% fundraisingTotal expenses: 83.99% of revenue

2018Expense mix: 90.2% mission · 9.8% management · 0.0% fundraisingTotal expenses: 86.38% of revenue

2017Expense mix: 90.0% mission · 10.0% management · 0.0% fundraisingTotal expenses: 87.81% of revenue

Money in and money out

Revenue$342,158,391

Expenses$295,474,784

Annual surplus $46,683,607 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$232,574,813 · 78.7% of expenses

Management and office costs$62,899,971 · 21.3% of expenses

See all reported dollar amounts

Revenue$342,158,391

Expenses$295,474,784

Assets$886,383,452

Income$401,149,934

Contributions$10,334,439

Mission work (program services)$232,574,813

Grants given$1,350,000

Average grant$150,000

Management and general$62,899,971

Executive compensation (total)$2,882,457

Stocks and bonds$96,247,676

Investing fees$522,635

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KENNETH D KOZELPRESIDENT AND CEO · 40 hrs/week $765,691Base $722,577 · Other $43,114

LU ANN BRADYSVP, COO & SECRETARY · 40 hrs/week $575,792Base $487,310 · Other $88,482

WILLIAM E HUFFNER MDFORMER SVP AND CMO · 40 hrs/week $563,932Base $534,536 · Other $29,396

PAUL S NICHOLSONSVP FINANCE & TREASURER · 40 hrs/week $536,322Base $473,105 · Other $63,217

SHERRI HOBBSPATIENT SAFETY DIRECTOR · 40 hrs/week $477,671Base $437,812 · Other $39,859

ALI TABATABAI MDSVP AND CMO · 1 hrs/week $472,854Base $439,487 · Other $33,367

JENNIFER BOETTINGERFORMER VP PATIENT CARE AND CNO (ENDED 05/2024) · 40 hrs/week $451,566Base $444,217 · Other $7,349

ARVINJIT SINGHVP STRATEGY AND COMMUNICATIONS · 40 hrs/week $346,364Base $282,695 · Other $63,669

REBECCA BAIRVP PHILANTHROPY · 40 hrs/week $330,360Base $289,399 · Other $40,961

DANIELLE WILSONSVP AND CNO · 40 hrs/week $274,041Base $255,077 · Other $18,964

KATHLENE BABALOLAPHYSICIAN · 40 hrs/week $266,367Base $258,559 · Other $7,808

ERIC CHUPHYSICIAN · 40 hrs/week $252,472Base $251,641 · Other $831

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (35)

KENNETH D KOZELPRESIDENT AND CEO

LU ANN BRADYSVP, COO & SECRETARY

WILLIAM E HUFFNER MDFORMER SVP AND CMO

PAUL S NICHOLSONSVP FINANCE & TREASURER

SHERRI HOBBSPATIENT SAFETY DIRECTOR

ALI TABATABAI MDSVP AND CMO

JENNIFER BOETTINGERFORMER VP PATIENT CARE AND CNO (ENDED 05/2024)

ARVINJIT SINGHVP STRATEGY AND COMMUNICATIONS

REBECCA BAIRVP PHILANTHROPY

DANIELLE WILSONSVP AND CNO

KATHLENE BABALOLAPHYSICIAN

ERIC CHUPHYSICIAN

MOHAN SUNTHA MDDIRECTOR

JOSEPH E HOFFMAN IIIDIRECTOR

KRISTIN JONES-BRYCEDIRECTOR

CHRISTOPHER RUNZDIRECTOR

CHRIS PARRY DODIRECTOR

KIM R HERMAN MDDIRECTOR

GARRETT FALCONEDIRECTOR

CATHERINE BURTONDIRECTOR

WAYNE T HOCKMEYER PHDDIRECTOR

VALERIE OVERTONDIRECTOR

TOM SEIPVICE CHAIRMAN

TALLI OXNAMDIRECTOR

STEPHEN SATCHELLDIRECTOR

CHARLES CAPUTEDIRECTOR

EUGENE NEWMIER DODIRECTOR

JOHN W ASHWORTH IIIDIRECTOR

MILTON NAGELDIRECTOR

MARLENE FELDMANDIRECTOR

CHRISSY HELFEINBEINDIRECTOR

DAVID MILLIGANDIRECTOR

KENNY KREISER IIIDIRECTOR

KATHY DEOUDES IIICHAIRMAN

JANE WANG DODIRECTOR (ENDED 11/2024)

About this charity

Recognized since: January 2004
Location: 900 ELKRIDGE LANDING RD 3W, LINTHICUM HEIGHTS, MD 21090-2924
County: Talbot
In care of: % JOANNE HAHEY CFO
Primary officer: PAUL NICHOLSON, SVP, Finance

How to reach them

WebsiteVisit the charity’s website Phone(410) 822-1000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: ERNST & YOUNG US LLP
NTEE classification: Health Care (E220)
IRS tax category: General Medical and Surgical Hospitals
Grant-giving organization: Yes