2026-08-13T09:53:10-05:00 2025-09-30 990 2024-10-01 010511356 NorDx NORD 2073967830 301A US Route One Scarborough ME 04074 Richard Bayman CFO-MH/NorDx Board Treas 2076617001 2026-07-28 1 2024 2025-03-06 01:10:19Z Guillermo Martinez-Torres 301A US Route One Scarborough ME 04074 120883785 0 X www.nordx.org X 1996 ME TO MAXIMIZE THE EFFICIENCIES AND QUALITY OF CLINICAL DIAGNOSTIC, BLOOD BANKING AND ANATOMIC PATHOLOGY LABORATORY SERVICES THROUGHOUT THE MAINEHEALTH SERVICES NETWORK. 7 1 0 0 8365482 0 0 445617 104609404 116516325 2126667 1277008 35489 251325 106771560 118490275 2630 1000 0 0 50493707 54195862 0 0 0 54149368 61561776 104645705 115758638 2125855 2731637 46733873 57600076 14543147 25138497 32190726 32461579 TO MAXIMIZE THE EFFICIENCIES AND QUALITY OF CLINICAL DIAGNOSTIC, BLOOD BANKING AND ANATOMIC PATHOLOGY LABORATORY SERVICES THROUGHOUT THE MAINEHEALTH SERVICES NETWORK. 0 0 109879119 1000 108402168 NORDX IS COMMITTED TO SUPPORTING THEIR PARTNERS IN HEALTHCARE BY PROVIDING SUPERIOR QUALITY AND COST-EFFECTIVE LABORATORY SERVICES WHICH EMPHASIZE CUSTOMER SATISFACTION, VALUE, INNOVATION, TECHNOLOGY, AND EXCEPTIONAL SERVICE. NORDX PROVIDES COMPREHENSIVE, DEPENDABLE LABORATORY SERVICES TO HOSPITALS, NETWORKS, PHYSICIAN OFFICES, POST-ACUTE AND LONG-TERM CARE PROVIDERS, MANAGED CARE ORGANIZATIONS, AND EMPLOYER GROUPS THROUGHOUT THE REGION. 109879119 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 0 0 0 1 X 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 7 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X Sharolyn Buhro 2073967853 301A US Route One Scarborough ME 04074 Kelly Elkins COO, MaineHealth/Board Chair 1.00 50.00 X X 0 1322435 33926 Albert G Swallow III Frmr CFO, MH/Frmr Board Treasurer 1.00 50.00 X X 0 1079569 137650 Guillermo Martinez-Torres President/Trustee 50.00 0.00 X X 644892 0 56868 Sharon D Baughman CNO, MaineHealth/Trustee 1.00 50.00 X 0 561856 54808 Joe Grant Sr Dir - Operations, MCHMC/Trustee 1.00 50.00 X 0 442102 38752 Richard Olsen VP - Finance, MH/Trustee 1.00 50.00 X 0 379168 59179 Robert Christman MD Trustee 1.00 0.00 X 0 0 0 Paul Stein Former Trustee 1.00 0.00 X 0 0 0 Richard Bayman CFO, MaineHealth/Board Treasurer 1.00 50.00 X X 0 0 0 Aaron Waldman Chief Financial Officer 50.00 0.00 X 201821 0 48159 Cecilie MacIntyre Asso. Gen. Counsel, MH/Bd Secretary 1.00 50.00 X 0 162137 28502 Kelli Riggins VP - Chief Operating Officer 50.00 0.00 X 0 0 0 Robert Carlson Senior Medical Director 50.00 0.00 X 330528 0 56703 Ronald Rubocki Former Director - HLA 50.00 0.00 X 180952 0 21266 Nellie Burns Senior Director - Labs 50.00 0.00 X 150866 0 33597 Richard A Carter Dir - Anatomic Pathology Lab 50.00 0.00 X 148081 0 20416 Julie Carrell Dir - Lab Services 50.00 0.00 X 124820 0 38150 Rebecca Simmons Former Chief Operating Officer 50.00 0.00 X 239449 0 22881 James McAvoy Former Chief Financial Officer 50.00 0.00 X 229616 0 20363 2251025 3947267 671220 28 1 1 0 Mayo Clinic Laboratories PO Box 9146 Minneapolis MN 554809146 Diagnostic services 5599436 Lab Logistics LLC 30 Railroad Ave West Haven CT 06516 Courier 2510227 Spectrum Healthcare Partners 324 Gannett Dr 200 South Portland ME 04106 Medical services 1594582 Michigan Co-Tenenacy Laboratory PO Box 74008662 Chicago IL 606748662 Diagnostic services 1023387 Labcorp of America Holdings PO Box 12140 Burlington NC 272162140 Diagnostic services 873268 7 445617 445617 Lab test revenue 621500 116516325 108150843 8365482 116516325 1315114 1315114 2350880 4524 2356642 36868 -5762 -32344 -38106 -38106 Miscellaneous 621500 251325 251325 251325 118490275 108402168 8365482 1277008 X 1000 1000 1345258 1345258 39753769 38312839 1440930 1649777 1584411 65366 8489299 7993673 495626 2957759 2764540 193219 525 525 18897864 18077929 819935 8217 8217 3589186 3354719 234467 1413979 1321609 92370 2450218 2290155 160063 245807 229749 16058 129265 5010 124255 1518370 1419181 99189 83542 83542 Medical supplies 22265550 22265550 Integrated services 9985941 9333595 652346 Taxes - non UBI 236191 236191 737121 688968 48153 115758638 109879119 5879519 0 18830 41791 21999833 24807750 35000 0 1644654 2036001 2561014 2827288 462858 286024 17812371 12152506 5840105 5659865 6293385 6284768 7878194 15656589 46733873 57600076 10933753 7586159 3609394 17552338 14543147 25138497 X 32190726 32461579 32190726 32461579 46733873 57600076 X 2731637 39216 -2500000 X 0 1 X 1 0 X 1674092 201573 268036 445617 2589318 107112172 112410239 93607198 96537977 108150843 517818429 108786264 112611812 93875234 96537977 108596460 520407747 0 0 0 520407747 1028291 2099303 4242631 2681126 1315114 11366465 25017899 18771171 9629974 8071427 8365482 69855953 26046190 20870474 13872605 10752553 9680596 81222418 1345410 1474869 1548582 35489 251325 4655675 136177864 134957155 109296421 107326019 118528381 606285840 0.85840 0.84490 0.13400 0.14580 X Schedule A, Part III, Line 12, Explanation of Other Income: Clinical and support services - 2020 Amount: $ 1,146,646. 2021 Amount: $ 1,056,335. 2022 Amount: $ 1,133,468. Purchase discounts - 2020 Amount: $ 180. 2021 Amount: $ 6. 2022 Amount: $ 584. 2023 Amount: $ 1,105. 2024 Amount: $ 43. Miscellaneous income - 2020 Amount: $ 85,205. 2021 Amount: $ 183,372. 2022 Amount: $ 255,417. 2024 Amount: $ 187,568. Purchase rebates - 2020 Amount: $ 113,379. 2021 Amount: $ 149,356. 2022 Amount: $ 104,813. 2023 Amount: $ 17,416. 2024 Amount: $ 63,714. Program income - 2021 Amount: $ 1,800. 2022 Amount: $ 54,300. Fees for service agreement - 2021 Amount: $ 84,000. 2023 Amount: $ 16,968. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1543037 772893 770144 16269334 11379613 4889721 5659865 Due from affiliates 15570289 Miscellaneous receivables 86300 15656589 Due to affiliates 17552338 17552338 X Part X, Line 2: FIN 48 Footnote The Internal Revenue Service has previously determined that the MaineHealth System and its subsidiaries (except Maine Medical Partners (MMP) (a subsidiary of MaineHealth) are organizations as described in Section 501(c)(3) of the Internal Revenue Code (IRC) and are exempt from federal income taxes on related income pursuant to Section 501(a) of the IRC. The MaineHealth System recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount of benefit that is greater than fifty percent likely to be realized upon settlement. Changes in measurement are reflected in the period in which the change in judgment occurs. The MaineHealth System did not recognize the effect of any income tax positions in either 2025 or 2024. X X 0 1 0 1 0 0 0 0 0 1 0 Kelly Elkins COO, MaineHealth/Board Chair 0 832237 0 391954 0 98244 0 13800 0 20126 0 1356361 0 0 Albert G Swallow III Frmr CFO, MH/Frmr Board Treasurer 0 762421 0 0 0 317148 0 99991 0 37659 0 1217219 0 0 Guillermo Martinez-Torres President/Trustee 473744 0 122004 0 49144 0 13800 0 43068 0 701760 0 0 0 Sharon D Baughman CNO, MaineHealth/Trustee 0 386401 0 140095 0 35360 0 13800 0 41008 0 616664 0 0 Joe Grant Sr Dir - Operations, MCHMC/Trustee 0 337148 0 56856 0 48098 0 6249 0 32503 0 480854 0 0 Richard Olsen VP - Finance, MH/Trustee 0 279390 0 48931 0 50847 0 17250 0 41929 0 438347 0 0 Robert Carlson Senior Medical Director 323321 0 0 0 7207 0 14615 0 42088 0 387231 0 0 0 Rebecca Simmons Former Chief Operating Officer 208067 0 0 0 31382 0 9639 0 13242 0 262330 0 0 0 Aaron Waldman Chief Financial Officer 173796 0 16928 0 11097 0 10730 0 37429 0 249980 0 0 0 James McAvoy Former Chief Financial Officer 195953 0 0 0 33663 0 18111 0 2252 0 249979 0 0 0 Ronald Rubocki Former Director - HLA 173894 0 240 0 6818 0 7899 0 13367 0 202218 0 0 0 Cecilie MacIntyre Asso. Gen. Counsel, MH/Bd Secretary 0 161430 0 0 0 707 0 6732 0 21770 0 190639 0 0 Nellie Burns Senior Director - Labs 132768 0 0 0 18098 0 8001 0 25596 0 184463 0 0 0 Richard A Carter Dir - Anatomic Pathology Lab 146620 0 0 0 1461 0 6018 0 14398 0 168497 0 0 0 Julie Carrell Dir - Lab Services 123346 0 0 0 1474 0 6586 0 31564 0 162970 0 0 0 Part I, Line 1a THE PRESIDENT RECEIVED AN AUTO ALLOWANCE THAT WAS TREATED AS TAXABLE INCOME AND WAS INCLUDED IN OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(iii). THE PRESIDENT RECEIVED A PAYMENT FOR RELOCATION EXPENSES (MOVING AND TEMPORARY HOUSING) THAT INCLUDED TAX INDEMNIFICATION AS OUTLINED IN THE ORGANIZATION'S RELOCATION POLICY. THESE AMOUNTS ARE TREATED AS TAXABLE INCOME AND INCLUDED IN OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(iii). Part I, Line 1b THE AUTO ALLOWANCE HAS HISTORICALLY BEEN PROVIDED TO THE NORDX PRESIDENT AND IS PART OF THEIR OFFER LETTER. THIS IS REVIEWED AS PART OF AN ANNUAL INDEPENDENT COMPENSATION BENCHMARK ANALYSIS PERFORMED BY AN OUTSIDE FIRM, SULLIVAN COTTER. THE COMPENSATION DECISIONS FOR THIS EMPLOYEE ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. Part I, Line 4b MID COAST GERIATRIC SERVICES CORPORATION HAS A DEFERRED COMPENSATION ARRANGEMENT UNDER A NON-QUALIFIED DEFINED CONTRIBUTION PLAN TO PROVIDE SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN EMPLOYEES. JOE GRANT PARTICIPATED IN THIS PLAN AND RECEIVED $29,805 FROM MAINEHEALTH. THIS INDIVIDUAL'S NON-QUALIFIED PLAN CONTRIBUTIONS ARE INCLUDED IN THE FIGURES REPORTED ON SCHEDULE J, PART II, COLUMN B(iii). Part I, Line 7 MAINEHEALTH ESTABLISHED A PERFORMANCE INCENTIVE PLAN (THE PLAN) TO ENCOURAGE AND REWARD PLAN PARTICIPANTS FOR ACHIEVING DEFINED PERFORMANCE GOALS THAT ARE SUPPORTIVE OF MAINEHEALTH'S MISSION, STRATEGIC INITIATIVES, AND OPERATING OBJECTIVES. THE PLAN IS ADMINISTERED BY THE MAINEHEALTH COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. Form 990, Part V, Line 1a: MAINEHEALTH (EIN 01-0238552), ACTING ON BEHALF OF THE MAINEHEALTH SYSTEM FILED 1,738 FORM 1099S FOR THE CALENDAR YEAR 2024. Form 990, Part V, Line 2a: MAINEHEALTH (EIN 01-0238552), ACTING ON BEHALF OF THE MAINEHEALTH SYSTEM FILED FORM W-3, REPORTING 27,768 EMPLOYEES FOR THE CALENDAR YEAR 2024. Form 990, Part VI, Section A, line 6 MAINEHEALTH SERVICES (EIN 01-0431680) IS THE SOLE MEMBER OF NORDX. Form 990, Part VI, Section A, line 7a MAINEHEALTH SERVICES SHALL ELECT THE MEMBERS OF THE BOARD OF TRUSTEES AND OFFICERS OF NORDX. Form 990, Part VI, Section A, line 7b MAINEHEALTH SERVICES AS THE SOLE MEMBER HAS THE POWER TO APPROVE THE FOLLOWING: OPERATING AND CAPITAL BUDGETS; CAPITAL EXPENDITURES IN EXCESS OF $1,000,000; BORROWINGS IN EXCESS OF $1,000,000; THE SALE OF ANY ASSETS OTHER THAN DISPOSITIONS OF LESS THAN $50,000; ADOPTION OF BUSINESS, MARKETING AND STRATEGIC PLAN; ANY MERGER OR CONSOLIDATION OR CREATION OR ACQUISITION OF SUBSIDIARY ORGANIZATION; THE FILING OF A VOLUNTARY PETITION SEEKING RELIEF OF DEBTORS; THE COMMENCEMENT OF LITIGATION OTHER THAN ROUTINE COLLECTION ACTIONS; DEVELOPING, IMPLEMENTING, OR TERMINATING PROGRAMS OR SERVICES; ENTERING INTO AGREEMENTS FOR MANAGEMENT SERVICES; AND THE ANNUAL SELECTION OF THE PRESIDENT. Form 990, Part VI, Section B, line 11b UPON COMPLETION OF THE DRAFT 990, THE RETURN WAS REVIEWED IN DETAIL BY THE ORGANIZATION'S TREASURER. SUBSEQUENT TO THE DETAILED REVIEW, THE 990 WAS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES BEFORE BEING SIGNED BY THE TREASURER. Form 990, Part VI, Section B, line 12c MAINEHEALTH'S AUDIT & COMPLIANCE SERVICES SENDS CONFLICT OF INTEREST (COI) DISCLOSURE FORM REQUESTS TO OVER 3,000 CARE TEAM MEMBERS (INCLUDING ALL BOARD MEMBERS, OFFICERS, AND OTHER SENIOR LEADERS) EACH YEAR. AUDIT & COMPLIANCE SERVICES COLLECTS THE DISCLOSURE FORMS AND REVIEWS EACH SUBMISSION FOR POSSIBLE REPORTED CONFLICTS TO DETERMINE IF A MANAGEMENT MITIGATION PLAN IS REQUIRED. THE RESULTS OF THE ANNUAL COI PROCESS ARE REPORTED TO THE MAINEHEALTH EXECUTIVE COMPLIANCE COMMITTEE, THE AUDIT COMMITTEE, LOCAL HEALTH SYSTEM PRESIDENTS, AND THE BOARD OF TRUSTEES CHAIRPERSONS. Form 990, Part VI, Section B, line 15 COMPENSATION PROCESS FOR PRESIDENTS (LINE 15a) MAINEHEALTH, A RELATED ORGANIZATION USES AN OUTSIDE FIRM, SULLIVAN COTTER, TO PERFORM AN INDEPENDENT BENCHMARK ANALYSIS FOR THE PRESIDENT OF NORDX. THE FIRM MEETS WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF MAINEHEALTH TO REVIEW THE EXECUTIVE COMPENSATION REPORT. THE EXECUTIVE COMMITTEE THEN DELIBERATES ON MAINEHEALTH'S WRITTEN SALARY AND INCENTIVE PLAN PHILOSOPHY BEFORE MAKING A FINAL DECISION. ALL MEETING DECISIONS ARE CAPTURED IN MINUTES WITH APPROPRIATE APPROVALS AT ALL LEVELS. COMPENSATION PROCESS FOR OFFICERS (LINE 15b) COMPENSATION FOR OFFICERS OF NORDX IS PART OF THE INDEPENDENT BENCHMARK ANALYSIS PERFORMED ANNUALLY BY SULLIVAN COTTER. ALL COMPENSATION DECISIONS ARE REVIEWED AND APPROVED BY THE MAINEHEALTH CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND CHIEF PEOPLE OFFICER. Form 990, Part VI, Section C, line 19 DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION ARE MADE AVAILABLE UPON REQUEST. Form 990, Part IX, line 11g Contract labor: Program service expenses 2,342,903. Management and general expenses 142,890. Fundraising expenses 0. Total expenses 2,485,793. Service contract: Program service expenses 1,778,075. Management and general expenses 39,529. Fundraising expenses 0. Total expenses 1,817,604. Physician fees: Program service expenses 2,967,248. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,967,248. Purchased services: Program service expenses 134,644. Management and general expenses 637,516. Fundraising expenses 0. Total expenses 772,160. Reference labs: Program service expenses 10,855,059. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,855,059. Form 990, Part XI, line 9: Transfer to MaineHealth -2,500,000. MaineHealth 22 Bramhall Street Portland ME 04102 010238552 Hospital ME 501(c)(3) Line 3 MaineHealth Services 0 MaineHealth Care at Home 15 Industrial Park Saco ME 04072 222571902 Home health ME 501(c)(3) Line 10 MaineHealth Services 0 The Memorial Hospital at North Conway NH 3073 White Mountain Highway North Conway NH 03860 020222156 Hospital NH 501(c)(3) Line 3 MaineHealth Services 0 MaineHealth Services 110 Free Street Portland ME 04101 010431680 Healthcare ME 501(c)(3) Line 12c, III-FI N/A 0 MaineHealth Maine Ambulatory Care 110 Free Street Portland ME 04101 995016862 Health treatment facility ME 501(c)(3) Line 10 MaineHealth Services 0 MaineHealth New Hampshire Ambulatory Care 110 Free Street Portland ME 04101 995034841 Health treatment facility ME 501(c)(3) Line 10 MaineHealth Services 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 1