2024-05-01T11:20:58-05:00 2023-06-30 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2022-07-01 833856917 LUMINIS HEALTH J KENT MCNEW FAMILY MEDICAL CENTER INC ANNE 4434811308 2000 MEDICAL PARKWAY 606 ANNAPOLIS MD 21401 STEPHANIE SCHNITTGER CFO 4434811308 2024-04-26 1 STEPHANIE SCHNITTGER 999009999 0 LORI S BURGHAUSER P00370694 4104031500 2024-04-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z VICTORIA BAYLESS 2000 MEDICAL PARKWAY 606 ANNAPOLIS MD 21401 7553079 0 X WWW.LUMINISHEALTH.ORG X 2019 MD THE MISSION OF LUMINIS HEALTH IS TO ENHANCE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. X 4 0 65 14 0 0 653878 285265 6606479 7217303 0 118 17668 50393 7278025 7553079 0 0 0 0 5265745 5717262 0 0 0 4054944 3007876 9320689 8725138 -2042664 -1172059 27368762 26633871 27965188 29272961 -596426 -2639090 THE MISSION OF LUMINIS HEALTH IS TO ENHANCE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. 0 0 8591370 0 7217303 J. KENT MCNEW FAMILY MEDICAL CENTER IS A STAND-ALONE MENTAL HEALTH FACILITY THAT PROVIDES BOTH INPATIENT AND OUTPATIENT MENTAL HEALTH SERVICES. OPENED IN 2020, THE CENTER INCLUDES A 16-BED INPATIENT MENTAL HEALTH UNIT, A PSYCHIATRIC DAY HOSPITAL (ALSO KNOWN AS A PARTIAL HOSPITALIZATION PROGRAM), AN INTENSIVE OUTPATIENT TREATMENT PROGRAM AND REFERRAL AND CARE COORDINATION SERVICES FOR COMMUNITY-BASED TREATMENT. 8591370 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 2 0 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X STEPHANIE SCHNITTGER 4434811308 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 VICTORIA W BAYLESS LH CEO/BOARD MEMBER 1.00 40.00 X X 0 1988889 290314 SHERRY PERKINS PRESIDENT/CHAIR 1.00 40.00 X X 0 1031557 68615 TIMOTHY ADELMAN LH GENERAL COUNSEL/SECRETARY 1.00 40.00 X X 0 616996 89055 KEVIN L SMITH LH CFO/VICE CHAIR/TREASURER 1.00 40.00 X X 0 611683 91736 HEIDI ROTHENHAUS RN JD CHAIR (PART YEAR) 1.00 1.00 X 0 0 0 LISA HILLMAN VICE CHAIR (PART YEAR) 1.00 1.00 X 0 0 0 STEPHEN SELINGER CHIEF MEDICAL OFFICER 1.00 40.00 X 0 595144 21722 JENNIFER HARRINGTON CHIEF OPERATING OFFICER 1.00 40.00 X 0 466860 62097 CYNTHIA RADOVIC DIRECTOR - NURSING MENTAL HEALTH 40.00 0.00 X 164562 0 22770 HEATHER CAPORIN CLINICAL SUPERVISOR 40.00 0.00 X 159800 0 4794 MARGARET L LUDLOW PSYCHIATRIC STAFF NURSE, INPATIENT 40.00 0.00 X 120532 0 19990 CELESTINE EKEH PSYCHIATRIC STAFF NURSE 40.00 0.00 X 116820 0 8647 DONNA PHILLIPS CLINICAL DIRECTOR - PSYCHIATRIC 40.00 0.00 X 120889 0 3627 ROBERT REILLY FORMER TREASURER 0.00 0.00 X 0 467093 24846 MITCHELL SCHWARTZ MD FORMER BOD MEM./CHIEF MED. OFFICER 1.00 40.00 X 0 967579 37232 682603 6745801 745445 9 1 1 0 SHEPPARD PRATT HEALTH SYSTEM INC 6501 N CHARLES STREET BALTIMORE MD 21204 PROFESSIONAL SERVICES 279998 1 269882 15383 285265 PATIENT SERVICE REV. 624100 7217303 7217303 7217303 118 118 CAFE REVENUE 722514 50393 50393 50393 7553079 7217303 0 50511 X 4899650 4899650 98671 98671 456779 456779 262162 262162 1660220 1656776 3444 33729 33729 600 600 322801 290521 32280 303 303 888 888 781540 703386 78154 17700 17700 DIETARY 98744 98744 LAB/PHARMACY EXPENSE 68185 68185 LINEN 13276 13276 CLEANING SUPPLIES 8891 8891 999 999 8725138 8591370 133768 0 0 130570 947632 831667 11138 43182 28622620 2994168 26409992 25628452 27368762 26633871 424603 212856 27540585 29060105 27965188 29272961 X -596426 -2639090 -596426 -2639090 27368762 26633871 X -1172059 -870605 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26961156 2172199 24788957 1632259 821969 810290 29205 29205 25628452 DUE TO LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. 29060105 29060105 X PART X, LINE 2: MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN BY THE SYSTEM. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS CONCLUDED THAT AS OF JUNE 30, 2023, AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE ORGANIZATION HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. 1 1 1 X 300.000000000000 1 X 1 1 1 0 1 1 69722 69722 0.00800 69722 69722 0.00800 965600 89203 876397 0.10040 344076 344076 0.03940 1224310 1224310 0.14030 2533986 89203 2444783 0.28010 2603708 89203 2514505 0.28810 8622 8622 0.00100 8622 8622 0.00100 1 580003 179973 448782 797862 -349080 X 1 1 1 1 LUMINIS HEALTH J MCNEW FAMILY MEDICAL CENTER INC 175 HARRY S TRUMAN PARKWAY ANNAPOLIS MD 21401 SEE PART V, SECTION C 02050 X LUMINIS HEALTH J KENT MCNEW FAMILY MEDI 1 0 0 1 X X X X X X X X X 21 1 1 1 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X 1 21 1 SEE PART V, SECTION C 0 1 X 300.000000000000 350.000000000000 1 1 X X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X 1 X 0 X X X X 1 X 0 0 LUMINIS HEALTH J. KENT MCNEW FAMILY MEDICAL CENTER PART V, SECTION B, LINE 5: SEE STATEMENT FOR PART VI, LINE 2 FOR SUPPORTING NARRATIVE. LUMINIS HEALTH J. KENT MCNEW FAMILY MEDICAL CENTER PART V, SECTION B, LINE 6A: THE CHNA WAS A JOINT UNDERTAKING, LED BY THE ANNE ARUNDEL COUNTY DEPARTMENT OF HEALTH, LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC., AND UNIVERSITY OF MARYLAND BALTIMORE WASHINGTON MEDICAL CENTER. THE RESEARCH AND SURVEY DATA WERE SOURCED BY SECONDARY DATA PROFILES, KEY INFORMANT SURVEYS AND FOCUS GROUPS. LUMINIS HEALTH J. KENT MCNEW FAMILY MEDICAL CENTER PART V, SECTION B, LINE 6B: ANNE ARUNDEL COUNTY DEPARTMENT OF HEALTH, MENTAL HEALTH AGENCY OF ANNE ARUNDEL COUNTY, ANNAPOLIS AND ANNE ARUNDEL COUNTY YWCA, ANNE ARUNDEL COUNTY PARTNERSHIP FOR CHILDREN YOUTH AND FAMILIES. LUMINIS HEALTH J. KENT MCNEW FAMILY MEDICAL CENTER PART V, SECTION B, LINE 11: THE CHNA IDENTIFIED MORE THAN 31 COMMUNITY HEALTH NEEDS. THE CHNA DATA WAS COMPILED FROM SECONDARY DATA SOURCES AND QUALITATIVE INFORMATION OBTAINED FROM KEY INFORMANT INTERVIEWS AND SEVERAL FOCUS GROUPS OF DIVERSE COMMUNITY MEMBERS. IT OUTLINED 31 HEALTH NEEDS IN THE ANNE ARUNDEL COUNTY COMMUNITY. WHILE A SINGULAR ENTITY OR HOSPITAL DOES NOT HAVE THE CAPACITY OR RESOURCES TO ADDRESS ALL OF THE NEEDS, LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER ("LHAAMC") INTENDS TO COLLABORATE WITH PARTNERS AND ADDRESS MANY OF THE NEEDS TO BETTER THE HEALTH OF THE COMMUNITY. LHAAMC'S SENIOR LEADERSHIP AND SELECT PATIENT ADVISORS PRIORITIZED AND CATEGORIZED THE NEEDS. THE RESULTS AND CORRELATING ACTION PLANS ARE INCLUDED BELOW.CHRONIC DISEASE- REDUCE INCIDENCE AND MORTALITY FROM CANCER BY IMPROVING RISK FACTORS AND SCREENING RATES. REDUCE MORTALITY FROM HEART DISEASE BY PROVIDING EDUCATION RELATED TO HEART DISEASE AND RISK FACTORS. IMPROVE ACCESS TO CARDIOLOGISTS TO REDUCE UTILIZATION.OBESITY/DIABETES PREVENTION- INCREASE EDUCATION ABOUT LIFESTYLE RISK FACTORS TO REDUCE OBESITY. INCREASE ACCESS TO SCREENINGS AND PREVENTION PROGRAMS TO REDUCE INCIDENCE OF DIABETES.BEHAVIORAL HEALTH-INCREASE THE COMMUNITY'S AWARENESS OF PROGRAMS. INCREASE ACCESS TO BEHAVIORAL HEALTH TREATMENT FOR CHILDREN, TEENS, AND ADULTS.SOCIAL DETERMINANTS OF HEALTH (SDOH)- CREATE HEALTH SYSTEM ADVISORY COUNCILS TO IDENTIFY HOW TO IMPROVE SOCIAL DETERMINANTS OF HEALTH. PILOT STRATEGIES TO ADDRESS FOOD INSECURITY AND LIMIT DISEASE BURDEN (CANCER, HEART DISEASE, DIABETES).J. KENT MCNEW FAMILY MEDICAL CENTER IS FOCUSING ON THE MENTAL HEALTH NEEDS IDENTIFIED AND PRIORITIZED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT. LUMINIS HEALTH J. KENT MCNEW MEDICAL CENTER, INC. PART V, SECTION A, FACILITY INFORMATION:HTTPS://WWW.LUMINISHEALTH.ORG/EN/LOCATIONS/MCNEW-FAMILY-MEDICAL-CENTER PART V, SECTION B, LINE 7A, CHNA WEBSITE:HTTPS://WWW.LUMINISHEALTH.ORG/EN/COMMUNITY-HEALTH/NEEDS-ASSESSMENTPART V, SECTION B, LINE 7B, OTHER URL:HTTPS://STATIC1.SQUARESPACE.COM/STATIC/60EDC5E386EE0A080F500E40/T/63C0597A021EA81230E6A76E/1673550209729/CHNA+2022.PDF PART V, SECTION B, LINE 10A, IMPLEMENTATION STRATEGY:HTTPS://WWW.LUMINISHEALTH.ORG/EN/COMMUNITY-HEALTH/NEEDS-ASSESSMENTPART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.LUMINISHEALTH.ORG/EN/FINANCIAL-ASSISTANCELUMINIS HEALTH J. KENT MCNEW MEDICAL CENTER, INC:PART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.LUMINISHEALTH.ORG/SITES/DEFAULT/FILES/2022-06/MARYLAND-STATE-UNIFORM-FINANCIAL-ASSISTANCE-APPLICATION_0.PDFLUMINIS HEALTH J. KENT MCNEW MEDICAL CENTER, INC:PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.LUMINISHEALTH.ORG/SITES/DEFAULT/FILES/2023-11/LH-FINANCIAL-ASSISTANCE-BROCHURE.PDF PART I, LINE 7: CHARITY CARE REPORTED IN LINE 7A WAS CALCULATED USING A COST TO CHARGE RATIO DERIVED USING THE RATIO OF PATIENT CARE COST TO CHARGES AND THE HOSPITAL'S AUDITED FINANCIAL STATEMENTS. OTHER COST AMOUNTS INCLUDED IN LINE 7 RELATING TO COMMUNITY BENEFITS AND COMMUNITY BUILDING ACTIVITIES WERE OBTAINED FROM THE ORGANIZATION'S COMMUNITY BENEFIT REPORT FILING WITH THE HSCRC IN THE STATE OF MARYLAND. THESE COSTS WERE DETERMINED USING A VARIETY OF SOURCES, INCLUDING PAYROLL INFORMATION (FOR DIRECT LABOR COSTS) AND THE ORGANIZATION'S GENERAL LEDGER SYSTEM DETAIL (FOR OTHER DIRECT COSTS E.G. SUPPLIES). INDIRECT COSTS IN THESE AREAS OF BENEFIT WERE DETERMINED BY APPLYING AN INDIRECT COST RATIO TO THE DIRECT COST AMOUNTS OBTAINED. THIS RATIO IS CALCULATED USING SCHEDULE M OF THE HOSPITAL'S ANNUAL COST REPORT FILING WITH THE HSCRC IN THE STATE OF MARYLAND.PART I, LINE 7A, COLUMN (D) AND LINE 7F, COLUMNS (C) AND (D): MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL, EXCEPT FOR THE GOVERNMENTAL CARVEOUT FOR PSYCHIATRIC HOSPITALS. MARYLAND'S UNIQUE ALL PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. PART II, COMMUNITY BUILDING ACTIVITIES: LUMINIS HEALTH J. KENT MCNEW FAMILY MEDICAL CENTER IS COMMITTED TO ADDRESSING THE MOST SIGNIFICANT HEALTH NEED IN THE COUNTY: BEHAVIORAL HEALTH. LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. OPERATES AN OUTPATIENT MENTAL HEALTH CLINIC WITH MENTAL HEALTH SERVICES (THERAPY AND MEDICATION MANAGEMENT), FOR PATIENTS AGED 13 AND OLDER. LUMINIS HEALTH J. KENT MCNEW FAMILY MEDICAL CENTER, INC. OPENED IN MAY 2020 WITH 16 MENTAL HEALTH, IN-PATIENT BEDS. THE J. KENT MCNEW FAMILY MEDICAL CENTER IS ALSO HOME TO A PSYCHIATRIC DAY TREATMENT PROGRAM THAT CONSISTS OF PARTIAL HOSPITALIZATION AND INTENSIVE OUTPATIENT GROUP THERAPY SERVICES. AT THIS TIME THE PROGRAM PREDOMINANTLY SERVES ADULTS (AGES 18+).MCNEW ADDRESSES MENTAL HEALTH CONCERNS BY INCREASING ACCESS TO VITAL MENTAL HEALTH SERVICES. MENTAL HEALTH CONTINUES TO BE A CORE CONCERN IN ANNE ARUNDEL COUNTY. IN 2019, MORE THAN 11,000 EMERGENCY DEPARTMENT ENCOUNTERS IN THE COUNTY WERE FOR MENTAL HEALTH ISSUES. WHILE USAGE IS INCREASING FOR AGES 13-45, THERE IS ALSO AN INCREASE FOR AGES 66 AND OVER. ACCESS TO MENTAL HEALTH CARE IMPACTS THE COUNTY, WITH A RATIO OF 490 RESIDENTS FOR EVERY ONE MENTAL HEALTH PROVIDER ALMOST HALF THE RATIO OF OTHER TOP COUNTIES IN THE UNITED STATES. AVAILABLE DATA SHOWS THAT CRISIS RESPONSE CALLS HAVE INCREASED OVER 30% SINCE THE BEGINNING OF THE PANDEMIC FROM 2,084 IN 2020, TO 3,446 IN 2022. THE MOBILE CRISIS TEAM WAS DISPATCHED 199 TIMES IN 2020, WHICH INCREASED TO 261 DISPATCHES IN 2022 (ANNE ARUNDEL COUNTY DEPARTMENT OF HEALTH, 2022). MOST RECENT DATA ON CALLS TO THE COUNTY MENTAL HEALTH WARM LINE SHOWS REQUESTS FOR HELP MUCH HIGHER IN 2022 COMPARED TO THE AVERAGE FOR THE PREVIOUS FOUR YEARS.THE PANDEMIC EXACERBATED THE NEED FOR BEHAVIORAL HEALTH SERVICES WHILE INDIVIDUALS WITH EXISTING DISORDERS FACED ADDITIONAL BARRIERS TO CARE. EVEN BEFORE THE COVID-19 PUBLIC HEALTH EMERGENCY, THE DEMAND FOR BEHAVIORAL HEALTH SERVICES WAS ON THE RISE. AN ESTIMATED 52 MILLION ADULTS IN 2019, OR APPROXIMATELY 21 PERCENT OF THE U.S. ADULT POPULATION, REPORTED HAVING MENTAL, BEHAVIORAL OR EMOTIONAL DISORDERS (AMERICAN HOSPITAL ASSOCIATION).MCNEW'S GOAL IS TO REDUCE THE NUMBER OF INDIVIDUALS, INCLUDING ADOLESCENTS, WHO ARE IN MENTAL HEALTH CRISIS BY DEVELOPING A BETTER CONTINUUM OF CARE. THE OBJECTIVE OF THE PROGRAM IS TO (1) CONNECT WITH COUNTY AND HEALTH SYSTEM WIDE PARTNERS TO IDENTIFY GAPS IN SERVICES/RESOURCES. (2) DEVELOP A GAP ANALYSIS AND WORK COLLABORATIVELY WITH STAKEHOLDERS TO IDENTIFY THE HIGHEST PRIORITY NEEDS IN THE COUNTY. (3) DETERMINE WHICH OF THE HIGHEST PRIORITY NEEDS TO ADDRESS. (4) DEVELOP EVIDENCE-BASED PROGRAMS/INITIATIVES TO ADDRESS THE IDENTIFIED NEEDS. (NOTE: THIS INCLUDES EXPANSION OF MENTAL HEALTH URGENT CARE, BETTER ACCESS TO PROVIDERS, ESTABLISHING MENTAL HEALTH CARE ALONG A CONTINUUM OF ACUITY THAT BEST RESPONDS TO THE PATIENTS' NEEDS.) (5) IMPLEMENT EVIDENCE-BASED PROGRAMS/INITIATIVES AS DETERMINED BY COUNTY STAKEHOLDERS AND LUMINIS HEALTH WORKGROUPS.SINCE THE START OF THE PANDEMIC, MCNEW'S WORK HAS BEEN TO ENGAGE COMMUNITY PARTNERS, ASSESS LOCAL AND STATE RESOURCES TO ADDRESS ADOLESCENT MENTAL HEALTH, KEEP ACUTE HOSPITALIZATION SERVICES CLOSE TO PATIENT NEED, AND INITIATE PLANNING FOR FUTURE YEARS TO IMPLEMENT A CONTINUUM OF EVIDENCE-BASED MENTAL HEALTH SERVICES FOR PATIENTS OF ALL AGES.LUMINIS HEALTH J. KENT MCNEW FAMILY MEDICAL CENTER PERFORMED THE FOLLOWING COMMUNITY BUILDING ACTIVITIES: -LEADERSHIP DEVELOPMENT AND TRAINING FOR COMMUNITY MEMBERS- PROVIDED REAL-WORLD MEDICAL AND NURSING LEARNING OPPORTUNITIES. WE ALSO TRAINED MEDICAL AND NURSING STUDENTS IN SUBSTANCE USE EDUCATION AND SPECIALIZATION AND TRAINED COMMUNITY MEMBERS IN MENTAL HEALTH FIRST AID. PART III, LINE 2: SEE PART III, LINE 3 FOR EXPLANATION OF METHODOLOGY USED. PART III, LINE 3: THE HOSPITAL HAS ADOPTED HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT #15. THE HOSPITAL'S POLICY IS TO WRITE OFF ALL PATIENT ACCOUNTS THAT HAVE BEEN IDENTIFIED AS UNCOLLECTIBLE. AN ALLOWANCE FOR DOUBTFUL ACCOUNTS IS RECORDED FOR ACCOUNTS NOT YET WRITTEN OFF THAT ARE ANTICIPATED TO BECOME UNCOLLECTIBLE IN FUTURE PERIODS. INSURANCE COVERAGE AND CREDIT INFORMATION ARE OBTAINED FROM PATIENTS WHEN AVAILABLE. NO COLLATERAL IS OBTAINED FOR ACCOUNTS RECEIVABLE. BAD DEBT EXPENSE AT COST WAS DETERMINED BY USING A COST TO CHARGE RATIO. THE BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY WAS DETERMINED BY SPECIFIC IDENTIFICATION REVIEWING BAD DEBT RECORDS AND DETERMINING WHO WOULD HAVE BECOME ELIGIBLE FOR CHARITY CARE IF ALL INFORMATION HAD BEEN OBTAINED FROM THE PATIENTS. PART III, LINE 4: SEE FOOTNOTE #2(J) OF AUDITED FINANCIAL STATEMENTS - PAGES 15-17. PART III, LINE 8: COMMUNITY BENEFIT QUESTION IS NOT APPLICABLE IN MARYLAND AS MARYLAND HOSPITALS ARE REIMBURSED UNDER THE HSCRC WAIVER PROGRAM WHEREIN NET REVENUE (REIMBURSEMENT) IS BASED ON A PERCENTAGE OF REGULATED CHARGES. COSTING METHODOLOGY BASED ON A PERCENTAGE OF REGULATED CHARGES. COSTING METHODOLOGY BASED ON TRIAL BALANCE EXPENSES ADJUSTED TO ALLOWABLE EXPENSE IN ACCORDANCE WITH MEDICARE COST REPORTING RULES AND REGULATIONS. COST NUMBERS REPORTED ARE CONSISTENT WITH LHAAMC'S MEDICARE COST REPORT FILING. PART III, LINE 9B: EACH LUMINIS HEALTH J. MCNEW PATIENT BILL INCLUDES CONTACT INFORMATION FOR FINANCIAL ASSISTANCE AND STATES WHERE TO CALL TO REQUEST A PAYMENT PLAN. SHORT- AND LONG-TERM INTEREST FREE PAYMENT PLANS ARE AVAILABLE. THE HOSPITAL TAKES INTO ACCOUNT THE BALANCE OF THE BILL AND THE PATIENTS' FINANCIAL CIRCUMSTANCES IN DETERMINING THE APPROPRIATE AGREEMENT. SHOULD THE PATIENT CONTACT PATIENT FINANCIAL SERVICES CUSTOMER SERVICE UNIT REGARDING INABILITY TO PAY, FINANCIAL ASSISTANCE IS OFFERED, THE AMOUNT OF WHICH IS BASED ON THE FINANCIAL ASSISTANCE SCREENING PROCESS. IF THERE IS NO INDICATION FROM THE PATIENT OR A REPRESENTATIVE THAT THEY CANNOT PAY AND NO ATTEMPT OF PAYMENT OR REASONABLE PAYMENT ARRANGEMENTS ARE MADE, THE ACCOUNT IS REFERRED TO A COLLECTION AGENCY. THE COLLECTION AGENCY IS EDUCATED ON HOW TO MAKE REFERRALS TO THE FINANCIAL COUNSELING DEPARTMENT FOR INDIVIDUALS INDICATING THEY HAVE AN INABILITY TO PAY. THE HOSPITAL COLLECTION POLICY ALLOWS THE HOSPITAL TO TAKE INTO ACCOUNT PATIENT CIRCUMSTANCES SUCH AS THE AMOUNT OF THE BILL AND AMOUNTS OWED TO OTHER PROVIDERS IN DETERMINATION OF ULTIMATE AMOUNT TO BE PAID. PART VI, LINE 2: LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC., PARENT OF MCNEW, PERFORMED A COMMUNITY HEALTH NEEDS ASSESSMENT IN FISCAL YEAR 2022. THIS INFORMATION IS PRESENTED BELOW.THE SUMMATIVE (QUANTITATIVE) DATA CONTAINED IN THIS NEEDS ASSESSMENT WAS GATHERED FROM A VARIETY OF LOCAL, STATE AND NATIONAL SOURCES. POPULATION AND SOCIO-ECONOMIC STATISTICS WERE COMPILED USING DATA FROM THE UNITED STATES (U.S.) CENSUS BUREAU'S POPULATION ESTIMATES PROGRAM AND THE AMERICAN COMMUNITY SURVEY 1-YEAR AND 5-YEAR ESTIMATES. THESE DATA SHOULD BE CONSIDERED LESS RELIABLE DUE TO THE GAP OF NINE YEARS SINCE THE LAST FULL CENSUS. ALL DATA HERE ARE BASED ON CENSUS ESTIMATES, EXCEPT FOR THE 2020 CENSUS POPULATION DATA WHICH HAS BEEN UPDATED. BIRTH AND DEATH DATA FILES WERE OBTAINED FROM THE MARYLAND DEPARTMENT OF HEALTH AND MENTAL HYGIENE, VITAL STATISTICS ADMINISTRATION. THE EMERGENCY DEPARTMENT AND INPATIENT HOSPITAL DISCHARGE DATA FILES WERE OBTAINED FROM THE MARYLAND HEALTH SERVICES COST REVIEW COMMISSION FOR TOPICS LIKE BIRTH, MORTALITY, AND HOSPITAL UTILIZATION. OTHER DATA SOURCES USED FOR THIS REPORT WERE: MARYLAND VITAL STATISTICS ANNUAL REPORTS, MARYLAND DEPARTMENT OF HEALTH AND MENTAL HYGIENE'S ANNUAL CANCER REPORTS, BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS), CENTERS FOR DISEASE CONTROL AND PREVENTION'S CDC WONDER ONLINE DATABASE, CENTERS FOR MEDICARE AND MEDICAID SERVICES, NATIONAL VITAL STATISTICS REPORTS AND COUNTY HEALTH RANKINGS, AND A VARIETY OF LOCAL DATABASES. THE SPECIFIC DATA SOURCES ARE LISTED THROUGHOUT THE REPORT.THE CHNA DESCRIBED OTHER SOCIAL DETERMINANTS OF HEALTH SUCH AS: TRANSPORTATION, AFFORDABLE HOUSING, QUALITY CHILDCARE AND ACCESS TO HEALTHY FOOD. LHAAMC CANNOT ADEQUATELY ADDRESS THESE NEEDS AS THEY REQUIRE INTERVENTION FROM PUBLIC SERVICES AND LOCAL GOVERNMENT.THE 2022 CHNA DRAWS ON QUALITATIVE DATA GATHERED FROM 11 KEY INFORMANTS AND 16 FOCUS GROUPS. FOCUS GROUP AREAS INCLUDED EMERGENCY DEPARTMENT PERSONNEL, BEHAVIORAL HEALTH PROVIDERS, HISPANIC RESIDENTS, ADVOCATES, AND A HOST OF OTHERS. A FULL LIST OF FOCUS GROUPS AND KEY INFORMANTS CAN BE FOUND BELOW. INTERVIEWS AND CONVERSATIONS WERE RECORDED, WITH THE PERMISSION OF PARTICIPANTS, AND TRANSCRIBED VERBATIM. THE AUTHOR THANKS LISA KOVACS, ADMINISTRATIVE COORDINATOR AT THE ANNE ARUNDEL COUNTY PARTNERSHIP FOR CHILDREN, YOUTH AND FAMILIES, FOR THE HOURS OF TRANSCRIPTION TIME SPENT ENSURING THIS CHNA ACCURATELY REPRESENTS THE VOICES OF OUR COMMUNITY. THE DATA WAS READ AND REREAD UNTIL DOMINANT THEMES EMERGED WHICH BECAME THE SUBTEXT OF THE REPORT. ALL PARTICIPANTS GAVE PERMISSION FOR THEIR WORDS TO BE USED IN THE FINAL REPORT, ALTHOUGH THEIR IDENTITIES ARE PROTECTED.THE 2022 CHNA DRAWS ON QUALITATIVE DATA GATHERED FROM 11 KEY INFORMANTS AS FOLLOWS:PRESIDENT, LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER (LHAAMC)CEO, UNIVERSITY OF MARYLAND BALTIMORE WASHINGTON MEDICAL CENTERANNE ARUNDEL COUNTY HEALTH OFFICEREXECUTIVE DIRECTOR, ANNE ARUNDEL COUNTY MENTAL HEALTH AGENCYDIRECTOR, ANNE ARUNDEL COUNTY CRISIS RESPONSECLINICAL DIRECTOR, ANNE ARUNDEL COUNTY MENTAL HEALTH AGENCYSCHOOLS SUPERINTENDENTCOUNTY EXECUTIVEFAITH LEADERPUBLIC HOUSING RESIDENTPRIMARY CARE DOCTORSIXTEEN FOCUS GROUPS CONTRIBUTED TO THE REPORT AS FOLLOWS:LHAAMC AND UMBWMC EMERGENCY DEPARTMENT AND EMERGENCY RESPONSE (6).BEHAVIORAL HEALTH PROVIDERS (20)BEHAVIORAL HEALTH CO-OCCURRING COMMITTEE (10)DISABLED RESIDENTS (PROVIDERS AND CLIENTS) (8)SENIORS (PROVIDERS AND CLIENTS) (10)CHILDCARE PROVIDERS AND EARLY CHILDHOOD EDUCATORS (15)HUMAN SERVICES TEAM (10) PUPIL PERSONNEL WORKERS (12)ANNE ARUNDEL COUNTY HEALTH DEPARTMENT SENIOR STAFF (12)PUBLIC HOUSING PROVIDERS (2)NOT FOR PROFIT LEADERS (30)SOUTH COUNTY STAKEHOLDERS (24)NORTH COUNTY STAKEHOLDERS (28)WEST COUNTY STAKEHOLDERS (12)ANNAPOLIS STAKEHOLDERS (25)HISPANIC NEEDS ASSESSMENT GROUPS (12) PART VI, LINE 3: PUBLIC NOTICE AND INFORMATION REGARDING THE LUMINIS HEALTH J. KENT MCNEW FAMILY MEDICAL CENTER'S CHARITY CARE POLICY IS PUBLISHED ON THE WEBSITE AND INCLUDES THE FOLLOWING:A) ANNUAL NOTICE THAT CHARITY CARE IS PROVIDED, AND THE CRITERIA IS PROVIDED AND PUBLISHED IN THE LOCAL NEWSPAPER, THE CAPITAL GAZETTE.B) THE NOTICE PROVIDED BY THE UNITED STATES DEPARTMENT OF HEALTH AND HUMAN SERVICES REGARDING MEDICAL CARE FOR THOSE WHO CANNOT AFFORD TO PAY IS POSTED AT THE POINT OF ADMISSION, THE BUSINESS OFFICE, AND CASHIER.C) INDIVIDUAL NOTICE IS PROVIDED TO EACH PERSON SEEKING SERVICE AT THE TIME OF ADMISSION OR PRE-ADMISSION TESTING.D) INFORMATION ON HOW TO OBTAIN FINANCIAL ASSISTANCE IS INCLUDED ON EVERY PATIENT LETTER AND STATEMENT.E) THE LUMINIS HEALTH J. KENT MCNEW'S CALL CENTER REPRESENTATIVES AND COLLECTORS INFORM PATIENTS OF FINANCIAL ASSISTANCE AVAILABILITY IF THE PATIENT INDICATES THEY ARE UNABLE TO PAY THEIR BILL.F) FINANCIAL ASSISTANCE APPLICATION FORMS, IN ENGLISH AND SPANISH, ARE AVAILABLE ON THE LUMINIS HEALTH J. KENT MCNEW'S WEBSITE.G) THE LUMINIS HEALTH J. KENT MCNEW'S FINANCIAL ASSISTANCE POLICY, IN ENGLISH AND SPANISH, IS AVAILABLE ON THE MEDICAL CENTER'S WEBSITE.H) PAMPHLETS EXPLAINING FINANCIAL ASSISTANCE ARE AVAILABLE AT THE INFORMATION DESK AS WELL AS REGISTRATION STATIONS. PART VI, LINE 4: ANNE ARUNDEL COUNTY IS THE FIFTH LARGEST COUNTY IN THE STATE COVERING 415 SQUARE MILES. IT HAS 534 MILES OF NATURAL SHORELINE. MOST RECENT HOUSEHOLD MEDIAN INCOME ESTIMATES STAND AT $113,125 (US CENSUS ESTIMATES, 2022.) THE UNEMPLOYMENT RATE (MARYLAND GOVERNMENT, 2022) IS 2.8 PERCENT, LOWER THAN THE STATE AVERAGE OF 3.2 PERCENT. HOWEVER, THERE ARE 32,000 ANNE ARUNDEL COUNTY RESIDENTS (5.4 PERCENT) LIVING BELOW THE POVERTY LEVEL COMPARED TO THE STATE AVERAGE OF 9.6 PERCENT (US CENSUS ESTIMATES, 2022.) IN 2022, THE RATE OF POVERTY FOR CHILDREN IS MUCH HIGHER, AT 6.3 PERCENT. ALTHOUGH ANNE ARUNDEL COUNTY HAS A HIGH STANDARD OF LIVING OVERALL, ECONOMIC DISTRESS IS SPREAD UNEQUALLY THROUGHOUT THE COUNTY WITH POCKETS OF LOW INCOME AND POVERTY LEVEL FAMILIES CLUSTERED IN NORTH AND SOUTH COUNTY AREAS AND IN ANNAPOLIS. AS A RESULT, SOCIAL DETERMINANTS OF HEALTH ARE A CONSIDERABLE FACTOR FOR INDIVIDUALS AND FAMILIES LIVING IN POVERTY. ACCESS TO HEALTHY FOOD, EMOTIONAL STABILITY, THE CLEANLINESS AND SAFETY OF THE ENVIRONMENT, TRANSPORTATION, AND ACCESS TO HEALTH SERVICES ALL IMPACT HEALTH AND WELLNESS. THE GAP BETWEEN RICH AND POOR CONTINUES TO WIDEN. THE NUMBER OF RESIDENT HOUSEHOLDS WITH AN INCOME ABOVE $200,000 HAS GROWN BY 47 PERCENT WHILE THOSE HOUSEHOLDS WITH AN INCOME BELOW $25,000 HAVE SHRUNK.THE WHITE CAUCASIAN POPULATION IS 71.4 PERCENT OF THE POPULATION AND THE BLACK POPULATION MAKES UP 19.8 PERCENT OF THE POPULATION. THE HISPANIC POPULATION IS GROWING MORE SIGNIFICANTLY THAN ALL RACES/ETHNICITIES AND IS NOW AT 9.4 PERCENT. THE COUNTY HAS THE FOURTH LARGEST HISPANIC POPULATION BY PERCENTAGE AMONG MARYLAND COUNTIES. THE DISTRIBUTION OF THE POPULATION IS UNEVEN IN THE COUNTY WITH A HIGH OF 22.8 PERCENT HISPANIC IN THE CITY OF ANNAPOLIS. THE LARGEST SECTOR OF THE HISPANIC POPULATION IS FROM CENTRAL AMERICAN COUNTRIES, INCLUDING A GROWING POPULATION FROM EL SALVADOR. THIS IS SIGNIFICANTLY DIFFERENT FROM THE OVERALL U.S. HISPANIC POPULATION, WHICH IS OVERWHELMINGLY MEXICAN (63 PERCENT.)THE NUMBER OF OLDER MARYLANDERS IS INCREASING. OF THE NEARLY 6.1 MILLION PEOPLE IN MARYLAND IN 2020, 22.62 PERCENT WERE AGED 60 OR OVER. THIS PERCENTAGE IS EXPECTED TO INCREASE TO 26.57 PERCENT BY THE YEAR 2040. INDIVIDUALS 85 AND OVER ARE THE FASTEST GROWING SEGMENT OF THE POPULATION. IN 2020, 62.8 PERCENT OF MARYLAND'S OLDER ADULTS (60+) RESIDE IN BALTIMORE CITY AND IN ANNE ARUNDEL, BALTIMORE, MONTGOMERY AND PRINCE GEORGE'S COUNTIES. IN 2035, THESE WILL REMAIN THE JURISDICTIONS WITH THE LARGEST NUMBER OF INDIVIDUALS OVER 60 (MARYLAND DEPARTMENT OF AGING, 2021). THE ANNE ARUNDEL COUNTY 60+ POPULATION IS EXPECTED TO RISE OVER 27 PERCENTBETWEEN 2020 AND 2045, FROM 129,440 TO 164,524.INFANT MORTALITY AND LOW BIRTH WEIGHT CONTINUES TO NEGATIVELY IMPACT OUR FAMILIES. OTHER DRIVERS IN THE COUNTY INCLUDE A RISING RATE OF REPORTED DOMESTIC VIOLENCE AND HUMAN TRAFFICKING CASES. THERE IS AN EPIDEMIC RELATED TO OPIOID OVERDOSES AND DEATHS INCLUDING A LACK OF SPECIALTY PROVIDERS AND MENTAL HEALTH PROVIDERS, IN PARTICULAR SPANISH SPEAKING PROVIDERS. THE EMERGENCY ROOMS ARE OVERCROWDED AS A RESULT. PART VI, LINE 6: THE INFORMATION PRESENTED BELOW IS BASED ON AFFILIATED ENTITIES OF MCNEW.LUMINIS HEALTH COMMUNITY CLINICS, LLC (FORMERLY KNOWN AS LHAAMC COMMUNITY CLINICS, LLC), A GROUP WITHIN PHYSICIAN ENTERPRISE, LLC CURRENTLY HAS THREE LOCATIONS: MORRIS BLUM, FOREST DRIVE AND ARUNDEL LODGE.IN FY2023, LUMINIS HEALTH COMMUNITY CLINICS PUT SIGNIFICANT EFFORT AND RESOURCES INTO THE CONTINUED OPERATIONS OF THE MORRIS BLUM AND FORREST DRIVE LOCATIONS.THE MORRIS BLUM CLINIC WAS CREATED BY THE ANNAPOLIS COMMUNITY HEALTH PARTNERSHIP THROUGH FUNDING BY THE HEALTH ENTERPRISE ZONE (HEZ) IN ANNAPOLIS. THE ANNAPOLIS COMMUNITY HEALTH PARTNERSHIP CONSISTS OF LHAAMC, THE CITY OF ANNAPOLIS, THE HOUSING AUTHORITY OF THE CITY OF ANNAPOLIS, THE ANNE ARUNDEL COUNTY DEPARTMENT OF HEALTH AND THE ANNE ARUNDEL COUNTY DEPARTMENT OF AGING AND DISABILITIES.FOCUSED ON PROVIDING COMMUNITY HEALTH RESOURCES, THE PARTNERSHIP ESTABLISHED THE MORRIS BLUM CLINIC TO SERVE RESIDENTS AT THE MORRIS H. BLUM SENIOR APARTMENTS AND SURROUNDING COMMUNITY. THIS IS A PUBLIC HOUSING NEIGHBORHOOD THAT HAS HIGH RATES OF EMERGENCY ROOM UTILIZATION, HOSPITAL ADMISSIONS AND READMISSIONS AND A LARGE VOLUME OF MEDICAL 911 CALLS.THE MORRIS BLUM CLINIC IS NESTLED IN THE COMMUNITY IT'S MEANT TO SERVE, EASILY ACCESSIBLE BY FOOT OR PUBLIC TRANSPORTATION. PRIMARY CARE MEDICAL HOME PERSONNEL PROVIDE MEDICAL TREATMENT TO PATIENTS AGED SIX YEARS OLD TO ADULTS. THE CLINIC PROVIDES MEDICAL CARE FOR BUILDING RESIDENTS AND THE SURROUNDING COMMUNITY WHO ARE UNINSURED AND UNDERSERVED.BY HAVING A REGULAR DOCTOR ON SITE, PATIENT-PHYSICIAN RELATIONSHIPS STRENGTHEN, AND CARE IMPROVES. HEALTH OUTCOMES ARE BEING MONITORED AND DEMONSTRATED BY MEASURING PATIENT SATISFACTION, IMPROVING MANAGEMENT OF CHRONIC DISEASE, AND DECREASING PREVENTABLE MEDICAL 911 CALLS, EMERGENCY ROOM VISITS AND HOSPITAL ADMISSIONS. THERE WERE 2,210 PATIENT VISITS AT MORRIS BLUM IN FY2023.THE FOREST DRIVE CLINIC ALSO PROVIDES PRIMARY CARE SERVICES TO PATIENTS IN ALL STAGES OF LIFE (NEWBORN-GERIATRIC). MEDICAL SERVICES ARE PROVIDED BY QUALIFIED, PROFESSIONAL EMPLOYED STAFF AND IS CONVENIENTLY LOCATED ON SEVERAL LOCAL BUS ROUTES. THE PRIMARY CARE SITE PROVIDES 24-HOUR CALL COVERAGE FOR PATIENT CALLS AND ALL CLINICS UTILIZE ELECTRONIC MEDICAL RECORDS. IN FY2023 FOREST DRIVE HAD 11,537 PATIENT VISITS.ALL CLINIC LOCATIONS PROVIDE INTERPRETERS VIA IN PERSON AND/OR TELEPHONIC. THERE ARE FIVE BILINGUAL STAFF AND THREE BILINGUAL PROVIDERS AMONG THE THREE CLINICS. IN THE EVENT LUMINIS HEALTH IS UNABLE TO PROVIDE ONE-ON-ONE INTERPRETATION, TELEPHONIC INTERPRETATION AND/OR VIDEO INTERPRETATION VIA MARTTI IS PROVIDED 24/7.LUMINIS HEALTH COMMUNITY CLINICS ACCEPT MOST MAJOR INSURANCE COMPANIES AND HAS A SLIDING FEE SCALE FOR INDIVIDUALS WHO LACK INSURANCE COVERAGE. THE SLIDING SCALE IS BASED ON FEDERAL POVERTY GUIDELINES, GROSS HOUSEHOLD INCOME AND NUMBER OF HOUSEHOLD DEPENDENTS. PATIENTS AT LUMINIS HEALTH COMMUNITY CLINICS MUST PRESENT PROOF OF INCOME AND UNDERGO A FINANCIAL ANALYSIS AT THE TIME OF THE INITIAL APPOINTMENT AND ON AN ANNUAL BASIS THEREAFTER. IF THE PATIENT'S INCOME CHANGES, A NEW FINANCIAL ANALYSIS IS COMPLETED. PATIENTS WHO MAY QUALIFY FOR INSURANCE ARE REFERRED TO LHAAMC FINANCIAL ASSISTORS TO REVIEW THEIR ELIGIBILITY. ALL PATIENTS ARE TREATED WITH DIGNITY, RESPECT AND CONFIDENTIALITY. PART VI, LINE 7, REPORTS FILED WITH STATES MD 1 1 0 0 0 0 0 0 0 VICTORIA W BAYLESS LH CEO/BOARD MEMBER 0 1205852 0 478758 0 304279 0 290064 0 250 0 2279203 0 200600 SHERRY PERKINS PRESIDENT/CHAIR 0 653409 0 194594 0 183554 0 68388 0 227 0 1100172 0 90949 MITCHELL SCHWARTZ MD FORMER BOD MEM./CHIEF MED. OFFICER 0 665818 0 202032 0 99729 0 8700 0 28532 0 1004811 0 0 TIMOTHY ADELMAN LH GENERAL COUNSEL/SECRETARY 0 451357 0 139501 0 26138 0 61251 0 27804 0 706051 0 0 KEVIN L SMITH LH CFO/VICE CHAIR/TREASURER 0 463815 0 137573 0 10295 0 60894 0 30842 0 703419 0 0 STEPHEN SELINGER CHIEF MEDICAL OFFICER 0 475986 0 119158 0 0 0 9150 0 12572 0 616866 0 0 JENNIFER HARRINGTON CHIEF OPERATING OFFICER 0 335869 0 85623 0 45368 0 34325 0 27772 0 528957 0 13724 ROBERT REILLY FORMER TREASURER 0 0 0 0 0 467093 0 0 0 24846 0 491939 0 0 CYNTHIA RADOVIC DIRECTOR - NURSING MENTAL HEALTH 148924 0 9869 0 5769 0 5036 0 17734 0 187332 0 0 0 HEATHER CAPORIN CLINICAL SUPERVISOR 152749 0 7051 0 0 0 4794 0 0 0 164594 0 0 0 PART I, LINE 3 THE TOP MANAGEMENT OFFICIALS ARE UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON THE LUMINIS HEALTH, INC., A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS. PART I, LINES 4A-B DURING THE YEAR, ROBERT REILLY RECEIVED A SEVERANCE PAYMENT OF $476,815. THE FOLLOWING PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $277,014 SHERRY PERKINS $ 59,688 TIMOTHY ADELMAN $ 52,551 KEVIN SMITH $ 52,194 JENNIFER HARRINGTON $ 21,811 THE FOLLOWING RECEIVED DISTRIBUTIONS FROM THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $215,140 SHERRY PERKINS $128,303 JENNIFER HARRINGTON $ 17,805 EXPENDITURES FOR EXEMPT PURPOSE 2023-06-30 8591370 COST 999999999 SEE SUPPLEMENTAL NARRATIVE 2000 MEDICAL PARKWAY 606 ANNAPOLIS MD 21401 501(C)(3) 0 0 0 0 PART II LINE 1(A), 1(F) THE ORGANIZATION INCURRED SIGNIFICANT COSTS IN MEETING ITS EXEMPT PURPOSE. THESE EXPENDITURES RESULTED IN A 25% DECREASE IN THE ORGANIZATION'S NET ASSETS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE STOCKHOLDER OF THE ORGANIZATION IS LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. ("LHAAMC"), A SECTION 501(C)(3) ENTITY. THE SOLE STOCKHOLDER OF LHAAMC IS LUMINIS HEALTH, INC., A SECTION 501(C)(3) ENTITY THAT SERVES AS THE PARENT CORPORATION OF THE INTEGRATED HEALTH SYSTEM. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE STOCKHOLDER OF THE ORGANIZATION IS LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. ("LHAAMC"), A SECTION 501(C)(3) ENTITY. THE SOLE STOCKHOLDER OF LHAAMC IS LUMINIS HEALTH, INC., A SECTION 501(C)(3) ENTITY THAT SERVES AS THE PARENT CORPORATION OF THE INTEGRATED HEALTH SYSTEM. LUMINIS HEALTH HAS THE EXPRESS POWER AND RESPONSIBILITY TO ELECT AND REMOVE THE BOARD OF DIRECTORS AND OFFICERS OF BOTH AAMC AND THE FILING CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE STOCKHOLDER OF THE ORGANIZATION IS LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. ("LHAAMC"), A SECTION 501(C)(3) ENTITY. THE SOLE STOCKHOLDER OF LHAAMC IS LUMINIS HEALTH, INC., A SECTION 501(C)(3) ENTITY THAT SERVES AS THE PARENT CORPORATION OF THE INTEGRATED HEALTH SYSTEM. LUMINIS HEALTH HAS THE EXPRESS POWER AND RESPONSIBILITY TO APPROVE DECISIONS OF THE BOARD OF DIRECTORS FOR BOTH LHAAMC AND THE FILING CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B RESPONSIBILITY FOR THE DETAILED REVIEW OF THE FORM 990 HAS BEEN ASSIGNED TO THE AUDIT AND COMPLIANCE COMMITTEE OF LUMINIS HEALTH, INC. (PARENT). THE AUDIT AND COMPLIANCE COMMITTEE REVIEWS THE FORM 990 AND PROVIDES SUMMARY INFORMATION TO THE FULL BOARD. THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THAT ANY MEMBER OF THE BOARD OF TRUSTEES, MEMBERS OF ANY LUMINIS HEALTH (LH) BOARD OF DIRECTORS, A MEMBER OF A COMMITTEE TO THE BOARD OF TRUSTEES/DIRECTORS, A LH LEADERSHIP MEMBER, AND DESIGNATED EMPLOYEES OF THE ORGANIZATION (COVERED PERSON(S)) REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND RETURN AN ATTESTATION WITH A DISCLOSURE OF ANY ACTUAL AND OR POTENTIAL CONFLICTS OF INTEREST. SUBSEQUENT TO THE COMPLETION OF THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, IF A COVERED PERSON BECOMES AWARE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE COVERED PERSON SHALL PROMPTLY DISCLOSE IT TO THE CHIEF EXECUTIVE OFFICER OF LUMINIS HEALTH. IF REASONABLE CAUSE EXISTS TO BELIEVE THAT A COVERED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE COVERED PERSON SHALL BE INFORMED OF THE BASIS FOR SUCH BELIEF AND PROVIDED AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. ALL CONFLICT OF INTEREST ATTESTATION FORMS SHALL BE REVIEWED BY THE CHIEF COMPLIANCE OFFICER OR HIS/HER DESIGNEE TO DETERMINE IF A CONFLICT OR POTENTIAL CONFLICT OF INTEREST EXISTS. IF THE CHIEF COMPLIANCE OFFICER OR HIS/HER DESIGNEE DETERMINES THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXIST, THE MATTER SHALL BE REFERRED TO THE CEO OF LUMINIS HEALTH FOR REVIEW. THE CEO OF LUMINIS HEALTH SHALL PRESENT THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE CHAIR OF THE BOARD OF TRUSTEES FOR REVIEW AND CONSIDERATION. THE CHAIR OF THE BOARD OF TRUSTEES AND THE CEO MAY DETERMINE THAT A CONFLICT OF INTEREST EXISTS OR THEY MAY PRESENT THE MATTER TO THE BOARD. IF A CONFLICT OR POTENTIAL CONFLICT IS DEEMED TO EXIST, THE COVERED PERSON MUST REMOVE THEMSELF FROM THE ROOM DURING ANY DISCUSSION OF THE MATTER, REFRAIN FROM PARTICIPATING IN DISCUSSION AND VOTING UPON OR OTHER DECISION MAKING IN REGARD TO THE MATTER, AVOID USING THEIR PERSONAL INFLUENCE, AVOID MAKING AN ADMINISTRATIVE DECISION ON THE MATTER, AND, IN THE CASE OF A COVERED PERSON WITH VOTING RIGHTS, MUST NOT BE COUNTED IN DETERMINING THE QUORUM FOR ACTION ON THE MATTER, EVEN WHERE PERMITTED BY THE BY-LAWS. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD SHALL DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION AND SHALL MAKE ITS DECISIONS AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. IF THE BOARD DETERMINES THAT THE TRANSACTION IS IN THE BEST INTEREST OF LUMINIS HEALTH, THE BOARD MAY IMPOSE SUCH CONDITIONS OR REQUIREMENTS ON THE COVERED PERSON INCLUDING, BUT NOT LIMITED TO, REQUIRING THAT THE COVERED PERSON RECUSE THEMSELF FROM DELIBERATIONS AND DECISIONS RELATING TO THOSE MATTERS WHERE THE COVERED PERSON HAS AN INTEREST WHICH COULD CONFLICT, OR APPEAR TO CONFLICT, WITH THEIR DUTY OF LOYALTY TO THE BEST INTERESTS OF LUMINIS HEALTH. FORM 990, PART VI, SECTION B, LINE 15 LUMINIS HEALTH'S EXECUTIVE COMPENSATION AND DEVELOPMENT COMMITTEE DETERMINES THE PRESIDENT'S COMPENSATION FOLLOWING THE IRC SECTION 4958 REBUTTABLE PRESUMPTION TEST. ALL OTHER COMPENSATION IS DETERMINED THROUGH CONSULTATION WITH AN INDEPENDENT OUTSIDE COMPENSATION CONSULTING FIRM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE RETAINED IN THE FINANCE OFFICE AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990 IS AVAILABLE BY REQUEST TO THE FINANCE OFFICE OR CAN BE OBTAINED ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 1,404,704. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,404,704. CONSULTING: PROGRAM SERVICE EXPENSES 38,431. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,431. SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 9,268. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,268. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 158,617. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 158,617. IU SHARED SERVICES: PROGRAM SERVICE EXPENSES 45,756. MANAGEMENT AND GENERAL EXPENSES 3,444. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,200. FORM 990, PART XI, LINE 9: TRANSFER/RECAPITALIZATION FROM AFFILIATES -870,605. FORM 990, PAGE 12, PART XII, LINE 2C: THE SOLE STOCKHOLDER OF THE ORGANIZATION IS LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. ("LHAAMC"), A SECTION 501(C)(3) ENTITY. THE SOLE STOCKHOLDER OF LHAAMC IS LUMINIS HEALTH, INC. (FKA ANNE ARUNDEL HEALTH SYSTEM, INC.), A SECTION 501(C)(3) ENTITY THAT SERVES AS THE PARENT CORPORATION OF THE INTEGRATED HEALTH SYSTEM. LUMINIS HEALTH HAS THE EXPRESS POWER AND RESPONSIBILITY TO APPROVE DECISIONS OF THE BOARD OF DIRECTORS FOR BOTH LHAAMC AND THE FILING CORPORATION. RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS BEEN ASSIGNED TO THE AUDIT AND COMPLIANCE COMMITTEE OF LUMINIS HEALTH, INC. (PARENT). LUMINIS HEALTH INC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 521622253 SUPPORT HEALTH CARE RELATED ENTITIES MD 501(C)(3) LINE 12C, III-FI N/A 0 LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 521169362 MEDICAL/HOSPITAL SERVICES MD 501(C)(3) LINE 3 LUMINIS HEALTH INC 0 LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 521331298 SUPPORTING ORGANIZATION OF LUMINIS HEALTH SYSTEM, INC. AND SUBSIDIARIES MD 501(C)(3) LINE 12B, II LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC 0 LUMINIS HEALTH IMAGING INC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 521467734 OUTPATIENT DIAGNOSTICS AND IMAGING SERVICES MD 501(C)(3) LINE 3 LUMINIS HEALTH CLINICAL ENTERPRISE INC 0 LUMINIS HEALTH RESEARCH INSTITUTE INC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 263038406 MEDICAL RESEARCH MD 501(C)(3) LINE 4 LUMINIS HEALTH CLINICAL ENTERPRISE INC 0 LUMINIS HEALTH REAL ESTATE HOLDING COMPANY INC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 521622251 REAL ESTATE HOLDING COMPANY MD 501(C)(2) LUMINIS HEALTH INC 0 PHYSICIAN ENTERPRISE LLC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 270263214 MEDICAL/PHYSICIAN SERVICES MD 501(C)(3) LINE 3 LUMINIS HEALTH CLINICAL ENTERPRISE INC 0 LUMINIS HEALTH PATHWAYS INC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 521722088 ALCOHOL & DRUG ABUSE TREATMENT SERVICES MD 501(C)(3) LINE 3 LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC 0 LUMINIS HEALTH DOCTORS COMMUNITY MEDICAL CENTER INC 8118 GOOD LUCK ROAD LANHAM MD 20706 521638026 HOSPITAL MD 501(C)(3) LINE 3 LUMINIS HEALTH INC 0 LUMINIS HEALTH DOCTORS COMMUNITY MEDICAL CENTER FOUNDATION 8118 GOOD LUCK ROAD LANHAM MD 20706 521712338 SUPPORTING ORGANIZATION OF LUMINIS HEALTH DOCTORS COMMUNITY MEDICAL CENTER MD 501(C)(3) LINE 12A, I LUMINIS HEALTH DOCTORS COMMUNITY MEDICAL CENTER INC 0 LUMINIS HEALTH CLINICAL ENTERPRISE INC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 871458728 TO PROVIDE COMMON MANAGEMENT SUPERVISION AND DIRECTION TO OTHER LUMINIS MD 501(C)(3) LINE 12C, III-FI LUMINIS HEALTH INC 0 ANNAPOLIS EXCHANGE LOT IV LLC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 522020156 COMMERCIAL REAL ESTATE LEASING MD N/A 0 0 ANNAPOLIS EXCHANGE LOT V LLC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 522020157 MEDICAL REAL ESTATE LEASING MD N/A 0 0 MEDICAL OFFICE LLC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 202290229 MEDICAL REAL ESTATE LEASING MD N/A 0 0 KENT ISLAND MEDICAL ARTS LLC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 260623450 MEDICAL REAL ESTATE LEASING MD N/A 0 0 ANNE ARUNDEL - SCA SURGICENTER LLC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 824763728 AMBULATORY SURGICENTER MD N/A 0 0 ANNE ARUNDEL - SCA HOLDINGS LLC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 825124069 AMBULATORY SURGICENTER HOLDING COMPANY MD N/A 0 0 DOCTORS REGIONAL CANCER CENTER LLC 8118 GOOD LUCK ROAD LANHAM MD 20706 208889327 CANCER TREATMENT SERVICES FOR RESIDENTS OF PRINCE GEORGE'S COUNTY MD N/A 0 0 MAGNOLIA GARDENS NURSING HOME 8200 GOOD LUCK ROAD LANHAM MD 20706 521961563 NURSING HOME MD N/A 0 0 PAVILION PARK INC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 521890034 REAL ESTATE LEASING MD N/A C 0 LUMINIS HEALTH CARE SERVICES INC 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 521646304 MEDICAL SERVICES MD N/A C 0 COTTAGE INSURANCE COMPANY LTD PO BOX 1109 GRAND CAYMAN CJ CJ KY1-110 980461499 CAPTIVE INSURER - PROFESSIONAL LIABILITY INSURANCE CJ N/A C 0 DOCTORS COMMUNITY HEALTH VENTURES INC 8118 GOOD LUCK ROAD LANHAM MD 20706 521884380 WHOLLY OWNED FOR PROFIT ENTITY OF LUMINIS HEALTH DOCTORS COMMUNITY MED CTR MD N/A C 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC C 269882 FMV