2022-05-06T07:53:59-05:00 2021-06-30 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2020-07-01 833856917 LUMINIS HEALTH J KENT MCNEW FAMILY MEDICAL CENTER INC ANNE 4434811308 2000 MEDICAL PARKWAY NO 606 ANNAPOLIS MD 21401 KEVIN L SMITH CFO 4434811308 2022-05-04 1 KEVIN SMITH 999009999 LORI S BURGHAUSER P00370694 4104031500 2022-05-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z VICTORIA BAYLESS 2000 MEDICAL PARKWAY NO 606 ANNAPOLIS MD 21401 7866410 0 X SEE SCHEDULE O X 2019 MD TO PROVIDE MENTAL HEALTH SERVICES TO THE COMMUNITY. 5 1 61 20 0 0 838933 718204 1456248 7133934 0 0 0 14272 2295181 7866410 0 0 0 0 1553122 4735041 0 0 0 996870 3727795 2549992 8462836 -254811 -596426 28388413 28865726 28388413 28865726 0 0 TO PROVIDE MENTAL HEALTH SERVICES TO THE COMMUNITY. 0 0 8308229 0 7133934 J. KENT MCNEW FAMILY MEDICAL CENTER IS A STAND-ALONE MENTAL HEALTH FACILITY THAT PROVIDES BOTH INPATIENT AND OUTPATIENT MENTAL HEALTH SERVICES. AN ACUTE INPATIENT MENTAL HEALTH UNIT, A PSYCHIATRIC DAY HOSPITAL (ALSO REFERRED TO AS A PARTIAL HOSPITALIZATION PROGRAM), AND INTENSIVE OUTPATIENT (IOP) TREATMENT. 8308229 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 0 0 1 0 0 0 1 0 0 61 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X KEVIN L SMITH 4434811308 2000 MEDICAL PARKWAY SUITE 606 ANNAPOLIS MD 21401 VICTORIA W BAYLESS BOARD MEMBER/LUMINIS CEO 1.00 40.00 X X 0 1955497 257325 SHERRY PERKINS PRESIDENT 1.00 40.00 X X 0 708129 50051 TIMOTHY ADELMAN BOARD SECRETARY/GENERAL COUNSEL 1.00 40.00 X 0 508585 54319 LISA HILLMAN VICE CHAIR 1.00 1.00 X X 0 12000 0 HEIDI ROTHENHAUS RN JD CHAIR 1.00 1.00 X X 0 0 0 ROBERT REILLY TREASURER 1.00 40.00 X 0 785541 29369 KEVIN L SMITH LUMINIS CFO 1.00 40.00 X 0 86542 0 CYNTHIA RADOVIC DIRECTOR - NURSING MENTAL HEALTH 40.00 0.00 X 140184 0 17619 TARA STABLER PSYCHIATRIC STAFF NURSE 40.00 0.00 X 105730 0 30565 VICKY TALLERICO CASE MANAGER - BEHAVIORAL HEALTH 40.00 0.00 X 104023 0 27427 SANDRA MATOLKA CLINICAL SUPERVISOR 40.00 0.00 X 111767 0 2041 DONNA PHILLIPS CLINICAL DIRECTOR - PSYCHIATRIC 40.00 0.00 X 110122 0 1483 MITCHELL SCHWARTZ MD FORMER BOD MEM./CHIEF MED. OFFICER 1.00 40.00 X 0 814473 81128 571826 4870767 551327 8 1 1 0 SHEPPARD PRATT HEALTH SYSTEM INC 6501 N CHARLES STREET BALTIMORE MD 21204 PROFESSIONAL SERVICES 559992 1 718204 718204 PATIENT SERVICE REVENU 624100 7133934 7133934 7133934 CAFE REVENUE 722514 14272 14272 14272 7866410 7133934 0 14272 X 4102199 4102199 407500 407500 225342 225342 2033462 2033462 11714 11714 206407 185766 20641 520 520 794 794 1031044 927940 103104 13400 13400 LAB/PHARMACY EXPENSE 190850 190850 DIETARY 121793 121793 MISC. SUPP. & SERVICES 91685 82516 9169 RECOVERY CENTERS 12066 12066 14060 7081 6979 8462836 8308229 154607 0 61413 124908 1394774 1553628 13569 28430575 1256954 26932226 27173621 28388413 28865726 163338 257814 28225075 28607912 28388413 28865726 X 0 0 28388413 28865726 X -596426 596426 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26814005 905153 25908852 1616570 351801 1264769 27173621 DUE TO LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. 28607912 28607912 X PART X, LINE 2: UNDER THE REQUIREMENTS OF ASC 740, INCOME TAXES, TAX-EXEMPT ORGANIZATIONS COULD BE REQUIRED TO RECORD AN OBLIGATION AS THE RESULT OF A TAX POSITION THEY HAVE HISTORICALLY TAKEN ON VARIOUS TAX EXPOSURE ITEMS. THE GROUP HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THROUGH JUNE 30, 2021. 1 1 1 X 1 X 330.000000000000 1 1 1 0 1 1 774898 774898 0.09160 774898 774898 0.09160 8903 8903 0.00110 462077 462077 0.05460 227088 227088 0.02680 2152 2152 0.00000 700220 700220 0.08250 1475118 1475118 0.17410 2962 2962 0.00040 17244 17244 0.00200 10219 10219 0.00120 10045 10045 0.00120 3193 3193 0.00040 43663 43663 0.00520 1 275027 37632 370745 616140 -245395 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 1 1 X X X X X X X X X 18 1 1 1 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X 1 18 1 SEE PART V, SECTION C 0 1 X 200.000000000000 330.000000000000 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 2: LUMINIS HEALTH J. KENT MCNEW FAMILY MEDICAL CENTER, INC. WAS BUILT TO MEET THE MENTAL HEALTH NEEDS OF THE COMMUNITY. IT OPENED IN MAY 2020 WITH 16 MENTAL HEALTH, IN-PATIENT BEDS. 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 50 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 OVER 50 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 ("AAMC") INTENDS TO COLLABORATE WITH PARTNERS AND ADDRESS MANY OF THE NEEDS TO BETTER THE HEALTH OF THE COMMUNITY. AAMC'S SENIOR LEADERSHIP AND SELECT PATIENT ADVISORS PRIORITIZED THE 50 NEEDS AND SELECTED 4 HEALTH NEEDS. THE RESULTS AND CORRELATING ACTION PLANS ARE INCLUDED BELOW.SENIOR HEALTH: BUILD AGE-FRIENDLY PROGRAMS AROUND THE 4MS (MEDICATION, MENTATION, MOBILITY, WHAT MATTERS), WITH ADDITIONAL FOCUS IN AMBULATORY CARE SETTINGS.YOUTH BEHAVIORAL HEALTH/IN-CRISIS: ENGAGE COMMUNITY STAKEHOLDER TO IDENTIFY GAPS IN SERVICES AND IMPLEMENT PROGRAMS TO INCREASE EDUCATION ON RISK AND WARNING SIGNS FOR MENTAL HEALTH FOR ADULTS AND ADOLESCENTS.SOCIAL DETERMINANTS OF HEALTH: CREATE A SYSTEMIC SCREENING PROCESS FOR PATIENTS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH. ENGAGE COMMUNITY PARTNERS TO EXPAND REFERRALS.ASSESSING NEEDS IN PRINCE GEORGE'S AND QUEEN ANNE'S COUNTIES - INCREASE ACCESS TO DIABETES PREVENTION PROGRAMS TO REDUCE THE MORBIDITY RELATED TO METABOLIC SYNDROME DISEASE.THE CHNA DESCRIBED OTHER SOCIAL DETERMINANTS OF HEALTH SUCH AS: TRANSPORTATION, AFFORDABLE HOUSING, QUALITY CHILDCARE AND ACCESS TO HEALTHY FOOD. AAMC CANNOT ADEQUATELY ADDRESS THESE NEEDS AS THEY REQUIRE INTERVENTION FROM PUBLIC SERVICES AND LOCAL GOVERNMENT.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.AAHS.ORG/GET-CARE/MENTAL-HEALTH/EXPANDING-MENTAL-HEALTH-SERVICES/PART V, SECTION B, LINE 7A, CHNA WEBSITE:HTTPS://WWW.AAHS.ORG/WEBASSETS/TEMPLATES/GLOBALSEARCH.ASPX?SQ=COMMUNITY%20HEALTH%20NEEDS%20ASSESSMENTPART V, SECTION B, LINE 7B, OTHER URL:HTTPS://AAHEALTH.ORG/WP-CONTENT/UPLOADS/2019/02/CHNA2018.PDFPART V, SECTION B, LINE 10A, IMPLEMENTATION STRATEGY:WWW.AAHS.ORG/UPLOADEDFILES/CONTENTS/EYEBROW/ABOUT_US/FINAL%20CHNA%20IP%20FY19-21.PDFPART V, LINE 16A, FAP WEBSITE:WWW.AAHS.ORG/PLAN-YOUR-VISIT/PATIENT-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE/LUMINIS HEALTH J. KENT MCNEW MEDICAL CENTER, INC:PART V, LINE 16B, FAP APPLICATION WEBSITE:WWW.AAHS.ORG/PLAN-YOUR-VISIT/PATIENT-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE/LUMINIS HEALTH J. KENT MCNEW MEDICAL CENTER, INC:PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:WWW.AAHS.ORG/PLAN-YOUR-VISIT/PATIENT-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE/ PART I, LINE 6A: THE ORGANIZATION'S COMMUNITY BENEFIT REPORT WAS INCLUDED AS PART OF LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC.'S COMMUNITY BENEFIT REPORT. 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, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL PAYOR SYSTEM INCLUDES A METHOD FOR CONSIDERING UNCOMPENSATED CARE IN EACH PAYORS' RATES, AND THEREFORE MARYLAND HOSPITALS ARE UNABLE TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. COMMUNITY BENEFIT EXPENSES ARE EQUAL TO MEDICAID REVENUES IN MARYLAND, AS SUCH, THE NET EFFECT IS ZERO. THE EXCEPTION TO THIS IS THE IMPACT ON THE HOSPITAL OF ITS SHARE OF THE MEDICAID ASSESSMENT. IN RECENT YEARS, THE STATE OF MARYLAND HAS CLOSED FISCAL GAPS IN THE STATE MEDICAID BUDGET BY ASSESSING HOSPITALS THROUGH THE RATE SETTING SYSTEM. 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 WHICH IS 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 AGE 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. ONE PROGRAM SERVES ADULTS (AGES 18+) AND ONE SERVICES ADOLESCENTS (AGES 13-17).MCNEW ADDRESSES MENTAL HEALTH CONCERNS BY INCREASING ACCESS TO ADDITIONAL MENTAL HEALTH SERVICES TO REDUCE THE SEVERITY OF AND NUMBER OF SUICIDE ATTEMPTS AND DEATHS. SUICIDE ATTEMPTS IN ANNE ARUNDEL COUNTY HAVE BEEN INCREASING FOR RESIDENTS OVER THE AGE OF 65 AND UNDER THE AGE OF 34. IN FACT, BETWEEN 2012 AND 2016, SUICIDE WAS THE SECOND LEADING CAUSE OF DEATH FOR 10-24 YEAR OLDS IN ANNE ARUNDEL COUNTY. DURING THIS PERIOD, ANNE ARUNDEL COUNTY HAS ALSO SEEN A 97% INCREASE IN FEMALE YOUTH SUICIDE ATTEMPTS IN JUST SIX YEARS. THE NUMBER OF CRISIS INTERVENTIONS FOR SOCIAL AND EMOTIONAL PROBLEMS HAS MORE THAN DOUBLED SINCE 2013. ANNE ARUNDEL COUNTY HIGH SCHOOL STUDENTS REPORT HIGHER RATES OF FEELING SAD OR HOPELESS AND SERIOUSLY CONSIDERING ATTEMPTING SUICIDE COMPARED TO THE STATE OF MARYLAND.THE GOAL IS TO REDUCE THE NUMBER OF INDIVIDUALS, INCLUDING ADOLESCENTS, WHO ARE IN MENTAL HEALTH CRISIS BY DEVELOPING A BETTER CONTINUUM OF CARE. THE OBJECTIVES 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.THE WORK SINCE 2020 HAS BEEN TO ENGAGE COMMUNITY PARTNERS, ASSESS LOCAL AND STATE RESOURCES TO ADDRESS ADOLESCENT MENTAL HEALTH, OPERATIONALIZE THE MCNEW MENTAL HEALTH HOSPITAL, TO 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 CHILDREN AND ADOLESCENTS IN ADDITION TO ADULTS.MENTAL HEALTH SERVICES WERE IN HIGHER DEMAND IN 2020 AND 2021 DUE TO THE PANDEMIC. THIS HAS PLACED A BURDEN ON OUR SYSTEM THAT IS ALREADY UNDER-RESOURCED. WE ARE CONTINUING TO WORK WITH LOCAL PARTNERS TO ADDRESS GAPS IN SERVICE. 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 OF AUDITED FINANCIAL STATEMENTS - PAGES 19-21 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 EXPANSE IN ACCORDANCE WITH MEDICARE COST REPORTING RULES AND REGULATIONS. COST NUMBERS REPORTED ARE CONSISTENT WITH AAMC'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 AS 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 2019. A NEW CHNA WILL BE DEVELOPED 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. 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 FY2019 CHNA DRAWS ON QUALITATIVE DATA GATHERED FROM 26 KEY INFORMANTS AND 11 FOCUS GROUPS. FOCUS GROUP AREAS INCLUDED EMERGENCY DEPARTMENT PERSONNEL, LOW INCOME YOUTH, BEHAVIORAL HEALTH PROVIDERS, HISPANIC RESIDENTS, ADVOCATES, DOMESTIC VIOLENCE VICTIMS AND A HOST OF OTHERS REPRESENTING A TOTAL OF 185 PARTICIPANTS. 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 FY2019 CHNA DRAWS ON QUALITATIVE DATA GATHERED FROM 26 KEY INFORMANTS AS FOLLOWS:CEO, LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER (AAMC)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 AGENCYDOMESTIC VIOLENCE COORDINATOR, AAMCCOUNTY LEGISLATIVE LEADERDIRECTOR, DEPARTMENT OF SOCIAL SERVICES SCHOOLS SUPERINTENDENTMIDDLE SCHOOL AMBASSADORTHREE DOMESTIC VIOLENCE VICTIMSDIRECTOR, ANNE ARUNDEL COUNTY DEPARTMENT OF AGING AND DISABILITIESHISPANIC COMMUNITY LEADERANNE ARUNDEL COUNTY CHIEF OF POLICE ANNE ARUNDEL COUNTY TRANSPORTATION DIRECTORCOUNTY EXECUTIVECOUNTY ADMINISTRATIVE OFFICERFAITH LEADERPUBLIC HOUSING RESIDENTFORMALLY HOMELESS YOUTHEXECUTIVE DIRECTOR, COMMUNITY HEALTH AGENCYEXECUTIVE DIRECTOR, YWCAEXECUTIVE DIRECTOR OF ALTERNATE EDUCATION FOR THE PUBLIC SCHOOL SYSTEMELEVEN FOCUS GROUPS CONTRIBUTED TO THE REPORT AS FOLLOWS:AAAMC AND UMBWMC EMERGENCY DEPARTMENT AND EMERGENCY RESPONSE (14).LOW-INCOME YOUTH FROM PUBLIC HOUSING (32).BEHAVIORAL HEALTH PROVIDERS (40)DOMESTIC VIOLENCE AND SEXUAL ASSAULT VICTIMS (7)SENIORS (10)HISPANIC COMMUNITY (5)HUMAN SERVICES PROVIDERS AND ADVOCATES (14)EARLY CHILDHOOD ADVOCATES (10)COMMUNITY HEALTH PROVIDERS (4)AGING AND DISABILITIES PROVIDERS (7)PUPIL PERSONNEL WORKERS (20) ANNE ARUNDEL COUNTY HEALTH DEPARTMENT SENIOR STAFF (12)CRIMINAL JUSTICE REPRESENTATIVES (5)THE CHNA CAN BE ACCESSED ONLINE VIA HTTPS://WWW.AAHEALTH.ORG/HEALTHYANNEARUNDEL/CHNA/ PART VI, LINE 3: PUBLIC NOTICE AND INFORMATION REGARDING THE LUMINS HEALTH J. KENT MCNEW FAMILY MEDICAL CENTER'S CHARITY CARE POLICY INCLUDES THE FOLLOWING:A) ANNUAL NOTICE THAT CHARITY CARE IS PROVIDED AND THE CRITERIA IS PROVIDED AND PUBLISHED IN THE LOCAL NEWSPAPER, THE CAPITAL.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. FOR THE MAJORITY OF RESIDENTS THE COUNTY IS A WONDERFUL PLACE TO LIVE. MOST RECENT HOUSEHOLD MEDIAN INCOME ESTIMATES STAND AT $91,918 (US CENSUS ESTIMATES, 2016.) THE UNEMPLOYMENT RATE (AS OF JANUARY 2018) IS 3.9 PERCENT, LOWER THAN THE STATE AVERAGE OF 4.6 PERCENT. HOWEVER, THERE ARE 32,368 ANNE ARUNDEL COUNTY RESIDENTS (5.8 PERCENT) LIVING BELOW THE POVERTY LEVEL. THE RATE OF POVERTY FOR CHILDREN IS MUCH HIGHER, AT 9.3 PERCENT. SINGLE FEMALE HEAD OF HOUSEHOLD NUMBERS ARE EVEN HIGHER AND THERE ARE RACIAL DISPARITIES; 14.8 PERCENT OF WHITE AND 19.3 OF AFRICAN AMERICAN SINGLE FEMALE HEAD OF HOUSEHOLDS ARE AT OR BELOW THE POVERTY LEVEL. 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 OVER 38 PERCENT. THOSE HOUSEHOLDS WITH AN INCOME BELOW $25,000 HAVE SHRUNK, BUT ONLY SLIGHTLY. THE ANNE ARUNDEL COUNTY ECONOMIC DEVELOPMENT CORPORATION OFFERS MORE RECENT INCOME ESTIMATES THAN CENSUS DATA SUGGESTING THAT IN 2018, THE MEDIAN HOUSEHOLD INCOME FOR THE COUNTY IS NOW STANDING AT $99,652; 19 PERCENT MORE THAN THE STATE AND 65 PERCENT MORE THAN THE NATION.THE WHITE CAUCASIAN POPULATION IS DIMINISHING TO 70.3 PERCENT OF THE POPULATION, THE BLACK POPULATION HAS REMAINED RELATIVELY FLAT AT 15.6 PERCENT OF THE POPULATION. HOWEVER, THE HISPANIC POPULATION IS GROWING MORE SIGNIFICANTLY THAN ALL RACES/ETHNICITIES AND IS NOW AT 7.9 PERCENT (STILL LOWER THAN THE STATE AVERAGE OF 9.8 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 20.3 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 AMERICANS OVER THE AGE OF 60 IS CONTINUING TO INCREASE. THE LARGE DEMOGRAPHIC OF BABY BOOMERS (THOSE BORN BETWEEN 1946 AND 1964) IS NOW DEFINING THE AGING POPULATION; 10,000 PEOPLE IN THE NATION TURN 65 EVERY DAY (U.S. HEALTH AND HUMAN SERVICES, 2018.) SENIORS ARE ALSO LIVING LONGER THROUGH ADVANCED MEDICAL CARE, EARLY DIAGNOSIS AND TREATMENT, AND BETTER NUTRITION.IN 2016, THERE WERE 4,380 DEATHS IN ANNE ARUNDEL COUNTY, AND LIFE EXPECTANCY WAS 79.6 YEARS. ACCIDENTAL (UNINTENTIONAL INJURY) DEATHS ROSE TO THE FOURTH LEADING CAUSE OF DEATH DRIVEN BY INCREASES IN OPIOID OVERDOSE DEATHS. CANCER WAS THE LEADING CAUSE OF DEATH, ALTHOUGH THESE NUMBER HAVE SEEN A 1 PERCENT DECREASE SINCE 2013. OVERWEIGHT AND OBESITY CONTINUE TO DRIVE POOR HEALTH OUTCOMES FOR THE COUNTY, INCLUDING SECONDARY ISSUES SUCH AS DIABETES. HEART DISEASE IS STILL THE SECOND CAUSE OF DEATH IN THE COUNTY. 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.THE HEALTH SYSTEM'S LUMINIS HEALTH COMMUNITY CLINICS, LLC (FKA AAMC COMMUNITY CLINICS, LLC), A GROUP WITHIN PHYSICIAN ENTERPRISE, LLC CURRENTLY HAS (3) LOCATIONS: MORRIS BLUM, FOREST DRIVE, AND ARUNDEL LODGE.THE MOST SIGNIFICANT EFFORT PUT FORTH IN FY2021 WAS TO CONTINUE TO FOCUS ON THE UNDERSERVED POPULATION. RESOURCES WERE ALLOCATED TO THE CONTINUED OPERATIONS OF THE COMMUNITY HEALTH CENTER ON FOREST DRIVE IN ANNAPOLIS AND OF THE MORRIS BLUM COMMUNITY HEALTH CENTER WITHIN THE STATE-DESIGNATED HEALTH ENTERPRISE ZONE (HEZ) IN ANNAPOLIS ON GLENWOOD STREET. INCLUDED IN THE HEZ EFFORT IS THE ANNAPOLIS COMMUNITY HEALTH PARTNERSHIP, WHICH CONSISTS OF LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, THE HOUSING AUTHORITY OF THE CITY OF ANNAPOLIS, THE CITY OF ANNAPOLIS, THE ANNE ARUNDEL COUNTY DEPARTMENT OF HEALTH AND THE ANNE ARUNDEL COUNTY DEPARTMENT OF AGING AND DISABILITIES.THE ANNAPOLIS COMMUNITY HEALTH PARTNERSHIP IS FOCUSING ON A CURRENTLY MEDICALLY UNDERSERVED NEIGHBORHOOD WITH HIGH RATES OF EMERGENCY ROOM UTILIZATION, HOSPITAL ADMISSIONS AND READMISSIONS, AND A LARGE VOLUME OF MEDICAL 911 CALLS. THROUGH FUNDING PROVIDED BY THE HEZ DESIGNATION, THE PARTNERSHIP ESTABLISHED A PATIENT-CENTERED MEDICAL HOME AT THE MORRIS H. BLUM SENIOR APARTMENTS BUILDING. THIS MEDICAL OFFICE, NESTLED IN THE COMMUNITY IT IS MEANT TO SERVE, IS EASILY ACCESSIBLE BY FOOT OR PUBLIC TRANSPORTATION. THE PRIMARY CARE MEDICAL HOME PERSONNEL PROVIDE MEDICAL TREATMENT TO PATIENTS AGE SIX YEARS OLD TO ADULTS. THE MORRIS BLUM MEDICAL CLINIC PROVIDES MEDICAL CARE TO THE RESIDENTS OF THE BUILDING AND THE SURROUNDING COMMUNITY WHO ARE UNINSURED AND UNDER-SERVED. THE AAMC 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. BY HAVING A REGULAR DOCTOR IN A REGULAR 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 3,479 PATIENT VISITS AT MORRIS BLUM IN FY2021.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 FY2021 FOREST DRIVE HAD 10,716 PATIENT VISITS.ALL CLINIC LOCATIONS PROVIDE INTERPRETERS VIA IN PERSON AND/OR TELEPHONIC. THERE ARE (6) BI-LINGUAL STAFF BETWEEN THE 4 CLINICS. IN THE EVENT WE ARE UNABLE TO PROVIDE 1-1 INTERPRETATION, TELEPHONIC INTERPRETATION AND/OR VIDEO INTERPRETATION VIA MARTTI IS PROVIDED 24/7.PATIENTS AT THE 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 INCREASES OR DECREASES A NEW FINANCIAL ANALYSIS IS COMPLETED. PATIENTS WHO MAY QUALIFY FOR INSURANCE ARE REFERRED TO THE AAHS FINANCIAL ASSISTORS TO REVIEW HIS/HER ELIGIBILITY. ALL PATIENTS ARE TREATED WITH DIGNITY, RESPECT, CONFIDENTIALITY WITHOUT JUDGMENT IN A WELCOMING ATTRACTIVE CLINIC.ADDITIONAL COMMUNITY BENEFIT EXPENSES INCURRED BY AFFILIATED ENTITIES WITHIN THE HEALTH SYSTEM INCLUDE:RESEARCH EXPENSE - $185,180 INCURRED BY LUMINIS HEALTH ANNE ARUNDEL RESEARCH INSTITUTE, INC. SUBSIDIZED HEALTH SERVICES - $339,773 INCURRED BY LUMINIS HEALTH IMAGING, INC. CHARITY CARE AND EDUCATION - $1,549,516 INCURRED BY LUMINIS HEALTH PATHWAYS, INC. PART VI, LINE 7, REPORTS FILED WITH STATES MD 0 1 0 0 0 0 0 0 0 VICTORIA W BAYLESS BOARD MEMBER/LUMINIS CEO 0 1102812 0 440003 0 412682 0 257325 0 0 0 2212822 0 362240 MITCHELL SCHWARTZ MD FORMER BOD MEM./CHIEF MED. OFFICER 0 596238 0 183063 0 35172 0 59959 0 21169 0 895601 0 0 ROBERT REILLY TREASURER 0 566464 0 189566 0 29511 0 11391 0 17978 0 814910 0 0 SHERRY PERKINS PRESIDENT 0 566406 0 118750 0 22973 0 50051 0 0 0 758180 0 0 TIMOTHY ADELMAN BOARD SECRETARY/GENERAL COUNSEL 0 376850 0 111627 0 20108 0 24756 0 29563 0 562904 0 0 CYNTHIA RADOVIC DIRECTOR - NURSING MENTAL HEALTH 130235 0 9509 0 440 0 688 0 16931 0 157803 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, LINE 4B THE FOLLOWING PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $ 244,500 MITCHELL SCHWARTZ $ 51,409 SHERRY PERKINS $ 47,167 TIMOTHY ADELMAN $ 18,231 DURING THE YEAR, THE FOLLOWING DIRECTORS AND OFFICERS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $362,240 FORM 990, PAGE 1, BOX J HTTPS://WWW.AAHS.ORG/LOCATIONS/J--KENT-MCNEW-FAMILY-MEDICAL-CENTER/ FORM 990, PART VI, SECTION A, LINE 6 THE SOLE STOCKHOLDER OF THE ORGANIZATION IS LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. ("AAMC"), A SECTION 501(C)(3) ENTITY. THE SOLE STOCKHOLDER OF AAMC 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. ("AAMC"), A SECTION 501(C)(3) ENTITY. THE SOLE STOCKHOLDER OF AAMC 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. ("AAMC"), A SECTION 501(C)(3) ENTITY. THE SOLE STOCKHOLDER OF AAMC 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 AAMC 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 SENIOR EXECUTIVE LEADERS AND EACH MEMBER OF THE BOARD REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND RETURN AN ACKNOWLEDGEMENT OF RECEIPT AND DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST. SUBSEQUENT TO THE COMPLETION OF THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, IF A COVERED INDIVIDUAL BECOMES AWARE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE COVERED INDIVIDUAL SHALL PROMPTLY DISCLOSE IT TO THE PRESIDENT OF LUMINIS HEALTH, INC. IF LUMINIS HEALTH, INC. HAS REASONABLE CAUSE TO BELIEVE THAT A COVERED INDIVIDUAL HAS FAILED TO DISCLOSE A POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM THE COVERED INDIVIDUAL OF THE BASIS FOR SUCH BELIEF AND PROVIDE THE COVERED INDIVIDUAL AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. AFTER DISCLOSURE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST BY A MEMBER OF THE BOARD OF TRUSTEES OR AN OFFICER OR SENIOR EXECUTIVE, THE EXECUTIVE COMMITTEE OF THE LUMINIS HEALTH BOARD SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE INTERESTED PERSON IS A MEMBER OF THE EXECUTIVE COMMITTEE, AFTER ANY DISCUSSION WITH THE INTERESTED MEMBER SUCH MEMBER SHALL LEAVE THE EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE EXECUTIVE COMMITTEE MAY REQUEST THAT LEGAL COUNSEL OR OTHER ADVISORS ASSIST AND ADVISE THE COMMITTEE IN CONNECTION WITH THE INVESTIGATION AND DETERMINATION OF ANY CONFLICT OF INTEREST ISSUE. IF A CONFLICT OR POTENTIAL CONFLICT IS DEEMED TO EXIST, THE MEMBER MUST REMOVE HIMSELF OR HERSELF 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 HIS OR HER PERSONAL INFLUENCE, AVOID MAKING AN ADMINISTRATIVE DECISION ON THE MATTER, AND, IN THE CASE OF A DIRECTOR, 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 EXECUTIVE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE 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 EXECUTIVE COMMITTEE DETERMINES THAT THE TRANSACTION IS IN THE BEST INTEREST OF LUMINIS HEALTH, THE COMMITTEE MAY IMPOSE SUCH CONDITIONS OR REQUIREMENTS ON THE COVERED INDIVIDUAL INCLUDING, BUT NOT LIMITED TO REQUIRING THAT THE COVERED INDIVIDUAL RECUSE HER/HIMSELF FROM DELIBERATIONS AND DECISIONS RELATING TO THOSE MATTERS WHERE THE INDIVIDUAL HAS A PERSONAL INTEREST WHICH COULD CONFLICT, OR APPEAR TO CONFLICT, WITH HER/HIS DUTY OF LOYALTY TO THE BEST INTERESTS OF THE ORGANIZATION AND LUMINIS HEALTH. FORM 990, PART VI, SECTION B, LINE 15 LUMINIS HEALTH'S EXECUTIVE COMPENSATION 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 FINANCIAL SERVICES OFFICE OR CAN BE OBTAINED ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 1,387,961. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,387,961. CONSULTING: PROGRAM SERVICE EXPENSES 608,263. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 608,263. SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 37,238. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,238. FORM 990, PART XI, LINE 9: TRANSFER/RECAPITALIZATION FROM AFFILIATES 596,426. FORM 990, PAGE 12, PART XII, LINE 2C: THE SOLE STOCKHOLDER OF THE ORGANIZATION IS LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. ("AAMC"), A SECTION 501(C)(3) ENTITY. THE SOLE STOCKHOLDER OF AAMC 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 AAMC 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). 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