LUMINIS HEALTH INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LUMINIS HEALTH INC (EIN 52-1622253)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-11
- IRS object ID
- 202001329349300015
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-11T07:49:15-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205991824 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC&H TAX & ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 RIDGEBROOK ROAD | AddressLine1Txt |
| City | SPARKS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521622253 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMINIS HEALTH INC | BusinessNameLine1Txt |
| Business Name Line2 | (FKA ANNE ARUNDEL HEALTH SYSTEM INC) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUMI | BusinessNameControlTxt |
| Phone | 4434816554 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MEDICAL PARKWAY | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT REILLY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4434816554 | PhoneNum |
| Signature | 2020-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI S BURGHAUSER | PreparerPersonNm |
| PTIN | P00370694 | PTIN |
| Phone | 4104031500 | PhoneNum |
| Preparation | 2020-05-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.33.106.243 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-06 | IPDt |
| IP Tm | 16:40:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D598169B7B70477E3779F4FD99F3BFF6A447919F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VICTORIA BAYLESS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MEDICAL PARKWAY | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,317,439 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | AAHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT AND ENCOURAGE QUALITY HEALTH CARE, MEDICAL AND RELATED SERVICES IN ANNE ARUNDEL COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 575 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,426,099 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,317,439 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,426,099 | PYTotalRevenueAmt |
| CY Total Revenue | $5,317,439 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $575,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $663,879 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,035,846 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,170,252 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,108,217 | PYOtherExpensesAmt |
| CY Other Expenses | $1,546,933 | CYOtherExpensesAmt |
| PY Total Expenses | $2,719,063 | PYTotalExpensesAmt |
| CY Total Expenses | $3,381,064 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,707,036 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,936,375 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $516,883,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $571,276,771 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,320,914 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,268,618 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $470,563,056 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $511,008,153 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUPPORT AND ENCOURAGE QUALITY HEALTH CARE, MEDICAL, AND RELATED SERVICES IN THE ANNE ARUNDEL COMMUNITY BY, AMONG OTHER ACTIVITIES, CONDUCTING FUNDRAISING AND OTHER OPERATIONS FOR THE BENEFIT OF AND PROVIDING OVERALL POLICY COORDINATION AND STRATEGIC LONG-RANGE PLANNING FOR ANNE ARUNDEL MEDICAL CENTER, INC. AND RELATED SUBSIDIARIES THAT ARE ENGAGED IN THE PROVISION OF HEALTH CARE, MEDICAL, HUMAN AND RELATED SERVICES.FORM 990, PART VI, SECTION B, LINE 10A:THE POLICIES DESCRIBED IN PART VI, SECTION B, LINES 10A-16B APPLY TO LUMINIS HEALTH, INC. (FKA ANNE ARUNDEL HEALTH SYSTEM, INC.) AND ITS AFFILIATES AS LISTED BELOW: AAMC COLLABORATIVE CARE NETWORK, LLC ANNE ARUNDEL MEDICAL CENTER COLLABORATIVE CARE NETWORK, LLC | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,812,279 | ExpenseAmt |
| Grant | $663,879 | GrantAmt |
| Revenue | $1,588,201 | RevenueAmt |
| Desc | LUMINIS HEALTH, INC. (FKA ANNE ARUNDEL HEALTH SYSTEM, INC.) OPERATES A THRIFT SHOP, BUSINESS CENTER AND GIFT SHOP FOR THE BENEFIT OF PATIENTS AND VISITORS AND SERVES AS PARENT TO ANNE ARUNDEL MEDICAL CENTER, INC., ANNE ARUNDEL MEDICAL CENTER FOUNDATION, INC., ANNE ARUNDEL REAL ESTATE HOLDING COMPANY, INC., ANNE ARUNDEL HEALTH CARE ENTERPRISES, INC., ANNE ARUNDEL RESEARCH INSTITUTE, INC., ANNE ARUNDEL HEALTH CARE SERVICES, INC., AND PHYSICIAN ENTERPRISE, LLC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $585,126 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,431,358 | RevenueAmt |
| Desc | LUMINIS HEALTH, INC. (FKA ANNE ARUNDEL HEALTH SYSTEM, INC.) OPERATES THROUGH ITS OWNERSHIP OF ANNE ARUNDEL MEDICAL CENTER COLLABORATIVE CARE NETWORK, LLC THE AAMC COLLABORATIVE CARE NETWORK, WHICH IS A MEDICARE SHARED SAVINGS PROGRAM (MSSP) ACO TRACK 1. THE ACO IS A GROUP OF PROVIDERS WHO HAVE VOLUNTARILY COME TOGETHER WITH MEDICARE TO PROVIDE HIGH QUALITY CARE TO ASSIGNED GROUP OF MEDICARE BENEFICIARIES. WHILE PROVIDING HIGH QUALITY, COORDINATED CARE, THE ACO IS ALSO LOWERING THE GROWTH IN HEALTH CARE COSTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $297,880 | RevenueAmt |
| Desc | LUMINIS HEALTH, INC. (FKA ANNE ARUNDEL HEALTH SYSTEM, INC.) HAS A JOINT VENTURE WITH ANOTHER NOT-FOR-PROFIT ORGANIZATION IN WHICH IT OWNS AND OPERATES A MEDICAL OFFICE BUILDING TO FURTHER ITS EXEMPT PURPOSE OF PROVIDING THE COMMUNITY WITH ACCESS TO A WIDE RANGE OF QUALITY HEALTH CARE SERVICES, FROM PRIMARY CARE, TO COMPLEX SPECIALTY CARE, TO CUTTING EDGE RESEARCH THROUGH PARTICIPATION IN CLINICAL TRIALS. THE BUILDING OPENED IN DECEMBER 2012. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,397,405 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | Yes (1) | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA HUFFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4434816554 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MEDICAL PARKWAY | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN BELCHER | ||||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES CHAMBERS | ||||||||
| VICE CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEORGE K ANDERSON MD | ||||||||
| SECRETARY | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN J HYATT | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NIELS HOLCH | ||||||||
| ASSISTANT TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VICTORIA BAYLESS | ||||||||
| PRESIDENT, BOARD MEMBER | 1.00 | 49.00 | Yes (X) | Yes (X) | $0 | $1,436,421 | $211,696 | |
| PEGGY ALEXANDER | ||||||||
| BOARD MEMBER - PART YEAR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN BRUNDIGE | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY CLANCE MD | ||||||||
| BOARD MEMBER | 1.00 | 41.00 | Yes (X) | $0 | $284,672 | $7,452 | ||
| PATRICIA DARROW-SMITH | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN DRENKARD PHD RN | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES ELLERSON | ||||||||
| BOARD MEMBER - PART YEAR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLESA FINNEY | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY JOBSON | ||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN MAKARY MD | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MISTI MUKHERJEE | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE PINCUS | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI ROTHENHAUS RN JD | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDOLPH ROWEL PHD | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEISA C RUSSELL | ||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID TODD | ||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT REILLY | ||||||||
| CHIEF FINANCIAL OFFICER | 1.00 | 46.00 | Yes (X) | $0 | $754,063 | $40,416 | ||
| RENEE KILROY | ||||||||
| MANAGER OF FIELD OPERATIONS | 40.00 | 0.00 | $108,662 | $0 | $33,102 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $108,662 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,475,156 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $292,666 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COLLABORATIVE CARE NET | 900099 | $3,431,358 | $3,431,358 |
| THRIFT SHOP / GIFT SHO | 900099 | $1,588,201 | $1,588,201 |
| WEST COUNTY MEDICAL | 531120 | $297,880 | $297,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,317,439 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,317,439 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,317,439 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,879 | TotalAmt |
| Program Services | $663,879 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,133,958 | TotalAmt |
| Program Services | $566,979 | ProgramServicesAmt |
| Management And General | $566,979 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,396 | TotalAmt |
| Program Services | $11,198 | ProgramServicesAmt |
| Management And General | $11,198 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,898 | TotalAmt |
| Program Services | $6,949 | ProgramServicesAmt |
| Management And General | $6,949 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,030 | TotalAmt |
| Management And General | $351,030 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,370 | TotalAmt |
| Management And General | $13,370 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,102 | TotalAmt |
| Management And General | $17,102 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,701 | TotalAmt |
| Management And General | $1,701 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,138 | TotalAmt |
| Management And General | $14,138 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| THRIFT SHOP/GIFT SHOP | $1,148,400 | $1,148,400 | |
| EDUCATION & PROF DVLPMT | $1,092 | $1,092 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,381,064 | TotalAmt |
| Program Services | $2,397,405 | ProgramServicesAmt |
| Management And General | $983,659 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,800,000 | BOYAmt |
| EOY | $2,800,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,730 | BOYAmt |
| EOY | $3,004,623 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,250 | BOYAmt |
| EOY | $14,600 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,756,990 | BOYAmt |
| EOY | $565,457,548 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,883,970 | BOYAmt |
| EOY | $571,276,771 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,320,914 | BOYAmt |
| EOY | $59,164,845 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,103,773 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,320,914 | BOYAmt |
| EOY | $60,268,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,330,997 | BOYAmt |
| EOY | $487,776,094 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,181,598 | BOYAmt |
| EOY | $12,181,598 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,050,461 | BOYAmt |
| EOY | $11,050,461 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,563,056 | BOYAmt |
| EOY | $511,008,153 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,883,970 | BOYAmt |
| EOY | $571,276,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,936,375 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $38,508,722 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,981,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,847,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,717,256 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,426,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,317,439 | CurrentTaxYearAmt |
| Total | $15,288,855 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,981,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,847,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,717,256 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,426,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,317,439 | CurrentTaxYearAmt |
| Total | $15,288,855 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $368,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $355,320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $319,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $326,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $244,706 | CurrentTaxYearAmt |
| Total | $1,613,601 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $368,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $355,320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $319,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $326,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $244,706 | CurrentTaxYearAmt |
| Total | $1,613,601 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $13,675,254 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,444 | CurrentTaxYearMinus2YearsAmt |
| Total | $8,444 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,444 | CurrentTaxYearMinus2YearsAmt |
| Total | $8,444 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,981,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,847,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,725,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,426,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,317,439 | CurrentTaxYearAmt |
| Total | $15,297,299 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89400 | PublicSupportCY509Pct |
| Public Support PY509 | 0.85330 | PublicSupportPY509Pct |
| Investment Income CY | 0.00060 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,600 | OtherCostOrOtherBasisAmt |
| Book Value | $14,600 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,600 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN AFFILIATES | Desc |
| Book Value | $565,457,548 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $565,457,548 | TotalBookValueProgramRltdAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2019. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC | |||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521331298 | 501(C)(3) | $581,000 | TO SUPPORT OPERATING EXPENSES OF AAMCFDN |
| PHYSICIAN ENTERPRISE LLC | |||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 270263214 | 501(C)(3) | $82,879 | TO SUPPORT OPERATING EXPENSES OF PE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PURPOSE OF LUMINIS HEALTH, INC. (FKA ANNE ARUNDEL HEALTH SYSTEM, INC.) IS TO BE THE PARENT ORGANIZATION TO ALL OF ITS RELATED ENTITIES AND SUPPORT MEDICAL AND HEALTHCARE SERVICES. ALL FUNDS RAISED BY LUMINIS HEALTH ARE TRANSFERRED TO ITS RELATED ORGANIZATIONS IN ORDER TO FURTHER THE EXEMPT PURPOSE OF ALL OF THE ENTITIES. LUMINIS HEALTH MONITORS THE USE OF THESE FUNDS THROUGH BOARD MEETINGS AND REVIEW OF THE ENTITIES' FINANCIAL INFORMATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VICTORIA BAYLESS | ||||||||||||||
| PRESIDENT, BOARD MEMBER | $0 | $833,939 | $0 | $370,619 | $0 | $231,863 | $0 | $191,538 | $0 | $20,158 | $0 | $1,648,117 | $0 | $149,792 |
| MARY CLANCE MD | ||||||||||||||
| BOARD MEMBER | $0 | $272,916 | $0 | $0 | $0 | $11,756 | $0 | $7,452 | $0 | $0 | $0 | $292,124 | $0 | $0 |
| ROBERT REILLY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $454,873 | $0 | $156,581 | $0 | $142,609 | $0 | $23,065 | $0 | $17,351 | $0 | $794,479 | $0 | $18,307 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $179,163 ROBERT REILLY $ 14,815 THE FOLLOWING RECEIVED DISTRIBUTIONS FROM THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $149,792 ROBERT REILLY $105,161 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION CHANGED ITS NAME TO LUMINIS HEALTH, INC. (FKA ANNE ARUNDEL HEALTH SYSTEM, INC.) EFFECTIVE FEBRUARY 13, 2020. |
| 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 THE BOARD. 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 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 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 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 COMMITTTEE 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 INTEREST OF LUMINIS HEALTH. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE DETERMINES THE PRESIDENT AND CHIEF EXECUTIVE OFFICER'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 | HEALTHCARE CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 218,141. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 218,141. MDPCP CARE MANAGEMENT FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 132,889. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 132,889. |
| FORM 990, PART XI, LINE 9: | NET ACTIVITY FROM WHOLLY-OWNED SUBSIDIARIES 38,508,722. |
| FORM 990, PAGE 12, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990 - INFORMATION REGARDING TAX-EXEMPT BOND ISSUE: | THE ORGANIZATION IS PART OF AN OBLIGATED GROUP UNDER CERTAIN TAX-EXEMPT BOND ISSUES. SCHEDULE K HAS BEEN COMPLETED IN ITS ENTIRETY FOR ANNE ARUNDEL MEDICAL CENTER, INC. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| AAMC COLLABORATIVE CARE NETWORK LLC | |||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 800833786 | ACCOUNTABLE CARE ORGANIZATION | MD | $3,431,358 | $4,874,074 | ANNE ARUNDEL MEDICAL CENTER COLLABORATIVE CARE NETWORK LLC |
| ANNE ARUNDEL MEDICAL CENTER COLLABORATIVE CARE NETWORK LLC | |||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 474386084 | PARENT OF NETWORK | MD | $0 | $0 | LUMINIS HEALTH INC (FKA ANNE ARUNDEL HEALTH SYSTEM INC) |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANNE ARUNDEL GENERAL TREATMENT SERVICES INC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521722088 | ALCOHOL AND DRUG ABUSE TREATMENT SERVICES | MD | 501(C)(3) | 3 | ANNE ARUNDEL MEDICAL CENTER INC | Yes (1) |
| ANNE ARUNDEL HEALTH CARE SERVICES INC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521467734 | OUTPATIENT DIAGNOSTIC AND IMAGING SERVICES | MD | 501(C)(3) | 3 | LUMINIS HEALTH INC (FKA ANNE ARUNDEL HEALTH SYSTEM INC) | Yes (1) |
| ANNE ARUNDEL MEDICAL CENTER INC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521169362 | MEDICAL/HOSPITAL SERVICES | MD | 501(C)(3) | 3 | LUMINIS HEALTH INC (FKA ANNE ARUNDEL HEALTH SYSTEM INC) | Yes (1) |
| ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521331298 | SUPPORTING ORGANIZATION OF LUMINIS HEALTH, INC. AND SUBSIDIARIES | MD | 501(C)(3) | 12B | LUMINIS HEALTH INC (FKA ANNE ARUNDEL HEALTH SYSTEM INC) | Yes (1) |
| ANNE ARUNDEL REAL ESTATE HOLDING COMPANY INC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521622251 | REAL ESTATE HOLDING COMPANY | MD | 501(C)(2) | LUMINIS HEALTH INC (FKA ANNE ARUNDEL HEALTH SYSTEM INC) | Yes (1) | |
| ANNE ARUNDEL RESEARCH INSTITUTE INC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 263038406 | MEDICAL RESEARCH | MD | 501(C)(3) | 4 | LUMINIS HEALTH INC (FKA ANNE ARUNDEL HEALTH SYSTEM INC) | Yes (1) |
| PHYSICIAN ENTERPRISE LLC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 270263214 | MEDICAL/PHYSICIAN SERVICES | MD | 501(C)(3) | 3 | LUMINIS HEALTH INC (FKA ANNE ARUNDEL HEALTH SYSTEM INC) | Yes (1) |
| ANNE ARUNDEL MENTAL HEALTH HOSPITAL INC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 833856917 | MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES | MD | 501(C)(3) | 3 | ANNE ARUNDEL MEDICAL CENTER INC | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| ANNAPOLIS EXCHANGE LOT IV LLC | |||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 522020156 | COMMERCIAL REAL ESTATE LEASING | MD | N/A |
| ANNAPOLIS EXCHANGE LOT V LLC | |||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 522020157 | MEDICAL REAL ESTATE LEASING | MD | N/A |
| MEDICAL OFFICE LLC | |||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 202290229 | MEDICAL REAL ESTATE LEASING | MD | N/A |
| KENT ISLAND MEDICAL ARTS LLC | |||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 260623450 | MEDICAL REAL ESTATE LEASING | MD | N/A |
| ANNE ARUNDEL - SCA SURGICENTER LLC | |||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 824763728 | AMBULATORY SURGICENTER | MD | N/A |
| ANNE ARUNDEL - SCA HOLDINGS LLC | |||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 825124069 | AMBULATORY SURGICENTER HOLDING COMPANY | MD | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAVILION PARK INC | |||||||||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521890034 | REAL ESTATE LEASING | MD | N/A | C | 0 | ||||||||
| ANNE ARUNDEL HEALTH CARE ENTERPRISES INC | |||||||||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521646304 | MEDICAL SERVICES | MD | C | Yes (1) | LUMINIS HEALTH INC (FKA ANNE ARUNDEL HEALTH SYSTEM INC) | $8,000,612 | 1.00000 | ||||||
| COTTAGE INSURANCE COMPANY LTD | |||||||||||||||||
| 980461499 | CAPTIVE INSURER - PROFESSIONAL LIABILITY INSURANCE | N/A | C | 0 | BOX 1109 GRAND CAYMAN | CAYMAN ISLANDS | CJ | CJKY1-1102 | CJ | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC | ||
| B | $581,000 | CASH |
| PHYSICIAN ENTERPRISES LLC | ||
| B | $82,897 | CASH |
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST COUNTY MEDICAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3910 KESWICK ROAD S BLDG | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275234888 | EIN |
| Primary Activities | MEDICAL REAL ESTATE LEASING | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Predominate Income | RELATED | PredominateIncomeDesc |
| All Partners C3 S | Yes (1) | AllPartnersC3SInd |
| Share Of Total Income | $345,331 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $6,603,433 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
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