BETA

LUMINIS HEALTH INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LUMINIS HEALTH INC (EIN 52-1622253)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-13
IRS object ID
201611349349305516
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-05-13T14:11:30-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205991824PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SC&H TAX & ADVISORY SERVICES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1910 RIDGEBROOK ROADAddressLine1Txt
CitySPARKSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21152ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521622253EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNE ARUNDEL HEALTH SYSTEM INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANNEBusinessNameControlTxt
Phone4434816554PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 MEDICAL PARKWAYAddressLine1Txt
CityANNAPOLISCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT REILLYPersonNm
Person TitleCFOPersonTitleTxt
Phone4434816554PhoneNum
Signature2016-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI S BURGHAUSERPreparerPersonNm
PTINP00370694PTIN
Phone4104031500PhoneNum
Preparation2016-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT REILLYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 MEDICAL PARKWAYAddressLine1Txt
CityANNAPOLISCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,981,050GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressAAHS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionSUPPORT AND ENCOURAGE QUALITY HEALTH CARE, MEDICAL AND RELATED SERVICES IN ANNE ARUNDEL COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers140TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,736,450PYProgramServiceRevenueAmt
CY Program Service Revenue$1,981,050CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,736,450PYTotalRevenueAmt
CY Total Revenue$1,981,050CYTotalRevenueAmt
PY Grants And Similar Paid$580,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$505,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$748,260PYOtherExpensesAmt
CY Other Expenses$861,410CYOtherExpensesAmt
PY Total Expenses$1,328,260PYTotalExpensesAmt
CY Total Expenses$1,366,410CYTotalExpensesAmt
PY Revenues Less Expenses$408,190PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$614,640CYRevenuesLessExpensesAmt
Total Assets BOY$445,948,113TotalAssetsBOYAmt
Total Assets EOY$415,075,801TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$445,948,113NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$415,075,801NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSUPPORT 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,366,410ExpenseAmt
Grant$505,000GrantAmt
Revenue$1,592,854RevenueAmt
DescANNE 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 HEALTH SYSTEM RESEARCH INSTITUTE, INC., AND PHYSICIAN ENTERPRISE, LLC.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Revenue$388,196RevenueAmt
DescANNE 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
FieldValueIRS element (for citing)
Total Program Service Expenses$1,366,410TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpYes (1)ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDRA HUFFERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4434816554PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 MEDICAL PARKWAYAddressLine1Txt
CityANNAPOLISCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21401ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
EDWARD GOSSELIN
CHAIRMAN1.002.00Yes (X)Yes (X)$0$0$0
GARY JOBSON
VICE CHAIRMAN1.002.00Yes (X)Yes (X)$0$0$0
MAULIK JOSHI MD
SECRETARY1.001.00Yes (X)Yes (X)$0$0$0
LEISA C RUSSELL
TREASURER1.001.00Yes (X)Yes (X)$0$0$0
JASON GROVES
ASSISTANT SECRETARY1.002.00Yes (X)Yes (X)$0$0$0
ALAN J HYATT
ASSISTANT TREASURER1.001.00Yes (X)Yes (X)$0$0$0
VICTORIA BAYLESS
PRESIDENT, BOARD MEMBER1.0048.00Yes (X)Yes (X)$0$1,112,163$181,261
GEORGE K ANDERSON MD
BOARD MEMBER1.001.00Yes (X)$0$0$0
JOHN BELCHER
BOARD MEMBER1.001.00Yes (X)$0$0$0
JAMES CHAMBERS
BOARD MEMBER1.001.00Yes (X)$0$0$0
PATRICIA DARROW-SMITH
BOARD MEMBER1.001.00Yes (X)$0$0$0
JAMES ELLERSON
BOARD MEMBER1.001.00Yes (X)$0$0$0
CARLESA FINNEY
BOARD MEMBER1.001.00Yes (X)$0$0$0
KEN GUMMERSON MD
BOARD MEMBER1.002.00Yes (X)$0$72,000$0
DOUG MITCHELL MD
BOARD MEMBER1.002.00Yes (X)$0$0$0
SHERRY MORRISSETTE
BOARD MEMBER1.002.00Yes (X)$0$0$0
THEODORE PINCUS
BOARD MEMBER1.002.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,184,163TotReportableCompRltdOrgAmt
Total Other Compensation$181,261TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
THRIFT SHOP / GIFT SHO900099$1,592,854$1,592,854
WEST COUNTY MEDICAL531120$388,196$388,196
FieldValueIRS element (for citing)
Total Program Service Revenue$1,981,050TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,981,050TotalRevenueColumnAmt
Related Or Exempt Func Income$1,981,050RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$505,000TotalAmt
Program Services$505,000ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescTHRIFT SHOP/GIFT SHOPDesc
Total$861,410TotalAmt
Program Services$861,410ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,366,410TotalAmt
Program Services$1,366,410ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$67,506BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$454,694BOYAmt
EOY$725,430EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$23,214EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$445,425,913BOYAmt
EOY$414,327,157EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$445,948,113BOYAmt
EOY$415,075,801EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$418,016,344BOYAmt
EOY$389,578,214EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,634,481BOYAmt
EOY$14,365,410EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,297,288BOYAmt
EOY$11,132,177EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$445,948,113BOYAmt
EOY$415,075,801EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$445,948,113BOYAmt
EOY$415,075,801EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$614,640ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$31,486,952OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,268,206CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,301,459CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,550,926CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,736,450CurrentTaxYearMinus1YearAmt
Current Tax Year$1,981,050CurrentTaxYearAmt
Total$7,838,091TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,268,206CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,301,459CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,550,926CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,736,450CurrentTaxYearMinus1YearAmt
Current Tax Year$1,981,050CurrentTaxYearAmt
Total$7,838,091TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$146,875CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$341,652CurrentTaxYearMinus1YearAmt
Current Tax Year$368,385CurrentTaxYearAmt
Total$856,912TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$146,875CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$341,652CurrentTaxYearMinus1YearAmt
Current Tax Year$368,385CurrentTaxYearAmt
Total$856,912TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$6,981,179PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,268,206CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,301,459CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,550,926CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,736,450CurrentTaxYearMinus1YearAmt
Current Tax Year$1,981,050CurrentTaxYearAmt
Total$7,838,091TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.89070PublicSupportCY509Pct
Public Support PY5090.93000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$414,327,157BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$414,327,157TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationUNDER 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. ANNE ARUNDEL HEALTH SYSTEM, INC. AND SUBSIDIARIES (THE "GROUP") HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THROUGH JUNE 30, 2015.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNE ARUNDEL MEDICAL CENTER FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 MEDICAL PARKWAYAddressLine1Txt
CityANNAPOLISCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21401ZIPCd
FieldValueIRS element (for citing)
Recipient EIN521331298RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$505,000CashGrantAmt
Purpose Of GrantASSIST WITH MEDICAL SERVICESPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PURPOSE OF ANNE ARUNDEL HEALTH SYSTEM, INC. (AAHS) IS TO BE THE PARENT ORGANIZATION TO ALL OF ITS RELATED ENTITIES AND SUPPORT MEDICAL AND HEALTHCARE SERVICES. ALL FUNDS RAISED BY AAHS ARE TRANSFERRED TO ITS RELATED ORGANIZATIONS IN ORDER TO FURTHER THE EXEMPT PURPOSE OF ALL OF THE ENTITIES. AAHS MONITORS THE USE OF THESE FUNDS THROUGH BOARD MEETINGS AND REVIEW OF THE ENTITIES' FINANCIAL INFORMATION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonVICTORIA BAYLESSPersonNm
TitlePRESIDENT, BOARD MEMBERTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$744,036CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$321,890BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$46,237OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$162,582DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$18,679NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$1,293,424TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE TOP MANAGEMENT OFFICIALS ARE UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON ANNE ARUNDEL MEDICAL CENTER, A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS
PART I, LINE 4BTHE FOLLOWING PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $157,382

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11RESPONSIBILITY FOR THE DETAILED REVIEW OF THE FORM 990 HAS BEEN ASSIGNED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD. THE FINANCE AND AUDIT 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 AT A BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 AAHS. IF AAHS 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 AAHS 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 AAHS, 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 AAHS.
FORM 990, PART VI, SECTION B, LINE 15ANNE ARUNDEL MEDICAL CENTER'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 19THE 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 XI, LINE 9:NET ACTIVITY FROM WHOLLY-OWNED SUBSIDIARIES -31,432,442. BOOK/TAX DIFFERENCE ON PARTNERSHIP INVESTMENTS -54,510.
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 Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ANNE ARUNDEL GENERAL TREATMENT SERVICES INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521722088ALCOHOL AND DRUG ABUSE TREATMENT SERVICESMD501(C)(3)3ANNE ARUNDEL MEDICAL CENTER INCYes (1)
ANNE ARUNDEL HEALTH CARE SERVICES INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521467734OUTPATIENT DIAGNOSTIC AND IMAGING SERVICESMD501(C)(3)3ANNE ARUNDEL MEDICAL CENTER INCYes (1)
ANNE ARUNDEL MEDICAL CENTER INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521169362MEDICAL/HOSPITAL SERVICESMD501(C)(3)3ANNE ARUNDEL HEALTH SYSTEM INCYes (1)
ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521331298SUPPORTING ORGANIZATION OF AAHS, INC AND SUBSIDIARIESMD501(C)(3)11BANNE ARUNDEL HEALTH SYSTEM INCYes (1)
ANNE ARUNDEL REAL ESTATE HOLDING COMPANY INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521622251REAL ESTATE HOLDING COMPANYMD501(C)(2)ANNE ARUNDEL HEALTH SYSTEM INCYes (1)
ANNE ARUNDEL HEALTH SYSTEM RESEARCH INSTITUTE INC
2001 MEDICAL PARKWAYANNAPOLISMD21401263038406MEDICAL RESEARCHMD501(C)(3)4ANNE ARUNDEL HEALTH SYSTEM INCYes (1)
PHYSICIAN ENTERPRISE LLC
2001 MEDICAL PARKWAYANNAPOLISMD21401270263214MEDICAL/PHYSICIAN SERVICESMD501(C)(3)3ANNE ARUNDEL HEALTH SYSTEM INCYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACd
ANNAPOLIS EXCHANGE LOT IV LLC
2001 MEDICAL PARKWAYANNAPOLISMD21401522020156COMMERCIAL REAL ESTATE LEASINGMDN/A
ANNAPOLIS EXCHANGE LOT V LLC
2001 MEDICAL PARKWAYANNAPOLISMD21401522020157MEDICAL REAL ESTATE LEASINGMDN/A
MEDICAL OFFICE LLC
2001 MEDICAL PARKWAYANNAPOLISMD21401202290229MEDICAL REAL ESTATE LEASINGMDN/A
KENT ISLAND MEDICAL ARTS LLC
2001 MEDICAL PARKWAYANNAPOLISMD21401260623450MEDICAL REAL ESTATE LEASINGMDN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
PAVILION PARK INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521890034REAL ESTATE LEASINGMDN/AC0
ANNE ARUNDEL HEALTH CARE ENTERPRISES INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521646304MEDICAL SERVICESMDCYes (1)ANNE ARUNDEL HEALTH SYSTEM INC$7,702,8861.00000
COTTAGE INSURANCE COMPANY LTD
980461499CAPTIVE INSURER - PROFESSIONAL LIABILITY INSURANCEN/AC0BOX 1109 GRAND CAYMANCAYMAN ISLANDSCJCJKY1-1102CJ
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ANNE ARUNDEL MEDICAL CENTER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$505,000InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEST COUNTY MEDICAL LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13910 KESWICK ROAD S BLDGAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21211ZIPCd
FieldValueIRS element (for citing)
EIN275234888EIN
Primary ActivitiesMEDICAL REAL ESTATE LEASINGPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd
Predominate IncomeRELATEDPredominateIncomeDesc
All Partners C3 SYes (1)AllPartnersC3SInd
Share Of Total Income$388,196ShareOfTotalIncomeAmt
Share Of EOY Assets$7,989,420ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership0.50000OwnershipPct

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