LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC (EIN 52-1331298)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201441349349301694
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T09:36:07-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205991824 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC&H TAX & ADVISORY SERVICES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 RIDGEBROOK ROAD | AddressLine1 |
| City | SPARKS | City |
| State | MD | State |
| ZIP Code | 21152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521331298 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANNE | NameControl |
| Phone | 4434816555 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MEDICAL PARKWAY | AddressLine1 |
| City | ANNAPOLIS | City |
| State | MD | State |
| ZIP Code | 21401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT REILLY | Name |
| Title | CFO | Title |
| Phone | 4434816555 | Phone |
| Date Signed | 2014-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI S BURGHAUSER | Name |
| PTIN | P00370694 | PTIN |
| Phone | 4104031500 | Phone |
| Date Prepared | 2014-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT REILLY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MEDICAL PARKWAY | AddressLine1 |
| City | ANNAPOLIS | City |
| State | MD | State |
| ZIP Code | 21401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9941744 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AAHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT ANNE ARUNDEL MEDICAL CENTER, INC. AND RELATED ENTITIES OF ANNE ARUNDEL HEALTH SYSTEM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8540949 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8605617 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 770082 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1099241 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -133739 | OtherRevenuePriorYear |
| Other Revenue Current Year | -191587 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9177292 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9513271 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1679990 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2735280 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 974515 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1049417 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 46696 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 34954 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1825741 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 703562 | OtherExpensePriorYear |
| Other Expenses Current Year | 745870 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3404763 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4565521 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5772529 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4947750 | RevenuesLessExpensesCY |
| Total Assets BOY | 34024171 | TotalAssetsBOY |
| Total Assets EOY | 35038883 | TotalAssetsEOY |
| Total Liabilities BOY | 3212898 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3322996 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 30811273 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31715887 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO SUPPORT ANNE ARUNDEL MEDICAL CENTER, INC. AND RELATED ENTITIES OF ANNE ARUNDEL HEALTH SYSTEM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2485566 | Expense |
| Grants | 2485566 | Grants |
| Revenue | 0 | Revenue |
| Description | CONTRIBUTIONS TO ANNE ARUNDEL MEDICAL CENTER, INC. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 117606 | Expense |
| Grants | 117606 | Grants |
| Revenue | 0 | Revenue |
| Description | CONTRIBUTIONS TO PHYSICIAN ENTERPRISE, LLC | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 70000 | Expense |
| Grants | 70000 | Grants |
| Revenue | 0 | Revenue |
| Description | SCHOLARSHIPS TO BENEFIT FOURTEEN NURSING STUDENTS | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 62108 | Expense |
| Grants | 62108 | Grants |
| Revenue | 0 | Revenue |
| Description | CONTRIBUTIONS TO ANNE ARUNDEL GENERAL TREATMENT SERVICES, INC., A SUBSIDIARY OF ANNE ARUNDEL MEDICAL CENTER, INC. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 62108 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 62108 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 2735280 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA HUFFER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4434816554 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MEDICAL PARKWAY | AddressLine1 |
| City | ANNAPOLIS | City |
| State | MD | State |
| ZIP Code | 21401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JOANN DECESARIS | ||||||||
| CHAIRMAN | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| THEODORE PINCUS | ||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| LAURA WESTERVELT | ||||||||
| TREASURER | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| JUDY ZAZULIA-WAHL | ||||||||
| SECRETARY | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| LISA HILLMAN | ||||||||
| PRESIDENT | 40.00 | 1.00 | X | X | 373394 | 0 | 28918 | |
| CATHERINE ADELMAN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JOSEPH G BALDWIN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| PAMELA BATSTONE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| VICTORIA BAYLESS | ||||||||
| BOARD MEMBER | 1.00 | 48.00 | X | 0 | 869369 | 157458 | ||
| JOHN BELCHER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JUNE CAUDILL | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MARTIN L DOORDAN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 50822 | 35151 | ||
| BECKY FORTNEY | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MICHAEL G FOUNDOS SR | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| RICHARD L FRANYO | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| PHILIP GIBBS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| BRENDAN O GILL | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| BARRY P GOSSETT | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| ANTHONY IZZO | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JOHN KOPKOWSKI | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| NICHOLAS LAMBROW | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| HENRY N LIBBY | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| PATRICIA MCMANUS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| DOUG MITCHELL MD | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| TODD M MOHR | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| CHARLES E MOORE JR | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| THOMAS J MULRENIN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| CULLEN MURRAY | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JAMES L MYERS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JAMES ROBERTS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| LESLY B SAJAK | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MARIA C SCOTT MD | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JERRY SOUTH | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| RICHARD C SPRINGER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| LAWRENCE KUSHNER | ||||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | 0.00 | 140635 | 0 | 8928 | X | ||
| JAN WOOD | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | 116663 | 0 | 23578 | X | ||
| ROBERT HARRISON | ||||||||
| PLANNED GIFT GIVING OFFICE | 40.00 | 0.00 | 115220 | 0 | 2277 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 745912 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 920191 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 256310 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 915783 | FundraisingEvents |
| Related Organizations | 535000 | RelatedOrganizations |
| All Other Contributions | 7154834 | AllOtherContributions |
| Noncash Contributions | 2065761 | NoncashContributions |
| Total Contributions | 8605617 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1099241 | TotalRevenueColumn |
| Exclusion | $1,099,241 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 236886 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 915783 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 428473 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -191587 | TotalRevenueColumn |
| Exclusion | -$191,587 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9513271 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $907,654 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2665280 | Total |
| Program Services | 2665280 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70000 | Total |
| Program Services | 70000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402311 | Total |
| Fundraising | 402311 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 486785 | Total |
| Fundraising | 486785 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160321 | Total |
| Fundraising | 160321 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4500 | Total |
| Management And General | 4500 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34954 | Total |
| Fundraising | 34954 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9089 | Total |
| Fundraising | 9089 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103940 | Total |
| Fundraising | 103940 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77182 | Total |
| Fundraising | 77182 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107545 | Total |
| Fundraising | 107545 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21675 | Total |
| Fundraising | 21675 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117605 | Total |
| Fundraising | 117605 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282646 | Total |
| Fundraising | 282646 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1418 | Total |
| Fundraising | 1418 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUES, BOOKS & SUBSCRIPT | Description |
| Total | 20270 | Total |
| Fundraising | 20270 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4565521 | Total |
| Program Services | 2735280 | ProgramServices |
| Management And General | 4500 | ManagementAndGeneral |
| Fundraising | 1825741 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117900 | BOY |
| EOY | 331134 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4088728 | BOY |
| EOY | 5281301 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14641736 | BOY |
| EOY | 13151676 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 211897 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 210204 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38112 | BOY |
| EOY | 1693 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14803029 | BOY |
| EOY | 15934955 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 334666 | BOY |
| EOY | 338124 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34024171 | BOY |
| EOY | 35038883 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 628648 | BOY |
| EOY | 587892 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2584250 | BOY |
| EOY | 2735104 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3212898 | BOY |
| EOY | 3322996 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1015454 | BOY |
| EOY | 1100198 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18892847 | BOY |
| EOY | 19867153 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10902972 | BOY |
| EOY | 10748536 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30811273 | BOY |
| EOY | 31715887 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34024171 | BOY |
| EOY | 35038883 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4947750 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1060798 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -5103934 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (3 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| ANNE ARUNDEL MEDICAL CENTER INC | |||||
| 521169362 | 3 | 1 | 1 | 1 | $2,485,566 |
| ANNE ARUNDEL GENERAL TREATMENT SERVICES INC | |||||
| 521722088 | 3 | 1 | 1 | 1 | $62,108 |
| PHYSICIAN ENTERPRISE LLC | |||||
| 270263214 | 3 | 1 | 1 | 1 | $117,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 3 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 2665280 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10902972 | BeginningOfYearBalance |
| Contributions | 37564 | Contributions |
| Investment Earnings Or Losses | 425000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 75000 | GrantsOrScholarships |
| Other Expenditures | 192000 | OtherExpenditures |
| Administrative Expenses | 350000 | AdministrativeExpenses |
| End Of Year Balance | 10748536 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11066829 | BeginningOfYearBalance |
| Contributions | 43143 | Contributions |
| Investment Earnings Or Losses | 420032 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 70032 | GrantsOrScholarships |
| Other Expenditures | 207000 | OtherExpenditures |
| Administrative Expenses | 350000 | AdministrativeExpenses |
| End Of Year Balance | 10902972 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11131933 | BeginningOfYearBalance |
| Contributions | 126896 | Contributions |
| Investment Earnings Or Losses | 392000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 42000 | GrantsOrScholarships |
| Other Expenditures | 192000 | OtherExpenditures |
| Administrative Expenses | 350000 | AdministrativeExpenses |
| End Of Year Balance | 11066829 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10965371 | BeginningOfYearBalance |
| Contributions | 276062 | Contributions |
| Investment Earnings Or Losses | 389000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 39000 | GrantsOrScholarships |
| Other Expenditures | 109500 | OtherExpenditures |
| Administrative Expenses | 350000 | AdministrativeExpenses |
| End Of Year Balance | 11131933 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11087793 | BeginningOfYearBalance |
| Contributions | 78578 | Contributions |
| Investment Earnings Or Losses | 436000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 36000 | GrantsOrScholarships |
| Other Expenditures | 201000 | OtherExpenditures |
| Administrative Expenses | 400000 | AdministrativeExpenses |
| End Of Year Balance | 10965371 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 82411 | OtherCostOrOtherBasis |
| Depreciation | 82411 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 129486 | OtherCostOrOtherBasis |
| Depreciation | 127793 | Depreciation |
| Book Value | 1693 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1693 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATE | Description |
| Amount | $2,735,104 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2735104 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION USES THE ENDOWMENT FUNDS TO PROVIDE SUPPORT FOR ANNE ARUNDEL MEDICAL CENTER, INC. AND TO SUPPORT ITS OPERATING EXPENSES THAT ARE NECESSARY TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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. ANNE ARUNDEL HEALTH SYSTEM, INC. AND SUBSIDIARIES (THE "GROUP") HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THROUGH JUNE 30, 2013. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE COMPANY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16325 | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 722316325 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEPHONE SOLICITATION | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 300756 | GrossReceipts |
| Amount Retained By Contractor | 34954 | AmountRetainedByContractor |
| Net To Organization | 265802 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 300756 | TotalGrossReceipts |
| Total Retained By Contractors | 34954 | TotalRetainedByContractors |
| Total Net To Organization | 265802 | TotalNetToOrganization |
| Licensed States | MD | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | VA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 176667 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 165092 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 11575 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 42701 | RentFacilityCostsEvent1 |
| Name Of Event2 | GALA | NameOfEvent2 |
| Gross Receipts Event2 | 945364 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 728062 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 217302 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 121860 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 253914 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 30638 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 22629 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 8009 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 9998 | RentFacilityCostsOtherEvents |
| Gross Receipts Total | 1152669 | GrossReceiptsTotal |
| Charitable Contributions Total | 915783 | CharitableContributionsTotal |
| Gross Revenue Total Events | 236886 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 174559 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 253914 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 428473 | DirectExpenseSummaryEvents |
| Net Income Summary | -191587 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ANNE ARUNDEL MEDICAL CENTER INC | |||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521169362 | 501(C)(3) | 2485566 | TO SUPPORT OPERATIONS OF ANNE ARUNDEL MEDICAL CENTER, INC. |
| ANNE ARUNDEL GENERAL TREATMENT SERVICES INC | |||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521722088 | 501(C)(3) | 62108 | TO SUPPORT OPERATIONS OF ANNE ARUNDEL GENERAL TREATMENT SERVICES, INC. |
| PHYSICIAN ENTERPRISE LLC | |||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 270263214 | 501(C)(3) | 117606 | TO SUPPORT OPERATIONS OF PHYSICIAN ENTERPRISE, LLC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS TO BENEFIT NURSING STUDENTS | TypeOfGrant |
| Number Of Recipients | 14 | NumberOfRecipients |
| Amount Of Cash Grant | 70000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE FOUNDATION GIVES CONTRIBUTIONS TO FUND ITS RELATED ORGANIZATIONS IN ORDER TO FULFILL THE FOUNDATION'S EXEMPT PURPOSE OF BEING A SUPPORTING ORGANIZATION. THE FOUNDATION MONITORS THE USE OF THESE FUNDS THROUGH BOARD MEETINGS AND THROUGH THE REVIEW OF THE ENTITY'S FINANCIAL INFORMATION. IN ADDITION, THE FOUNDATION SELECTS INDIVIDUALS WHO ARE SEEKING A NURSING DEGREE TO RECEIVE SCHOLARSHIPS BASED UPON THEIR NEED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA HILLMAN | ||||||||||||||
| PRESIDENT | 241975 | 0 | 89103 | 0 | 42316 | 0 | 10048 | 0 | 18870 | 0 | 402312 | 0 | 2967 | 0 |
| VICTORIA BAYLESS | ||||||||||||||
| BOARD MEMBER | 0 | 554660 | 0 | 248405 | 0 | 66304 | 0 | 142839 | 0 | 14619 | 0 | 1026827 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | THE FOLLOWING PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $137,839 MARTIN DOORDAN $35,151 LISA HILLMAN $2,548 | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2717 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 37 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1503350 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (8 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ENTERTAINMENT | 20 | 11683 | FMV |
| X | FOOD & DRINK | 39 | 13819 | FMV |
| X | GOLF PACKAGES | 7 | 2292 | FMV |
| X | JEWELRY | 18 | 17256 | FMV |
| X | LODGING/TRANSPORTATION | 14 | 11084 | FMV |
| X | GIFT CERTIFICATES | 134 | 76220 | FMV |
| X | SPORTS MEMORIBILIA | 10 | 3270 | FMV |
| X | SURGICAL EQUIPMENT | 1 | 424070 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE FOUNDATION'S NON-CASH CONTRIBUTIONS INCLUDE PUBLICLY-TRADED SECURITIES AND ITEMS FOR SILENT AUCTIONS. THESE ITEMS ARE SOLICITED AND REVIEWED PRIOR TO ACCEPTANCE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS THE ANNE ARUNDEL HEALTH SYSTEM, INC. ("AAHS"), 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 MEMBER OF THE ORGANIZATION IS THE ANNE ARUNDEL HEALTH SYSTEM, INC. ("AAHS"), A SECTION 501(C)(3) ENTITY THAT SERVES AS THE PARENT CORPORATION OF THE INTEGRATED HEALTH SYSTEM. AAHS HAS THE EXPRESS POWER AND RESPONSIBILITY TO ELECT AND REMOVE THE BOARD OF DIRECTORS AND OFFICERS OF THE CORPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE MEMBER OF THE ORGANIZATION IS THE ANNE ARUNDEL HEALTH SYSTEM, INC. ("AAHS"), A SECTION 501(C)(3) ENTITY THAT SERVES AS THE PARENT CORPORATION OF THE INTEGRATED HEALTH SYSTEM. AAHS HAS THE EXPRESS POWER AND RESPONSIBILITY TO APPROVE DECISIONS OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD HAS ASSIGNED RESPONSIBILITY FOR THE DETAILED REVIEW OF THE FORM 990 TO THE FINANCE AND AUDIT COMMITTEE OF ANNE ARUNDEL HEALTH SYSTEM, INC. (PARENT). 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 12C | THE ORGANIZATION REQUIRES THAT 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. THE BOARD, MANAGEMENT AND THE ACCOUNTS PAYABLE FUNCTION MONITOR TRANSACTIONS FOR POTENTIAL EXCESS BENEFIT TRANSACTIONS/PRIVATE INUREMENT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION REIMBURSES ANNE ARUNDEL MEDICAL CENTER FOR COMPENSATION AND BENEFIT COSTS. ANNE ARUNDEL MEDICAL CENTER'S EXECUTIVE COMPENSATION COMMITTEE DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION FOLLOWING THE IRC SECTION 4958 REBUTTABLE PRESUMPTION TEST. ALL OTHER COMPENSATION IS DETERMINED THROUGH CONSULTATION WITH AN INDEPENDENT OUTSIDE COMPENSATION CONSULTING FIRM. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE RETAINED IN THE FINANCE OFFICE AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990 IS AVAILABLE BY REQUEST TO THE FINANCE OFFICE OR CAN BE OBTAINED ONLINE AT WWW.GUIDESTAR.ORG. | |
| FORM 990, PART XI, LINE 9: | DISTRIBUTIONS ON CHARITABLE GIFT ANNUITIES -116,932. CHANGE IN PRESENT VALUE OF PLEDGES RECEIVABLE -1,731. CHANGE IN DEFERRED REVENUE -1,488,324. CHANGE IN CHARITABLE GIFT ANNUITY PAYABLE 28,284. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 9,743. TRANSFER TO AFFILIATE FOR PURCHASE OF EQUIPMENT AND CONSTRUCTION PROJECT -3,534,974. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PAGE 12, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | |
| FORM 990, PAGE 5, PART V, LINE 2 | PAYROLL AND BENEFITS FOR ALL OFFICERS, DIRECTORS AND EMPLOYEES OF THE CONSOLIDATED GROUP KNOWN AS ANNE ARUNDEL HEALTH SYSTEM, INC. IS ADMINISTERED THROUGH ANNE ARUNDEL MEDICAL CENTER, INC. (AAMC). AAMC SUBSEQUENTLY BILLS EACH ENTITY FOR THE AMOUNT OF WAGE AND BENEFIT EXPENSE INCURRED BY THEM. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE ARUNDEL HEALTH SYSTEM INC | |||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521622253 | SUPPORT HEALTH CARE RELATED ENTITIES | MD | 501(C)(3) | 9 | N/A | 0 | |
| ANNE ARUNDEL REAL ESTATE HOLDING COMPANY INC | |||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521622251 | REAL ESTATE HOLDING COMPANY | MD | 501(C)(2) | N/A | 0 | ANNE ARUNDEL HEALTH SYSTEM INC | |
| ANNE ARUNDEL HEALTH CARE SERVICES INC | |||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521467734 | OUTPATIENT DIAGNOSTICS AND IMAGING SERVICES | MD | 501(C)(3) | 3 | 0 | ANNE ARUNDEL MEDICAL CENTER INC | |
| ANNE ARUNDEL HEALTH SYSTEM RESEARCH INSTITUTE INC | |||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 263038406 | MEDICAL RESEARCH | MD | 501(C)(3) | 4 | 0 | ANNE ARUNDEL HEALTH SYSTEM INC | |
| ANNE ARUNDEL MEDICAL CENTER INC | |||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521169362 | MEDICAL/HOSPITAL SERVICES | MD | 501(C)(3) | 3 | 0 | ANNE ARUNDEL HEALTH SYSTEM INC | |
| ANNE ARUNDEL GENERAL TREATMENT SERVICES INC | |||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521722088 | ALCOHOL & DRUG ABUSE TREATMENT SERVICES | MD | 501(C)(3) | 3 | 0 | ANNE ARUNDEL MEDICAL CENTER INC | |
| PHYSICIAN ENTERPRISE LLC | |||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 270263214 | MEDICAL / PHYSICIAN SERVICES | MD | 501(C)(3) | 3 | 0 | ANNE ARUNDEL HEALTH SYSTEM INC | |
Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| 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 |
| BLUE BUILDING LLC | |||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 263525250 | MEDICAL REAL ESTATE LEASING | MD | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | N/A | C | 0 | ||||||
| COTTAGE INSURANCE COMPANY LTD | |||||||||||||||
| 980461499 | CAPTIVE INSURER - PROFESSIONAL LIABILITY INSURANCE | N/A | C | 0 | BOX 1109 | GRAND CAYMAN | CJ | CJ KY1-110 | CJ | ||||||
| CHARITABLE REMAINDER TRUSTS (38) | |||||||||||||||
| INVESTMENT TRUST | MD | T | 0 | ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC | |||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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