LUMINIS HEALTH INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LUMINIS HEALTH INC (EIN 52-1622253)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201321349349302127
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-14T10:05:35-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521622253 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE ARUNDEL HEALTH SYSTEM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANNE | NameControl |
| Phone | 4434816554 | 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 | 4434816554 | Phone |
| Date Signed | 2013-05-13 | 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 | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 1301459 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | AAHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT AND ENCOURAGE QUALITY HEALTH CARE, MEDICAL AND RELATED SERVICES IN ANNE ARUNDEL COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 160 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1268206 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1301459 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1268206 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1301459 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 375000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 405000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 765862 | OtherExpensePriorYear |
| Other Expenses Current Year | 713608 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1140862 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1118608 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 127344 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 182851 | RevenuesLessExpensesCY |
| Total Assets BOY | 401136091 | TotalAssetsBOY |
| Total Assets EOY | 348869837 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 401136091 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 348869837 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1118608 | Expense |
| Grants | 405000 | Grants |
| Revenue | 1301459 | Revenue |
| Description | 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 HEALTH SYSTEM RESEARCH INSTITUTE, INC., AND PHYSICIAN ENTERPRISE, LLC. | Description |
| Total Program Service Expense | 1118608 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 0 | QuidProQuoContributions |
| 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| GEORGE T MORAN | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| BIANA J ARENTZ | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| KENT MCNEW | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| CHARLES R LARSON | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| JASON GROVES | |||||||
| ASSISTANT SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| BARRY JACKSON | |||||||
| ASSISTAND TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| VICTORIA BAYLESS | |||||||
| PRESIDENT, BOARD MEMBER | 1.00 | X | X | 0 | 774544 | 106244 | |
| JOHN BELCHER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JUNE CAUDILL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PAUL ELDER MD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JAMES ELLERSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CARLESA FINNEY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ED GOSSELIN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KEN GUMMERSON MD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| GARY JOBSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MAULIK JOSHI | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DOUG MITCHELL MD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CHRIS O'MEARA | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LEISA RUSSELL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MARTIN DOORDAN | |||||||
| CEO DURING CALENDAR YEAR | 1.00 | 0 | 936615 | 44121 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1711159 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 150365 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THRIFT SHOP / GIFT SHO | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1301459 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1301459 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1301459 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1301459 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1301459 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 405000 | Total |
| Program Services | 405000 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THRIFT SHOP/GIFT SHOP | Description |
| Total | 713608 | Total |
| Program Services | 713608 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1118608 | Total |
| Program Services | 1118608 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5868 | BOY |
| EOY | 24768 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283626 | BOY |
| EOY | 447577 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400846597 | BOY |
| EOY | 348397492 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401136091 | BOY |
| EOY | 348869837 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 369342748 | BOY |
| EOY | 318414956 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20084343 | BOY |
| EOY | 18892847 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11709000 | BOY |
| EOY | 11562034 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401136091 | BOY |
| EOY | 348869837 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401136091 | BOY |
| EOY | 348869837 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 182851 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -52449105 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1100449 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1006021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1122754 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1268206 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1301459 | CurrentTaxYear |
| Total | 5798889 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1100449 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1006021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1122754 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1268206 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1301459 | CurrentTaxYear |
| Total | 5798889 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 5798889 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1285 | CurrentTaxYearMinus3Years |
| Total | 1285 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1285 | CurrentTaxYearMinus3Years |
| Total | 1285 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1100449 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1007306 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1122754 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1268206 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1301459 | CurrentTaxYear |
| Total | 5800174 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99980 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94710 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00020 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05290 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 348397492 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 348397492 | TotalOfBookValueSecurities |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| 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. ANNE ARUNDEL HEALTH SYSTEM, INC. AND SUBSIDIARIES (THE "GROUP") HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THROUGH JUNE 30, 2012. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC | BusinessNameLine1 |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 521331298 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 405000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | CASH | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | ASSIST WITH MEDICAL SERVICES | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
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 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VICTORIA BAYLESS | |||||||||||||
| 0 | 497530 | 0 | 207000 | 0 | 70014 | 0 | 99569 | 0 | 6675 | 0 | 880788 | 0 | 0 |
| MARTIN DOORDAN | |||||||||||||
| 0 | 365254 | 0 | 429559 | 0 | 141802 | 0 | 41223 | 0 | 2898 | 0 | 980736 | 0 | 40946 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | THE FOLLOWING PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $94,669 MARTIN DOORDAN $34,323 | |
| PART III | SCHEDULE J, PART I, LINE 3: THE 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. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST COUNTY LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | AN OFFICER OF AAHS IS AN OFFICER OF WEST COUNTY, LLC (VICTORIA BAYLESS) | Relationship |
| Amount Of Transaction | 1918666 | AmountOfTransaction |
| Description Of Transaction | THE ORGANIZATION FORMED A JOINT VENTURE WITH ANOTHER ORGANIZATION TO DEVELOP A MEDICAL OFFICE COMPLEX IN ORDER TO FURTHER THEIR NON-PROFIT MISSION OF PROVIDING THE COMMUNITY WITH ACCESS TO A WIDE RANGE OF QUALITY HEALTH CARE SERVICES. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | RESPONSIBILITY 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. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES THAT EACH MEMBER OF THE BOARD REVIEW THE ORGANIZATION'S CONFLICTS 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 | ANNE 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 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, PAGE 7, PART VII, SECTION A | THE FOLLOWING INDIVIDUALS LISTED BELOW ARE OFFICERS AND/OR EMPLOYEES OF RELATED ANNE ARUNDEL HEALTH SYSTEM ENTITIES WHO WORK A COMBINED TOTAL OF FORTY PLUS HOURS FOR THE ANNE ARUNDEL HEALTH SYSTEM: VICTORIA BAYLESS MARTIN L. DOORDAN (DURING CALENDAR YEAR 2011) | |
| FORM 990, PART XI, LINE 5: | NET ACTIVITY FROM WHOLLY-OWNED SUBSIDIARIES -52,449,105. TOTAL TO FORM 990, PART XI, LINE 5: -52,449,105. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PAGE 12, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 1 |
| ANNE ARUNDEL HEALTH CARE SERVICES INC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521467734 | OUTPATIENT DIAGNOSTIC AND IMAGING SERVICES | MD | 501(C)(3) | 3 | ANNE ARUNDEL MEDICAL CENTER INC | 1 |
| ANNE ARUNDEL MEDICAL CENTER INC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521169362 | MEDICAL/HOSPITAL SERVICES | MD | 501(C)(3) | 3 | ANNE ARUNDEL HEALTH SYSTEM INC | 1 |
| ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521331298 | SUPPORTING ORGANIZATION OF AAHS, INC AND SUBSIDIARIES | MD | 501(C)(3) | 11 TYPE II | ANNE ARUNDEL HEALTH SYSTEM INC | 1 |
| ANNE ARUNDEL REAL ESTATE HOLDING COMPANY INC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521622251 | REAL ESTATE HOLDING COMPANY | MD | 501(C)(2) | ANNE ARUNDEL HEALTH SYSTEM INC | 1 | |
| ANNE ARUNDEL HEALTH SYSTEM RESEARCH INSTITUTE INC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 263038406 | MEDICAL RESEARCH | MD | 501(C)(3) | 4 | ANNE ARUNDEL HEALTH SYSTEM INC | 1 |
| PHYSICIAN ENTERPRISE LLC | ||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 270263214 | MEDICAL/PHYSICIAN SERVICES | MD | 501(C)(3) | 3 | ANNE ARUNDEL HEALTH SYSTEM INC | 1 |
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 (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAVILION PARK INC | ||||||||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521890034 | REAL ESTATE LEASING | MD | N/A | C | ||||||||
| ANNE ARUNDEL HEALTH CARE ENTERPRISES INC | ||||||||||||||||
| 2001 MEDICAL PARKWAY | ANNAPOLIS | MD | 21401 | 521646304 | MEDICAL SERVICES | MD | C | -70976 | 6675620 | 1.00000 | ||||||
| COTTAGE INSURANCE COMPANY LTD | ||||||||||||||||
| 980461499 | CAPTIVE INSURER - PROFESSIONAL LIABILITY INSURANCE | N/A | C | BOX 1109 GRAND CAYMAN | CAYMAN ISLANDS | CJ | CJKY1-1102 | CJ | ||||||||
| 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 | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 0 | 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 | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 405000 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
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