LUMINIS HEALTH INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
LUMINIS HEALTH INC (EIN 52-1622253)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-14
IRS object ID
201201359349300745
Schema version
2010v3.4
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)
Timestamp2012-05-14T08:21:14-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SC&H TAX & ADVISORY SERVICES LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1910 RIDGEBROOK ROADAddressLine1
CitySPARKSCity
StateMDState
ZIP Code21152ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521622253EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ANNE ARUNDEL HEALTH SYSTEM INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlANNENameControl
Phone4434816554Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 MEDICAL PARKWAYAddressLine1
CityANNAPOLISCity
StateMDState
ZIP Code21401ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT REILLYName
TitleCFOTitle
Phone4434816554Phone
Date Signed2012-05-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLORI S BURGHAUSERName
Phone4104031500Phone
Date Prepared2012-05-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonROBERT REILLYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12001 MEDICAL PARKWAYAddressLine1
CityANNAPOLISCity
StateMDState
ZIP Code21401ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1268206GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteAAHS.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1987YearFormation
State Legal DomicileMDStateLegalDomicile
Activity Or Mission DescriptionSUPPORT AND ENCOURAGE QUALITY HEALTH CARE, MEDICAL AND RELATED SERVICES IN ANNE ARUNDEL COMMUNITY.ActivityOrMissionDescription
Nbr Voting Members Governing Body18NbrVotingMembersGoverningBody
Nbr Independent Voting Members16NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers160TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1122754ProgramServiceRevenuePriorYear
Program Service Revenue CY1268206ProgramServiceRevenueCY
Investment Income Prior Year0InvestmentIncomePriorYear
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1122754TotalRevenuePriorYear
Total Revenue Current Year1268206TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year400000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY375000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year754246OtherExpensePriorYear
Other Expenses Current Year765862OtherExpensesCurrentYear
Total Expenses Prior Year1154246TotalExpensesPriorYear
Total Expenses Current Year1140862TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-31492RevenuesLessExpensesPriorYear
Revenues Less Expenses CY127344RevenuesLessExpensesCY
Total Assets BOY326824392TotalAssetsBOY
Total Assets EOY401136091TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY326824392NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY401136091NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSUPPORT 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1140862Expense
Grants375000Grants
Revenue1268206Revenue
DescriptionANNE 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 Expense1140862TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members18NbrVotingGoverningBodyMembers
Number Independent Voting Members16NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1SANDRA HUFFERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4434816554TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12001 MEDICAL PARKWAYAddressLine1
CityANNAPOLISCity
StateMDState
ZIP Code21401ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
GEORGE T MORAN
CHAIRMAN1.00XX000
BIANA J ARENTZ
VICE CHAIRMAN1.00XX000
PATRICIA ROCHE
SECRETARY1.00XX000
RICHARD J MORGAN
TREASURER1.00XX000
KENT MCNEW
ASSISTANT SECRETARY1.00XX000
CHARLES R LARSON
ASSISTANT TREASURER1.00XX000
MARTIN DOORDAN
CEO, BOARD MEMBER1.00XX0372451220598
VICTORIA BAYLESS
PRESIDENT, BOARD MEMBER1.00XX065894442017
JANE CAUDILL
BOARD MEMBER1.00X000
PAUL ELDER MD
BOARD MEMBER1.00X000
JAMES ELLERSON
BOARD MEMBER1.00X000
ED GOSSELIN
BOARD MEMBER1.00X000
JASON GROVES
BOARD MEMBER1.00X000
BARRY JACKSON
BOARD MEMBER1.00X000
GARY JOBSON
BOARD MEMBER1.00X000
MAULIK JOSHI
BOARD MEMBER1.00X000
DOUG MITCHELL MD
BOARD MEMBER1.00X000
CHRIS O'MEARA
BOARD MEMBER1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs4383456TotalReportableCompFrmRltdOrgs
Total Other Compensation62615TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionTHRIFT SHOP / GIFT SHODescription
Business Code900099BusinessCode
Total Revenue Column1268206TotalRevenueColumn
Related Or Exempt Function Income1268206RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue1268206TotalProgramServiceRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1268206TotalRevenueColumn
Related Or Exempt Function Income1268206RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total375000Total
Program Services375000ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionTHRIFT SHOP/GIFT SHOPDescription
Total765862Total
Program Services765862ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1140862Total
Program Services1140862ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY6963BOY
EOY5868EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY155187BOY
EOY283626EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY326662242BOY
EOY400846597EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY326824392BOY
EOY401136091EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY298386197BOY
EOY369342748EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY16690195BOY
EOY20084343EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY11748000BOY
EOY11709000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY326824392BOY
EOY401136091EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY326824392BOY
EOY401136091EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses127344ReconcilationRevenueExpenses
Reconcilation Other Changes74184355ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6996000CurrentTaxYearMinus4Years
Total6996000Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years932701CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1100449CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1006021CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1122754CurrentTaxYearMinus1Year
Current Tax Year1268206CurrentTaxYear
Total5430131Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7928701CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1100449CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1006021CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1122754CurrentTaxYearMinus1Year
Current Tax Year1268206CurrentTaxYear
Total12426131Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total50912426131PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years693000CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years1285CurrentTaxYearMinus2Years
Total694285Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years693000CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years1285CurrentTaxYearMinus2Years
Total694285Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8621701CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1100449CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1007306CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1122754CurrentTaxYearMinus1Year
Current Tax Year1268206CurrentTaxYear
Total13120416Total
FieldValueIRS element (for citing)
Public Support Percentage5090.94710PublicSupportPercentage509
Prior Year Support Percentage0.94470PriorYearSupportPercentage
Investment Income Percentage0.05290InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.05530PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Closely Held Equity Interests CloselyHeldEquityInterests

FieldValueIRS element (for citing)
Book Value400846597BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities400846597TotalOfBookValueSecurities

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X:ReturnReference
ExplanationANNE ARUNDEL HEALTH SYSTEM, INC. IS THE PARENT OF THE CONSOLIDATED GROUP KNOWN AS ANNE ARUNDEL HEALTH SYSTEM, INC. ("GROUP"). AN AUDIT WAS PERFORMED AND AUDITED FINANCIAL STATEMENTS WERE ISSUED FOR ANNE ARUNDEL HEALTH SYSTEM, INC. AND ITS SUBSIDIARIES ON A CONSOLIDATED BASIS. IN THE NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS FOR ANNE ARUNDEL HEALTH SYSTEM, INC., IT IS NOTED THAT THE GROUP HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THROUGH JUNE 30, 2011.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1ANNE ARUNDEL MEDICAL CENTER FOUNDATION INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12001 MEDICAL PARKWAYAddressLine1
CityANNAPOLISCity
StateMDState
ZIP Code21401ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient521331298EINOfRecipient
IRC Section501(C)(3)IRCSection
Amount Of Cash Grant375000AmountOfCashGrant
Amount Of Non Cash Assistance0AmountOfNonCashAssistance
Method Of ValuationCASHMethodOfValuation
Description Of Non Cash AssistanceN/ADescriptionOfNonCashAssistance
Purpose Of GrantASSIST WITH MEDICAL SERVICESPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
MARTIN DOORDAN
0774701014581802803993069000136980374511002340895
VICTORIA BAYLESS
04424650140000076479035485065320700961051568

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 4BTHE FOLLOWING PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $31,754
PART IIISCHEDULE 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. OF THE REPORTABLE COMPENSATION DISCLOSED FOR MARTIN L. DOORDAN, CEO, $2,340,895 REPRESENTS CONTRIBUTIONS TO HIS SUPPLEMENTAL RETIREMENT PLAN OVER THE TERM OF HIS EMPLOYMENT. THESE CONTRIBUTIONS WERE REPORTED AS COMPENSATION ON PRIOR FORM 990S, AND ARE ACCORDINGLY NOTED AS SUCH IN COLUMN F OF SCHEDULE J PART II.SUPPLEMENTAL INFORMATION

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1WEST COUNTY LLCBusinessNameLine1
FieldValueIRS element (for citing)
RelationshipAN OFFICER OF AAHS IS AN OFFICER OF WEST COUNTY, LLC (VICTORIA BAYLESS)Relationship
Amount Of Transaction2216000AmountOfTransaction
Description Of TransactionTHE 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 Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
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.
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 12C
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 B, LINE 15
THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE RETAINED IN THE FINANCE OFFICE AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990 IS AVAILABLE BY REQUEST TO THE FINANCIAL SERVICES OFFICE OR CAN BE OBTAINED ONLINE AT WWW.GUIDESTAR.ORG.FORM 990, PART VI, SECTION C, LINE 19
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. DOORDANFORM 990, PAGE 7, PART VII, SECTION A
CHANGES IN NET ASSETS OR FUND BALANCES:NET ACTIVITY FROM WHOLLY-OWNED SUBSIDIARIES 74,184,355. TOTAL TO FORM 990, PART XI, LINE 5: 74,184,355.FORM 990, PART XI, LINE 5:
THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.FORM 990, PAGE 12, PART XII, LINE 2C:

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
ANNE ARUNDEL PHYSICIANS GROUP LLC
2001 MEDICAL PARKWAYANNAPOLISMD21401201838374PHYSICIAN SERVICESMD322215082163369PHYSICIAN ENTERPRISE LLC
ORTHOPEDIC PHYSICIANS OF ANNAPOLIS INC
2001 MEDICAL PARKWAYANNAPOLISMD21401264046246PHYSICIAN SERVICESMD223451753125624PHYSICIAN ENTERPRISE LLC

Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
ANNE ARUNDEL GENERAL TREATMENT SERVICES INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521722088ALCOHOL AND DRUG ABUSE TREATMENT SERVICESMD501(C)(3)3ANNE ARUNDEL MEDICAL CENTER INC1
ANNE ARUNDEL HEALTH CARE SERVICES INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521467734OUTPATIENT DIAGNOSTIC AND IMAGING SERVICESMD501(C)(3)3ANNE ARUNDEL MEDICAL CENTER INC1
ANNE ARUNDEL MEDICAL CENTER INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521169362MEDICAL/HOSPITAL SERVICESMD501(C)(3)3ANNE ARUNDEL HEALTH SYSTEM INC1
ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521331298SUPPORTING ORGANIZATION OF AAHS, INC AND SUBSIDIARIESMD501(C)(3)11 TYPE IIANNE ARUNDEL HEALTH SYSTEM INC1
ANNE ARUNDEL REAL ESTATE HOLDING COMPANY INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521622251REAL ESTATE HOLDING COMPANYMD501(C)(2)ANNE ARUNDEL HEALTH SYSTEM INC1
ANNE ARUNDEL HEALTH SYSTEM RESEARCH INSTITUTE INC
2001 MEDICAL PARKWAYANNAPOLISMD21401263038406MEDICAL RESEARCHMD501(C)(3)4ANNE ARUNDEL HEALTH SYSTEM INC1
PHYSICIAN ENTERPRISE LLC
2001 MEDICAL PARKWAYANNAPOLISMD21401270263214MEDICAL/PHYSICIAN SERVICESMD501(C)(3)3ANNE ARUNDEL HEALTH SYSTEM INC1

Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNA
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
BLUE BUILDING LLC
2001 MEDICAL PARKWAYANNAPOLISMD21401263525250MEDICAL REAL ESTATE LEASINGMDN/A

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodeLegal Domicile Foreign CountryLegalDomicileForeignCountry
PAVILION PARK INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521890034REAL ESTATE LEASINGMDN/AC
ANNE ARUNDEL HEALTH CARE ENTERPRISES INC
2001 MEDICAL PARKWAYANNAPOLISMD21401521646304MEDICAL SERVICESMDC-128800066670001.00000
COTTAGE INSURANCE COMPANY LTD
980461499CAPTIVE INSURER - PROFESSIONAL LIABILITY INSURANCEN/ACBOX 1109 GRAND CAYMANCAYMAN ISLANDSCJCJKY1-1102CJ
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1ANNE ARUNDEL MEDICAL CENTER FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionType
Amount Involved375000AmountInvolved
Method Of Amt DeterminationCASHMethodOfAmtDetermination

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