LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC (EIN 52-1331298)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202631349349312918
- Schema version
- 2024v5.5
- 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
- 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) |
|---|---|---|
| Return | 2026-05-14T18:27:09-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205991824 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC&H GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 SCHILLING CIRCLE SUITE 300 | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521331298 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMINIS HEALTH ANNE ARUNDEL MEDICAL | BusinessNameLine1Txt |
| Business Name Line2 | CENTER FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 4434811308 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MEDICAL PARKWAY 606 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE LEE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4434811308 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI S BURGHAUSER | PreparerPersonNm |
| PTIN | P00370694 | PTIN |
| Phone | 4104031500 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH GROSS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MEDICAL PARKWAY 606 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,873,244 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUMINISHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.THE ORGANIZATION SUPPORTS LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. AND RELATED ENTITIES OF LUMINIS HEALTH, INC.LUMINIS HEALTH'S MISSION IS TO ENHANCE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. OUR VISION IS LIVING HEALTHIER TOGETHER. WE BELIEVE THAT HEALTH AND WELLNESS ARE FUNDAMENTAL TO EVERYONE. WE WORK SIDE-BY-SIDE WITH OUR COMMUNITY AND PATIENTS TO EMPOWER THEM TO TAKE CONTROL OF THEIR HEALTH. OUR PARTNERSHIPS AND CONNECTIVITY FORM THE FOUNDATION FOR THE CARE WE PROVIDE, AND EVIDENCE-BASED CARE IS CENTERED AROUND PEOPLE AND FAMILY. WE KNOW THAT ACCESS TO CARE SHOULD BE REFRESHINGLY EASY, AND WE STRIVE TO GENERATE A POSITIVE IMPACT FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,860,277 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,330,814 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,242,267 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,375,735 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$30,890 | CYOtherRevenueAmt |
| PY Total Revenue | $9,102,544 | PYTotalRevenueAmt |
| CY Total Revenue | $9,675,659 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,987,281 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,114,418 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,128,849 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,377,191 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $42,830 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $42,830 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,279,074 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,529,122 | PYOtherExpensesAmt |
| CY Other Expenses | $2,634,918 | CYOtherExpensesAmt |
| PY Total Expenses | $7,688,082 | PYTotalExpensesAmt |
| CY Total Expenses | $9,169,357 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,414,462 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $506,302 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,074,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,639,814 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,130,379 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,073,636 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,943,809 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,566,178 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. AND RELATED ENTITIES OF LUMINIS HEALTH, INC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,455,511 | ExpenseAmt |
| Grant | $4,455,511 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CONTRIBUTIONS TO LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $225,400 | ExpenseAmt |
| Grant | $225,400 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CONTRIBUTIONS TO LUMINIS HEALTH RESEARCH INSTITUTE, INC. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $171,260 | ExpenseAmt |
| Grant | $171,260 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CONTRIBUTIONS TO PHYSICIAN ENTERPRISE, LLC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $125,500 | $125,500 | $0 | NURSING SCHOLARSHIPS TO SUPPORT LUMINIS HEALTH ANNE ARUNDLE MEDICAL CENTER, INC. |
| $110,410 | $110,410 | $0 | CONTRIBUTIONS TO LUMINIS HEALTH J. KENT MCNEW. FAMILY MEDICAL CENTER, INC. |
| $26,337 | $26,337 | $0 | CONTRIBUTIONS TO LUMINIS HEALTH PATHWAYS, INC. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $262,247 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $262,247 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,114,418 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE LEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4434811308 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MEDICAL PARKWAY SUITE 606 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| VICTORIA BAYLESS | |||||||||
| BOARD MEMBER/LH CEO | 1.00 | 40.00 | Yes (X) | $0 | $3,392,300 | $17,114 | |||
| SHERRY PERKINS | |||||||||
| PRESIDENT | 1.00 | 40.00 | Yes (X) | $0 | $993,456 | $18,825 | Yes (X) | ||
| ELIZABETH GROSS | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $258,874 | $0 | $11,801 | Yes (X) | ||
| SCOTT MCROY | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TONYA HILL | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| FRANK CAMPBELL | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL BALDWIN | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN AVALLONE | |||||||||
| BOARD MEMBER | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN BELCHER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE BERMAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN L DOORDAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $20,060 | $0 | |||
| KRISTIN FLECKENSTEIN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE GIBBONS-NEFF | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM GREENFIELD | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARNIE KAGAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN KELLER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY MCCASH | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES MOORE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY NOLTE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE OBERG | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY ANN RICHARDSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH ROSBORG | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KYLAH SETTLE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS SIMMONS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NEIL SULLIVAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EVAN THALENBERG | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANICE TIPPETT | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN CATTANEO | |||||||||
| BOARD MEMBER | 0.00 | 0.00 | Yes (X) | $0 | $1,080,702 | $42,344 | |||
| STEPHANIE SCHNITTGER | |||||||||
| LH CFO | 1.00 | 40.00 | $0 | $582,468 | $54,647 | Yes (X) | |||
| LAURA A GEORGE | |||||||||
| MAJOR GIVING OFFICER | 40.00 | 0.00 | $116,400 | $0 | $3,998 | Yes (X) | |||
| GABRIELLE J FITZMAURICE | |||||||||
| MANAGER SPECIAL GIVING | 40.00 | 0.00 | $124,198 | $0 | $24,972 | Yes (X) | |||
| JENNIFER WEISSMUELLER | |||||||||
| DIRECTOR - GIVING | 40.00 | 0.00 | $137,950 | $0 | $29,835 | Yes (X) | |||
| ELIZABETH FOLEY | |||||||||
| MANAGER - ADV SERVICES | 40.00 | 0.00 | $103,963 | $0 | $14,265 | Yes (X) | |||
| TIMOTHY ADELMAN ESQ | |||||||||
| GENERAL COUNSEL/FORMER BOARD MEMBER | 1.00 | 40.00 | $0 | $710,987 | $77,863 | Yes (X) | |||
| MARY CLANCE | |||||||||
| PHYSICIAN/ FORMER BOARD MEMBER | 0.00 | 40.00 | $0 | $283,412 | $12,657 | Yes (X) | |||
| ROBERT REILLY | |||||||||
| FORMER CFO | 0.00 | 0.00 | $0 | $139,667 | $0 | Yes (X) | |||
| KEVIN L SMITH | |||||||||
| FORMER LH CFO | 0.00 | 0.00 | $0 | $104,422 | $3,333 | Yes (X) | |||
| DOUGLAS WOMER | |||||||||
| FORMER LH CFO | 0.00 | 0.00 | $0 | $360,012 | $10,867 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $741,385 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,667,486 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $322,521 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $736,557 | FundraisingAmt |
| All Other Contributions | $7,594,257 | AllOtherContributionsAmt |
| Noncash Contributions | $1,291,413 | NoncashContributionsAmt |
| Total Contributions | $8,330,814 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,355,281 | TotalRevenueColumnAmt |
| Exclusion | $1,355,281 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,257,607 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,237,153 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,454 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,454 | TotalRevenueColumnAmt |
| Exclusion | $20,454 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $929,542 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $736,557 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $960,432 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,890 | TotalRevenueColumnAmt |
| Exclusion | -$30,890 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,675,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,344,845 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,988,918 | TotalAmt |
| Program Services | $4,988,918 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,500 | TotalAmt |
| Program Services | $125,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,675 | TotalAmt |
| Fundraising | $270,675 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965,631 | TotalAmt |
| Fundraising | $965,631 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,496 | TotalAmt |
| Fundraising | $32,496 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,885 | TotalAmt |
| Fundraising | $64,885 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,334 | TotalAmt |
| Fundraising | $86,334 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,779 | TotalAmt |
| Management And General | $4,779 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,731 | TotalAmt |
| Management And General | $26,731 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,900 | TotalAmt |
| Management And General | $334,192 | ManagementAndGeneralAmt |
| Fundraising | $398,708 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,371 | TotalAmt |
| Fundraising | $86,371 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,052 | TotalAmt |
| Fundraising | $98,052 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,263 | TotalAmt |
| Management And General | $170,263 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162,270 | TotalAmt |
| Fundraising | $1,162,270 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,464 | TotalAmt |
| Management And General | $67,464 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| OVERHEAD ALLOCATION | $172,436 | $172,436 | |
| SPONSORSHIPS | $63,809 | $63,809 | |
| DONOR DEVELOPMENT | $42,404 | $42,404 | |
| EDUCATION & PROF. DEV. | $7,439 | $7,439 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,169,357 | TotalAmt |
| Program Services | $5,114,418 | ProgramServicesAmt |
| Management And General | $775,865 | ManagementAndGeneralAmt |
| Fundraising | $3,279,074 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,540,356 | BOYAmt |
| EOY | $580,937 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,623,251 | BOYAmt |
| EOY | $9,532,695 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,073,610 | BOYAmt |
| EOY | $2,744,507 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $105,864 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,855 | BOYAmt |
| EOY | $61,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,265,824 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $511,143 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,822,146 | BOYAmt |
| EOY | $1,754,681 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,149,623 | BOYAmt |
| EOY | $23,088,184 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,817,000 | BOYAmt |
| EOY | $2,101,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,876,347 | BOYAmt |
| EOY | $1,670,276 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,074,188 | BOYAmt |
| EOY | $41,639,814 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,400 | BOYAmt |
| EOY | $5,435 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,031,979 | BOYAmt |
| EOY | $17,068,201 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,130,379 | BOYAmt |
| EOY | $17,073,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,419,590 | BOYAmt |
| EOY | $4,510,950 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,524,219 | BOYAmt |
| EOY | $20,055,228 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,943,809 | BOYAmt |
| EOY | $24,566,178 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,074,188 | BOYAmt |
| EOY | $41,639,814 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $506,302 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$883,933 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 5 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (5 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC | ||||
| 521169362 | 3 | Yes (1) | $4,455,511 | $0 |
| PHYSICIAN ENTERPRISE LLC | ||||
| 270263214 | 3 | Yes (1) | $171,260 | $0 |
| LUMINIS HEALTH PATHWAYS INC | ||||
| 521722088 | 3 | Yes (1) | $26,337 | $0 |
| LUMINIS HEALTH RESEARCH INSTITUTE INC | ||||
| 263038406 | 4 | Yes (1) | $225,400 | $0 |
| LUMINIS HEALTH J KENT MCNEW FAMILY MEDICAL CENTER INC | ||||
| 833856917 | 3 | Yes (1) | $110,410 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 5 | SupportedOrganizationsTotalCnt |
| Support Sum | $4,988,918 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,099,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,328,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,195,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,860,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,330,814 | CurrentTaxYearAmt |
| Total | $30,814,525 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,099,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,328,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,195,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,860,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,330,814 | CurrentTaxYearAmt |
| Total | $30,814,525 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,359,968 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,454,557 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $790,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,063,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,163,092 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,355,281 | CurrentTaxYearAmt |
| Total | $4,438,474 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$27 | CurrentTaxYearMinus3YearsAmt |
| Total | -$5 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $687,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $849,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $193,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $929,542 | CurrentTaxYearAmt |
| Total | $2,813,356 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,066,350 | TotalSupportAmt |
| Public Support CY170 | 0.72120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | GROSS INCOME FROM FUNDRAISING EVENTS - 2020 AMOUNT: $ 687,527. 2021 AMOUNT: $ 849,627. 2022 AMOUNT: $ 152,701. 2023 AMOUNT: $ 193,959. 2024 AMOUNT: $ 929,542. |
| SCHEDULE A, SECTION C, PART IV, LINE 1: | LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION, INC. IS A SUBSIDIARY OF LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. ("LHAAMC"). THE SOLE STOCKHOLDER OF LHAAMC IS LUMINIS HEALTH, INC., A SECTION 501(C)(3) ENTITY THAT SERVES AS THE PARENT CORPORATION OF THE INTEGRATED HEALTH SYSTEM. THE BOARD FOR EACH OF THE SUBSIDIARY ENTITIES IS FOCUSED ON OPERATIONS AND BEST PRACTICES OF THE RESPECTIVE ENTITY. AS SUCH, THERE IS SOME BOARD OVERLAP BUT NOT MAJORITY OVERLAP. CONTROL OF THE SUPPORTING ORGANIZATION IS VESTED IN THE SAME PERSONS WHO ULTIMATELY CONTROL THE SUPPORTED ORGANIZATION'S THROUGH LUMINIS HEALTH, INC. THE PARENT. ALL MANAGEMENT DECISIONS ARE MADE AT THE PARENT COMPANY'S BOARD LEVEL. |
| SCHEDULE A, SECTION A, LINE 6: | IN ADDITION TO PROVIDING SUPPORT TO ITS SUPPORTING ORGANIZATIONS, THE FOUNDATION PROVIDES SUPPORT TO NURSING STUDENTS BY FUNDING SCHOLARSHIPS. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,073,881 | BeginningYearBalanceAmt |
| Contributions | $622,394 | ContributionsAmt |
| Investment Earnings Or Losses | $993,049 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $125,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,117,468 | OtherExpendituresAmt |
| Administrative Expenses | $4,368 | AdministrativeExpensesAmt |
| End Year Balance | $3,441,988 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,853,926 | BeginningYearBalanceAmt |
| Contributions | $553,761 | ContributionsAmt |
| Investment Earnings Or Losses | $1,008,098 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $109,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,226,077 | OtherExpendituresAmt |
| Administrative Expenses | $6,827 | AdministrativeExpensesAmt |
| End Year Balance | $4,073,881 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,843,125 | BeginningYearBalanceAmt |
| Contributions | $221,993 | ContributionsAmt |
| Investment Earnings Or Losses | $1,391,965 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $100,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,920 | OtherExpendituresAmt |
| Administrative Expenses | $489,237 | AdministrativeExpensesAmt |
| End Year Balance | $3,853,926 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,643,703 | BeginningYearBalanceAmt |
| Contributions | $44,198 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,315,473 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $95,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,640 | OtherExpendituresAmt |
| Administrative Expenses | $419,663 | AdministrativeExpensesAmt |
| End Year Balance | $2,843,125 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,871,550 | BeginningYearBalanceAmt |
| Contributions | $53,856 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,771,775 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $106,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,147 | OtherExpendituresAmt |
| Administrative Expenses | $399,281 | AdministrativeExpensesAmt |
| End Year Balance | $4,643,703 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00790 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99210 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,750,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,750,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $211,441 | OtherCostOrOtherBasisAmt |
| Depreciation | $206,760 | DepreciationAmt |
| Book Value | $4,681 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,020 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,020 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $255,363 | OtherCostOrOtherBasisAmt |
| Depreciation | $255,363 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,754,681 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN HARVEST MLP INCOME FUND II LLC | Desc |
| Book Value | $2,101,000 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,101,000 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $174,011 |
| INTRAFUND PAYABLE CONTROL | $16,894,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,068,201 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION USES THE ENDOWMENT FUNDS TO PROVIDE SUPPORT FOR LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC., LUMINIS HEALTH PATHWAYS, INC., PHYSICIAN ENTERPRISE, LLC, LUMINIS HEALTH RESEARCH INSTITUTE, INC., LUMINIS HEALTH J. KENT MCNEW FAMILY MEDICAL CENTER, INC. AND TO SUPPORT ITS OPERATING EXPENSES THAT ARE NECESSARY TO FULFILL THE ORGANIZATION'S EXEMPT PURPOSE. |
| PART X, LINE 2: | MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN BY THE SYSTEM. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS CONCLUDED THAT AS OF JUNE 30, 2025, AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE ORGANIZATION HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GIVING COLLABORATIVE LLC | ||||||||
| 53 MORGAN AVE | EAST HAVEN | CT | 06512 | FUNDRAISING COUNSEL | 0 | $0 | $54,054 | -$54,054 |
| LONDON AUTOMATION | ||||||||
| 50 RIVERVIEW CT | BENTLEYVILLE | OH | 44022 | FUNDRAISING CONSULTING | 0 | $0 | $93,260 | -$93,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $147,314 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$147,314 | TotalNetToOrganizationAmt |
| Licensed States | MD | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FISH FOR A CURE | Event1Nm |
| Gross Receipts Event1 | $939,112 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $707,782 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $231,330 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $20,160 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $70,776 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,950 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $136,444 | OtherDirectExpensesEvent1Amt |
| Event2 | DENIM & DIAMONDS | Event2Nm |
| Gross Receipts Event2 | $726,987 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $28,775 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $698,212 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $177,548 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $139,750 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $127,240 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $284,564 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,666,099 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $736,557 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $929,542 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $197,708 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $210,526 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $131,190 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $421,008 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $960,432 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$30,890 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC | ||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 521169362 | 501(C)(3) | $4,455,511 | $0 | TO SUPPORT OPERATIONS OF LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. |
| LUMINIS HEALTH J KENT MCNEW FAMILY MEDICAL CENTER INC | ||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 833856917 | 501(C)(3) | $110,410 | $0 | TO SUPPORT OPERATIONS OF LUMINIS HEALTH J. KENT MCNEW FAMILY MEDICAL CENTER, INC. |
| LUMINIS HEALTH PATHWAYS INC | ||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 521722088 | 501(C)(3) | $26,337 | $0 | TO SUPPORT OPERATIONS OF LUMINIS HEALTH PATHWAYS, INC. |
| LUMINIS HEALTH RESEARCH INSTITUTE INC | ||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 263038406 | 501(C)(3) | $225,400 | $0 | TO SUPPORT OPERATIONS OF LUMINIS HEALTH RESEARCH INSTITUTE, INC. |
| PHYSICIAN ENTERPRISE LLC | ||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 270263214 | 501(C)(3) | $171,260 | $0 | TO SUPPORT OPERATIONS OF PHYSICIAN ENTERPRISE, LLC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS TO BENEFIT NURSING STUDENTS | GrantTypeTxt |
| Recipient | 51 | RecipientCnt |
| Cash Grant | $125,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VICTORIA BAYLESS | ||||||||||||||
| BOARD MEMBER/LH CEO | $0 | $1,323,693 | $0 | $497,500 | $0 | $1,571,107 | $0 | $15,225 | $0 | $1,889 | $0 | $3,409,414 | $0 | $889,745 |
| STEPHEN CATTANEO | ||||||||||||||
| BOARD MEMBER | $0 | $1,061,202 | $0 | $0 | $0 | $19,500 | $0 | $15,225 | $0 | $27,119 | $0 | $1,123,046 | $0 | $0 |
| SHERRY PERKINS | ||||||||||||||
| PRESIDENT | $0 | $693,039 | $0 | $156,335 | $0 | $144,082 | $0 | $15,525 | $0 | $3,300 | $0 | $1,012,281 | $0 | $0 |
| TIMOTHY ADELMAN ESQ | ||||||||||||||
| GENERAL COUNSEL/FORMER BOARD MEMBER | $0 | $491,561 | $0 | $113,162 | $0 | $106,264 | $0 | $55,032 | $0 | $22,831 | $0 | $788,850 | $0 | $36,459 |
| STEPHANIE SCHNITTGER | ||||||||||||||
| LH CFO | $0 | $424,874 | $0 | $134,594 | $0 | $23,000 | $0 | $37,244 | $0 | $17,403 | $0 | $637,115 | $0 | $0 |
| DOUGLAS WOMER | ||||||||||||||
| FORMER LH CFO | $0 | $349,887 | $0 | $0 | $0 | $10,125 | $0 | $9,900 | $0 | $967 | $0 | $370,879 | $0 | $0 |
| MARY CLANCE | ||||||||||||||
| PHYSICIAN/ FORMER BOARD MEMBER | $0 | $240,596 | $0 | $75 | $0 | $42,741 | $0 | $11,524 | $0 | $1,133 | $0 | $296,069 | $0 | $0 |
| ELIZABETH GROSS | ||||||||||||||
| VICE PRESIDENT | $213,324 | $0 | $40,610 | $0 | $4,940 | $0 | $7,842 | $0 | $3,959 | $0 | $270,675 | $0 | $0 | $0 |
| JENNIFER WEISSMUELLER | ||||||||||||||
| DIRECTOR - GIVING | $130,676 | $0 | $6,563 | $0 | $711 | $0 | $4,712 | $0 | $25,123 | $0 | $167,785 | $0 | $0 | $0 |
| ROBERT REILLY | ||||||||||||||
| FORMER CFO | $0 | $0 | $0 | $0 | $0 | $139,667 | $0 | $0 | $0 | $0 | $0 | $139,667 | $0 | $139,667 |
| KEVIN L SMITH | ||||||||||||||
| FORMER LH CFO | $0 | $0 | $0 | $0 | $0 | $104,422 | $0 | $3,333 | $0 | $0 | $0 | $107,755 | $0 | $84,877 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | COMPENSATION FOR THE PRESIDENT AND TOP MANAGEMENT OFFICIALS IS DETERMINED BY THE EXECUTIVE COMPENSATION AND DEVELOPMENT COMMITTEE OF LUMINIS HEALTH, INC. THE 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. |
| PART I, LINE 4B | THE FOLLOWING PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN: TIMOTHY ADELMAN - $39,641 STEPHANIE SCHNITTGER - $26,894 THE FOLLOWING RECEIVED DISTRIBUTIONS FROM THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS - $1,009,876 TIMOTHY ADELMAN - $36,459 KEVIN SMITH - $37,312 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $17,484 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,235,545 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $33,383 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VACATION | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE TOTAL IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE STOCKHOLDER OF THE ORGANIZATION IS LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. ("LHAAMC"), A SECTION 501(C)(3) ENTITY. THE SOLE STOCKHOLDER OF LHAAMC IS LUMINIS HEALTH, INC., 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 STOCKHOLDER OF THE ORGANIZATION IS LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. ("LHAAMC"), A SECTION 501(C)(3) ENTITY. THE SOLE STOCKHOLDER OF LHAAMC IS LUMINIS HEALTH, INC., A SECTION 501(C)(3) ENTITY THAT SERVES AS THE PARENT CORPORATION OF THE INTEGRATED HEALTH SYSTEM. LUMINIS HEALTH, INC. HAS THE EXPRESS POWER AND RESPONSIBILITY TO ELECT AND REMOVE THE BOARD OF DIRECTORS AND OFFICERS OF BOTH LHAAMC AND THE FILING CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE STOCKHOLDER OF THE ORGANIZATION IS LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. ("LHAAMC"), A SECTION 501(C)(3) ENTITY. THE SOLE STOCKHOLDER OF LHAAMC IS LUMINIS HEALTH, INC., A SECTION 501(C)(3) ENTITY THAT SERVES AS THE PARENT CORPORATION OF THE INTEGRATED HEALTH SYSTEM. LUMINIS HEALTH, INC. HAS THE EXPRESS POWER AND RESPONSIBILITY TO APPROVE DECISIONS OF THE BOARD OF DIRECTORS FOR BOTH LHAAMC AND THE FILING CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | RESPONSIBILITY FOR THE DETAILED REVIEW OF THE FORM 990 HAS BEEN ASSIGNED TO THE AUDIT AND COMPLIANCE COMMITTEE OF LUMINIS HEALTH, INC. THE AUDIT AND COMPLIANCE COMMITTEE REVIEWS THE FORM 990 AND PROVIDES SUMMARY INFORMATION TO THE FULL BOARD. THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD FOR REVIEW PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES THAT ANY MEMBER OF THE BOARD OF TRUSTEES, MEMBERS OF ANY LUMINIS HEALTH (LH) BOARD OF DIRECTORS, A MEMBER OF A COMMITTEE TO THE BOARD OF TRUSTEES/DIRECTORS, A LH LEADERSHIP MEMBER, AND DESIGNATED EMPLOYEES OF THE ORGANIZATION (COVERED PERSON(S)) REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND RETURN AN ATTESTATION WITH A DISCLOSURE OF ANY ACTUAL AND OR POTENTIAL CONFLICTS OF INTEREST. SUBSEQUENT TO THE COMPLETION OF THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, IF A COVERED PERSON BECOMES AWARE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE COVERED PERSON SHALL PROMPTLY DISCLOSE IT TO THE CHIEF EXECUTIVE OFFICER OF LUMINIS HEALTH. IF REASONABLE CAUSE EXISTS TO BELIEVE THAT A COVERED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE COVERED PERSON SHALL BE INFORMED OF THE BASIS FOR SUCH BELIEF AND PROVIDED AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. ALL CONFLICT OF INTEREST ATTESTATION FORMS SHALL BE REVIEWED BY THE CHIEF COMPLIANCE OFFICER OR HIS/HER DESIGNEE TO DETERMINE IF A CONFLICT OR POTENTIAL CONFLICT OF INTEREST EXISTS. IF THE CHIEF COMPLIANCE OFFICER OR HIS/HER DESIGNEE DETERMINES THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXIST, THE MATTER SHALL BE REFERRED TO THE CEO OF LUMINIS HEALTH FOR REVIEW. THE CEO OF LUMINIS HEALTH SHALL PRESENT THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE CHAIR OF THE BOARD OF TRUSTEES FOR REVIEW AND CONSIDERATION. THE CHAIR OF THE BOARD OF TRUSTEES AND THE CEO MAY DETERMINE THAT A CONFLICT OF INTEREST EXISTS OR THEY MAY PRESENT THE MATTER TO THE BOARD. IF A CONFLICT OR POTENTIAL CONFLICT IS DEEMED TO EXIST, THE COVERED PERSON MUST REMOVE THEMSELF FROM THE ROOM DURING ANY DISCUSSION OF THE MATTER, REFRAIN FROM PARTICIPATING IN DISCUSSION AND VOTING UPON OR OTHER DECISION MAKING IN REGARD TO THE MATTER, AVOID USING THEIR PERSONAL INFLUENCE, AVOID MAKING AN ADMINISTRATIVE DECISION ON THE MATTER, AND, IN THE CASE OF A COVERED PERSON WITH VOTING RIGHTS, MUST NOT BE COUNTED IN DETERMINING THE QUORUM FOR ACTION ON THE MATTER, EVEN WHERE PERMITTED BY THE BY-LAWS. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD SHALL DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION AND SHALL MAKE ITS DECISIONS AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. IF THE BOARD DETERMINES THAT THE TRANSACTION IS IN THE BEST INTEREST OF LUMINIS HEALTH, THE BOARD MAY IMPOSE SUCH CONDITIONS OR REQUIREMENTS ON THE COVERED PERSON INCLUDING, BUT NOT LIMITED TO, REQUIRING THAT THE COVERED PERSON RECUSE THEMSELF FROM DELIBERATIONS AND DECISIONS RELATING TO THOSE MATTERS WHERE THE COVERED PERSON HAS AN INTEREST WHICH COULD CONFLICT, OR APPEAR TO CONFLICT, WITH THEIR DUTY OF LOYALTY TO THE BEST INTERESTS OF LUMINIS HEALTH. |
| FORM 990, PART VI, SECTION B, LINE 15 | LUMINIS HEALTH INC'S EXECUTIVE COMPENSATION AND DEVELOPMENT COMMITTEE DETERMINES THE PRESIDENT'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 18 | THE FORM 990 IS AVAILABLE BY REQUEST TO THE FINANCIAL SERVICES OFFICE OR CAN BE OBTAINED ONLINE VIA WWW.GUIDESTAR.ORG. |
| 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, PART XI, LINE 9: | DISTRIBUTIONS ON CHARITABLE GIFT ANNUITIES 31,897. CHANGE IN PRESENT VALUE OF PLEDGES RECEIVABLE -129,103. TRANSFER TO AFFILIATE FOR PURCHASE OF EQUIPMENT AND CONSTRUCTION PROJECT -2,069,470. TRANSFER FROM/TO AFFILIATES, NET 1,282,743. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LUMINIS HEALTH INC | |||||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 521622253 | SUPPORT HEALTH CARE RELATED ENTITIES | MD | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| LUMINIS HEALTH REAL ESTATE HOLDING COMPANY INC | |||||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 521622251 | REAL ESTATE HOLDING COMPANY | MD | 501(C)(2) | 0 | LUMINIS HEALTH INC | ||
| LUMINIS HEALTH IMAGING INC | |||||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 521467734 | OUTPATIENT DIAGNOSTICS AND IMAGING SERVICES | MD | 501(C)(3) | LINE 3 | 0 | LUMINIS HEALTH CLINICAL ENTERPRISE INC | |
| LUMINIS HEALTH RESEARCH INSTITUTE INC | |||||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 263038406 | MEDICAL RESEARCH | MD | 501(C)(3) | LINE 4 | 0 | LUMINIS HEALTH CLINICAL ENTERPRISE INC | |
| LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC | |||||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 521169362 | MEDICAL/HOSPITAL SERVICES | MD | 501(C)(3) | LINE 3 | 0 | LUMINIS HEALTH INC | |
| LUMINIS HEALTH PATHWAYS INC | |||||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 521722088 | ALCOHOL & DRUG ABUSE TREATMENT SERVICES | MD | 501(C)(3) | LINE 3 | 0 | LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC | |
| PHYSICIAN ENTERPRISE LLC | |||||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 270263214 | MEDICAL / PHYSICIAN SERVICES | MD | 501(C)(3) | LINE 3 | 0 | LUMINIS HEALTH CLINICAL ENTERPRISE INC | |
| LUMINIS HEALTH J KENT MCNEW FAMILY MEDICAL CENTER INC | |||||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 833856917 | MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES | MD | 501(C)(3) | LINE 3 | 0 | LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER INC | |
| LUMINIS HEALTH DOCTORS COMMUNITY MEDICAL CENTER INC | |||||||||||
| 8118 GOOD LUCK ROAD | LANHAM | MD | 20706 | 521638026 | HOSPITAL | MD | 501(C)(3) | LINE 3 | 0 | LUMINIS HEALTH INC | |
| LUMINIS HEALTH DOCTORS COMMUNITY MEDICAL CENTER FOUNDATION INC | |||||||||||
| 8118 GOOD LUCK ROAD | LANHAM | MD | 20706 | 521712338 | SUPPORTING ORGANIZATION OF LUMINIS HEALTH DOCTORS COMMUNITY MEDICAL CENTER | MD | 501(C)(3) | LINE 12A, I | 0 | LUMINIS HEALTH DOCTORS COMMUNITY MEDICAL CENTER INC | |
| LUMINIS HEALTH CLINICAL ENTERPRISE INC | |||||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 871458728 | TO PROVIDE COMMON MANAGEMENT SUPERVISION AND DIRECTION TO OTHER LUMINIS | MD | 501(C)(3) | LINE 12C, III-FI | 0 | LUMINIS HEALTH INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| ANNAPOLIS EXCHANGE LOT IV LLC | |||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 522020156 | COMMERCIAL REAL ESTATE LEASING | MD | N/A | 0 | 0 |
| ANNAPOLIS EXCHANGE LOT V LLC | |||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 522020157 | MEDICAL REAL ESTATE LEASING | MD | N/A | 0 | 0 |
| MEDICAL OFFICE LLC | |||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 202290229 | MEDICAL REAL ESTATE LEASING | MD | N/A | 0 | 0 |
| KENT ISLAND MEDICAL ARTS LLC | |||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 260623450 | MEDICAL REAL ESTATE LEASING | MD | N/A | 0 | 0 |
| ANNE ARUNDEL - SCA SURGICENTER LLC | |||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 824763728 | AMBULATORY SURGICENTER | MD | N/A | 0 | 0 |
| ANNE ARUNDEL - SCA HOLDINGS LLC | |||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 825124069 | AMBULATORY SURGICENTER HOLDING COMPANY | MD | N/A | 0 | 0 |
| DOCTORS REGIONAL CANCER CENTER LLC | |||||||||
| 8118 GOOD LUCK ROAD | LANHAM | MD | 20706 | 208889327 | CANCER TREATMENT SERVICES FOR RESIDENTS OF PRINCE GEORGE'S COUNTY | MD | N/A | 0 | 0 |
| MAGNOLIA GARDENS NURSING HOME | |||||||||
| 8200 GOOD LUCK ROAD | LANHAM | MD | 20706 | 521961563 | NURSING HOME | MD | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAVILION PARK INC | ||||||||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | ANNAPOLIS | MD | 21401 | 521890034 | REAL ESTATE LEASING | MD | N/A | C | 0 | |||||
| LUMINIS HEALTH CARE SERVICES INC | ||||||||||||||
| 2000 MEDICAL PARKWAY SUITE 606 | 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 TRUST (10) | ||||||||||||||
| INVESTMENT TRUST | MD | N/A | T | 0 | ||||||||||
| DOCTORS COMMUNITY HEALTH VENTURES INC | ||||||||||||||
| 8118 GOOD LUCK ROAD | LANHAM | MD | 20706 | 521884380 | WHOLLY OWNED FOR PROFIT ENTITY OF LUMINIS HEALTH DOCTORS COMMUNITY MED CTR | MD | N/A | C | 0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments