Skip to content
Nonprofiteer
← LUMINIS HEALTH CLINICAL ENTERPRISE INC

Form 990 for tax year 2023

Filed by LUMINIS HEALTH CLINICAL ENTERPRISE INC.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$19,828,350
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$19,828,350
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Listed in Part VII

  • VICTORIA W BAYLESS

    LH CEO/BOARD MEMBER

    Total calculated
    $2,467,859
    From this org
    $0
    From related orgs
    $2,088,080
    Other
    $379,779
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,321,219 related
    Bonus
    $0 + $322,005 related
    Other
    $0 + $444,856 related
    Deferred
    $0 + $379,779 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,467,859 related

  • JEFFREY GELFAND

    TRUSTEE

    Total calculated
    $1,300,186
    From this org
    $0
    From related orgs
    $1,285,336
    Other
    $14,850
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,263,886 related
    Bonus
    $0
    Other
    $0 + $21,450 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,300,186 related

  • LEISA RUSSELL

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RENE LAVIGNE

    VICE CHAIR (PART YEAR)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ALAN HYATT

    VICE CHAIR & TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PATRICIA ARZUAGA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMES CHAMBERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KEITH GHEZZI MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ATHENA GROVES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NIELS HOLCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GLORIA LAWLAH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GARY MICHAEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MISTI MUKHERJEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TIMOTHY NEWBERRY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOYCE PHILLIP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARK WHITLOCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MITCHELL SCHWARTZ MD

    CHIEF PHYSICIAN EXECUTIVE/PY TRUSTEE

    Total calculated
    $953,990
    From this org
    $0
    From related orgs
    $911,078
    Other
    $42,912
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $689,988 related
    Bonus
    $0 + $126,068 related
    Other
    $0 + $95,022 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $28,062 related
    Filer's total
    $0 + $953,990 related

  • TIMOTHY ADELMAN

    LH CHIEF COUNSEL/SECRETARY

    Total calculated
    $705,870
    From this org
    $0
    From related orgs
    $624,046
    Other
    $81,824
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $474,324 related
    Bonus
    $0 + $101,556 related
    Other
    $0 + $48,166 related
    Deferred
    $0 + $51,860 related
    Nontaxable benefits
    $0 + $29,964 related
    Filer's total
    $0 + $705,870 related

  • KEVIN L SMITH

    LH CFO (PART YEAR)/PY TREASURER

    Total calculated
    $620,515
    From this org
    $0
    From related orgs
    $552,106
    Other
    $68,409
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $385,064 related
    Bonus
    $0
    Other
    $0 + $167,042 related
    Deferred
    $0 + $32,499 related
    Nontaxable benefits
    $0 + $35,910 related
    Filer's total
    $0 + $620,515 related

  • PETER ODENWALD

    COO (PART YEAR)

    Total calculated
    $556,911
    From this org
    $0
    From related orgs
    $503,836
    Other
    $53,075
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,198 related
    Bonus
    $0 + $81,616 related
    Other
    $0 + $39,022 related
    Deferred
    $0 + $29,609 related
    Nontaxable benefits
    $0 + $23,466 related
    Filer's total
    $0 + $556,911 related

  • STEPHANIE SCHNITTGER

    LH CFO

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DOUGLAS WOMER

    LH CFO (PART YEAR)

    Total calculated
    $229,880
    From this org
    $0
    From related orgs
    $223,930
    Other
    $5,950
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,930 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,880 related
    Nontaxable benefits
    $0 + $70 related
    Filer's total
    $0 + $229,880 related

  • ROBERT REILLY

    FORMER CFO & TREASURER

    Total calculated
    $120,401
    From this org
    $0
    From related orgs
    $119,510
    Other
    $891
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $119,510 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $891 related
    Filer's total
    $0 + $120,401 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
DURING THE YEAR, KEVIN SMITH RECEIVED A SEVERANCE PAYMENT OF $82,192. THE FOLLOWING PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $364,929 KEVIN SMITH $22,599 TIMOTHY ADELMAN $37,010 PETER ODENWALD $15,452 THE FOLLOWING RECEIVED DISTRIBUTIONS FROM THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $280,257 TIMOTHY ADELMAN $19,803 PETER ODENWALD $14,205
PART I, LINE 3B:
THE TOP MANAGEMENT OFFICIALS ARE UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON LUMINIS HEALTH INC., A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • SEE SUPPLEMENTAL NARRATIVE

    $38,090,910

    Disposition · CHANGE IN NET ASSETS OF CONTROLLED NFPS WHO INCURRED EXPENSES TO MEET THEIR EXEMPT PURPOSES AND TO FURTHER THE EXEMPT PURPOSES OF THE LUMINIS HEALTH SYSTEM. · Jun 30, 2024 · 501(C)(3)

Provenance

Return type
form_990
Tax year
2023
Filed
27 April 2025
IRS schema version
2023v6.0
Source object
202521219349302197

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.