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← LUMETRA HEALTHCARE SOLUTIONS

Form 990 for tax year 2022

Filed by LUMETRA HEALTHCARE SOLUTIONS.

Totals

Total revenue
$1,380,538
Total expenses
$1,978,418
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,376,198
Investment income
$16
Other revenue
$4,324
Total assets, end of year
$1,780,196
Total liabilities, end of year
$4,515,771
Net assets or fund balances, end of year
-$2,735,575
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: CLINICAL SERVICES

    total $1,376,198 · related or exempt $1,376,198

  • 3 · Investment income

    total $16 · excluded $16

  • 11a · Other revenue: OTHER REVENUE

    total $4,324 · excluded $4,324

  • 11e · Other revenue, total

    $4,324

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,500

  • 7 · Other salaries and wages

    total $563,365

  • 8 · Pension plan contributions

    total $25,095

  • 9 · Other employee benefits

    total $41,072

  • 10 · Payroll taxes

    total $39,541

  • 11c · Fees: accounting

    total $14,220

  • 11g · Fees: other

    total $409,393

  • 13 · Office expenses

    total $59,550

  • 14 · Information technology

    total $61,071

  • 16 · Occupancy

    total $5,257

  • 17 · Travel

    total $919

  • 23 · Insurance

    total $13,977

  • 24a · Other expenses: ALLOCATED EXPENSES

    total $425,312

  • 24b · Other expenses: ALLOCATED SALARIES

    total $270,899

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $44,459

  • 24d · Other expenses: OTHER EXPENSES

    total $1,788

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,663,505 · end of year $1,372,558

  • 2 · Savings and temporary cash investments

    beginning of year $10,090 · end of year $10,106

  • 4 · Accounts receivable

    beginning of year $198,108 · end of year $373,250

  • 9 · Prepaid expenses and deferred charges

    beginning of year $77,770 · end of year $24,282

  • 17 · Accounts payable and accrued expenses

    beginning of year $246,441 · end of year $189,621

  • 25 · Other liabilities

    beginning of year $3,840,727 · end of year $4,326,150

  • 27 · Net assets without donor restrictions

    beginning of year -$2,137,695 · end of year -$2,735,575

Mission and programs · 2022

Mission

TO DRIVE THE ADVANCEMENT OF THE HEALTHCARE BUSINESS THROUGH EVIDENCE-BASED, RELIABLE SOLUTIONS AND TECHNOLOGY.

  • LUMETRA PROVIDES CLIENTS WITH A RANGE OF CLINICALLY-BASED, DATA-DRIVEN SERVICES THAT RESULT IN SUSTAINABLE IMPROVEMENTS (BETTER PATIENT OUTCOMES, LOWER COSTS, INCREASED REVENUE, AND LASTING IMPROVEMENTS.)OUR CLINICAL SERVICES UNIT OFFERS A VARIETY OF SERVICES THAT INCLUDE:- INDEPENDENT PEER REVIEW: COMPREHENSIVE, INDEPENDENT EXTERNAL PEER REVIEW- CLINICAL ANALYTICS: ASSESSMENT AND EVALUATION INCLUDING RESEARCH STUDY DESIGN, DATA ANALYSIS AND VALIDATION, COMPLIANCE AUDITS AND PERFORMANCE MONITORING AND SURVEILLANCE- PROGRAM MONITORING AND IMPROVEMENT: MONITORING, OVERSIGHT AND IMPROVEMENT ACTIVITIES FOR HEALTH PROGRAMS OUR INFORMATICS SERVICES OFFERS SERVICES THAT INCLUDE:- HEALTH INFORMATION EXCHANGE (HIE) PLANNING & IMPLEMENTATION SERVICES. INCLUDING DEFINING BEST PRACTICES FOR FUNCTIONAL HIE REQUIREMENTS.- ELECTRONIC HEALTH RECORD (EHR) OPTIMIZATION SERVICES. INCLUDING EHR SELECTION, IMPLEMENTATION AND MEANINGFUL USE ATTESTATION.- HEALTHCARE TRANSFORMATION SERVICES. INCLUDING PATIENT CENTERED MEDICAL HOME (PCMH) TECHNICAL ASSISTANCE AND ACCOUNTABLE CARE ORGANIZATION (ACO) IMPLEMENTATION SERVICES.- HEALTH INSURANCE EXCHANGE (HIX) PLANNING & IMPLEMENTATION. INCLUDING REQUIREMENTS DEFINITION AND PROJECT MANAGEMENT.- HEALTHCARE EDUCATION & OUTREACH. INCLUDING STAKEHOLDER OUTREACH.- CLINICAL DATA ANALYTICS. INCLUDING DATA MAPPING, BENCHMARKING, ANALYSIS AND MEASUREMENT.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Theodore O Will

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $797,077
    From this org
    $0
    From related orgs
    $710,906
    Other
    $86,171
    Hours/week
    0.1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $444,756 related
    Bonus
    $0 + $197,464 related
    Other
    $0 + $68,686 related
    Deferred
    $0 + $48,060 related
    Nontaxable benefits
    $0 + $38,111 related
    Filer's total
    $0 + $797,077 related

  • John A Friedman MD

    PRESIDENT

    Total calculated
    $10,850
    From this org
    $750
    From related orgs
    $10,100
    Other
    $0
    Hours/week
    0.1 + 0.43 related

  • Paul J Rowland

    TREASURER

    Total calculated
    $6,500
    From this org
    $750
    From related orgs
    $5,750
    Other
    $0
    Hours/week
    0.1 + 0.31 related

  • Ronald A Paynter MD

    SECRETARY

    Total calculated
    $250
    From this org
    $250
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1

  • Jean Ann Seago PhD

    DIRECTOR

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1

  • Harry M Feder

    DIRECTOR

    Total calculated
    $675,930
    From this org
    $0
    From related orgs
    $603,715
    Other
    $72,215
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $457,236 related
    Bonus
    $0 + $94,160 related
    Other
    $0 + $52,319 related
    Deferred
    $0 + $48,060 related
    Nontaxable benefits
    $0 + $24,155 related
    Filer's total
    $0 + $675,930 related

  • Clare Bradley Pollet MD

    DIRECTOR

    Total calculated
    $520,129
    From this org
    $0
    From related orgs
    $483,354
    Other
    $36,775
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,984 related
    Bonus
    $0 + $133,437 related
    Other
    $0 + $22,933 related
    Deferred
    $0 + $34,046 related
    Nontaxable benefits
    $0 + $2,729 related
    Filer's total
    $0 + $520,129 related

  • Alan Woghin

    DIRECTOR

    Total calculated
    $407,460
    From this org
    $0
    From related orgs
    $350,827
    Other
    $56,633
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,388 related
    Bonus
    $0 + $101,722 related
    Other
    $0 + $25,717 related
    Deferred
    $0 + $18,126 related
    Nontaxable benefits
    $0 + $38,507 related
    Filer's total
    $0 + $407,460 related

  • Cecilia Ramos

    EXECUTIVE DIRECTOR

    Total calculated
    $181,129
    From this org
    $0
    From related orgs
    $163,269
    Other
    $17,860
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $155,296 related
    Bonus
    $0 + $7,973 related
    Other
    $0
    Deferred
    $0 + $5,204 related
    Nontaxable benefits
    $0 + $12,656 related
    Filer's total
    $0 + $181,129 related

  • Patricia Daniel

    VP CLINICAL SERVICES

    Total calculated
    $144,624
    From this org
    $132,527
    From related orgs
    $0
    Other
    $12,097
    Hours/week
    30

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 3
THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY ISLAND PEER REVIEW ORGANIZATION'S BOARD OF DIRECTORS. THE BOARD REGULARLY USES EXTERNAL DATA FOR COMPARISONS AND CONTRACT. MEMBERS OF THE BOARD ARE INFORMED OF SALARY INCREASE RECOMMENDATIONS, WHICH THEY REVIEW, DISCUSS, AND APPROVE THE SALARY INCREASES. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATIONS AND DECISIONS ARE MAINTAINED.
PART I, LINE 4B
EXECUTIVE VICE PRESIDENT, THEODORE O. WILL, DIRECTOR, HARRY FEDER, DIRECTOR, CLARE BRADLEY POLLET, AND DIRECTOR, ALAN WOGHIN, ARE EMPLOYEES OF A RELATED ORGANIZATION, ISLAND PEER REVIEW ORGANIZATION, INC. (IPRO) THROUGH WHICH THEY PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNTS CONTRIBUTED BY IPRO ON THEIR BEHALF IN CALENDAR YEAR 2022 ARE: THEODORE O. WILL: $20,500; HARRY FEDER: $20,500; CLAIRE BRADLEY POLLET: $12,586, ALAN WOGHIN: $2,766. THESE AMOUNTS ARE INCLUDED IN THE AMOUNTS REPORTED IN COLUMN (C). THE AMOUNT OF DISTRIBUTION RECEIVED FROM THE NONQUALIFIED RETIREMENT PLAN IN CALENDAR YEAR 2022 ARE: THEODORE O. WILL: $38,716; HARRY FEDER: $33,073. THESE AMOUNTS ARE INCLUDED IN THE AMOUNTS REPORTED IN COLUMN (B)(III).

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 corporations and trusts

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

  • IPRO NATIONAL MEDICAL REVIEW LTD

    C · INACTIVE · NY

Provenance

Return type
form_990
Tax year
2022
Filed
13 June 2024
IRS schema version
2022v5.0
Source object
202401659349301900

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