Skip to content
Nonprofiteer
← LUMINIS HEALTH RESEARCH INSTITUTE INC

Form 990 for tax year 2023

Filed by LUMINIS HEALTH RESEARCH INSTITUTE INC.

Totals

Total revenue
$1,290,226
Total expenses
$1,839,287
Contributions and grants received
$95,010
Grants paid
$0
Program service revenue
$1,195,216
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,863,112
Total liabilities, end of year
$3,952,997
Net assets or fund balances, end of year
-$2,089,885
Program services expenses (Part IX)
$1,785,995
Management and general expenses
$53,292
Fundraising expenses
$0
Program service expenses (Part III)
$1,785,995

Program services were 97.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

  • 1d · Related organizations

    $95,010

  • 2a · Program service revenue: CLINICAL TRIAL & RSRCH

    total $1,195,216 · related or exempt $1,195,216

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,186,680 · program services $1,186,680

  • 8 · Pension plan contributions

    total $48,786 · program services $48,786

  • 9 · Other employee benefits

    total $95,589 · program services $95,589

  • 10 · Payroll taxes

    total $94,116 · program services $94,116

  • 11c · Fees: accounting

    total $304 · management and general $304

  • 11g · Fees: other

    total $160,289 · program services $160,289

  • 13 · Office expenses

    total $16,254 · program services $16,254

  • 14 · Information technology

    total $3,094 · program services $3,094

  • 16 · Occupancy

    total $81,656 · program services $81,656

  • 19 · Conferences, conventions and meetings

    total $11,788 · management and general $11,788

  • 22 · Depreciation, depletion and amortization

    total $4,240 · program services $4,240

  • 23 · Insurance

    total $41,200 · management and general $41,200

  • 24a · Other expenses: GRANT EXPENSES

    total $95,291 · program services $95,291

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $66,997 · end of year $754,372

  • 4 · Accounts receivable

    beginning of year $1,691,377 · end of year $998,407

  • 9 · Prepaid expenses and deferred charges

    beginning of year $42,496 · end of year $58,046

  • 10a · Land, buildings and equipment: cost or other basis

    $136,323

  • 10b · Land, buildings and equipment: accumulated depreciation

    $90,947

  • 10c · Land, buildings and equipment, net

    beginning of year $49,616 · end of year $45,376

  • 15 · Other assets

    beginning of year $0 · end of year $6,911

  • 17 · Accounts payable and accrued expenses

    beginning of year $740,847 · end of year $2,686

  • 19 · Deferred revenue

    beginning of year $58,120 · end of year $55,106

  • 25 · Other liabilities

    beginning of year $2,632,711 · end of year $3,895,205

  • 27 · Net assets without donor restrictions

    beginning of year -$1,581,192 · end of year -$2,089,885

Mission and programs · 2023

Mission

LUMINIS HEALTH RESEARCH INSTITUTE, INC. IS DEDICATED TO PROVIDING QUALITY SUPPORT TO LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. ("LHAAMC") PHYSICIANS IN CONDUCTING HUMAN SUBJECTS RESEARCH. OUR RESEARCH STAFF IS QUALIFIED BY TRAINING AND EXPERIENCE. WE ENSURE RESEARCH IS CONDUCTED IN ACCORDANCE WITH APPLICABLE REGULATIONS, GOOD CLINICAL PRACTICES, AND THE STUDY PROTOCOL. WE ACHIEVE ACCURATE AND COMPLETE DATA QUALITY. WE ARE COMMITTED TO PROTECTING THE RIGHTS AND WELFARE OF RESEARCH PARTICIPANTS.

Activities or mission (Part I)

TO ENHANCE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.MEDICAL RESEARCH AND CLINICAL TRIALS.

  • TO SUPPORT, FACILITATE, AND ENCOURAGE RESEARCH BY MEDICAL AND HEALTH SYSTEM STAFF. TO HELP EDUCATE THOSE WHO HAVE THE INTEREST AND THE WILL TO DO RESEARCH, TO ENSURE THAT PARTICIPANT RIGHTS AND SAFETY ARE STRICTLY OBSERVED, TO ENSURE THE INTEGRITY OF LHAAMC'S RESEARCH PROGRAM AND TO BENEFIT THE COMMUNITIES LHAAMC SERVES AS WELL BY OFFERING AN EXPANDED RANGE OF CLINICAL TRIALS AS OPTIONS IN PATIENT CARE. PATIENTS AND THEIR PHYSICIANS CAN DISCUSS THE APPROPRIATENESS OF PROMISING NEW THERAPIES AND PROCEDURES AND CAN EASILY ARRANGE REFERRALS TO PHYSICIANS ON LHAAMC'S STAFF WHO ARE CONDUCTING THE TRIALS.

    Expenses $1,785,995 · Revenue $1,195,216

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mitchell Schwartz MD

    CHAIR

    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

  • Kevin L Smith

    SECRETARY/TREASURER (PART YEAR)

    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

  • John Moxley

    EXECUTIVE DIRECTOR OF MEDICINE

    Total calculated
    $237,019
    From this org
    $0
    From related orgs
    $208,749
    Other
    $28,270
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,945 related
    Bonus
    $0 + $22,481 related
    Other
    $0 + $4,323 related
    Deferred
    $0 + $6,403 related
    Nontaxable benefits
    $0 + $21,867 related
    Filer's total
    $0 + $237,019 related

  • Stephanie Schnittger

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Barry Meisenberg MD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Douglas Womer

    SECRETARY/TREASURER (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

  • Peter Odenwald

    LHCE COO

    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

  • Erika Siegrist

    DIRECTOR - RESEARCH ADMINISTRATION

    Total calculated
    $176,814
    From this org
    $131,366
    From related orgs
    $0
    Other
    $45,448
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,158
    Bonus
    $8,208
    Other
    $0
    Deferred
    $6,525
    Nontaxable benefits
    $38,923
    Filer's total
    $176,814

  • Venita Alston Crawford

    CLINICAL RESEARCH NURSE

    Total calculated
    $125,380
    From this org
    $106,772
    From related orgs
    $0
    Other
    $18,608
    Hours/week
    40

  • Victoria W Bayless

    LH CEO/FORMER OFFICER

    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

  • Sherry Perkins

    FORMER BOARD MEMBER

    Total calculated
    $921,273
    From this org
    $0
    From related orgs
    $906,196
    Other
    $15,077
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $674,359 related
    Bonus
    $0 + $121,425 related
    Other
    $0 + $110,412 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $227 related
    Filer's total
    $0 + $921,273 related

  • Monica Jones

    FORMER BOARD MEMBER

    Total calculated
    $810,750
    From this org
    $0
    From related orgs
    $754,916
    Other
    $55,834
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $610,733 related
    Bonus
    $0 + $92,471 related
    Other
    $0 + $51,712 related
    Deferred
    $0 + $50,097 related
    Nontaxable benefits
    $0 + $5,737 related
    Filer's total
    $0 + $810,750 related

  • Adrian Park

    FORMER BOARD MEMBER

    Total calculated
    $601,832
    From this org
    $0
    From related orgs
    $562,543
    Other
    $39,289
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,240 related
    Bonus
    $0
    Other
    $0 + $354,303 related
    Deferred
    $0 + $28,550 related
    Nontaxable benefits
    $0 + $10,739 related
    Filer's total
    $0 + $601,832 related

  • Regina Hampton-Coleman MD

    MD/FORMER BOARD MEMBER

    Total calculated
    $410,434
    From this org
    $0
    From related orgs
    $367,100
    Other
    $43,334
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $367,100 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $33,434 related
    Filer's total
    $0 + $410,434 related

  • Robert Reilly

    FORMER SECRETARY/TREASURER

    Total calculated
    $120,401
    From this org
    $0
    From related orgs
    $119,510
    Other
    $891
    Hours/week
    1 + 40 related

    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, LINE 3
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, 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 MONICA JONES $35,247 KEVIN SMITH $22,599 PETER ODENWALD $15,452 THE FOLLOWING RECEIVED DISTRIBUTIONS FROM THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $280,257 MONICA JONES $27,851 PETER ODENWALD $14,205 ADRIAN PARK $167,505
FORM 990 PART VII, LINE 5 - DISCLOSURE INFORMATION
THE ORGANIZATION AND ITS AFFILIATES PAID JOHNS HOPKINS MEDICINE $731,272 DURING THE CALENDAR YEAR 2023 FOR DR. BARRY MEISENBERG'S SERVICES.

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.

  • ANNAPOLIS EXCHANGE LOT IV LLC

    COMMERCIAL REAL ESTATE LEASING · MD

  • ANNAPOLIS EXCHANGE LOT V LLC

    MEDICAL REAL ESTATE LEASING · MD

  • MEDICAL OFFICE LLC

    MEDICAL REAL ESTATE LEASING · MD

  • KENT ISLAND MEDICAL ARTS LLC

    MEDICAL REAL ESTATE LEASING · MD

  • ANNE ARUNDEL - SCA SURGICENTER LLC

    AMBULATORY SURGICENTER · MD

  • ANNE ARUNDEL - SCA HOLDINGS LLC

    AMBULATORY SURGICENTER HOLDING COMPANY · MD

  • DOCTORS REGIONAL CANCER CENTER LLC

    CANCER TREATMENT SERVICES FOR RESIDENTS OF PRINCE GEORGE'S COUNTY · MD

  • MAGNOLIA GARDENS NURSING HOME

    NURSING HOME · MD

Related corporations and trusts

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

  • PAVILION PARK INC

    C · REAL ESTATE LEASING · MD

  • LUMINIS HEALTH CARE SERVICES INC

    C · MEDICAL SERVICES · MD

  • COTTAGE INSURANCE COMPANY LTD

    C · CAPTIVE INSURER - PROFESSIONAL LIABILITY INSURANCE · CJ

  • DOCTORS COMMUNITY HEALTH VENTURES INC

    C · WHOLLY OWNED FOR PROFIT ENTITY OF LUMINIS HEALTH DOCTORS COMMUNITY MED CTR · MD

Provenance

Return type
form_990
Tax year
2023
Filed
27 April 2025
IRS schema version
2023v6.0
Source object
202501219349302800

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.