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← LUMETRA HEALTHCARE SOLUTIONS

Form 990 for tax year 2023

Filed by LUMETRA HEALTHCARE SOLUTIONS.

Totals

Total revenue
$1,075,255
Total expenses
$1,677,663
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,072,754
Investment income
$3
Other revenue
$2,498
Total assets, end of year
$2,127,353
Total liabilities, end of year
$5,465,336
Net assets or fund balances, end of year
-$3,337,983
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 $1,072,754 · related or exempt $1,072,754

  • 3 · Investment income

    total $3 · excluded $3

  • 11a · Other revenue: OTHER REVENUE

    total $2,498 · excluded $2,498

  • 11e · Other revenue, total

    $2,498

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $500

  • 7 · Other salaries and wages

    total $526,144

  • 8 · Pension plan contributions

    total $9,334

  • 9 · Other employee benefits

    total $14,208

  • 10 · Payroll taxes

    total $26,185

  • 11c · Fees: accounting

    total $28,365

  • 11g · Fees: other

    total $303,784

  • 13 · Office expenses

    total $49,479

  • 14 · Information technology

    total $47,959

  • 16 · Occupancy

    total $2,790

  • 17 · Travel

    total $3,575

  • 19 · Conferences, conventions and meetings

    total $889

  • 23 · Insurance

    total $6,819

  • 24a · Other expenses: ALLOCATED EXPENSES

    total $446,822

  • 24b · Other expenses: ALLOCATED SALARIES

    total $196,549

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $14,261

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,372,558 · end of year $1,840,245

  • 2 · Savings and temporary cash investments

    beginning of year $10,106 · end of year $0

  • 4 · Accounts receivable

    beginning of year $373,250 · end of year $273,803

  • 9 · Prepaid expenses and deferred charges

    beginning of year $24,282 · end of year $13,305

  • 17 · Accounts payable and accrued expenses

    beginning of year $189,621 · end of year $150,843

  • 25 · Other liabilities

    beginning of year $4,326,150 · end of year $5,314,493

  • 27 · Net assets without donor restrictions

    beginning of year -$2,735,575 · end of year -$3,337,983

Mission and programs · 2023

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 2023 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
    $877,160
    From this org
    $0
    From related orgs
    $759,913
    Other
    $117,247
    Hours/week
    0.1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $492,815 related
    Bonus
    $0 + $219,625 related
    Other
    $0 + $47,473 related
    Deferred
    $0 + $51,928 related
    Nontaxable benefits
    $0 + $65,319 related
    Filer's total
    $0 + $877,160 related

  • John A Friedman MD

    PRESIDENT

    Total calculated
    $11,025
    From this org
    $750
    From related orgs
    $10,275
    Other
    $0
    Hours/week
    0.1 + 0.62 related

  • Paul J Rowland

    TREASURER

    Total calculated
    $7,925
    From this org
    $750
    From related orgs
    $7,175
    Other
    $0
    Hours/week
    0.1 + 0.47 related

  • Ronald A Paynter MD

    SECRETARY THRU APR 2024

    Total calculated
    $4,350
    From this org
    $750
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    0.1 + 0.29 related

  • 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 THRU JAN 2024

    Total calculated
    $690,629
    From this org
    $0
    From related orgs
    $607,971
    Other
    $82,658
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $464,072 related
    Bonus
    $0 + $94,160 related
    Other
    $0 + $49,739 related
    Deferred
    $0 + $31,128 related
    Nontaxable benefits
    $0 + $51,530 related
    Filer's total
    $0 + $690,629 related

  • Clare Bradley Pollet MD

    DIRECTOR

    Total calculated
    $548,886
    From this org
    $0
    From related orgs
    $503,723
    Other
    $45,163
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,757 related
    Bonus
    $0 + $148,412 related
    Other
    $0 + $22,554 related
    Deferred
    $0 + $41,745 related
    Nontaxable benefits
    $0 + $3,418 related
    Filer's total
    $0 + $548,886 related

  • Alan Woghin

    DIRECTOR

    Total calculated
    $437,345
    From this org
    $0
    From related orgs
    $351,266
    Other
    $86,079
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,699 related
    Bonus
    $0 + $113,137 related
    Other
    $0 + $5,430 related
    Deferred
    $0 + $40,728 related
    Nontaxable benefits
    $0 + $45,351 related
    Filer's total
    $0 + $437,345 related

  • Matthew Roberts

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Cecilia Ramos

    EXECUTIVE DIRECTOR

    Total calculated
    $188,262
    From this org
    $0
    From related orgs
    $167,874
    Other
    $20,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $161,107 related
    Bonus
    $0 + $6,651 related
    Other
    $0 + $116 related
    Deferred
    $0 + $7,007 related
    Nontaxable benefits
    $0 + $13,381 related
    Filer's total
    $0 + $188,262 related

  • Patricia Daniel

    VP CLINICAL SERVICES

    Total calculated
    $114,827
    From this org
    $111,002
    From related orgs
    $0
    Other
    $3,825
    Hours/week
    20

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 2023 ARE: THEODORE O. WILL: $20,800; CLAIRE BRADLEY POLLET: $17,517, ALAN WOGHIN: $23,400. THESE AMOUNTS ARE INCLUDED IN THE AMOUNTS REPORTED IN COLUMN (C). THE AMOUNT OF DISTRIBUTION RECEIVED FROM THE NONQUALIFIED RETIREMENT PLAN IN CALENDAR YEAR 2023 IS: THEODORE O. WILL: $15,946; HARRY FEDER: $20,701. 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
2023
Filed
11 June 2025
IRS schema version
2023v6.0
Source object
202531629349301568

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