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← LUMINIS HEALTH RESEARCH INSTITUTE INC

Form 990 for tax year 2022

Filed by LUMINIS HEALTH RESEARCH INSTITUTE INC.

Totals

Total revenue
$1,875,428
Total expenses
$2,384,122
Contributions and grants received
$266,709
Grants paid
$0
Program service revenue
$1,608,719
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,850,486
Total liabilities, end of year
$3,431,678
Net assets or fund balances, end of year
-$1,581,192
Program services expenses (Part IX)
$2,374,717
Management and general expenses
$9,405
Fundraising expenses
$0
Program service expenses (Part III)
$2,374,717

Program services were 99.6% 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

    $266,709

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

    total $1,608,719 · related or exempt $1,608,719

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,427,079 · program services $1,427,079

  • 8 · Pension plan contributions

    total $46,520 · program services $46,520

  • 9 · Other employee benefits

    total $152,715 · program services $152,715

  • 10 · Payroll taxes

    total $102,735 · program services $102,735

  • 11c · Fees: accounting

    total $554 · management and general $554

  • 11g · Fees: other

    total $320,118 · program services $320,118

  • 13 · Office expenses

    total $1,440 · program services $1,440

  • 14 · Information technology

    total $1,061 · program services $1,061

  • 16 · Occupancy

    total $106,525 · program services $106,525

  • 19 · Conferences, conventions and meetings

    total $8,713 · management and general $8,713

  • 22 · Depreciation, depletion and amortization

    total $4,117 · program services $4,117

  • 23 · Insurance

    total $138 · management and general $138

  • 24a · Other expenses: GRANT EXPENSES

    total $212,407 · program services $212,407

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $111,121 · end of year $66,997

  • 4 · Accounts receivable

    beginning of year $1,359,377 · end of year $1,691,377

  • 9 · Prepaid expenses and deferred charges

    beginning of year $56,328 · end of year $42,496

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

    $136,323

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

    $86,707

  • 10c · Land, buildings and equipment, net

    beginning of year $95,142 · end of year $49,616

  • 17 · Accounts payable and accrued expenses

    beginning of year $245,868 · end of year $740,847

  • 19 · Deferred revenue

    beginning of year $13,144 · end of year $58,120

  • 25 · Other liabilities

    beginning of year $1,939,598 · end of year $2,632,711

  • 27 · Net assets without donor restrictions

    beginning of year -$576,642 · end of year -$1,581,192

Mission and programs · 2022

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)

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 $2,374,717 · Revenue $1,608,719

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

Listed in Part VII

  • MITCHELL SCHWARTZ MD

    CHAIR

    Total calculated
    $1,004,811
    From this org
    $0
    From related orgs
    $967,579
    Other
    $37,232
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $665,818 related
    Bonus
    $0 + $202,032 related
    Other
    $0 + $99,729 related
    Deferred
    $0 + $8,700 related
    Nontaxable benefits
    $0 + $28,532 related
    Filer's total
    $0 + $1,004,811 related

  • MONICA JONES

    BOARD MEMBER (PART YEAR)

    Total calculated
    $856,681
    From this org
    $0
    From related orgs
    $788,703
    Other
    $67,978
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $589,930 related
    Bonus
    $0 + $148,190 related
    Other
    $0 + $50,583 related
    Deferred
    $0 + $60,590 related
    Nontaxable benefits
    $0 + $7,388 related
    Filer's total
    $0 + $856,681 related

  • KEVIN L SMITH

    SECRETARY/TREASUER

    Total calculated
    $703,419
    From this org
    $0
    From related orgs
    $611,683
    Other
    $91,736
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $463,815 related
    Bonus
    $0 + $137,573 related
    Other
    $0 + $10,295 related
    Deferred
    $0 + $60,894 related
    Nontaxable benefits
    $0 + $30,842 related
    Filer's total
    $0 + $703,419 related

  • JOHN MOXLEY

    EXECUTIVE DIRECTOR OF MEDICINE

    Total calculated
    $233,918
    From this org
    $0
    From related orgs
    $204,774
    Other
    $29,144
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,931 related
    Bonus
    $0 + $25,221 related
    Other
    $0 + $3,622 related
    Deferred
    $0 + $6,311 related
    Nontaxable benefits
    $0 + $22,833 related
    Filer's total
    $0 + $233,918 related

  • BARRY MEISENBERG MD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMES ELLIOTT MD

    BOARD MEMBER (PART YEAR)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ADRIAN PARK

    BOARD MEMBER (PART YEAR)

    Total calculated
    $1,170,495
    From this org
    $0
    From related orgs
    $1,054,711
    Other
    $115,784
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $759,107 related
    Bonus
    $0 + $191,583 related
    Other
    $0 + $104,021 related
    Deferred
    $0 + $83,848 related
    Nontaxable benefits
    $0 + $31,936 related
    Filer's total
    $0 + $1,170,495 related

  • SHERRY PERKINS

    BOARD MEMBER (PART YEAR)

    Total calculated
    $1,100,172
    From this org
    $0
    From related orgs
    $1,031,557
    Other
    $68,615
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $653,409 related
    Bonus
    $0 + $194,594 related
    Other
    $0 + $183,554 related
    Deferred
    $0 + $68,388 related
    Nontaxable benefits
    $0 + $227 related
    Filer's total
    $0 + $1,100,172 related

  • PETER ODENWALD

    LHCE COO

    Total calculated
    $586,281
    From this org
    $0
    From related orgs
    $524,742
    Other
    $61,539
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $371,232 related
    Bonus
    $0 + $112,108 related
    Other
    $0 + $41,402 related
    Deferred
    $0 + $37,390 related
    Nontaxable benefits
    $0 + $24,149 related
    Filer's total
    $0 + $586,281 related

  • FRANCES RHULE

    PI OUTCOMES DATA ANALYST

    Total calculated
    $135,935
    From this org
    $132,087
    From related orgs
    $0
    Other
    $3,848
    Hours/week
    40

  • ERIKA SIEGRIST

    DIRECTOR - RESEARCH ADMINISTRATION

    Total calculated
    $168,794
    From this org
    $126,041
    From related orgs
    $0
    Other
    $42,753
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,833
    Bonus
    $9,208
    Other
    $0
    Deferred
    $4,324
    Nontaxable benefits
    $38,429
    Filer's total
    $168,794

  • VENITA ALSTON CRAWFORD

    CLINICAL RESEARCH NURSE

    Total calculated
    $119,299
    From this org
    $103,278
    From related orgs
    $0
    Other
    $16,021
    Hours/week
    40

  • CATHY BARTON

    CONTRACTS & GRANTS ADMINISTRATOR

    Total calculated
    $114,975
    From this org
    $101,133
    From related orgs
    $0
    Other
    $13,842
    Hours/week
    40

  • VICTORIA W BAYLESS

    LH CEO/FORMER OFFICER

    Total calculated
    $2,279,203
    From this org
    $0
    From related orgs
    $1,988,889
    Other
    $290,314
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,205,852 related
    Bonus
    $0 + $478,758 related
    Other
    $0 + $304,279 related
    Deferred
    $0 + $290,064 related
    Nontaxable benefits
    $0 + $250 related
    Filer's total
    $0 + $2,279,203 related

  • ROBERT REILLY

    FORMER SECRETARY/TREASURER

    Total calculated
    $491,939
    From this org
    $0
    From related orgs
    $467,093
    Other
    $24,846
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $467,093 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $24,846 related
    Filer's total
    $0 + $491,939 related

  • REGINA HAMPTON-COLEMAN MD

    MD/FORMER BOARD MEMBER

    Total calculated
    $437,780
    From this org
    $0
    From related orgs
    $392,289
    Other
    $45,491
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $391,789 related
    Bonus
    $0 + $500 related
    Other
    $0
    Deferred
    $0 + $8,700 related
    Nontaxable benefits
    $0 + $36,791 related
    Filer's total
    $0 + $437,780 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
THE FOLLOWING RECEIVED SEVERANCE PAYMENTS DURING THE YEAR: ROBERT REILLY $476,815 FRANCES RHULE $52,728 THE FOLLOWING PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $277,014 ADRIAN PARK $75,148 SHERRY PERKINS $59,688 KEVIN SMITH $52,194 MONICA JONES $51,890 PETER ODENWALD $28,690 THE FOLLOWING RECEIVED DISTRIBUTIONS FROM THE ORGANIZATION'S 457(F) PLAN: VICTORIA BAYLESS $215,140 SHERRY PERKINS $128,303 ADRIAN PARK $80,705 MONICA JONES $28,740 PETER ODENWALD $15,495
FORM 990 PART VII, LINE 5 - DISCLOSURE INFORMATION
THE ORGANIZATION AND ITS AFFILIATES PAID JOHNS HOPKINS MEDICINE $990,129 DURING THE CALENDAR YEAR 2022 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.

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

    $2,374,717

    Disposition · EXPENDITURE OF ASSETS FOR EXEMPT PURPOSE & TRANSFER TO AFFILIATES · Jun 30, 2023 · 501(C)(3)

Provenance

Return type
form_990
Tax year
2022
Filed
26 April 2024
IRS schema version
2022v5.0
Source object
202401289349302905

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