LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC (EIN 521331298) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

ELIZABETH GROSS

Phone

4434811308

Tax Period

2022-07-01 to 2023-06-30

LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC, founded in 1983, is a community nonprofit in the Health Care sector that reported $6.8M in total revenue in fiscal year 2022. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $5.8M left a modest 15% surplus.

Mission

TO SUPPORT LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. AND RELATED ENTITIES OF LUMINIS HEALTH, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $5,195,366

Program Service Revenue $0

Investment Income $1,605,448

Other Revenue $0

TOTAL REVENUE $6,800,814

Expense Breakdown

Grants Paid $2,910,872

Salaries & Benefits $1,203,867

Fundraising Expenses $2,242,817

Program Expenses $2,910,872

Other Expenses $1,597,472

TOTAL EXPENSES $5,801,833

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,800,814	$5,702,029	+0.2%
Expenses	$5,801,833	$6,652,203	-0.1%
Net Income	$998,981	$-950,174	-2.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,507,115

Total Directors

$5,414,742

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICTORIA BAYLESS	BOARD MEMBER/LH CEO	1.00	Director	$0	$290,314	$2,279,203
STEPHEN CATTANEO	BOARD MEMBER	1.00	Director	$0	$46,453	$1,190,712
SHERRY PERKINS	BOARD MEMBER	1.00	Director	$0	$68,615	$1,100,172
JAN WOOD	PRESIDENT - PART YEAR	40.00	Officer Director	$559,642	$58,865	$618,507
ELIZABETH GROSS	VICE PRESIDENT	40.00	Officer Director	$174,216	$10,973	$185,189
JOHN AVALLONE	BOARD MEMBER	1.00	Director	$0	$0	$23,380
MARTIN L DOORDAN	BOARD MEMBER	1.00	Director	$0	$0	$17,579
JERRY COLLIER	CHAIR - PART YEAR	1.00	Officer Director	$0	$0	$0
MARGARET SAMEK-SMITH	CHAIR	1.00	Officer Director	$0	$0	$0
JOSEPH G BALDWIN	SECRETARY	1.00	Officer Director	$0	$0	$0
BIANA ARENTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURIE BERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES BOLDUC	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN BRUNDIGE	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
BETTY BUCK	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK CAMPBELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JILL LONG DEPAOLA	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY EICHELBERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTIN FLECKENSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD FRANYO	BOARD MEMBER	1.00	Director	$0	$0	$0
TONYA HILL	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
SALLY MCCASH	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT MCROY	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTEN DECESARIS MESSINEO	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE OBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK POWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY ANN RICHARDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLY B SAJAK	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLAH SETTLE	BOARD MEMBER	1.00	Director	$0	$0	$0
NEIL SULLIVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
EVAN THALENBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN L SMITH	LH CFO	1.00	Officer	$0	$91,736	$703,419
BRIANA WALSH	DIRECTOR OF GIVING	40.00	Highest	$149,711	$16,077	$165,788
LAURA A GEORGE	MAJOR GIVING OFFICER	40.00	Highest	$104,981	$3,149	$108,130
ROBERT REILLY	FORMER CFO	0.00		$0	$24,846	$491,939
TIMOTHY ADELMAN ESQ	GENERAL COUNSEL/FORMER BOARD MEMBER	1.00		$0	$89,055	$706,051
MARY CLANCE	PHYSICIAN/ FORMER BOARD MEMBER	0.00		$0	$8,111	$259,458

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$6,800,814	$5,801,833	$33,831,321	$998,981
2022	$5,702,029	$6,652,203	$31,847,318	$-950,174
2021	$5,760,071	$6,827,289	$88,116,046	$-1,067,218
2020	$9,923,431	$6,461,744	$61,970,000	$3,461,687
2019	$7,852,210	$8,733,560	$30,668,460	$-881,350
2018	$3,992,967	$5,659,082	$32,716,584	$-1,666,115

LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC