2024-05-15T11:40:03-05:00 2023-06-30 521197902 MULLEN SONDBERG WIMBISH & STONE PA 888 BESTGATE ROAD SUITE 310 ANNAPOLIS MD 21401 990 2022-07-01 872174813 LUMINIS HEALTH GILCHRIST LIFECARE INSTITUTE LLC LUMI 4438492511 11311 MCCORMICK ROAD 350 HUNT VALLEY MD 21031 CATHERINE HAMEL VICE CHAIR BOARD OF DIRECTORS 4438492511 2024-05-15 1 CATHERINE HAMEL 999009999 0 MICHELE L MOORE CPA P00740046 4102244920 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CATHERINE HAMEL 11311 MCCORMICK ROAD 350 HUNT VALLEY MD 21031 3824007 0 X N/A X LIMITED LIABILITY COMPANY 2021 MD LUMINIS HEALTH GILCHRIST LIFECARE INSTITUTE, LLC WAS FORMED TO ORGANIZE, ESTABLISH, MAINTAIN, AND OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSES A HOSPICE PROGRAM AND FACILITY AND PROGRAMS AND FACILITIES PROVIDING PALLIATIVE, GERIATRIC AND HOSPICE AND HOME CARE AND TREATMENT FOR SICK, INFIRM AND AGED PERSONS, BOTH ADULT AND PEDIATRIC, WITHOUT RESPECT TO OF RACE, RELIGION, SEX, AGE OR NATIONAL ORIGIN, INCLUDING THE FOLLOWING PROGRAMS AND ACTIVITIES INCIDENT TO THE PURPOSES FOR WHICH THIS COMPANY IS FORMED: THE OPERATION OF PATIENT AND FAMILY COUNSELING PROGRAMS AND ACTIVITIES, THE CONDUCT OF PROFESSIONAL AND SCIENTIFIC AND RESEARCH, AND FOR THE PURPOSE OF PERFORMING ANY AND ALL SERVICES AND FUNCTIONS ANCILLARY TO, AND THE DOING OF ALL THINGS AS MAY BE NECESSARY, EXPEDIENT OR INCIDENTAL FOR, AND ANY AND ALL PURPOSES FOR WHICH THE COMPANY IS FORMED. 6 6 11 0 0 0 793469 821640 131498 3002367 0 0 0 0 924967 3824007 0 0 0 0 260384 798911 0 0 30410 455930 2192921 716314 2991832 208653 832175 1143418 2583984 934765 1543156 208653 1040828 X LUMINIS HEALTH GILCHRIST LIFECARE INSTITUTE, LLC WAS FORMED TO ORGANIZE, ESTABLISH, MAINTAIN, AND OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSES A HOSPICE PROGRAM AND FACILITY AND PROGRAMS AND FACILITIES PROVIDING PALLIATIVE, GERIATRIC AND HOSPICE AND HOME CARE AND TREATMENT FOR SICK, INFIRM AND AGED PERSONS, BOTH ADULT AND PEDIATRIC, WITHOUT RESPECT TO OF RACE, RELIGION, SEX, AGE OR NATIONAL ORIGIN, INCLUDING THE FOLLOWING PROGRAMS AND ACTIVITIES INCIDENT TO THE PURPOSES FOR WHICH THIS COMPANY IS FORMED: THE OPERATION OF PATIENT AND FAMILY COUNSELING PROGRAMS AND ACTIVITIES, THE CONDUCT OF PROFESSIONAL AND SCIENTIFIC AND RESEARCH, AND FOR THE PURPOSE OF PERFORMING ANY AND ALL SERVICES AND FUNCTIONS ANCILLARY TO, AND THE DOING OF ALL THINGS AS MAY BE NECESSARY, EXPEDIENT OR INCIDENTAL FOR, AND ANY AND ALL PURPOSES FOR WHICH THE COMPANY IS FORMED. 0 0 2690829 3002367 LUMINIS HEALTH GILCHRIST LIFECARE INSTITUTE, LLC WAS FOUNDED IN JULY 2021 AS AN ORGANIZATION TO PROVIDE AN INTEGRATED CONTINUUM OF CARE FOR OLDER INDIVIDUALS ACROSS ALL SETTINGS IN ANNE ARUNDEL AND PRINCE GEORGES COUNTIES, MARYLAND. 2690829 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 1 0 0 MD X LUMINIS HEALTH GILCHRIST LIFECARE INSTITUTE LLC 4438492511 11311 MCCORMICK ROAD 350 HUNT VALLEY MD 21031 X DR MITCHELL SCHWARTZ CHAIR 10.00 X X 0 0 0 CATHERINE HAMEL VICE CHAIR 10.00 X X 0 0 0 KEVIN SMITH BOARD MANAGER 5.00 X 0 0 0 DR W ANTHONY RILEY BOARD MANAGER 5.00 X 0 0 0 PETER ODENWALD BOARD MANAGER 5.00 X 0 0 0 ELIZABETH LEE BOARD MANAGER 5.00 X 0 0 0 0 0 0 0 0 0 0 MAXIM HEALTHCARE 12558 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CONTRACT NURSES 114833 1 700000 121640 85000 821640 HOSPICE HOME CARE 621400 3002367 3002367 3002367 3824007 3002367 0 0 X 681200 681200 7376 7376 59922 59922 50413 50413 595495 346914 218171 30410 37480 37480 291 291 884181 882253 1928 7410 7410 236997 236316 681 159299 159299 153851 153851 38462 38462 18708 18708 56115 56115 PENALTIES 3620 3620 DUES 1012 1012 2991832 2690829 270593 30410 401046 847236 131499 1245310 42473 42952 86257 28065 76902 58192 491498 390294 1143418 2583984 226024 756737 708741 786419 934765 1543156 X 0 0 0 0 208653 1040828 208653 1040828 1143418 2583984 832175 0 X 0 0 0 X 793469 821640 1615109 793469 821640 1615109 1615109 1615109 3133865 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86257 28065 58192 58192 OPERATING LEASE ROU ASSETS 525891 LESS: A/D OPERATING LEASES -135597 390294 DUE TO GILCHRIST 353403 OPERATING LEASE LIABILITY 433016 786419 X PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION FOR INTERNAL REVENUE SERVICE PURPOSES. SUCH ORGANIZATIONS ARE TAXED ONLY ON UNRELATED BUSINESS INCOME. THE ORGANIZATION HAS NO UNRELATED BUSINESS INCOME AND THEREFORE, NO TAX PROVISION HAS BEEN ESTABLISHED. THE ORGANIZATION FOLLOWS THE GUIDANCE OF ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" WHICH CLARIFIES THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF THE BENEFITS OF INDIVIDUAL TAX POSITIONS IN THE FINANCIAL STATEMENTS, INCLUDING THOSE OF NON-PROFIT ORGANIZATIONS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION ANALYZES TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRC SEC. 501(C) TO QUALIFY AS A TAX EXEMPT ORGANIZATION, ACTIVITIES PERFORMED BY VOLUNTEERS AND BOARD MEMBERS, THE REPORTING OF UNRELATED BUSINESS INCOME, AND ITS STATUS AS A TAX-EXEMPT ORGANIZATION UNDER MARYLAND STATE STATUTE. THE ORGANIZATION DOES NOT KNOW OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. X 3 85000 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE ORGANIZATION RECEIVED 3 STOCK DONATIONS DURING THE FISCAL YEAR WHICH INCLUDED 220 SHARES OF ADP ON 12/19/22, 139 SHARES OF AAPL ON 12/20/22, AND 72 SHARES OF AAPL ON 12/20/22. FORM 990, PART VI, SECTION A, LINE 6 PHYSICIAN ENTERPRISE, LLC AND GILCHRIST HOSPICE CARE, INC. ARE BOTH 50% OWNERS LUMINIS HEALTH GILCHRIST LIFECARE INSTITUTE, LLC. THESE TWO ORGANIZATIONS APPOINT MEMBERS OF THE BOARD OF DIRECTORS OF LUMINIS HEALTH GILCHRIST LIFECARE INSTITUTE, LLC. FORM 990, PART VI, SECTION A, LINE 7A SEE FORM 990, PART VI, SECTION A LINE 6 DESCRIPTION FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS OF LUMINIS HEALTH GILCHRIST LIFECARE INSTITUTE, LLC FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL MEMBERS OF THE BOARD OF DIRECTORS TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ANNUALLY AND SIGN ANNUAL DISCLOSURE STATEMENTS. THE BOARD OF DIRECTORS REVIEWS ANY ISSUES WHICH ARISE DUE TO THE COMPLETION OF THE ANNUAL DISCLOSURE STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S AND KEY EMPLOYEES' SALARIES. THE BOARD OF DIRECTORS' REVIEW INCLUDES A REVIEW OF COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 18 THE GOVERNING DOCUMENTS ARE LOCATED ON THE STATE OF MARYLAND DEPARTMENT OF TAXATION'S WEBSITE. THE FORM 1023, FORM 990, AND FINANCIAL STATEMENTS FOR THE ORGANIZATION ARE MADE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE LOCATED ON THE STATE OF MARYLAND DEPARTMENT OF TAXATION'S WEBSITE. THE FORM 1023, FORM 990, AND FINANCIAL STATEMENTS FOR THE ORGANIZATION ARE MADE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 879,058. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 879,058. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,928. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,928. MISC PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 3,195. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,195. GILCHRIST HOSPICE CARE INC 11311 MCCORMICK ROAD NO 350 HUNT VALLEY MD 21031 521851251 PROVIDES ELDERLY AND DISABLED PERSONS WITH HOUSING AND SERVICES MD 501(C)(3) LINE 3 170(B)(1)(A) GBMC HEALTHCARE INC 0 PHYSICIAN ENTERPRISE LLC 2000 MEDICAL PARKWAY NO 606 ANNAPOLIS MD 21401 270263214 HEALTHCARE MD 501(C)(3) LINE 3 170(B)(1)(A) LUMINIS HEALTH INC 0 0 0 1 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 GILCHRIST HOSPICE CARE INC C 350000 FMV PHYSICIAN ENTERPRISE LLC C 350000 FMV GILCHRIST HOSPICE CARE INC E 353403 FMV