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LIFEBRIDGE HEALTH INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LIFEBRIDGE HEALTH INC (EIN 52-1402373)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-20
IRS object ID
202032029349300608
Schema version
2018v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-20T10:16:12-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205991824PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SC&H TAX & ADVISORY SERVICES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1910 RIDGEBROOK ROADAddressLine1Txt
CitySPARKSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21152ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521402373EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIFEBRIDGE HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIFEBusinessNameControlTxt
Phone4106015653PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12401 WEST BELVEDERE AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID KRAJEWSKIPersonNm
Person TitleEXECUTIVE VP, CFOPersonTitleTxt
Phone4106015653PhoneNum
Signature2020-07-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI S BURGHAUSERPreparerPersonNm
PTINP00370694PTIN
Phone4104031500PhoneNum
Preparation2020-07-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.33.106.243IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-09IPDt
IP Tm16:21:02IPTm
IP TimezoneEDIPTimezoneCd
Federal Original Submission Id52410220201970349e72FederalOriginalSubmissionId
Federal Original Submission Id2020-07-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdD598169B7B70477E3779F4FD99F3BFF6A447919FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNEIL MELTZERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12401 WEST BELVEDERE AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21215ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$242,112,559GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LIFEBRIDGEHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO SUPPORT THE CHARITABLE MISSIONS OF ITS SUBSIDIARIES, INCLUDING SINAI HOSPITAL OF BALTIMORE, NORTHWEST HOSPITAL CENTER, LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, AND CARROLL HOSPITAL CENTER.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee1119TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$2,795,523TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$145,884NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,428,267PYContributionsGrantsAmt
CY Contributions Grants$160,894CYContributionsGrantsAmt
PY Program Service Revenue$215,302,789PYProgramServiceRevenueAmt
CY Program Service Revenue$237,769,556CYProgramServiceRevenueAmt
PY Investment Income$342,462PYInvestmentIncomeAmt
CY Investment Income$261,931CYInvestmentIncomeAmt
PY Other Revenue-$711,470PYOtherRevenueAmt
CY Other Revenue-$968,405CYOtherRevenueAmt
PY Total Revenue$218,362,048PYTotalRevenueAmt
CY Total Revenue$237,223,976CYTotalRevenueAmt
PY Grants And Similar Paid$597,200PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$411,005CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$101,599,047PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$106,032,231CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,231,584CYTotalFundraisingExpenseAmt
PY Other Expenses$116,526,289PYOtherExpensesAmt
CY Other Expenses$129,466,338CYOtherExpensesAmt
PY Total Expenses$218,722,536PYTotalExpensesAmt
CY Total Expenses$235,909,574CYTotalExpensesAmt
PY Revenues Less Expenses-$360,488PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,314,402CYRevenuesLessExpensesAmt
Total Assets BOY$1,447,205,438TotalAssetsBOYAmt
Total Assets EOY$1,493,684,210TotalAssetsEOYAmt
Total Liabilities BOY$570,763,517TotalLiabilitiesBOYAmt
Total Liabilities EOY$524,928,331TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$876,441,921NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$968,755,879NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$67,111,794ExpenseAmt
Grant$411,005GrantAmt
Revenue$234,878,994RevenueAmt
DescTHE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, TO ESTABLISH AND MANAGE A HEALTH CARE SYSTEM IN SUPPORT OF THE FOLLOWING 501 (C)(3) ORGANIZATIONS: SINAI HOSPITAL OF BALTIMORE, INC., NORTHWEST HOSPITAL CENTER, INC., LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC., CARROLL HOSPITAL CENTER, INC., AND BALTIMORE CHILD ABUSE CENTER, INC.Desc
Total Program Service Expenses$67,111,794TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1119EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Foreign CountryISForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NANCY KANEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4106015653PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12401 WEST BELVEDERE AVENUEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21215ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BARRY LEVIN
CHAIR1.000.00Yes (X)Yes (X)$0$0$0
BRIAN L MOFFET
VICE CHAIR1.000.00Yes (X)Yes (X)$0$240$0
HELEN WHITEHEAD
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
LOUIS F FRIEDMAN ESQ
SECRETARY1.000.00Yes (X)Yes (X)$0$240$0
LYNN E ABESHOUSE
DIRECTOR1.000.00Yes (X)$0$0$0
LAURA BLACK
DIRECTOR1.000.00Yes (X)$0$0$0
JASON A BLAVATT ESQ
DIRECTOR1.000.00Yes (X)$0$0$0
MARC P BLUM ESQ
DIRECTOR1.000.00Yes (X)$0$0$0
JOSEPH A COOPER
DIRECTOR1.000.00Yes (X)$0$240$0
LEE COPLAN
DIRECTOR1.000.00Yes (X)$0$240$0
CHARLES FISHER JR
DIRECTOR1.000.00Yes (X)$0$0$0
RONNIE B FOOTLICK
DIRECTOR1.000.00Yes (X)$0$240$0
MARTIN HILL
DIRECTOR1.000.00Yes (X)$0$0$0
BRIAN J GIBBONS
DIRECTOR1.001.00Yes (X)$0$0$0
HARRY W KAPLAN MD
DIRECTOR1.000.00Yes (X)$0$0$0
DONALD KIRSON
DIRECTOR1.000.00Yes (X)$0$240$0
BRENDA WEIL MANDEL
DIRECTOR1.000.00Yes (X)$0$240$0
THOMAS F OBRECHT
DIRECTOR1.001.00Yes (X)$0$0$0
ABBA POLIAKOFF
DIRECTOR1.000.00Yes (X)$0$0$0
GREG ROCHLIN
DIRECTOR1.000.00Yes (X)$0$0$0
FRANK B ROSENBERG
DIRECTOR1.000.00Yes (X)$0$0$0
PAUL SAVAL
DIRECTOR1.000.00Yes (X)$0$0$0
ETHAN SEIDEL
DIRECTOR1.000.00Yes (X)$0$0$0
THOMAS WELLIVER
DIRECTOR1.000.00Yes (X)$0$0$0
JEFFREY WOTHERS
DIRECTOR1.000.00Yes (X)$0$0$0
ALEC YEO
DIRECTOR1.000.00Yes (X)$0$0$0
NEIL MELTZER
PRESIDENT/CEO40.001.00Yes (X)$1,977,342$0$435,316
DAVID KRAJEWSKI
EXEC VP/CFO, PRESIDENT LB PARTNERS40.001.00Yes (X)$1,088,381$0$202,801
JOEL SULDAN
SVP & GENERAL COUNSEL (PY)40.001.00Yes (X)$642,335$0$152,472
JASON WEINER
SVP AND GENERAL COUNSEL40.001.00Yes (X)$356,630$0$70,884
BRIAN WHITE
EXECUTIVE VICE PRESIDENT (PY)40.001.00$1,170,366$0$193,997Yes (X)
LESLIE SIMMONS
EXEC VP, PRES CARROLL HOSP, INTERIM COO NW HOSP16.0024.00$918,190$0$164,127Yes (X)
JONATHAN RINGO MD
SVP LBH AND PRES./COO SINAI1.0040.00$744,553$0$125,843Yes (X)
TRESSA SPRINGMANN
SVP/CIO LIFEBRIDGE HEALTH40.001.00$655,977$0$145,301Yes (X)
ANTHONY MORRIS
SVP CHIEF REVENUE OFFICER40.001.00$520,417$0$83,001Yes (X)
JULIE COX
VP & CHIEF DEVELOPMENT OFFICER40.001.00$405,968$0$76,123Yes (X)
CHARLES ALBRECHT MD
CHIEF QUALITY OFFICER1.0040.00$0$398,651$82,389Yes (X)
TERRENCE CARNEY
VP SUPPLY CHAIN1.0040.00$361,804$0$20,688Yes (X)
JAMES ROBERGE
VP CAPITAL IMPROVEMENTS & SUPPORT SERVICES40.000.00$341,957$0$75,701Yes (X)
STEPHEN YOUNG
VICE PRESIDENT - CHIEF OF STAFF40.001.00$330,680$0$64,377Yes (X)
NANCY KANE
VP FINANCIAL REPORTING1.0040.00$280,543$0$81,836Yes (X)
LOU DUNAWAY
VP BUDGET & CAPITAL PLANNING/CFO LEVINDALE40.001.00$266,608$0$66,920Yes (X)
BRIAN DEFFAA
VP CHIEF MARKETING OFFICER40.001.00$203,575$0$40,109Yes (X)
ANDREW MORRISON
VP TOTAL REWARDS & OPERATIONS40.001.00$196,527$0$43,207Yes (X)
NEAL NAFF
PHYSICIAN40.000.00$1,322,606$0$20,119Yes (X)
MARK D OLSZYK
CARROLL VP OF MEDICAL STAFF5.0035.00$531,316$0$74,309Yes (X)
JOSEPH QUINN
SVP CHIEF HR OFFICER (PY)40.001.00$501,669$0$126,447Yes (X)
DANIEL DURAND
VP CHIEF INNOVATION OFFICER39.001.00$471,341$2,131$48,256Yes (X)
KEVIN K KELBLY
CARROLL SENIOR VP FINANCE/CFO20.0020.00$450,031$0$36,035Yes (X)
LUCY FERKO
FORMER VP SERVICE LINES0.000.00$129,052$0$3,025Yes (X)
STEPHEN WITMAN
FORMER VP BUS DEVELOP/FINANCIAL & CAPITAL PLANNING0.000.00$123,126$0$6,964Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$13,990,994TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$402,462TotReportableCompRltdOrgAmt
Total Other Compensation$2,440,247TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K161IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CERNER CORPORATION
PO BOX 412702KANSAS CITYMO64117INFORMATION TECHNOLOGY SERVICES$3,761,530
MICROSOFT CORPORATION
ONE MICROSOFT WAYREDMONDWA98052INFORMATION TECHNOLOGY SERVICES$2,002,059
ALLEGIS GLOBAL SOLUTIONS
7312 PARKWAY DRIVEHANOVERMD21076RECRUITING SERVICES$1,957,834
RECEIVABLES OUTSOURCING
PO BOX 842278BOSTONMA02284COLLECTION SERVICES$1,489,686
COGNIZANT TECHNOLOGY SOLUTIONS
700 13TH STREET NW SUITE 310WASHINGTONDC20005INFORMATION TECHNOLOGY SERVICES$1,429,096
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K78CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
All Other Contributions$160,894AllOtherContributionsAmt
Total Contributions$160,894TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CORPORATE ALLOCATION541900$236,105,619$233,770,019$2,335,600
INCOME IN RADNET621990$911,196$911,196
COMMUNITY PHYSICIAN CHARGEBACK621990$554,962$554,962
DATA AGGREGATION FEES621990$113,400$113,400
MISCELLANEOUS PROGRAM REV900099$50,279$50,279

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,100TotalRevenueColumnAmt
Related Or Exempt Func Income$34,100RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$237,769,556TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$261,931TotalRevenueColumnAmt
Unrelated Business Revenue$39,714UnrelatedBusinessRevenueAmt
Exclusion$222,217ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,920,178RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$4,888,583RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$968,405RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$968,405TotalRevenueColumnAmt
Unrelated Business Revenue-$134,753UnrelatedBusinessRevenueAmt
Exclusion-$833,652ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$237,223,976TotalRevenueColumnAmt
Related Or Exempt Func Income$234,878,994RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,795,523UnrelatedBusinessRevenueAmt
Exclusion-$611,435ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$406,005TotalAmt
Program Services$406,005ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Program Services$5,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$17,987,094TotalAmt
Program Services$6,818,480ProgramServicesAmt
Management And General$10,679,432ManagementAndGeneralAmt
Fundraising$489,182FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$70,888,190TotalAmt
Program Services$5,940,587ProgramServicesAmt
Management And General$64,179,465ManagementAndGeneralAmt
Fundraising$768,138FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$328TotalAmt
Management And General$328ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,440,423TotalAmt
Program Services$1,337,587ProgramServicesAmt
Management And General$8,963,742ManagementAndGeneralAmt
Fundraising$139,094FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,716,196TotalAmt
Program Services$953,497ProgramServicesAmt
Management And General$5,668,519ManagementAndGeneralAmt
Fundraising$94,180FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,010,854TotalAmt
Management And General$1,010,854ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$705,659TotalAmt
Management And General$705,659ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$32,924,754TotalAmt
Program Services$2,240,190ProgramServicesAmt
Management And General$30,304,302ManagementAndGeneralAmt
Fundraising$380,262FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,673,681TotalAmt
Program Services$114,106ProgramServicesAmt
Management And General$4,499,899ManagementAndGeneralAmt
Fundraising$59,676FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,224,788TotalAmt
Program Services$25,929ProgramServicesAmt
Management And General$5,181,815ManagementAndGeneralAmt
Fundraising$17,044FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,611,330TotalAmt
Program Services$542,250ProgramServicesAmt
Management And General$18,041,680ManagementAndGeneralAmt
Fundraising$27,400FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,941,810TotalAmt
Program Services$36,389ProgramServicesAmt
Management And General$2,892,839ManagementAndGeneralAmt
Fundraising$12,582FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$247,349TotalAmt
Program Services$78,196ProgramServicesAmt
Management And General$154,157ManagementAndGeneralAmt
Fundraising$14,996FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$888,759TotalAmt
Program Services$66,719ProgramServicesAmt
Management And General$645,393ManagementAndGeneralAmt
Fundraising$176,647FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$17,086,605TotalAmt
Program Services$17,086,605ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,410,038TotalAmt
Program Services$5,494,676ProgramServicesAmt
Management And General$12,915,362ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$23,111,681TotalAmt
Program Services$23,111,681ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUPPLIES$2,913,486$2,832,940$41,598$38,948
DUES/MEMBERSHIPS$715,544$20,957$681,152$13,435

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$235,909,574TotalAmt
Program Services$67,111,794ProgramServicesAmt
Management And General$166,566,196ManagementAndGeneralAmt
Fundraising$2,231,584FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,899,278BOYAmt
EOY$9,811,752EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$255,842,952BOYAmt
EOY$208,115,043EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,424,702BOYAmt
EOY$840,722EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,285,040BOYAmt
EOY$3,264,976EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,140,397BOYAmt
EOY$11,073,821EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$253,467,007LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$133,084,292LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$112,215,996BOYAmt
EOY$120,382,715EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$335,221,280BOYAmt
EOY$475,497,271EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$256,783,774BOYAmt
EOY$185,379,782EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$464,392,019BOYAmt
EOY$479,318,128EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,447,205,438BOYAmt
EOY$1,493,684,210EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$29,321,398BOYAmt
EOY$31,781,248EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$43,000EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$435,485,861BOYAmt
EOY$428,188,478EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$51,486,421BOYAmt
EOY$44,971,660EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$54,469,837BOYAmt
EOY$19,943,945EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$570,763,517BOYAmt
EOY$524,928,331EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$876,260,733BOYAmt
EOY$968,574,691EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$181,188BOYAmt
EOY$181,188EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$876,441,921BOYAmt
EOY$968,755,879EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,447,205,438BOYAmt
EOY$1,493,684,210EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,314,402ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$90,999,556OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations5SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (5 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
SINAI HOSPITAL OF BALTIMORE INC
5204865403Yes (1)$40,178,127$0
NORTHWEST HOSPITAL CENTER INC
5213726653Yes (1)$12,474,163$0
CARROLL HOSPITAL CENTER INC
5214520243Yes (1)$12,376,711$0
LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL INC
5206079133Yes (1)$2,082,793$0
BALTIMORE CHILD ABUSE CENTER INC
5216812797Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total5SupportedOrganizationsTotalCnt
Support Sum$67,111,794SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgYes (1)OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Parent Supported OrgYes (X)ParentSupportedOrgInd
Appoint Elect Majority OfficerYes (1)AppointElectMajorityOfficerInd
Exercise Direction PoliciesYes (1)ExerciseDirectionPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART I, QUESTION 12G, COLUMN VI:ADMINISTRATIVE SERVICES
SCHEDULE A, PART IV, SECTION A, QUESTION 5:THE BALTIMORE CHILD ABUSE CENTER, INC. (52-1681279), THROUGH AMENDMENTS TO ITS ORGANIZATIONAL DOCUMENTS, BECAME A SUBSIDIARY OF LIFEBRIDGE HEALTH, INC. EFFECTIVE AS OF JANUARY 1, 2019. LIFEBRIDGE HEALTH, INC. AMENDED ITS ORGANIZATIONAL DOCUMENTS EFFECTIVE JANUARY 7, 2019 TO ADD THE BALTIMORE CHILD ABUSE CENTER, INC. AS A SUPPORTED ORGANIZATION. THE BALTIMORE CHILD ABUSE CENTER, INC. PROVIDES SERVICES AND TREATMENT TO VICTIMS OF CHILD ABUSE, AND THE REASON FOR ITS AFFILIATION WITH LIFEBRIDGE HEATH, INC. WAS TO ENSURE THAT IT COULD CONTINUE TO PROVIDE SUCH SERVICES AND TREATMENT, WHILE REDUCING COSTS AND IMPROVING EFFICIENCIES. THE AFFILIATION AND THE AMENDMENT TO LIFEBRIDGE HEALTH, INC.'S ORGANIZATIONAL DOCUMENTS WERE APPROVED BY VOTES OF ITS BOARD OF DIRECTORS, AS REQUIRED UNDER ITS ORGANIZATIONAL DOCUMENTS."
SCHEDULE A, PART IV, SECTION A, QUESTION 6:LIFEBRIDGE HEALTH, INC. PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS WHO PROVIDE SERVICES TO MEMBERS OF THE CHARITABLE CLASS BENEFITED BY ITS SUPPORTED ORGANIZATIONS EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES.
SCHEDULE A, PART IV, SECTION D, QUESTION 3:THE LIFEBRIDGE HEALTH INVESTMENT COMMITTEE OVERSEES THE INVESTMENT OF THE ASSETS OF THE SUPPORTED ORGANIZATIONS. LIFEBRIDGE HEALTH'S MANAGEMENT OVERSEES THE BUDGETING PROCESS FOR EACH OF THE SUPPORTED ORGANIZATIONS. THE CAPITAL AND OPERATING BUDGETS OF EACH OF THE SUPPORTED ORGANIZATIONS MUST BE APPROVED BY THE BOARD OF DIRECTORS OF LIFEBRIDGE HEALTH.
SCHEDULE A, PART IV, SECTION E, QUESTION 3A:LIFEBRIDGE HEALTH IS THE PARENT CORPORATION OF THE INTEGRATED HEALTH INSTITUTION. WITH LIMITED EXCEPTIONS FOR AUXILIARY AND MEDICAL STAFF LEADERS, THE LIFEBRIDGE HEALTH BOARD OF DIRECTORS ELECTS THE MEMBERS OF THE BOARD OF DIRECTORS AND THE BOARD OFFICERS OF EACH OF THE SUPPORTED ORGANIZATIONS.
SCHEDULE A, PART IV, SECTION E, QUESTION 3B:ALTHOUGH LIFEBRIDGE HEALTH DOES NOT DIRECTLY OPERATE ANY OF THE SUPPORTED ORGANIZATIONS, IN ITS ROLE AS PARENT CORPORATION OF THE HEALTH SYSTEM, ITS MANAGEMENT AND BOARD OF DIRECTORS SET THE OVERALL DIRECTION AND STRATEGY OF THE HEALTH SYSTEM AND WORK TO ENSURE THAT ALL COMPONENTS OF THE SYSTEM WORK IN COORDINATION WITH EACH OTHER IN CARRYING OUT THEIR RESPECTIVE MISSIONS. THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS CONTAIN AN EXTENSIVE LIST OF POWERS THAT ARE RESERVED TO LIFEBRIDGE HEALTH.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Media Advertisements$0MediaAdvertisementsAmt
Mailings Members0MailingsMembersInd
Mailings Members$0MailingsMembersAmt
Publications Or Broadcast0PublicationsOrBroadcastInd
Publications Or Broadcast$0PublicationsOrBroadcastAmt
Grants Other Organizations0GrantsOtherOrganizationsInd
Grants Other Organizations$0GrantsOtherOrganizationsAmt
Direct Contact Legislators0DirectContactLegislatorsInd
Direct Contact Legislators$0DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Rallies Demonstrations$0RalliesDemonstrationsAmt
Other Activities0OtherActivitiesInd
Other Activities$0OtherActivitiesAmt
Total Lobbying Expenditures$0TotalLobbyingExpendituresAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-A, LINE 1:FormAndLineReferenceDesc
ExplanationSCHEDULE C LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES EXPENSES FOR LOBBYING ARE PAID BY LIFEBRIDGE HEALTH, INC. AND THEN ALLOCATED TO THE SUPPORTED HOSPITALS FOR WHICH THE EXPENSES WERE INCURRED. THE SUPPORTED HOSPITALS REPORT THE LOBBYING INFORMATION AS REQUIRED ON SCHEDULE C.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,695,295OtherCostOrOtherBasisAmt
Book Value$2,695,295BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$84,294,424OtherCostOrOtherBasisAmt
Depreciation$16,451,318DepreciationAmt
Book Value$67,843,106BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,114,295OtherCostOrOtherBasisAmt
Depreciation$507,454DepreciationAmt
Book Value$606,841BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$159,445,647OtherCostOrOtherBasisAmt
Depreciation$116,125,520DepreciationAmt
Book Value$43,320,127BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,917,346OtherCostOrOtherBasisAmt
Book Value$5,917,346BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$120,382,715TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENT IN AFFILIATESDesc
Book Value$185,379,782BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$185,379,782TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
CAPITAL ACCUMULATION$2,380,099
RECEIVABLE FROM AFFILIATES$52,183,220
DUE FROM AFFILIATES BONDS$424,363,478
DEFERRED ASSET$391,331
FieldValueIRS element (for citing)
Total Book Value Other Assets$479,318,128TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
SECURITY DEPOSITS$90,100
PAYABLE TO AFFILIATES$6,523,685
DEFERRED COMPENSATION$1,536,876
OTHER LONG-TERM LIABILITIES$15,618,284
DEFERRED FINANCING COSTS-$3,825,000
FieldValueIRS element (for citing)
Total Liability$19,943,945TotalLiabilityAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESINSURANCE (CAPTIVE)$23,721,209
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$77,978,710
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00INVESTMENTS$16,262,258
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$117,962,177SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$117,962,177TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ASSOCIATED JEWISH CHARITIES FEDERATION OF BALTIMORE
101 W MOUNT ROYAL AVENUEBALTIMOREMD21201526024192501(C)(3)$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
BALTIMORE MUSEUM OF INDUSTRY
1415 KEY HIGHWAY INNER HARBOR SOUTHBALTIMOREMD21230521205675501(C)(3)$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATIONSOUTH
RONALD MCDONALD HOUSE CHARITIES OF BALTIMORE INC
635 W LEXINGTON STREETBALTIMOREMD21201521184957501(C)(3)$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC
4603 CALVERT ROADCOLLEGE PARKMD20740522197313501(C)(3)$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
POWER52 FOUNDATION
3545 ELLICOTT MILLS DRIVEELLICOTT CITYMD21043475176575501(C)(3)$20,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
GREATER BALTIMORE COMMITTEE
111 S CALVERT STREETBALTIMOREMD21202520645650501(C)(4)$18,350TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
AMERICAN CANCER SOCIETY
405 WILLIAMS COURT SUITE 120BALTIMOREMD21220131788491501(C)(3)$15,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
EVERYMAN THEATRE INC
315 W FAYETTE STREETBALTIMOREMD21201521593239501(C)(3)$15,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
BALTIMORE PRIDE (GLCCB)
2530 N CHARLES STREET 3RD FLOORBALTIMOREMD21218521112541501(C)(3)$10,142TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
BALTIMORE HOMECOMING INC
3700 ODONNELL STREET SUITE 200BALTIMOREMD21224822350770501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
BNOS YISROEL OF BALTIMORE
6300 PARK HEIGHTS AVENUEBALTIMOREMD21215522231272501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
JUVENILE DIABETES RESEARCH FOUNDATION (JDRF)
1400 K STREET NWWASHINGTONDC20005231907729501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MARYLAND ISRAEL DEVELOPMENT CENTER (MIDC)
401 E PRATT STREET FLOOR 7BALTIMOREMD21202521777737501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
STEVENSON UNIVERSITY
1524 GREENSPRING VALLEY ROADSTEVENSONMD21153520705392501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
THE BALTIMORE SHABBAT PROJECT
3310 LABRYNTH ROADBALTIMOREMD21215814869352501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
BALTIMORE HUMANE SOCIETY
1601 NICODEMUS ROADREISTERSTOWNMD21136520623165501(C)(3)$6,500GENERAL SUPPORT
FREESTATE JUSTICE
2526 ST PAUL STREETBALTIMOREMD21218262174290501(C)(3)$6,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE LIFEBRIDGE HEALTH SPONSORSHIP COMMITTEE REVIEWS SUBMITTED REQUESTS MONTHLY AND MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF SPONSORSHIPS PROVIDED BY LIFEBRIDGE HEALTH INC. AND ITS SUBSIDIARIES. SELECTION CRITERIA FOR SPONSORSHIPS ARE BASED ON THE SPECIFIC REQUEST OF THE APPLICANT AND ANY PRIOR HISTORY OF SPONSORSHIPS AWARDED BY THE LIFEBRIDGE SYSTEM. MEMBERS OF THE LIFEBRIDGE EXECUTIVE LEADERSHIP REVIEW THE SPONSORSHIP COMMITTEE AWARDS AND PROVIDE RECOMMENDATIONS AS NEEDED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
NEIL MELTZER
PRESIDENT/CEO$954,219$0$584,642$0$438,481$0$412,001$0$23,315$0$2,412,658$0$332,995$0
DAVID KRAJEWSKI
EXEC VP/CFO, PRESIDENT LB PARTNERS$663,233$0$234,901$0$190,247$0$175,184$0$27,617$0$1,291,182$0$138,679$0
JOEL SULDAN
SVP & GENERAL COUNSEL (PY)$381,188$0$141,149$0$119,998$0$148,167$0$4,305$0$794,807$0$68,720$0
JASON WEINER
SVP AND GENERAL COUNSEL$280,607$0$72,243$0$3,780$0$52,623$0$18,261$0$427,514$0$0$0
BRIAN WHITE
EXECUTIVE VICE PRESIDENT (PY)$657,255$0$308,018$0$205,093$0$167,577$0$26,420$0$1,364,363$0$54,999$0
LESLIE SIMMONS
EXEC VP, PRES CARROLL HOSP, INTERIM$627,046$0$217,500$0$73,644$0$142,564$0$21,563$0$1,082,317$0$57,800$0
JONATHAN RINGO MD
SVP LBH AND PRES./COO SINAI$582,614$0$153,988$0$7,951$0$98,450$0$27,393$0$870,396$0$0$0
TRESSA SPRINGMANN
SVP/CIO LIFEBRIDGE HEALTH$410,634$0$149,111$0$96,232$0$120,466$0$24,835$0$801,278$0$54,321$0
ANTHONY MORRIS
SVP CHIEF REVENUE OFFICER$331,647$0$103,266$0$85,504$0$62,885$0$20,116$0$603,418$0$40,786$0
JULIE COX
VP & CHIEF DEVELOPMENT OFFICER$254,877$0$79,205$0$71,886$0$52,665$0$23,458$0$482,091$0$31,650$0
CHARLES ALBRECHT MD
CHIEF QUALITY OFFICER$0$302,260$0$62,893$0$33,498$0$58,081$0$24,308$0$481,040$0$27,392
TERRENCE CARNEY
VP SUPPLY CHAIN$249,982$0$62,844$0$48,978$0$18,018$0$2,670$0$382,492$0$29,772$0
JAMES ROBERGE
VP CAPITAL IMPROVEMENTS & SUPPORT SE$260,153$0$62,890$0$18,914$0$50,212$0$25,489$0$417,658$0$0$0
STEPHEN YOUNG
VICE PRESIDENT - CHIEF OF STAFF$227,438$0$59,220$0$44,022$0$36,198$0$28,179$0$395,057$0$39,713$0
NANCY KANE
VP FINANCIAL REPORTING$230,678$0$49,451$0$414$0$60,568$0$21,268$0$362,379$0$0$0
LOU DUNAWAY
VP BUDGET & CAPITAL PLANNING/CFO LEV$220,273$0$46,065$0$270$0$47,951$0$18,969$0$333,528$0$0$0
BRIAN DEFFAA
VP CHIEF MARKETING OFFICER$168,528$0$34,900$0$147$0$25,491$0$14,618$0$243,684$0$0$0
ANDREW MORRISON
VP TOTAL REWARDS & OPERATIONS$159,877$0$18,000$0$18,650$0$27,900$0$15,307$0$239,734$0$0$0
NEAL NAFF
PHYSICIAN$1,245,543$0$76,665$0$398$0$9,048$0$11,071$0$1,342,725$0$0$0
MARK D OLSZYK
CARROLL VP OF MEDICAL STAFF$424,025$0$105,901$0$1,390$0$72,540$0$1,769$0$605,625$0$0$0
JOSEPH QUINN
SVP CHIEF HR OFFICER (PY)$346,053$0$128,728$0$26,888$0$105,230$0$21,217$0$628,116$0$0$0
DANIEL DURAND
VP CHIEF INNOVATION OFFICER$457,741$2,069$13,439$61$161$1$33,861$153$14,178$64$519,380$2,348$0$0
KEVIN K KELBLY
CARROLL SENIOR VP FINANCE/CFO$363,877$0$85,380$0$774$0$12,021$0$24,014$0$486,066$0$0$0
LUCY FERKO
FORMER VP SERVICE LINES$70,598$0$0$0$58,454$0$1,516$0$1,509$0$132,077$0$42,354$0
STEPHEN WITMAN
FORMER VP BUS DEVELOP/FINANCIAL & CA$72,342$0$0$0$50,784$0$1,342$0$5,622$0$130,090$0$40,417$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AALL BOARD MEMBERS ARE ELIGIBLE FOR COMPLIMENTARY HEALTH CLUB MEMBERSHIPS. THE BOARD MEMBERS WHO SIGN UP AND RECEIVE THE COMPLIMENTARY MEMBERSHIP ARE REPORTED ON PART VII.
PART I, LINE 4BDURING THE YEAR, THE FOLLOWING DIRECTORS AND OFFICERS PARTICIPATED IN A LIFEBRIDGE HEALTH SPONSORED SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: NEIL MELTZER $ 378,851 BRIAN WHITE $ 146,354 DAVID KRAJEWSKI $ 141,558 LESLIE SIMMONS $ 118,553 JOEL SULDAN $ 118,895 TRESSA SPRINGMANN $ 106,393 ANTHONY MORRIS $ 49,228 JULIE COX $ 34,165 JAMES ROBERGE $ 34,779 STEPHEN YOUNG $ 26,320 NANCY KANE $ 30,210 JOSEPH QUINN $ 87,932 JONATHAN RINGO, MD $ 82,239 JASON WEINER $ 34,160 DANIEL DURAND $ 26,492 CHARLES ALBRECHT, MD $ 32,416 LOU DUNAWAY $ 18,269 ANDREW MORRISON $ 18,667 BRIAN DEFFAA $ 20,533 MARK OLSZYK $ 70,601 DURING THE YEAR, THE FOLLOWING DIRECTORS AND OFFICERS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN A LIFEBRIDGE HEALTH SPONSORED SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: BRIAN WHITE $ 197,713 JULIE COX $ 52,612 ANTHONY MORRIS $ 68,330 TRESSA SPRINGMANN $ 69,758 JOEL SULDAN $ 93,541 DAVID KRAJEWSKI $ 164,133 NEIL MELTZER $ 410,275 LESLIE SIMMONS $ 63,270 TERRENCE CARNEY $ 29,772 STEPHEN YOUNG $ 43,752 CHARLES ALBRECHT, MD $ 33,318 LUCY FERKO $ 53,523 STEPHEN WITMAN $ 50,636

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MARYLAND HEALTH AND HIGHER EDUCATION FACILITIES AUTHORITY
A520936091574218BE22011-03-30$50,639,234CONSTRUCTION AND EXPANSIONYes (1)00
MARYLAND HEALTH AND HIGHER EDUCATION FACILITIES AUTHORITY
B520936091574218YS62015-07-30$167,372,331REFUND 2006 CARROLL BONDS; PARTIAL REFUND OF LBH 2008 (SEE CONTINUATION)000
MARYLAND HEALTH AND HIGHER EDUCATION FACILITIES AUTHORITY
C520936091574218MQ42016-11-09$131,887,820PARTIAL ADVANCED REFUND OF LBH 2008 BONDS AND LBH 2011 BONDS000
MARYLAND HEALTH AND HIGHER EDUCATION FACILITIES AUTHORITY
D5209360915742183L52017-11-09$131,204,260FINAL REFUNDING OF 2008 BONDS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRefunding EscrowRefundingEscrowAmtOther Spent ProceedsOtherSpentProceedsAmt
A$5,985,000$51,148,268$50,639,234$954,413$49,684,821201300Yes (1)Yes (1)
B$690,000$167,372,331$1,330,001$65,149,1722016Yes (1)Yes (1)Yes (1)Yes (1)$61,046,178$39,846,980
C$1,025,000$131,887,820$1,175,4982017Yes (1)Yes (1)Yes (1)Yes (1)$130,712,322
D$3,500,000$131,204,260$1,023,9252017Yes (1)0Yes (1)Yes (1)$131,204,260

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePct
A000000Yes (1)
B0Yes (1)Yes (1)Yes (1)00Yes (1)Yes (1)Yes (1)0.011000.004700.01570
C0Yes (1)Yes (1)Yes (1)00Yes (1)Yes (1)Yes (1)0.007800.002000.00980
D0Yes (1)Yes (1)Yes (1)00Yes (1)Yes (1)Yes (1)0.019900.005000.02490

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B0Yes (1)000000Yes (1)
C0Yes (1)000000Yes (1)
D0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER NAME: MARYLAND HEALTH AND HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2015
CONTINUATION OF BOND B (DESCRIPTION OF PURPOSE):BONDS; REPAYMENT OF PORTION OF A TAXABLE LOAN; AND CONSTRUCTION, RENOVATION AND EQUIPMENT

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
HORD COPLAN MACHT
INDIRECT BUSINESS$881,932LEE COPLAN SERVED ON THE BOARD OF DIRECTORS OF LIFEBRIDGE HEALTH AND IS THE FOUNDING MEMBER AND CEO OF HORD, COPLAN, MACHT. LIFEBRIDGE HEALTH AND LIFEBRIDGE HEALTH SUBSIDIARIES PAID $881,932 FOR ARCHITECTURAL SERVICES FROM HORD, COPLAN, MACHT. ALL TRANSACTIONS WERE AT FAIR MARKET VALUE AND NEGOTIATED AT ARM'S LENGTH.0
OBRECHT REALTY SERVICES AND CARLSON LANE LLC
INDIRECT BUSINESS$9,018,397NORTHWEST HOSPITAL CENTER, INC. AND THE LIFEBRIDGE SUBSIDIARIES PAID APPROXIMATELY $9,018,397 FOR CONSTRUCTION SERVICES AND RENT TO OBRECHT REALTY SERVICES AND CARLSON LANE LLC. ONE OF THE DIRECTORS OF LIFEBRIDGE HEALTH. INC., MR. THOMAS OBRECHT, IS AN OWNER OF THESE COMPANIES. ALL TRANSACTIONS WERE AT FMV AND NEGOTIATED AT ARM'S LENGTH.0
GREENBERG GIBBONS COMMERCIAL CORPORATION
INDIRECT BUSINESS$1,140,230SINAI HOSPITAL OF BALTIMORE, INC. AND LIFEBRIDGE HEALTH, INC. SUBSIDIARIES PAID APPROXIMATELY $1,140,230 TO LEASE SPACE FROM GREENBERG GIBBONS COMMERCIAL CORPORATION. MR. GIBBONS IS A DIRECTOR OF LIFEBRIDGE HEALTH, INC. AND IS THE OWNER AND CEO OF THE COMPANY. ALL TRANSACTIONS WERE AT FAIR MARKET VALUE AND NEGOTIATED AT ARMS LENGTH.0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1LIFEBRIDGE HEALTH IS DEDICATED TO MAINTAINING AND IMPROVING THE HEALTH AND WELL-BEING OF ALL PEOPLE IN GREATER BALTIMORE, WITH SPECIAL EMPHASIS ON NORTHWEST BALTIMORE CITY AND BALTIMORE AND CARROLL COUNTIES. IN SO DOING, LIFEBRIDGE IS COMMITTED TO BEING THE BEST, MOST RESPECTED HEALTH CARE SYSTEM SERVING THE NORTHWEST REGION, FAVORED BY THE GREATEST NUMBER OF PATIENTS AND PHYSICIANS IN THAT AREA. LIFEBRIDGE HEALTH VALUES, ABOVE ALL ELSE, THE DELIVERY OF COMPASSIONATE, HIGH QUALITY HEALTH AND HEALTH-RELATED SERVICES TO THE COMMUNITY, REGARDLESS OF AGE, RACE, ETHNICITY OR FINANCIAL CIRCUMSTANCES OF ITS PATIENTS OR CUSTOMERS. IN DELIVERING THESE SERVICES, LIFEBRIDGE HEALTH HONORS THE HERITAGE OF ITS CONSTITUENT INSTITUTIONS, PRESERVING THEIR TRADITIONS AND ASSERTING THEIR VALUES BOLDLY FOR THE BENEFIT OF ALL. FORM 990, PART VI, SECTION B, LINE 10A: THE POLICIES DESCRIBED IN PART VI, SECTION B, LINES 10A-16B APPLY TO LIFEBRIDGE, HEALTH INC. AND ITS AFFILIATES AS LISTED BELOW: LIFEBRIDGE ANESTHESIA ASSOCIATES, LLC LIFEBRIDGE HEALTH CLINICALLY INTEGRATED NETWORK, LLC LIFEBRIDGE HEALTH ACO, LLC 8600 LIBERTY ROAD, LLC LIFEBRIDGE 23 CROSSROADS DRIVE MEDICAL OFFICE BUILDING, LLC PWEST INVESTMENTS, LLC CALHOUN STREET INVESTMENTS, LLC
FORM 990, PART VI, SECTION A, LINE 4THE BALTIMORE CHILD ABUSE CENTER, INC. ("BCAC") AND LIFEBRIDGE HEALTH, INC. ("LBH") ENTERED INTO AN AFFILIATION AGREEMENT DATED DECEMBER 31, 2018, WHICH CONTEMPLATED LBH BECOMING THE SOLE MEMBER OF BCAC AS OF JANUARY 1, 2019 (THE "AFFILIATION"). AS A RESULT OF THE AFFILIATION, EFFECTIVE AS OF JANUARY 1, 2019 THE ARTICLES OF INCORPORATION AND BYLAWS OF BCAC WERE AMENDED AND RESTATED TO REFLECT, AMONG OTHER THINGS: LBH BEING THE SOLE MEMBER OF BCAC; LBH'S RESERVED POWERS AS MEMBER, INCLUDING THE POWER TO DESIGNATE AND REMOVE BCAC'S DIRECTORS AND OFFICERS, AND THE POWER TO AMEND BCAC'S GOVERNING DOCUMENTS; A REDUCTION IN THE SIZE OF THE BOARD OF DIRECTORS TO A MAXIMUM OF 7 DIRECTORS; CHANGING THE QUORUM REQUIREMENT TO ONE-THIRD OF DIRECTORS THEN IN OFFICE; THE FORMATION OF AN ADVISORY COUNCIL OF BETWEEN 5 AND 25 MEMBERS, WITH RESPONSIBILITY TO PROVIDE ADVICE AND RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING THE OPERATION OF BCAC'S BUSINESS; AND THAT THE BOARD OF DIRECTORS WOULD NO LONGER HAVE STANDING COMMITTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE LIFEBRIDGE EXEMPT ENTITIES 990'S ARE INITIALLY REVIEWED BY THE ASSISTANT VICE PRESIDENT OF FINANCIAL REPORTING. IN ADDITION, AN INDEPENDENT ACCOUNTING FIRM ALSO REVIEWS ALL THE 990 RETURNS. A FORMAL MEETING IS THEN SCHEDULED WITH THE CHIEF FINANCIAL OFFICER, VICE PRESIDENT OF FINANCIAL REPORTING, GENERAL COUNSEL, AND THE ASSISTANT VICE PRESIDENT OF FINANCIAL REPORTING TO REVIEW IN THEIR ENTIRETY ALL THE LIFEBRIDGE EXEMPT ENTITIES 990'S. MANAGEMENT THEN PROVIDES A COPY OF THE 990'S TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE LIFEBRIDGE HEALTH BOARD AND TO EACH INDIVIDUAL BOARD DIRECTOR PRIOR TO THE FILING DATE FOR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CALL DIRECTORS, OFFICERS, EMPLOYEES, MEDICAL STAFF MEMBERS, AND VOLUNTEERS ARE EXPECTED TO RECOGNIZE AND DISCLOSE AT THE EARLIEST POSSIBLE TIME ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. AN INDIVIDUAL IS CONSIDERED TO HAVE A CONFLICT OF INTEREST WITH REGARD TO A MATTER OR TRANSACTION IF THE INDIVIDUAL OR A FAMILY MEMBER OF THE INDIVIDUAL HAS A PERSONAL OR FINANCIAL INTEREST THAT HAS THE POTENTIAL TO INFLUENCE THE ACTION TAKEN BY THE INDIVIDUAL ON BEHALF OF LIFEBRIDGE HEALTH. ADDITIONAL INFORMATION REGARDING WHAT CONSTITUTES A CONFLICT OF INTEREST AND HOW TO DISCLOSE A CONFLICT IS OUTLINED BELOW. LIFEBRIDGE AND ALL OF ITS SUBSIDIARIES SHALL REQUIRE ALL EMPLOYEES, MEDICAL STAFF, AND MEMBERS OF THE BOARD TO DISCLOSE ANY ACTIVITIES THAT COULD RESULT IN A POSSIBLE CONFLICT OF INTEREST. IF A CONFLICT IS IDENTIFIED, THE PERSON INVOLVED WOULD RECUSE HIM/HERSELF FROM DELIBERATIONS REGARDING THE TRANSACTIONS. AN INDIVIDUAL IS CONSIDERED TO HAVE A CONFLICT OF INTEREST WITH REGARD TO A MATTER OR TRANSACTION IF THE INDIVIDUAL HAS A PERSONAL OR FINANCIAL INTEREST THAT HAS THE POTENTIAL TO INFLUENCE THE ACTION TAKEN BY THE INDIVIDUAL ON BEHALF OF LIFEBRIDGE OR ANY OF ITS SUBSIDIARIES. AN INDIVIDUAL IS CONSIDERED TO HAVE A "PERSONAL INTEREST" IN A MATTER IF IT IS LIKELY TO HAVE A DIRECT AND MATERIAL IMPACT ON THE INDIVIDUAL'S RELATIONSHIP WITH LIFEBRIDGE OR ANY OF ITS SUBSIDIARIES (E.G., THE INDIVIDUAL'S CONTINUED MEMBERSHIP ON A SUBSIDIARY HOSPITAL'S MEDICAL STAFF), OR ON THE INDIVIDUAL'S OWN HEALTH CARE, OR THE INDIVIDUAL IS PERSONALLY INVOLVED IN A SUBSTANTIAL WAY (E.G., SERVES AS AN OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE) WITH ANOTHER ORGANIZATION THAT HAS A SIGNIFICANT INTEREST IN THE MATTER. AN INDIVIDUAL IS CONSIDERED TO HAVE A "FINANCIAL INTEREST" IN A TRANSACTION IF THE INDIVIDUAL, OR THEIR FAMILY MEMBER, (I) IS A PARTY TO THE TRANSACTION, (II) WILL BENEFIT PERSONALLY FROM THE TRANSACTION, OR (III) HAS, DIRECTLY OR INDIRECTLY, A CURRENT OR ANTICIPATED OWNERSHIP OR INVESTMENT IN, OR COMPENSATION ARRANGEMENT WITH, A PARTY TO THE TRANSACTION. AN OWNERSHIP INTEREST OF LESS THAN 5% IN AN ENTITY WILL NOT, IN AND OF ITSELF, GENERALLY BE CONSIDERED A FINANCIAL INTEREST; HOWEVER, TO THE EXTENT THE INDIVIDUAL'S COMPENSATION FROM THE ENTITY IS DIRECTLY LINKED TO THE ENTITY'S BUSINESS WITH LIFEBRIDGE HEALTH, SUCH COMPENSATION WILL CONSTITUTE A FINANCIAL INTEREST. FOR THE PURPOSES OF THIS POLICY, A "FAMILY MEMBER" INCLUDES SPOUSE OR DOMESTIC PARTNER, PARENTS, BROTHERS AND SISTERS, CHILDREN (WHETHER NATURAL OR ADOPTED), GRANDPARENTS, GRANDCHILDREN, GREAT-GRANDCHILDREN, AND IN-LAWS, SPOUSES OF BROTHERS, SISTERS, CHILDREN, GRANDCHILDREN, AND GREAT-GRANDCHILDREN, AND ANY OTHER MEMBER OF A HOUSEHOLD OF THE INDIVIDUAL. CONFLICTS OF INTEREST ARE TO BE REPORTED BY EMPLOYEES TO THEIR SUPERVISOR, WHO WILL BE RESPONSIBLE FOR DETERMINING WHETHER FURTHER DISSEMINATION IS NECESSARY. MEMBERS OF THE MEDICAL STAFF SHOULD REPORT CONFLICTS TO THE CHIEF OF THEIR DEPARTMENT, AND MEMBERS OF THE BOARD SHOULD REPORT THEM TO THE CHIEF COMPLIANCE OFFICER. QUESTIONNAIRES ARE SENT OUT TO MEMBERS OF THE BOARD ON AN ANNUAL BASIS. IF QUESTIONS ARISE OR FURTHER GUIDANCE IS SOUGHT, INDIVIDUALS CAN CONTACT THE CHIEF COMPLIANCE OFFICER (410-601-4832) OR CONFIDENTIAL COMPLIANCE HOTLINE (1-844-732-6233). NOTHING IN THIS DEFINITION IS INTENDED TO RELIEVE ANY PERSON OF ANY ADDITIONAL OBLIGATIONS THAT MAY BE IMPOSED BY STATE OR FEDERAL LAW.
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE COMPENSATION AT LIFEBRIDGE HEALTH IS OVERSEEN BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. COMMITTEE MEMBERS MAY NOT HAVE ANY FINANCIAL TIES TO THE ORGANIZATION AND MUST BE BOARD MEMBERS OF LIFEBRIDGE HEALTH OR A LIFEBRIDGE HOSPITAL. THE CHAIR OF THE LIFEBRIDGE HEALTH BOARD OF DIRECTORS SERVES AS COMMITTEE CHAIR. THE COMMITTEE PROVIDES A REPORT OF ITS ACTIVITIES TO THE FULL BOARD OF DIRECTORS AT LEAST ANNUALLY. COMPENSATION PACKAGES HAVE BEEN DESIGNED TO ATTRACT AND RETAIN SKILLED AND EXPERIENCED EXECUTIVES AND TO INCENTIVIZE THEM TO WORK TOWARD KEY STRATEGIC OBJECTIVES. THE COMMITTEE EMPLOYS INDEPENDENT CONSULTANTS TO ENSURE THAT COMPENSATION LEVELS ARE CONSISTENT WITH MARKET NORMS. GREATEST EMPHASIS IS PLACED UPON DATA FROM HEALTHCARE ORGANIZATIONS OF COMPARABLE SIZE AND ORGANIZATIONAL COMPLEXITY IN THE MID-ATLANTIC REGION. ALL EXECUTIVE INCENTIVE AND BENEFIT PROGRAMS ARE ESTABLISHED BY THE COMPENSATION COMMITTEE, AS IS THE BASE SALARY OF THE CHIEF EXECUTIVE OFFICER, ALL EXECUTIVE VICE PRESIDENTS, AND SELECTED OTHER SENIOR EXECUTIVES. BASE SALARIES OF OTHER EXECUTIVES ARE SET BY THEIR RESPECTIVE SUPERVISORS, IN ACCORDANCE WITH GUIDELINES ESTABLISHED BY THE COMMITTEE AND SUBJECT TO THE COMMITTEE'S OVERSIGHT. A SUBSTANTIAL PORTION OF ALL EXECUTIVE'S TOTAL COMPENSATION IS CONTINGENT UPON THE ACHIEVEMENT OF BOTH SYSTEM-WIDE AND INDIVIDUAL OBJECTIVES. EACH YEAR'S SYSTEM-WIDE OBJECTIVES ARE APPROVED BY THE COMPENSATION COMMITTEE AND TYPICALLY INCLUDE BOTH FINANCIAL AND NONFINANCIAL GOALS. AN EXECUTIVE WHO FAILS TO ACHIEVE THE OBJECTIVES ESTABLISHED FOR THE INCENTIVE PROGRAMS WILL EARN BELOW MARKET LEVELS; CONVERSELY, THE ATTAINMENT OF EXTRAORDINARY RESULTS WILL BE REWARDED BY ABOVE-AVERAGE COMPENSATION. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS.
FORM 990, PART VI, SECTION C, LINE 19IT IS THE POLICY OF LIFEBRIDGE HEALTH, INC. AND ITS SUBSIDIARIES TO MAKE AVAILABLE UPON REQUEST THE AUDITED FINANCIAL STATEMENTS TO THE GENERAL PUBLIC. THE LIFEBRIDGE HEALTH, INC. AND SUBSIDIARY GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST OR VIA A WEBSITE. THE CONFLICT OF INTEREST POLICY IS INCLUDED IN SCHEDULE O.
FORM 990, PART VII, LINE 1A AND 2:LIFEBRIDGE HEALTH, INC. CONTROLS THE MANAGEMENT TEAM OF THE INTEGRATED HEALTH SYSTEM AND REPORTS MANAGEMENT SALARIES IN FUNCTIONAL EXPENSES. THE SYSTEM USES ITS SUPPORTING ENTITIES AS COMMON PAYING AGENTS. LIFEBRIDGE HEALTH, INC. REPORTS COMPENSATION FROM EMPLOYEES WHO RECEIVE THEIR W-2 FROM VARIOUS SUPPORTING ENTITIES; SINAI HOSPITAL OF BALTIMORE, NORTHWEST HOSPITAL CENTER, LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, AND CARROLL HOSPITAL CENTER IN ITS FINANCIAL STATEMENT PRESENTATION.
FORM 990, PART VII, SECTION B, LINE 1:LIFEBRIDGE HEALTH, INC. REPORTS THE DISTRIBUTION OF EXPENSE FOR GOODS AND SERVICES PROVIDED TO THE ENTITY IN ITS FINANCIAL STATEMENT PRESENTATION.
FORM 990, PART VIII, PART IX AND PART X:LIFEBRIDGE HEALTH, INC. HOLDS INVESTMENTS FOR THE BENEFIT OF SINAI HOSPITAL OF BALTIMORE, INC., NORTHWEST HOSPITAL CENTER, INC., LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC. AND CARROLL HOSPITAL CENTER, INC. THE INCOME, INVESTMENT MANAGEMENT FEES, REALIZED AND UNREALIZED GAINS ON LOSSES ARE RECORDED ON THE FORM 990 OF THESE ENTITIES.
FORM 990, PART IX, LINE 11GCOLLECTION SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,973,103. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,973,103. CONTRACT CLEANING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 137,450. FUNDRAISING EXPENSES 14,601. TOTAL EXPENSES 152,051. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 135,267. MANAGEMENT AND GENERAL EXPENSES 13,592,674. FUNDRAISING EXPENSES 116,724. TOTAL EXPENSES 13,844,665. PROFESSIONAL AND TECHNICAL: PROGRAM SERVICE EXPENSES 1,839,015. MANAGEMENT AND GENERAL EXPENSES 9,031,791. FUNDRAISING EXPENSES 238,843. TOTAL EXPENSES 11,109,649. PURCHASED TEMPORARY HELP: PROGRAM SERVICE EXPENSES 253,602. MANAGEMENT AND GENERAL EXPENSES 596,607. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 850,209. REPAIR AND MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 12,306. MANAGEMENT AND GENERAL EXPENSES 1,972,677. FUNDRAISING EXPENSES 10,094. TOTAL EXPENSES 1,995,077.
FORM 990, PART XI, LINE 9:TRANSFERS FROM AFFILIATES 90,023,800. INVESTMENT TRANSFER 2,274,284. EARNINGS ON UNCONSOLIDATED AFFILIATES -1,298,528.
FORM 990, PART XII, LINE 2C:THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, SCHEDULE K:ON MARCH 30, 2011, LIFEBRIDGE HEALTH, INC., TOGETHER WITH ITS AFFILIATES SINAI HOSPITAL OF BALTIMORE, NORTHWEST HOSPITAL CENTER, LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, CHILDREN'S HOSPITAL AT SINAI FOUNDATION, AND THE BALTIMORE JEWISH HEALTH FOUNDATION (COLLECTIVELY, THE OBLIGATED GROUP) BORROWED $50,695,000 FROM THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO FINANCE A CONSTRUCTION AND EXPANSION PROJECT OF LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL AND TO FINANCE VARIOUS CONSTRUCTION AND RENOVATION PROJECTS AT SINAI HOSPITAL OF BALTIMORE AND NORTHWEST HOSPITAL CENTER. THE AUTHORITY OBTAINED THE FUNDS FOR THIS FINANCING THROUGH THE ISSUANCE OF BONDS UNDER THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (MHHEFA) REVENUE BONDS, LIFEBRIDGE HEALTH ISSUE, SERIES 2011, COLLATERALIZED BY ALL RECEIPTS OF THE OBLIGATED GROUP. THE BONDS WERE ISSUED AT A DISCOUNT OF $55,766 WHICH IS BEING AMORTIZED OVER THE LIFE OF THE BOND ISSUE. THE MEMBERS OF THE OBLIGATED GROUP ARE JOINTLY AND SEVERALLY LIABLE FOR REPAYMENT OF THE PRINCIPAL AND LOAN AND INTEREST THEREON. AS OF JUNE 30, 2019, $3,138,972 OF THE TOTAL AMOUNT BORROWED APPEARS AS DUE TO LIFEBRIDGE HEALTH. ALL THE BONDS WERE ISSUED IN THE NAME OF LIFEBRIDGE HEALTH AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990. ON MAY 1, 2015, A SINGLE OBLIGATED GROUP (THE OBLIGATED GROUP) WAS FORMED, CONSISTING OF LIFEBRIDGE HEALTH INC, SINAI HOSPITAL OF BALTIMORE INC, NORTHWEST HOSPITAL CENTER INC, LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL INC, THE BALTIMORE JEWISH HEALTH FOUNDATION INC, CHILDREN'S HOSPITAL AT SINAI FOUNDATION INC, CARROLL COUNTY HEALTH SERVICES CORPORATION, CARROLL HOSPITAL CENTER INC, CARROLL COUNTY MED SERVICES INC, CARROLL HEALTH GROUP LLC, CARROLL HOSPICE INC, AND CARROLL REGIONAL CANCER CENTER PHYSICIANS LLC. MEMBERS OF THE OBLIGATED GROUP ARE JOINTLY AND SEVERALLY LIABLE FOR ALL OF THE OUTSTANDING BONDS. THE BONDS INCLUDE THE ONES DETAILED ABOVE AS WELL AS THE BONDS ORIGINALLY OBTAINED BY CARROLL COUNTY HEALTH SERVICES INC AND ITS RELATED SUBSIDIARIES. THESE BONDS ISSUED BY THE AUTHORITY ON BEHALF OF LIFEBRIDGE HEALTH INC AND CARROLL COUNTY HEALTH SERVICES INC AND THEIR RESPECTIVE AFFILIATES, TOGETHER WITH THE OTHER OBLIGATIONS ON PARITY WITH SUCH BONDS. ALL THE BONDS ARE REPORTED ON SCHEDULE K OF THE LIFEBRIDGE HEALTH INC FORM 990. ON JULY 30, 2015, LIFEBRIDGE HEALTH, INC., TOGETHER WITH ITS AFFILIATES SINAI HOSPITAL OF BALTIMORE INC., NORTHWEST HOSPITAL CENTER INC., LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL INC., THE BALTIMORE JEWISH HEALTH FOUNDATION INC., CHILDREN'S HOSPITAL AT SINAI FOUNDATION INC., CARROLL COUNTY HEALTH SERVICES CORPORATION, CARROLL HOSPITAL CENTER INC., CARROLL COUNTY MED SERVICES INC., CARROLL HEALTH GROUP LLC, CARROLL HOSPICE INC., AND CARROLL REGIONAL CANCER CENTER PHYSICIANS LLC (COLLECTIVELY, THE OBLIGATED GROUP) BORROWED $159,685,000 FROM THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO FINANCE AND REFINANCE THE COST OF CONSTRUCTION, RENOVATION, AND EQUIPPING OF CERTAIN ADDITIONAL FACILITIES FOR THE OBLIGATED GROUP, TO REFUND A PORTION OF THE SERIES 2008 BONDS AND THE AUTHORITY'S CARROLL ISSUE, SERIES 2006 BONDS, AND REFINANCE A PORTION OF AN OUTSTANDING LINE OF CREDIT. THE AUTHORITY OBTAINED THE FUNDS FOR THIS FINANCING THROUGH THE ISSUANCE OF BONDS UNDER THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (MHHEFA) REVENUE BONDS, LIFEBRIDGE HEALTH ISSUE, SERIES 2015, COLLATERALIZED BY ALL RECEIPTS OF THE OBLIGATED GROUP. THE BONDS WERE ISSUED AT A PREMIUM OF $7,389,102, WHICH IS BEING AMORTIZED OVER THE LIFE OF THE BOND ISSUE. THE MEMBERS OF THE OBLIGATED GROUP ARE JOINTLY AND SEVERALLY LIABLE FOR REPAYMENT OF THE PRINCIPAL AND LOAN AND INTEREST THEREON. AS OF JUNE 30, 2019, $165,411,955 OF THE TOTAL AMOUNT BORROWED APPEARS AS DUE TO LIFEBRIDGE HEALTH. ALL THE BONDS WERE ISSUED IN THE NAME OF LIFEBRIDGE AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990. ON OCTOBER 25, 2016, LIFEBRIDGE HEALTH, INC., TOGETHER WITH ITS AFFILIATES SINAI HOSPITAL OF BALTIMORE INC., NORTHWEST HOSPITAL CENTER INC., LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL INC., THE BALTIMORE JEWISH HEALTH FOUNDATION INC., CHILDREN'S HOSPITAL AT SINAI FOUNDATION INC., CARROLL COUNTY HEALTH SERVICES CORPORATION, CARROLL HOSPITAL CENTER INC., CARROLL COUNTY MED SERVICES INC., CARROLL HEALTH GROUP LLC, CARROLL HOSPICE INC., AND CARROLL REGIONAL CANCER CENTER PHYSICIANS LLC (COLLECTIVELY, THE OBLIGATED GROUP) BORROWED $120,695,000 FROM THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO REFINANCE THE SERIES 2008 BONDS. THE AUTHORITY OBTAINED THE FUNDS FOR THIS FINANCING THROUGH THE ISSUANCE OF BONDS UNDER THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (MHHEFA) REVENUE BONDS, LIFEBRIDGE HEALTH ISSUE, SERIES 2016, COLLATERALIZED BY ALL RECEIPTS OF THE OBLIGATED GROUP. THE BONDS WERE ISSUED AT A PREMIUM OF $11,192,819, WHICH IS BEING AMORTIZED OVER THE LIFE OF THE BOND ISSUE. THE MEMBERS OF THE OBLIGATED GROUP ARE JOINTLY AND SEVERALLY LIABLE FOR REPAYMENT OF THE PRINCIPAL AND LOAN AND INTEREST THEREON. AS OF JUNE 30, 2019, $129,530,458 OF THE TOTAL AMOUNT BORROWED APPEARS AS DUE TO LIFEBRIDGE HEALTH. ALL THE BONDS WERE ISSUED IN THE NAME OF LIFEBRIDGE AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990. ON NOVEMBER 9, 2017, LIFEBRIDGE HEALTH, INC., TOGETHER WITH ITS AFFILIATES SINAI HOSPITAL OF BALTIMORE INC., NORTHWEST HOSPITAL CENTER INC., LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL INC., CHILDREN'S HOSPITAL AT SINAI FOUNDATION INC, AND THE BALTIMORE JEWISH HEALTH FOUNDATION INC. (COLLECTIVELY, THE OBLIGATED GROUP) BORROWED $130,637,982 FROM THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO REFINANCE THE ADVANCE FUNDING OF THE 2008 SERIES BONDS. THE AUTHORITY OBTAINED THE FUNDS FOR THIS FINANCING THROUGH THE ISSUANCE OF BONDS UNDER THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (MHHEFA) REVENUE BONDS, LIFEBRIDGE HEALTH ISSUE, SERIES 2017, COLLATERALIZED BY ALL RECEIPTS OF THE OBLIGATED GROUP. THE BONDS WERE ISSUED AT A PREMIUM OF $12,517,982, WHICH IS BEING AMORTIZED OVER THE LIFE OF THE BOND ISSUE. THE MEMBERS OF THE OBLIGATED GROUP ARE JOINTLY AND SEVERALLY LIABLE FOR REPAYMENT OF THE PRINCIPAL AND LOAN AND INTEREST THEREON. AS OF JUNE 30, 2019, $126,282,092 OF THE TOTAL AMOUNT BORROWED APPEARS AS DUE TO LIFEBRIDGE HEALTH. ALL THE BONDS WERE ISSUED IN THE NAME OF LIFEBRIDGE AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LIFEBRIDGE ANESTHESIA ASSOCIATES LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215205548159HEALTHCAREMD$2,004$0LIFEBRIDGE HEALTH INC
8600 LIBERTY ROAD LLC
5401 OLD COURT ROADRANDALLSTOWNMD21133REAL ESTATEMD$271,199$251,174LIFEBRIDGE HEALTH INC
LIFEBRIDGE HEALTH CLINICALLY INTEGRATED NETWORK LLC
5401 OLD COURT ROADRANDALLSTOWNMD21133465623402CLINICALLY INTEGRATED PHYSICIAN LED NETWORKMD$0$0LIFEBRIDGE HEALTH INC
LIFEBRIDGE HEALTH ACO LLC
2401 W BELVEDERE AVENUEBALTIMOREMD21215462058357ACCOUNTABLE CARE ORGANIZATIONMD$0$0LIFEBRIDGE HEALTH INC
LIFEBRIDGE 23 CROSSROADS DRIVE MEDICAL OFFICE BUILDING LLC
5401 OLD COURT ROADRANDALLSTOWNMD21133REAL ESTATEMD$1,660,418$15,355,612LIFEBRIDGE HEALTH INC
PWEST INVESTMENTS LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215REAL ESTATEMD$0$0LIFEBRIDGE HEALTH INC
CALHOUN STREET INVESTMENTS LLC
2354 MCKENZIE ROADELLICOTT CITYMD21042REAL ESTATEMD$0$0LIFEBRIDGE HEALTH INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL INC
2434 WEST BELVEDERE AVEBALTIMOREMD21215520607913GERIATRIC HOSPITAL DEDICATED TO PROVIDING SERVICE TO THE AGEDMD501(C)(3)3LIFEBRIDGE HEALTH INCYes (1)
SINAI HOSPITAL OF BALTIMORE INC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215520486540PROVIDE MEDICAL CARE, EDUCATE STUDENTS, PERFORM MEDICAL RESEARCHMD501(C)(3)3LIFEBRIDGE HEALTH INCYes (1)
COURTLAND GARDENS NURSING AND REHABILITATION CENTER
2434 WEST BELVEDERE AVENUEBALTIMOREMD21215520607907SKILLED NURSING CARE FOR THE ELDERLY AND DISABLEDMD501(C)(3)10LIFEBRIDGE HEALTH INCYes (1)
NORTHWEST HOSPITAL CENTER INC
5401 OLD COURT ROADRANDALLSTOWNMD21133521372665A HOSPITAL ASPIRING TO IMPROVE THE WELLBEING OF THE COMMUNITY IT SERVESMD501(C)(3)3LIFEBRIDGE HEALTH INCYes (1)
CHILDREN'S HOSPITAL OF BALTIMORE CITY
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215520591592CHARITY SUPPORT FOR SINAI HOSPITAL OF BALTIMORE INCMD501(C)(3)12BLIFEBRIDGE HEALTH INCYes (1)
THE BALTIMORE JEWISH HEALTH FOUNDATION INC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215522111541CHARITY SUPPORT FOR SINAI HOSPITAL OF BALTIMORE INCMD501(C)(3)12BLIFEBRIDGE HEALTH INCYes (1)
CHILDREN'S HOSPITAL AT SINAI FOUNDATION
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215522167587CHARITY SUPPORT FOR SINAI HOSPITAL OF BALTIMORE INCMD501(C)(3)12BLIFEBRIDGE HEALTH INCYes (1)
THE BALTIMORE JEWISH ELDERCARE FOUNDATION
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215522337669CHARITY SUPPORT FOR LEVINDALE HEBREW GERIATRIC CENTER HOSPITALMD501(C)(3)12BLIFEBRIDGE HEALTH INCYes (1)
CARROLL COUNTY HEALTH SERVICES CORPORATION
200 MEMORIAL AVENUEWESTMINSTERMD21157520691413CHARITY SUPPORT FOR CARROLL HOSPITAL CENTER, INC.MD501(C)(3)LINE 12B, IILIFEBRIDGE HEALTH INCYes (1)
CARROLL HOSPITAL CENTER INC
200 MEMORIAL AVENUEWESTMINSTERMD21157521452024A HOSPITAL COMMITTED TO THE HIGHEST QUALITY HEALTH CAREMD501(C)(3)3CARROLL COUNTY HEALTH SERVICES CORPORATIONYes (1)
CARROLL HOSPITAL CENTER FOUNDATION INC
200 MEMORIAL AVENUEWESTMINSTERMD21157521115038CHARITY SUPPORT FOR CARROLL HOSPITAL CENTER, INC. & CARROLL HOSPICEMD501(C)(3)12ACARROLL HOSPITAL CENTER INCYes (1)
CARROLL HOSPICE INC
292 STONER AVENUEWESTMINSTERMD21157521565870HOSPICEMD501(C)(3)7CARROLL HOSPITAL CENTER INCYes (1)
PARTNERSHIP FOR A HEALTHIER CARROLL COUNTY INC
200 MEMORIAL AVENUEWESTMINSTERMD21157522156892HEALTH SERVICESMD501(C)(3)7CARROLL HOSPITAL CENTER INCYes (1)
THE BALTIMORE CHILD ABUSE CENTER INC
2300 NORTH CHARLES STREETBALTIMOREMD21218521681279CHILD ABUSE SUPPORT, TREATMENT, AND PREVENTIONMD501(C)(3)7LIFEBRIDGE HEALTH INCYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (26 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACd
CARDIOVASCULAR ASSOCIATES OF MARYLAND LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215462935110MEDICAL SERVICESMDN/A
CARROLL COUNTY RADIOLOGY LLC
7253 AMBASSADOR ROADBALTIMOREMD21244522190849RADIOLOGYMDN/A
CARROLL OCCUPATIONAL HEALTH LLC
7001 CORPORATE CENTER COURTWESTMINSTERMD21157202769332MEDICAL SERVICESMDN/A
HOMECARE MARYLAND LLC
8028 RITCHIE HIGHWAY SUITE 210BPASADENAMD21122261378175HOME HEALTH SERVICESMDN/A
LIFEBRIDGE CARDIOLOGY OF PARKVILLE LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215463742313MEDICAL SERVICESMDN/A
LIFEBRIDGE COMMUNITY GASTROENTEROLOGY LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215462863298MEDICAL SERVICESMDN/A
LIFEBRIDGE COMMUNITY PEDIATRICS LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215462842468MEDICAL SERVICESMDN/A
LIFEBRIDGE COMMUNITY PULMONOLOGY LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215461401312MEDICAL SERVICESMDN/A
LIFEBRIDGE GYNECOLOGY OF PIKESVILLE LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215462949092MEDICAL SERVICESMDN/A
LIFEBRIDGE MEDICAL ASSOCIATES LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215462941505MEDICAL SERVICESMDN/A
LIFEBRIDGE NEUROSCIENCES LLC (FORMERLY ORTHOPEDIC SPECIALISTS LLC)
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215450719598MEDICAL SERVICESMDN/A
LIFEBRIDGE PRIMARY CARE OF ELDERSBURG LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215383897702MEDICAL SERVICESMDN/A
LIFEBRIDGE PRIMARY CARE OF NORTH CARROLL LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215800883321MEDICAL SERVICESMDN/A
LIFEBRIDGE REHABILITATION SERVICES LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215811504380REHABILITATION SERVICESMDN/A
ELLICOTT CITY ASC MANAGEMENT LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21157522331663MEDICAL SERVICESMDN/A
SURGICENTER OF BALTIMORE LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21157521658841MEDICAL SERVICESMDN/A
MOUNT AIRY MED-SERVICES LLC
200 MEMORIAL AVENUEWESTMINSTERMD21157465632176MEDICAL SERVICESMDN/A
SPRINGWELL PARTNERS LLC
2200 PINE HILL FARMS LANEHUNT VALLEYMD21030271971171ASSISTED LIVINGMDN/A
LIFEBRIDGE SUBURBAN PHYSICIAN GROUP II LLC
5401 OLD COURT ROADRANDALLSTOWNMD21133814209029MEDICAL SERVICESMDN/A
LIFEBRIDGE LAB MANAGEMENT LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215821113874LABORATORY SERVICESMDN/A
LIFEBRIDGE METROPOLITAN PHYSICIAN GROUP II LLC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215814223537MEDICAL SERVICESMDN/A
LIFEBRIDGE MULTI-SPECIALTY LLC
41 MAGNA WAY SUITE 100WESTMINSTERMD21157463753120MEDICAL SERVICESMDN/A
BRINTON WOODS HEALTH CARE CENTER LLC
9515 DEERECO ROAD SUITE 407TIMONIUMMD21093260107427REHABILITATION CENTERMDN/A
BRINTON WOODS SENIOR LIVING LLC
9515 DEERECO ROAD SUITE 407TIMONIUMMD21093743137876ASSISTED LIVINGMDN/A
ELLICOTT CITY AMBULATORY SURGERY CENTER LLLP
2850 NORTH RIDGE ROADELLICOTT CITYMD21043MEDICAL SERVICESMDN/A
OAK FARM SOLUTIONS LLC
1122 KENILWORTH DRIVE SUITE 307TOWSONMD21204474944865HOME HEALTH SERVICESMDN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdShare Of Total IncomeShareOfTotalIncomeAmtDirect Controlling NADirectControllingNACdForeign PostalForeignAddress/ForeignPostalCd
LIFEBRIDGE INVESTMENTS INC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215521483166INVESTMENTMDLIFEBRIDGE HEALTH INCC$132,547,6471.00000Yes (1)
HEALTHSTAR MEDICAL SERVICES INC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215521829098HEALTHCAREMDLIFEBRIDGE INVESTMENTS INCC1.00000Yes (1)
PRACTICE DYNAMICS INC
124 BUSINESS CENTER DRIVEREISTERSTOWNMD21136521960319MANAGEMENTMDLIFEBRIDGE INVESTMENTS INCC$15,126,2561.00000Yes (1)
LIFEBRIDGE INSURANCE COMPANY LTD
980415396INSURANCELIFEBRIDGE HEALTH INCC$86,417,6611.00000Yes (1)PO BOX 1109 KY1-1102GRAND CAYMANCJCJ$5,969,798
LIFEBRIDGE COMMUNITY PHYSICIANS INC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215800719005HEALTHCAREMDLIFEBRIDGE INVESTMENTS INCC$15,262,1951.00000Yes (1)-$6,609,199
CARROLL COUNTY GENERAL HOSPITAL SOUTH CARROLL MEDICAL CENTER CONDOMINIUM
200 MEMORIAL AVENUEWESTMINSTERMD21157REAL ESTATEMDCYes (1)N/A
MED-SERVICES HOLDINGS INC
200 MEMORIAL AVENUEWESTMINSTERMD21157MEDICAL SERVICESMDCYes (1)N/A
CARROLL COUNTY MED-SERVICES INC
200 MEMORIAL AVENUEWESTMINSTERMD21157521891102MEDICAL SERVICESMDCYes (1)N/A
CARROLL BILLING SERVICES INC
200 MEMORIAL AVENUEWESTMINSTERMD21157300026598BILLING SERVICESMDCYes (1)N/A
CARROLL HEALTH GROUP LLC
200 MEMORIAL AVENUEWESTMINSTERMD21157271956453HEALTHCAREMDCYes (1)N/A
CARROLL URGENT CARE LLC
200 MEMORIAL AVENUEWESTMINSTERMD21157465739154HEALTHCAREMDCYes (1)N/A
LIFEBRIDGE HEALTH ISRAEL LTD
515804516HEALTHCARE CALL CENTERCYes (1)16 ABBA HILLEL ROADRAMAT GANISISN/A5250608
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (20 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SINAI HOSPITAL OF BALTIMORE INC
S$90,000,000FMV
SINAI HOSPITAL OF BALTIMORE INC
Q$144,444,509FMV
NORTHWEST HOSPITAL CENTER INC
Q$44,806,125FMV
LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL
Q$10,141,212FMV
CARROLL HOSPITAL CENTER INC
Q$37,060,024FMV
CARROLL HOSPITAL CENTER INC
S$539,840FMV
LIFEBRIDGE INSURANCE COMPANY LTD
R$23,721,209FMV
LIFEBRIDGE HEALTH ISRAEL LTD
S$23,800FMV
CARROLL COUNTY HEALTH SERVICES
S$1,733,876FMV
LIFEBRIDGE SUBURBAN PHYSICIAN GROUP LLC
A$183,057FMV
GENERAL SURGERY SPECIALISTS LLC
A$28,424FMV
SURGICENTER OF BALTIMORE LLC
A$61,047FMV
LIFEBRIDGE LAB MANAGEMENT LLC
A$136,775FMV
LIFEBRIDGE COMMUNITY PHYSICIANS INC
A$859,872FMV
LIFEBRIDGE COMMUNITY PEDIATRICS LLC
A$430,550FMV
LIFEBRIDGE MEDICAL ASSOCIATES LLC
A$2,990FMV
LIFEBRIDGE COMMUNITY PULMONOLOGY LLC
A$178,537FMV
LIFEBRIDGE NEUROSCIENCES LLC
A$146,541FMV
LIFEBRIDGE COMMUNITY GASTROENTEROLOGY
A$308,103FMV
LIFEBRIDGE SUBURBAN PHYSICIAN GROUP II
A$48,663FMV