2012-05-11T16:01:18-04:00 2011-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2010-07-01 522337669 THE BALTIMORE JEWISH ELDERCARE FOUNDATION INC BALT 4106015653 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 CHARLES ORLANDO 2012-05-10 true 7032868000 2010 2016-02-24 21:20:13Z MARC TERRILL 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 383456 false X WWW.LIFEBRIDGEHEALTH.ORG X 2000 MD TO SUPPORT LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC. 3 3 0 0 0 0 0 0 0 0 327345 383456 0 0 327345 383456 228365 560282 0 0 0 0 0 0 0 30114 44529 258479 604811 68866 -221355 8040224 9361030 64633 103478 7975591 9257552 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC., A SECTION 501 (C) (3) ENTITY. THE CORPORATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES. false false 560282 560282 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC., A SECTION 501 (C) (3) ENTITY. THE CORPORATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES. 560282 true false false false false false false false true false false false false false false false true false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 0 0 true 0 false false false false false false false false false false false false false false X 3 3 false false false false true true true true true false false true true true true true true false false false MD X NANCY KANE 4106015653 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 X MARC TERRILL 1.0 X X 0 0 0 BENJAMIN SCHAPIRO 1.0 X X 0 0 0 BRUCE SHOLK 1.0 X 0 0 0 0 0 0 2 false false false 0 0 0 55412 55412 0 0 328044 328044 328044 328044 0 0 0 0 383456 383456 560282 560282 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 INVESTMENT FEES 44529 44529 604811 560282 44529 0 8040224 9361030 8040224 9361030 64633 103478 64633 103478 X 1752439 2226377 1999918 2807941 4223234 4223234 7975591 9257552 8040224 9361030 X -221355 1503316 X false true true X false X X X false false false LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL 520607913 03 true 560282 1 560282 4223234 4223234 4223234 4223234 4223234 4223234 0.00000 1.00000 0.00000 false false PART V THE PERMANENTLY ENDOWED FUNDS HELD BY THE BALTIMORE JEWISH ELDERCARE FOUNDATION, INC. ARE USED TO SUPPORT LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC. UNCERTAIN TAX POSITIONS FOR FIN 48 SCHEDULE D PART X THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF LIFEBRIDGE HEALTH, INC. AND SUBSIDIARIES. LIFEBRIDGE HEALTH AND ITS NOT-FOR-PROFIT SUBSIDIARIES HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC TOPIC 740. THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE ANY LIABILITY FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC TOPIC 740. true LEVINDALE HEBREW GERIATRIC CTR & HOSPITAL 2434 W BELVEDERE AVE BALTIMORE MD 21215 520607913 501(c)(3) 560282 CHARITABLE 1 PART I, LINE 2 The Baltimore Jewish Eldercare Foundation, Inc. is organized and operated exclusively as a supporting organization of Levindale Hebrew Center and Hospital a 501(c)(3) entity. Records are maintained to substantiate the amount of grants or assistance provided to the supported organization. BJEF does not make grants to any organization other than its supported organization. GOVERNING BODY MEMBERS FORM 990, PART VI, LINES 6 & 7 THE CORPORATION SHALL HAVE ONE MEMBER. THAT MEMBER SHALL BE THE ENTITY THAT, FROM TIME TO TIME, HAS THE ULTIMATE RIGHT TO CONTROL, DIRECTLY OR INDIRECTLY, THE ELECTION OF A MAJORITY OF THE DIRECTORS OF LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC., WHICH IS REFERRED TO HEREIN AS "LEVINDALE'S ULTIMATE PARENT." AT THE TIME OF THE FILING OF THE ARTICLES OF INCORPORATION, LEVINDALE'S ULTIMATE PARENT WAS LIFEBRIDGE HEALTH, INC., A MARYLAND NONSTOCK CORPORATION. THE CORPORATION'S CHARTER MAY BE AMENDED BY THE MEMBER, BUT ONLY UPON THE RECOMMENDATION OF THE CORPORATION'S BOARD OF DIRECTORS. REVIEW OF FORM 990 BY GOVERNING BODY AND COMMITTEES FORM 990, PART VI, LINE 11 THE LIFEBRIDGE EXEMPT ENTITIES 990'S ARE INITIALLY REVIEWED BY THE CORPORATE DIRECTOR OF FINANCE. 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 FINANCE AND GENERAL COUNSEL, CORPORATE CONTROLLER AND THE CORPORATE DIRECTOR OF FINANCE TO REVIEW IN THEIR ENTIRETY ALL THE LIFEBRIDGE EXEMPT ENTITIES 990'S. MANAGEMENT THEN PROVIDES A COPY OF THE 990'S TO EACH INDIVIDUAL BOARD DIRECTOR AT THE MEETING IMMEDIATELY PRIOR TO THE FILING DATE FOR REVIEW. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C ALL 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 CONTAINED IN THE INSTITUTIONAL CONFLICT OF INTEREST POLICIES OUTLINED BELOW. LIFEBRIDGE AND ALL OF ITS SUBSIDIARIES SHALL REQUIRE ALL EMPLOYEES, MEDICAL STAFF, MEMBERS OF THE BOARD, AND THE EXECUTIVE STAFF TO DISCLOSE ANY ACTIVITIES THAT COULD RESULT IN A POSSIBLE CONFLICT OF INTEREST. AN ANNUAL QUESTIONNAIRE IS DISTRIBUTED TO THE EMPLOYEES TITLED DIRECTORS AND ABOVE AND IT IS ALSO SENT TO ALL THE LIFEBRIDGE AND SUBSIDIARY BOARD MEMBERS. THE OFFICE OF THE GENERAL COUNSEL REVIEWS ALL RESPONSES AND DETERMINES WHETHER A POTENTIAL CONFLICT EXISTS. 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 OR DIRECTOR) 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 IS A PARTY TO THE TRANSACTION, OR IF THE INDIVIDUAL HAS, DIRECTLY OR INDIRECTLY A CURRENT OR POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN A PARTY TO THE TRANSACTION OR A CURRENT OR POTENTIAL COMPENSATION ARRANGEMENT WITH A PARTY TO THE TRANSACTION. A "COMPENSATION ARRANGEMENT" INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS OF A SUBSTANTIAL NATURE. AN INDIVIDUAL WILL BE CONSIDERED TO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A MATTER OR TRANSACTION IF A MEMBER OF THE INDIVIDUAL'S IMMEDIATE FAMILY HAS SUCH A CONFLICT. FOR THESE PURPOSES, A "MEMBER" OF AN INDIVIDUAL'S IMMEDIATE FAMILY" MEANS AN INDIVIDUAL'S SPOUSE, MOTHER, FATHER, MOTHER-IN-LAW, FATHER-IN-LAW, GRANDFATHER, GRANDMOTHER, BROTHER, SISTER, BROTHER-IN-LAW, SISTER-IN-LAW, SON, DAUGHTER, SON-IN-LAW, OR DAUGHTER-IN-LAW. "STEP" RELATIONSHIPS (E.G., STEPCHILDREN AND STEPPARENTS) WILL BE TREATED THE SAME AS BLOOD RELATIONSHIPS, EXCEPT AS DETERMINED OTHERWISE IN A SPECIFIC CIRCUMSTANCE BY THE LIFEBRIDGE CEO OR THE PRESIDENT OR DESIGNEE OF THE APPROPRIATE LIFEBRIDGE SUBSIDIARY. ORDINARILY, OWNERSHIP OF LESS THAN 5% OF AN ENTITY DOES NOT CONSTITUTE AN OWNERSHIP INTEREST FOR WHICH DISCLOSURE IS NEEDED. 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 EITHER THE CHAIRMAN OF THE BOARD OR THE OFFICE OF GENERAL COUNSEL. ONE OR MORE QUESTIONNAIRES ARE SENT OUT TO MEMBERS OF THE BOARD ON AN ANNUAL BASIS. IF QUESTIONS ARISE OR FURTHER GUIDANCE IS SOUGHT, CONFLICTS SHOULD ALSO BE REPORTED TO THE INTEGRITY HOTLINE (410-601-9700) OR OFFICE OF GENERAL COUNSEL (410-601-5129). NOTHING IN THIS DEFINITION IS INTENDED TO RELIEVE ANY PERSON OF ANY ADDITIONAL OBLIGATIONS THAT MAY BE IMPOSED BY STATE OR FEDERAL LAW. PROCESS FOR DETERMINING EXECUTIVE COMPENSATION FORM 990, PART VI, LINE 15A & 15B EXECUTIVE 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 AND ALL SENIOR VICE PRESIDENTS. 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 EXECUTIVES' 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. A GROUP OF SENIOR EXECUTIVES IS ALSO ELIGIBLE TO PARTICIPATE IN A LONG-TERM PAY-FOR-PERFORMANCE PROGRAM. GOALS FOR THIS PROGRAM ARE ESTABLISHED BY THE COMPENSATION COMMITTEE IN THREE-YEAR CYCLES AND ARE RELATED TO THE ORGANIZATION'S LONG-TERM MISSION AND STRATEGIC DIRECTION. 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. GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT POLICY FORM 990, PART VI, LINE 19 IT 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 ON SCHEDULE O. BOARD OF DIRECTORS ADDRESSES FORM 990, PART VI, LINE 13 ALL OF THE OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES LISTED IN PART VII, SECTION A, CAN BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS: THE BALTIMORE JEWISH ELDERCARE FOUNDATION, INC., 2401 WEST BELVEDERE AVENUE BALTIMORE, MD 21215 OTHER CHANGE IN NET ASSETS FORM 990, PART XI, LINE 5 UNREALIZED GAIN/LOSS 695,294 INCREASE IN CASH RECEIPTS 141,035 NET ASSETS RELEASED FROM RESTR (288,919) UNREALIZED GAIN/LOSS RESTRICTED 955,906 --------- OTHER CHANGES IN NET ASSTES $1,503,316 LIFEBRIDGE HEALTH INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 521402373 PARENT MD 501(C)(3) 11B LBH SINAI HOSPITAL OF BALTIMORE INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 520486540 HOSPITAL MD 501(C)(3) 3 LBH NORTHWEST HOSPITAL CENTER INC 5401 OLD COURT ROAD RANDALLSTOWN MD 21133 521372665 HOSPITAL MD 501(C)(3) 3 LBH LEVINDALE HEBREW GERIATRIC CTR HOSPITAL 2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215 520607913 SPEC HOSP MD 501(C)(3) 3 LBH COURTLAND GARDENS NURSING AND REHAB CTR 7920 SCOTTS LEVEL ROAD BALTIMORE MD 21208 520607907 SKILL NURSING MD 501(C)(3) 9 LBH CHILDREN'S HOSPITAL OF BALTIMORE CITY 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 520591592 HOLDING CO MD 501(C)(3) 11B LBH THE BALTIMORE JEWISH HEALTH FNDTN INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 522111541 INVESTMENTS MD 501(C)(3) 11B LBH CHILDREN'S HOSPITAL AT SINAI FOUNDATION 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 522167587 INVESTMENTS MD 501(C)(3) 11B LBH LIFEBRIDGE INVESTMENTS INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 521483166 HEALTHCARE MD LBH C CORP HEALTHSTAR MEDICAL SERVICES INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 521829098 HEALTHCARE MD LBH C CORP PRACTICE DYNAMICS INC 124 BUSINESS CENTER DRIVE REISTERSTOWN MD 21136 521960319 HEALTHCARE MD LBH C CORP SURGICAL ONCOLOGY ASSOCIATES INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 521804659 INSURANCE MD LBH C CORP LIFEBRIDGE INSURANCE COMPANY LTD PO BOX 1109 GRAND CAYMAN CAYMAN ISLANDS CJ KY1-1102 980415396 INSURANCE CJ LBH C Corp LIFEBRIDGE COMMUNITY PHYSICIANS INC 2401 W BELVEDERE AVE BALTIMORE MD 21212 800719005 HEALTHCARE MD LBH C CORP false true false false false false false false false false false false false false false false false false LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL B 560282