2017-05-15T07:11:10-05:00 2016-06-30 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2015-07-01 520607913 LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL INC LEVI 4106015653 2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215 DAVID KRAJEWSKI SENIOR VP/CFO 4106015653 2017-05-11 1 LORI S BURGHAUSER P00370694 4104031500 2017-05-11 2015 2021-01-29 14:40:06Z BRIAN WHITE 2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215 92017835 0 X WWW.LIFEBRIDGEHEALTH.ORG/LEVINDALE X 1892 MD LEVINDALE IS A GERIATRIC CENTER AND HOSPITAL DEDICATED TO PROVIDING SUPERIOR SERVICE IN A COST EFFECTIVE MANNER FOR THE AGED, FRAIL AND ILL IN INSTITUTIONAL, COMMUNITY AND HOME SETTINGS. 27 24 993 115 0 0 1632211 2037510 73359644 74625355 756153 -218940 270183 1101994 76018191 77545919 0 0 0 0 47726714 46803102 0 0 31709 24768678 25618415 72495392 72421517 3522799 5124402 104549351 105110898 27750017 26324278 76799334 78786620 X LEVINDALE IS A GERIATRIC CENTER AND HOSPITAL DEDICATED TO PROVIDING SUPERIOR SERVICE IN A COST EFFECTIVE MANNER FOR THE AGED, FRAIL AND ILL IN INSTITUTIONAL, COMMUNITY AND HOME SETTINGS. AS AN ADVOCATE FOR THE ELDERLY, LEVINDALE ACCEPTS A LEADERSHIP ROLE IN DEFINING AND DEVELOPING, IN COLLABORATION WITH OTHER AGENCIES, A COMPREHENSIVE CONTINUUM OF NURSING, MEDICAL, AND SOCIAL SERVICES WITHIN THE JEWISH COMMUNITY OF THE BALTIMORE METROPOLITAN AREA. PROGRAMS ARE OPERATED WITHIN THE VALUES INHERENT IN JUDAISM PURSUANT TO LEVINDALE'S CHARTER. 0 0 32846996 46456068 LEVINDALE OPERATES A 120 BED CHRONIC HOSPITAL. LEVINDALE PROVIDES SPECIALTY LONG-STAY HOSPITAL SERVICE, REHABILITATION CARE AND BEHAVIORAL HEALTH CARE. LEVINDALE'S MISSION IS TO PROVIDE TO THE COMMUNITY QUALITY MEDICAL HEALTHCARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, AGE OR ABILITY TO PAY. LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL PROVIDED 36,204 INPATIENT DAYS: 7,611 IN THE CHRONIC UNIT, 1,088 IN THE REHABILITATION UNIT AND 27,505 IN THE BEHAVIORAL HEALTH UNIT. 13098543 24663071 LEVINDALE OPERATES A 210 BED NURSING FACILITY INCLUDING A 60 BED SUB-ACUTE UNIT. LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL'S NURSING FACILITY PROVIDED 56,050 PATIENT DAYS IN ADDITION TO 17,862 IN THE SKILLED NURSING FACILITY. 7656748 3509417 LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL PROVIDES ADULT DAY CARE, PARTIAL HOSPITALIZATION, CLINIC SERVICES, AND REHABILITATION SERVICES. LEVINDALE HAS PROVIDED 17,688 DAYS IN ITS ADULT DAY CARE PROGRAM. THE PARTIAL HOSPITALIZATION PROGRAM HAD 3,135 DAYS. OTHER PROGRAM SERVICE EXPENSES INCLUDE CAFETERIA FOR RESIDENTS, VISITORS AND STAFF, AS WELL AS TRANSPORTATION FOR THE ELDERLY TO PROGRAMS RUN BY LEVINDALE. 53602287 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 62 0 993 1 0 0 0 0 0 0 0 0 0 0 X 27 24 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X NANCY KANE 4106015653 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 DAVID UHLFELDER CPA CHAIRMAN 1.00 0.00 X X 0 0 0 ABBA DAVID POLIAKOFF ESQ VICE CHAIRMAN 1.00 0.00 X X 0 0 0 ALLAN C ALPERSTEIN TREASURER 1.00 0.00 X X 0 0 0 KEITH ATTMAN SECRETARY 1.00 0.00 X X 0 0 0 MICHAEL ALBO DIRECTOR 1.00 0.00 X 0 0 0 SHARON CAPLAN DIRECTOR (PART YEAR) 1.00 0.00 X 0 828 0 MARC A COHEN DIRECTOR 1.00 0.00 X 0 0 0 ANNETTE COOPER DIRECTOR 1.00 0.00 X 0 828 0 ROBERT I DAMIE DIRECTOR 1.00 0.00 X 0 0 0 GERALD B FELDMAN MD DIRECTOR 1.00 0.00 X 0 828 0 JASON A FRANK ESQ DIRECTOR 1.00 0.00 X 0 0 0 GIL HORWITZ DIRECTOR 1.00 0.00 X 0 0 0 ESTHER JACOBSON DIRECTOR 1.00 0.00 X 0 0 0 ALAN KOTZ DIRECTOR (PART YEAR) 1.00 0.00 X 0 0 0 HERSCHEL L LANGENTHAL DIRECTOR 1.00 0.00 X 0 0 0 SCOTT LONDON ESQ DIRECTOR 1.00 0.00 X 0 0 0 BRENDA MANDEL DIRECTOR 1.00 0.00 X 0 0 0 MARK D NEUMANN DIRECTOR 1.00 0.00 X 0 0 0 HOWARD PERLOW DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL H RENBAUM DIRECTOR 1.00 0.00 X 0 0 0 LEE ROSENBERG DIRECTOR 1.00 0.00 X 0 828 0 BERNARD RUBIN MD DIRECTOR 1.00 1.00 X 0 828 0 LOUIS E SAPPERSTEIN DIRECTOR 1.00 0.00 X 0 0 0 RICHARD SHATZKIN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT SMELKINSON DIRECTOR 1.00 0.00 X 0 0 0 MARC B TERRILL DIRECTOR 1.00 0.00 X 0 0 0 HOWARD D WEISS MD DIRECTOR (PART YEAR) 1.00 0.00 X 0 0 0 HOWARD M WEISS DIRECTOR 1.00 0.00 X 0 0 0 BRIAN WHITE PRES POST-ACUTE SERVICES/D 1.00 40.00 X X 0 766841 146410 STEVEN WIONS DIRECTOR 1.00 0.00 X 0 0 0 NEIL M MELTZER PRESIDENT & CEO, LIFEBRIDG 1.00 40.00 X 0 1573998 582310 DAVID KRAJEWSKI SR VP/CFO, LIFEBRIDGE HEAL 1.00 40.00 X 0 823318 157809 RONALD GINSBERG VP MEDICAL AFFAIRS/CMO 0.00 40.00 X 0 478318 20558 JOHN ROBISON VP CHRONIC HOSPITAL OPERAT 40.00 1.00 X 196814 0 43540 MARIAN CHIMA VP NURSING HOME OPERATIONS 40.00 0.00 X 173520 0 29190 JENNIFER LABUTE VP NURSING HOME OPERATION 40.00 1.00 X 172830 0 48916 IDRIZ LIMAJ CHIEF OPERATING OFFICER 40.00 0.00 X 106444 0 1054 BERNELIA MCALISTER LISCENSED PRACTICAL NURSE 40.00 1.00 X 183578 0 9704 CAROLINE NGAUHAJ REGISTERED NURSE 40.00 1.00 X 160021 0 35818 DIANN FERGUSON REGISTERED NURSE 40.00 1.00 X 133067 0 11454 MODUPE GIWA REGISTERED NURSE 40.00 1.00 X 131673 0 21450 OKPI OKEREKE REGISTERED NURSE 40.00 1.00 X 131002 0 25218 SUSAN LEVY-STROHM FORMER VP MEDICAL AFFAIRS 0.00 0.00 X 354610 0 44713 CANDACE HAMNER FORMER VP PATIENT CARE SVCS/CNO 0.00 0.00 X 347957 0 8633 BARRY EISENBERG FORMER EXECUTIVE DIR/COO POST-ACU 0.00 0.00 X 264160 0 9778 2355676 3646615 1196555 44 1 1 0 ARAMARK HEALTHCARE 25271 NETWORK PLACE CHICAGO IL 606031252 FOOD SERVICE 2369428 CROTHALL SERVICES 13028 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 EVS & LAUNDRY SERVICES 636893 TOTAL RENAL CARE PO BOX 781607 PHILADELPHIA PA 19178 RENAL DIALYSIS 307140 MCBEE ASSOCIATES INC P BOX 37135 BALTIMORE MD 212973135 HEALTHCARE CONSULTING 257886 SHC SERVICES PO BOX 677896 DALLAS TX 752577896 AGENCY NURSING 200406 8 369796 24085 1643629 2037510 MEDICARE/MEDICAID PAYMENTS 623000 65964910 65964910 PATIENT SERVICE REVENUE 623000 8660445 8660445 74625355 547109 547109 123755 0 123755 123755 123755 13705867 14471916 -766049 -766049 -766049 MEANINGFUL USE EHR INCENTIVE 900099 837132 837132 OTHER OPERATING REVENUE 900099 137906 137906 PURCHASE DISCOUNTS 900099 3201 3201 978239 77545919 74628556 0 879853 X 1268379 1236670 31709 37141011 28691225 8449786 903584 677688 225896 4515110 3128876 1386234 2975018 2231263 743755 42485 42485 47523 13307 34216 10164317 6769628 3394689 25820 13314 12506 1182250 250415 931835 1745468 1293017 452451 100321 100321 133352 52206 81146 509323 509323 3056172 2231006 825166 SUPPLIES 6256632 5612755 643877 MEDICAID TAX ASSESSMENT 1486111 1486111 PROF. & TECHNICAL EXPS. 493021 241404 251617 AGENCY NURSES 286731 286731 88889 13697 75192 72421517 53602287 18787521 31709 15385209 20248131 749295 884432 540743 375500 7618905 8113208 180715 183237 365997 349685 79126400 38635556 42329638 40490844 25387712 24718959 9701898 8776329 2289239 970573 104549351 105110898 7360170 6616343 3604485 3434180 16785362 16273755 27750017 26324278 X 68679056 70965676 3897044 3597710 4223234 4223234 76799334 78786620 104549351 105110898 X 5124402 -217623 -2919493 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 20531 0 1 54208 74739 0 PART II-B, LINE 1: LOBBYING INCLUDES A PORTION OF MARYLAND HOSPITAL ASSOCIATION DUES RELATED TO LOBBYING ACTIVITIES DURING THE YEAR ENDED JUNE 30, 2016 AND OTHER LOBBYING ACTVITIES PERFORMED ON BEHALF OF THE HOSPITAL REGARDING COMMUNITY STABILIZATION AND DEVELOPMENT, HEALTHCARE MALPRACTICE AND LONG TERM CARE. 4223234 4223234 4223234 4223234 4223234 4223234 4223234 4223234 4223234 4223234 1.00000 0 1 1 58502475 26122732 32379743 18253768 11753637 6500131 2370157 759187 1610970 40490844 ECONOMIC INTEREST IN FOUNDATION 8776329 F 8776329 PENSION LIABILITY 3948978 DEFERRED COMPENSATION 31736 CAPTIVE PROFESSIONAL LIABILITY 205911 A/P - RELATED PARTIES 1059002 OTHER LIABILITIES 1560000 A/P DUE TO AFFILIATE BONDS 9468128 16273755 PART V, LINE 4: THE PERMANENTLY ENDOWED FUNDS HELD BY THE BALTIMORE JEWISH ELDERCARE FOUNDATION, INC. ARE USED TO SUPPORT LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2192000 0 0 0 0 0 0 2192000 0 2192000 0 0 1 0 0 0 1 1 1 X 300.000000000000 1 X 500.000000000000 1 1 1 0 1 1 1124155 1124155 0.01550 225443 225443 0.00310 1349598 1349598 0.01860 1627833 6977 1620856 0.02240 359439 359439 0.00500 12879 12879 0.00020 2000151 6977 1993174 0.02760 3349749 6977 3342772 0.04620 85816 46298 39518 0.00050 85816 46298 39518 0.00050 0 2515550 1919365 50693304 38780974 11912330 X 1 1 1 1 LEVINDALE HEBREW GERIATRIC CENTER & HOSP 2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215 HTTP://WWW.LIFEBRIDGEHEALTH.ORG/LEVIND 30088 X LEVINDALE HEBREW GERIATRIC CENTER & HOSP 1 0 0 1 X X X X X X X X X 15 1 1 0 1 X SEE PART V, SECTION C, LINE 7D X X 1 15 1 SEE PART V, SECTION C, LINE 7D 0 0 1 X 300.000000000000 500.000000000000 1 1 X X X 1 X HTTP://WWW.LIFEBRIDGEHEALTH.ORG/LEVINDALE/LEVINDALEFINANCIALASSISTANCE.ASPX X HTTP://WWW.LIFEBRIDGEHEALTH.ORG/LEVINDALE/LEVINDALEFINANCIALASSISTANCE.ASPX X X X 1 X 0 X X X 0 X X 0 1 LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL, INC PART V, SECTION B, LINE 3J: THERE WERE NO INFORMATION GAPS IDENTIFIED IN THE ASSESSMENT. IN ADDITION TO THE ITEMS LISTED IN LINE 3, THE CHNA DESCRIBES THE HOSPITAL'S DEMOGRAPHICS. LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL, INC PART V, SECTION B, LINE 5: INPUT FROM REPRESENTATIVES OF THE COMMUNITY IN SUMMER 2015, A REPRESENTATIVE OF THE CHNA TEAM MET WITH BALTIMORE CITY HEALTH DEPARTMENT'S CHIEF OF EPIDEMIOLOGY SERVICES, DARCY PHELAN-EMRICK, DRPH, MHS AND THE DIRECTOR OF THE OFFICE OF POLICY AND PLANNING, SHANNON MACE HELLER, JD, MPH TO DISCUSS RECENT HEALTH ASSESSMENT UPDATES TO THE 2011 CITYWIDE HEALTH ASSESSMENT THAT RESULTED IN THE CITY'S HEALTHY BALTIMORE 2015 REPORT AND NEIGHBORHOOD HEALTH PROFILES. THE NEIGHBORHOOD HEALTH PROFILES REPRESENTED THE CITY'S PUBLIC HEALTH SECTOR'S OWN ASSESSMENT OF COMMUNITY NEEDS THROUGHOUT BALTIMORE CITY. LIFEBRIDGE HEALTH IS NOW ACTIVELY INVOLVED IN THE BALTIMORE CITY HEALTH DEPARTMENT'S REVITALIZED LOCAL HEALTH IMPROVEMENT COUNCIL (LHIC).ADDITIONALLY, BECAUSE LIFEBRIDGE HEALTH HOSPITALS ARE LOCATED IN BOTH BALTIMORE CITY AND BALTIMORE COUNTY, MEMBERS OF THE CHNA TEAM ALSO MET WITH THE PUBLIC HEALTH NURSE ADMINISTRATOR OF THE BALTIMORE COUNTY HEALTH DEPARTMENT, LAURA CULBERTSON, RN, MSN, AS WELL AS THE BALTIMORE COUNTY DEPUTY HEALTH, OFFICER DELLA J. LEISTER, RN. THE DISCUSSION WITH BALTIMORE COUNTY FOCUSED ON THE COUNTY'S RECENTLY COMPLETED NEEDS EVALUATION, ITS AVAILABILITY TO THE PUBLIC AND POTENTIAL PROGRAMMING THAT MIGHT BE DEVELOPED AS A RESULT OF ITS FINDINGS. LIFEBRIDGE HEALTH ALSO CURRENTLY SERVES ON THE BALTIMORE COUNTY LHIC AND THE BALTIMORE COUNTY ACCREDITATION STEERING COMMITTEE.FOLLOWING LIFEBRIDGE HEALTH'S 2012 CHNA AND THE PARTNERSHIPS DEVELOPED WITH BOTH THE BALTIMORE CITY AND COUNTY HEALTH DEPARTMENTS DURING THAT PROCESS, REPRESENTATIVES OF LIFEBRIDGE HEALTH WERE INVITED TO SERVE ON THE LOCAL HEALTH IMPROVEMENT COUNCILS OF BOTH PUBLIC HEALTH DEPARTMENTS. INVOLVEMENT IN THOSE COUNCILS BY HOSPITAL STAFF KEPT COMMUNICATION BETWEEN THE PUBLIC HEALTH SECTOR AND LIFEBRIDGE HEALTH ACTIVE AND FOSTERED INCREASED COLLABORATION DURING THE INTERVAL BETWEEN THE TWO CHNAS.LIFEBRIDGE HEALTH ALSO CONTINUED AND ENHANCED ITS ROUTINE PRACTICE OF COLLABORATING WITH COMMUNITY AND HUMAN SERVICE PARTNERS IN ORDER TO FACILITATE COMMUNITY INVOLVEMENT AND INPUT DURING THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS. KEY PARTNERS REPRESENTING THE COMMUNITY STAKEHOLDERS INCLUDE: REPRESENTATIVES FROM BALTIMORE COUNTY RECREATION & PARKS, PARK HEIGHTS RENAISSANCE CENTER, PARK HEIGHTS COMMUNITY HEALTH ALLIANCE, LIBERTY ROAD BUSINESS ASSOCIATION, CHAI, MANNA BIBLE BAPTIST CHURCH AND A COUNTY EXECUTIVE OFFICIAL. OTHER COMMUNITY PARTNERS THAT ASSISTED DURING THE CHNA PROCESS OR PROVIDE PROGRAM SUPPORT ARE IDENTIFIED IN SECTION 6 OF THE CHNA: LBH RESOURCES AND PARTNERS. LIFEBRIDGE HEALTH REPRESENTATIVES ATTENDED MEETINGS OF EACH PARTNER ORGANIZATION AND SOUGHT SUPPORT FROM EACH TO FACILITATE THE CHNA PROCESS. ASSISTANCE FROM PARTNER ORGANIZATIONS INCLUDED SPREADING THE WORD ABOUT THE ASSESSMENT, DISTRIBUTING AND COLLECTING COMMUNITY SURVEYS, PROVIDING SPACE AND ALLOCATING MEETING TIME FOR GATHERING COMMUNITY INPUT ON HEALTH NEEDS AND OFFERING CONSISTENT SUPPORT FOR OTHER TASKS AS NEEDED. IN ADDITION, PARTNERS CONTRIBUTED FEEDBACK AND PARTICIPATED IN THE PRIORITIZATION OF COMMUNITY HEALTH NEEDS. PRIOR TO THE COMPLETION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, LIFEBRIDGE HEALTH ALSO IDENTIFIED CLINICAL AND COMMUNITY NEEDS BASED ON FEEDBACK FROM INDIVIDUAL HOSPITAL DEPARTMENTS. THIS PRACTICE CONTINUES AND OFFERS ADDITIONAL CLINICAL INPUT IDENTIFYING AND PRIORITIZING NEEDS. CLINICAL INPUT IS DERIVED FROM THE TREATMENT OF PATIENTS AND INTERACTIONS WITH BOTH PATIENTS AND THEIR FAMILIES OR CAREGIVERS. FOR EXAMPLE, HOSPITAL DEPARTMENTS PROVIDING COMMUNITY BENEFIT SERVICES CONTINUE TO CONDUCT ROUTINE ASSESSMENTS OF PATIENT AND COMMUNITY NEEDS RESULTING FROM DAY-TO-DAY EXPERIENCES WITH POPULATION GROUPS SERVED BY THE HOSPITAL. LIFEBRIDGE HEALTH ALSO USED PAPER SURVEYS AND IN-PERSON FEEDBACK FROM THE COMMUNITY. PAPER SURVEYS WERE DISTRIBUTED AT COMMUNITY EVENTS, MEETINGS AND FAIRS. THE CHNA TEAM WORKED WITH LOCAL PARTNERS TO PARTICIPATE IN SIX FACE-TO-FACE COMMUNITY FEEDBACK SESSIONS. FEEDBACK SESSIONS WERE OPEN TO THE GENERAL PUBLIC INCLUDING RESIDENTS AND REPRESENTATIVES FROM LOCAL COMMUNITY-BASED ORGANIZATIONS, PLACES OF WORSHIP, SCHOOLS, ETC. COMMUNITY MEMBERS AND STAKEHOLDERS LEARNED ABOUT THE FEEDBACK SESSIONS THROUGH A VARIETY OF MECHANISMS INCLUDING PAPER FLYER DISTRIBUTION, E-MAIL NOTICES, EVENT POSTINGS ON COMMUNITY CALENDARS, ANNOUNCEMENTS AT COMMUNITY MEETINGS AND GATHERINGS, AND THROUGH WORD OF MOUTH. LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL, INC PART V, SECTION B, LINE 6A: LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC. IS INCLUDED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) OF LIFEBRIDGE HEALTH, INC. LIFEBRIDGE HEALTH, INC.'S CHNA ALSO INCLUDES RELATED HOSPITAL FACILITIES, SINAI HOSPITAL OF BALTIMORE, INC. AND NORTHWEST HOSPITAL CENTER, INC. LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL, INC PART V, SECTION B, LINE 7D: COPIES OF THE CHNA WERE DISTRIBUTED TO KEY COMMUNITY PARTNERS.LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC.HTTP://WWW.LIFEBRIDGEHEALTH.ORG/UPLOADS/PUBLIC/DOCUMENTS/COMMUNITY%20HEALTH/2015/2015CHNAFINAL.PDF LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL, INC PART V, SECTION B, LINE 11: THE TEAM, IN CONSULTATION WITH THE DIRECTOR OF POPULATION HEALTH, THE DEPARTMENT CHARGED WITH IMPLEMENTATION OF COMMUNITY HEALTH IMPROVEMENT, ARRIVED AT THE DECISION TO FOCUS ON HEART DISEASE AND DIABETES EDUCATION AND PREVENTION, AS WELL AS VIOLENCE PREVENTION SUPPORT FOR THE ELDERLY FOR LEVINDALE'S COMMUNITY HEALTH IMPROVEMENT PROJECTS. LEVINDALE IS ADDRESSING THE HEALTH NEEDS THAT WERE IDENTIFIED AS PRIORITIES BY:HEART DISEASE AND DIABETESTHE CHANGING HEARTS PROGRAM WAS DEVELOPED TO ADDRESS AND PREVENT HEART DISEASE-RELATED CONDITIONS INCLUDING DIABETES, HIGH BLOOD PRESSURE, STROKE, OBESITY, ETC. THE PROGRAM INCLUDES LIVE HEART HEALTH RISK ASSESSMENTS, HEALTH EDUCATION COUNSELING WITH A REGISTERED NURSE, EDUCATION MATERIALS TO HELP FACILITATE LIFESTYLE CHANGE, FOLLOW-UP CALLS AND/OR HOME VISITS, LIFESTYLE CLASSES, AND WEB-BASED LINKS TO RESOURCES TO IMPROVE CARDIAC HEALTH.VIOLENCEELDER ABUSE IS AFFECTING THE LEVINDALE PATIENT COMMUNITY. THE SAFE (STOP ABUSE OF ELDERS) PROGRAM WAS DEVELOPED TO PROVIDE A BED FOR ELDER ABUSE VICTIMS IN NEED OF EMERGENCY SHELTER. THIS ADDRESSES THE MEDICAL OR LEVEL OF CARE NEEDS ELDER VICTIMS HAVE IN ORDER TO LEAVE THEIR CURRENT ABUSIVE LIVING SITUATION. DUE TO THE FACT THAT LEVINDALE IS DESIGNATED AS A GERIATRIC CENTER, IT DOES NOT PROVIDE ACUTE CARE SERVICES AND SERVICES A MUCH OLDER POPULATION COMPARED TO ITS SISTER HOSPITALS, SINAI AND NORTHWEST, THAT PROVIDE ACUTE CARE SERVICES AND SERVE A MORE AGE-DIVERSE POPULATION, MANY RESPONSES TO COMMUNITY HEALTH NEEDS WILL BE ADDRESSED AT THE SYSTEM LEVEL, INVOLVING ALL THREE LIFEBRIDGE HEALTH HOSPITALS. THE FOLLOWING HEALTH NEEDS THAT WERE IDENTIFIED AS PRIORITIES BY THE CHNA AND CAN ALREADY BE ADDRESSED WITHIN THE LIFEBRIDGE HEALTH SYSTEM ARE AS FOLLOWS: CANCERTHE LIFEBRIDGE HEALTH ALVIN & LOIS LAPIDUS CANCER INSTITUTE AT SINAI HOSPITAL OFFERS ADVANCED SPECIALIZED CARE IN ALL AREAS OF CANCER DIAGNOSIS AND TREATMENT. THEY PROVIDE SUPPORTIVE SERVICES AND PERSONAL DEVELOPMENT AND ENRICHMENT OPPORTUNITIES FOR PATIENTS UNDERGOING CANCER TREATMENT. PROGRAMS SUCH AS THE AMERICAN CANCER SOCIETY'S LOOK AND FEEL BETTER PROGRAM, WHICH PROVIDES MAKEUP DEMONSTRATIONS, SKIN CARE THERAPIES AND SPECIAL PRODUCTS, ARE ALSO AVAILABLE TO PATIENTS. LIFEBRIDGE HEALTH IMPLEMENTED A LUNG CANCER SCREENING PROGRAM, TARGETING HIGH RISK SMOKERS, AGES 55-74. THOSE ELIGIBLE RECEIVE A LUNG CANCER SCREENING, AND FOR THOSE RECEIVING A POSITIVE OR ABNORMAL READING, A NURSE NAVIGATOR HELPS THE PATIENT NEGOTIATE ANY FUTURE TREATMENTS.ALCOHOL/SUBSTANCE ABUSE AND BEHAVIORAL HEALTHTHE SINAI HOSPITAL ADDICTION RECOVERY PROGRAM PROVIDES OUTPATIENT SUBSTANCE ABUSE TREATMENT TO UNINSURED AND UNDER-INSURED OPIATE-ADDICTED PATIENTS IN BALTIMORE CITY. LEVINDALE'S OUTPATIENT MENTAL HEALTH CENTER PROVIDES MENTAL HEALTH THERAPIES TO INDIVIDUALS FOR THE PURPOSE OF STABILIZING AND MAINTAINING CHRONIC, OR NEW-ONSET PSYCHIATRIC/BEHAVORIAL DISORDERS, AND PROVIDE AN EFFECTIVE FOLLOW-UP PLAN THAT PROMOTES WELL-BEING. LEVINDALE ALSO PROVIDES A PARTIAL HOSPITALIZATION PROGRAM THAT PROVIDES EFFECTIVE, OUTPATIENT GERO-PSYCHIATRIC SERVICES TO OLDER ADULTS (USUALLY 60 OR OLDER) WHO ARE EXPERIENCING BEHAVORIAL OR EMOTIONAL DIFFICULTIES.HIV/AIDSSINAI HOSPITAL INFECTIOUS DISEASE AMBULATORY CENTER SERVES HIV+ ADULTS IN A COMPREHENSIVE MEDICAL SETTING WITH ATTENTION TO PATIENTS' MEDICAL CARE AS WELL AS SPECIALTY SERVICES FOR THE HIV INFECTION NEEDS. THE HIV SUPPORT SERVICES PROVIDE OUTREACH AND ACCESS TO CARE, COUNSELING AND OTHER SUPPORT SERVICES TO HIV+ ADULTS, CHILDREN AND YOUTH.STROKE (COMPLICATIONS)LEVINDALE'S CLINICAL SERVICES PROVIDE CARE FOR INDIVIDUALS WHO HAVE COMPLICATIONS FROM CO-MORBIDITIES THAT HAVE CAUSED A STROKE. THOSE PATIENTS REQUIRING SPECIALIZED REHABILITATION MAY BE SERVED BY LEVINDALE'S REHABILITATION PROGRAM WHERE THEY RECEIVE TWENTY-FOUR HOUR CARE AND INCLUDE AT LEAST THREE HOURS OF REHABILITATION SERVICES PER DAY. LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL, INC PART V, SECTION B, LINE 22D: CHARGES FOR ALL HOSPITAL PATIENTS ARE STATE REGULATED. SERVICES ARE CHARGED TO ALL HOSPITAL PATIENTS AT THE SAME RATE. CHARGES FOR INDIVIDUALS FOUND ELIGIBLE FOR FAP BASED ON 300% OR LESS OF THE FEDERAL POVERTY LEVEL (FPL) ARE WRITTEN-OFF IN FULL TO FAP (THERE IS NO PATIENT LIABILITY). CHARGES FOR INDIVIDUALS FOUND ELIGIBLE FOR FAP BASED ON THE HSCRC'S FINANCIAL HARDSHIP CRITERIA OF 301%-500% OF FPL ARE CHARGED 25% OF THE ANNUAL HOUSEHOLD INCOME PER THE HSCRC'S FINANCIAL HARDSHIP CRITERIA. THE DIFFERENCE BETWEEN THE TOTAL CHARGES AND THE CALCULATED 25% OF THE ANNUAL HOUSEHOLD INCOME IS WRITTEN OFF TO FAP. LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL, INC PART V, SECTION B, LINE 24: ONLY PATIENTS APPROVED RETROSPECTIVELY (DETERMINED ELIGIBLE AFTER THE DATE OF SERVICE) ARE CHARGED. ONCE ELIGIBILITY IS DETERMINED, CHANGES ARE ADJUSTED IN ACCORDANCE WITH POLICY. 2 1 - LEVINDALE HEBREW GERIATRIC CENTER & HOSP 2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215 NURSING HOME 2 - PIKESVILLE ADULT DAY SERVICES 133 SLADE AVENUE PIKESVILLE MD 21208 ADULT DAY CARE PART I, LINE 3C: LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC. PROVIDES CARE WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES, TO PATIENTS WHO MEET THE CRITERIA OF ITS CHARITY CARE POLICY. IT DOES NOT PURSUE THE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE AND THOSE AMOUNTS ARE NOT REPORTED AS REVENUE. THE CRITERIA FOR CHARITY CARE CONSIDER GROSS INCOME AND FAMILY SIZE ACCORDING TO CURRENT FEDERAL POVERTY GUIDELINES. PATIENTS WITH AN ANNUAL INCOME UP TO 300% OF THE FEDERAL POVERTY LEVEL MAY HAVE 100% OF THEIR HOSPITAL BILLS COVERED BY FINANCIAL ASSISTANCE. TO QUALIFY, THE PATIENT MUST SHOW PROOF OF INCOME 300% OR LESS OF THE FEDERAL POVERTY GUIDELINES. PATIENTS ABOVE 300% ANNUAL INCOME MAY HAVE A PORTION OF THEIR MEDICAL BILLS COVERED BY FINANCIAL ASSISTANCE BASED ON A SLIDING SCALE. ELIGIBILITY IS CALCULATED BASED ON THE NUMBER OF PEOPLE LIVING IN THE HOUSEHOLD. PART I, LINE 7: MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAK-OUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. THE COST OF RENDERING SERVICES FOR MEDICAL ASSISTANCE PATIENTS IS EQUAL TO MEDICAID REVENUES IN MARYLAND. THUS, THE NET EFFECT IS ZERO. THE EXCEPTION TO THIS IS THE IMPACT ON THE HOSPITAL OF ITS SHARE OF THE MEDICAID ASSESSMENT. IN RECENT YEARS, THE STATE OF MARYLAND HAS CLOSED FISCAL GAPS IN THE STATE MEDICAID BUDGET BY ASSESSING HOSPITALS THROUGH THE RATE-SETTING SYSTEM.THE COSTING METHODOLOGY USED TO REPORT COMMUNITY BENEFIT EXPENSE INCLUDES THE EXPENSES DIRECTLY RELATED TO PROVIDING THE BENEFIT ALONG WITH AN ALLOCATION OF INDIRECT COSTS, NET OF ANY DIRECT REVENUE. PART II, COMMUNITY BUILDING ACTIVITIES: AS A LARGE EMPLOYER AND PROVIDER OF HEALTH SERVICES IN THE NORTHWEST QUADRANT OF BALTIMORE CITY AND PARTS OF SOUTHERN BALTIMORE COUNTY, LIFEBRIDGE HEALTH PROVIDES COMMUNITY BENEFITS THAT ENHANCE THE OVERALL QUALITY OF LIFE IN OUR SURROUNDING COMMUNITIES. THIS IS ACCOMPLISHED THROUGH COALITION BUILDING AND WORKFORCE DEVELOPMENT. THE CHANGING HEARTS/HEALTH HEARTS INITIATIVE HOLDS SCREENINGS FOR THE OUTSIDE COMMUNITY TO IDENTIFY HEART HEALTHY LIFESTYLES, TO PROVIDE EDUCATION AND TO IDENTIFY INDIVIDUALS AT RISK FOR HEART DISEASE. THE CAREER COACH WORKS WITH FRONT LINE EMPLOYEES TO PROVIDE SOCIAL, RETENTION AND CAREER DEVELOPMENT SERVICES. THIS POSITION PROMOTES THE HEALTH OF THE COMMUNITY BECAUSE MANY OF THE CLIENTS SERVED BY THE COACH LIVE IN THE SURROUNDING COMMUNITY. ONE SERVICE THAT THE COACH FOCUSES ON FOR MANY EMPLOYEES IS FINANCIAL HEALTH, PROVIDING THEM WITH RESOURCES AND TIPS TO ENSURE THEIR STABILITY. THE WORKFORCE DEVELOPMENT DEPARTMENT OFFERS EDUCATIONAL COURSES LIKE MEDICAL TERMINOLOGY THAT ARE OPEN TO THE COMMUNITY. PARTICIPATION IN THESE COURSES PROVIDES FOUNDATIONAL KNOWLEDGE NEEDED FOR MANY ENTRY LEVEL POSITIONS WITHIN OUR HEALTH SYSTEM. PART III, LINE 2: BAD DEBT EXPENSE IS ESTIMATED BY USING HISTORICAL RATES FOR EACH PAYOR AND THE LENGTH OF TIME THE RECEIVABLE HAS BEEN OUTSTANDING. THESE RATES ARE REVISTED FROM TIME TO TIME AND ADJUSTED WHEN DEEMED APPROPRIATE. ANY ADDITIONAL RESERVES ARE DETERMINED BY THE HOSPITAL'S EXECUTIVES. PART III, LINE 3: TO CALCULATE THE AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE FINANCIAL ASSITANCE POLICY THE TOTAL BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS WAS USED. THIS TOTAL AMOUNT WAS THEN MULTIPLIED BY THE CALCULATION OF RATIO OF PATIENT CARE COSTS TO CHARGES. THE RATIO OF PATIENT CARE COSTS TO CHARGES WAS DETERMINED BY TAKING PATIENT CARE COSTS AND DIVIDING THIS BY THE GRSS PATIENT CHARGES. PATIENT CARE COSTS WERE CALCULATED BY TAKING TOTAL OPERATING EXPENSES OF THE ENTITY AND REMOVING ALL NONPATIENT CARE ACTIVITIES AND COMMUNITY BENEFIT AND BUILDING EXPENSES. PART III, LINE 4: THE PREPARATION OF CONSOLIDATED FINANCIAL STATEMENTS, IN CONFORMITY WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, REQUIRES MANAGEMENT TO MAKE ESTIMATES AND ASSUMPTIONS. ALL PATIENT ACCOUNTS ARE HANDLED CONSISTENTLY AND APPROPRIATELY TO MAXIMIZE CASH FLOW AND TO IDENTIFY BAD DEBT ACCOUNTS TIMELY. ACTIVE ACCOUNTS ARE CONSIDERED BAD DEBT ACCOUNTS WHEN THEY MEET SPECIFIC COLLECTION ACTIVITY GUIDELINES AND/OR ARE REVIEWED BY THE APPROPRIATE MANAGEMENT AND DEEMED TO BE UNCOLLECTIBLE. EVERY EFFORT IS MADE TO IDENTIFY AND PURSUE ALL ACCOUNT BALANCE LIQUIDATION OPTIONS INCLUDING, BUT NOT LIMITED TO THIRD PARTY PAYOR REIMBURSEMENT, PATIENT PAYMENT ARRANGEMENTS, MEDICAID ELIGIBILITY AND FINANCIAL ASSISTANCE. THIRD PARTY RECEIVABLE MANAGEMENT AGENCIES PROVIDE EXTENDED BUSINESS OFFICE SERVICES AND INSURANCE OUTSOURCE SERVICES TO ENSURE MAXIMUM EFFORT IS TAKEN TO RECOVER INSURANCE AND SELF-PAY DOLLARS BEFORE TRANSFER TO BAD DEBT. CONTRACTUAL ARRANGEMENTS WITH THIRD PARTY COLLECTION AGENCIES ARE USED TO ASSIST IN THE RECOVERY OF BAD DEBT DOLLARS AFTER ALL INTERNAL COLLECTION EFFORTS HAVE BEEN EXHAUSTED. IN SO DOING, THE COLLECTION AGENCIES MUST OPERATE CONSISTENTLY WITH LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL'S GOAL OF MAXIMUM BAD DEBT RECOVERY AND STRICT ADHERENCE WITH FAIR DEBT COLLECTIONS PRACTICES ACT (FDCPA) RULES AND REGULATIONS, WHILE MAINTAINING POSITIVE PATIENT RELATIONS. SEE AUDITED FINANCIAL STATEMENTS PAGE 15. PART III, LINE 8: TOTAL REVENUE RECEIVED FROM MEDICARE (DSH & IME) AND MEDICARE ALLOWABLE COSTS ARE DERIVED FROM THE ANNUAL MEDICARE COST REPORT. THE INPATIENT ROUTINE COSTS ARE DERIVED FROM THE STEP-DOWN METHODOLOGY BASED ON ACCEPTED STATISTICAL ALLOCATION WITH A UNIFORM PER DIEM COST FOR EACH PAYOR TYPE. THE ANCILLARY MEDICARE ALLOWABLE COSTS ARE INITIALLY DERIVED FROM THE STEP-DOWN METHODOLOGY BUT ARE ALLOCATED TO THE PAYOR TYPES BASED ON THE RATIO OF COST TO CHARGE FOR EACH PAYOR. PART III, LINE 9B: LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC. PROVIDES CARE WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES, TO PATIENTS WHO MEET THE CRITERIA OF ITS CHARITY CARE POLICY. IT DOES NOT PURSUE THE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE AND THOSE AMOUNTS ARE NOT REPORTED AS REVENUE. THE CRITERIA FOR CHARITY CARE CONSIDER GROSS INCOME AND FAMILY SIZE ACCORDING TO CURRENT FEDERAL POVERTY GUIDELINES. PATIENTS WITH AN ANNUAL INCOME UP TO 300% OF THE FEDERAL POVERTY LEVEL MAY HAVE 100% OF THEIR HOSPITAL BILLS COVERED BY FINANCIAL ASSISTANCE. TO QUALIFY, THE PATIENT MUST SHOW PROOF OF INCOME 300% OR LESS OF THE FEDERAL POVERTY GUIDELINES. PATIENTS ABOVE 300% ANNUAL INCOME MAY HAVE A PORTION OF THEIR MEDICAL BILLS COVERED BY FINANCIAL ASSISTANCE BASED ON A SLIDING SCALE. ELIGIBILITY IS CALCULATED BASED ON THE NUMBER OF PEOPLE LIVING IN THE HOUSEHOLD. PART VI, LINE 2: COMMUNITY NEEDS ASSESSMENTS ARE DONE IN A VARIETY OF WAYS, ACCORDING TO THE HOSPITAL DEPARTMENTS INVOLVED AND THE CONSTITUENCIES THEY SERVE. THE FOLLOWING ARE USED MOST COMMONLY: A) CLINICAL DEPARTMENT NEEDS RECOGNITION BASED ON DAILY PATIENT CARE AND PROFESSIONAL EXPERIENCE, B) PARTICIPATION IN COMMUNITY COALITIONS, C) PROGRAM DEVELOPMENT BASED ON EXPRESSED CLIENT NEEDS, AND D) FORMAL NEEDS ASSESSMENT CONDUCTED BY AN EXTERNAL CONSULTANT. PART VI, LINE 3: LEVINDALE USES THE FOLLOWING MEANS TO INFORM AND ASSIST PATIENTS REGARDING ELIGIBILITY FOR FINANCIAL ASSISTANCE UNDER GOVERNMENTAL PROGRAMS AND THE HOSPITAL'S CHARITY CARE PROGRAM. FINANCIAL ASSISTANCE NOTICES, INCLUDING CONTACT INFORMATION, ARE POSTED IN THE BUSINESS OFFICE AND ADMITTING, AS WELL AS POINTS OF ENTRY AND REGISTRATION THROUGHOUT THE HOSPITAL. PATIENT FINANCIAL SERVICES BROCHURE 'FREEDOM TO CARE' IS AVAILABLE TO ALL INPATIENTS. BROCHURES ARE ALSO AVAILABLE IN ALL OUTPATIENT REGISTRATION AND SERVICE AREAS. LEVINDALE EMPLOYS A FINANCIAL ASSISTANCE LIAISON WHO IS AVAILABLE TO ANSWER QUESTIONS AND TO ASSIST PATIENTS AND FAMILY MEMBERS WITH THE PROCESS OF APPLYING FOR FINANCIAL ASSISTANCE. A PATIENT INFORMATION SHEET IS GIVEN TO ALL INPATIENTS PRIOR TO DISCHARGE AND MAILED TO ALL INPATIENTS. LEVINDALE'S UNINSURED (SELF-PAY) AND UNDER-INSURED (MEDICARE BENEFICIARY WITH NO SECONDARY) MEDICAL ASSISTANCE ELIGIBILITY PROGRAM SCREENS, ASSISTS WITH THE APPLICATION PROCESS AND ULTIMATELY CONVERTS PATIENTS TO VARIOUS MEDICAL ASSISTANCE COVERAGE AND INCLUDES ELIGIBILITY SCREENING AND ASSISTANCE WITH COMPLETING THE FINANCIAL ASSISTANCE APPLICATION AS PART OF THAT PROCESS. ALL HOSPITAL STATEMENTS INCLUDE A MESSAGE REFERENCING THE AVAILABILITY OF FINANCIAL ASSISTANCE FOR THOSE WHO ARE EXPERIENCING FINANCIAL DIFFICULTY AND PROVIDES CONTACT INFORMATION TO DISCUSS LEVINDALE'S FINANCIAL ASSISTANCE PROGRAM. ALL HOSPITAL PATIENT FINANCIAL SERVICES STAFF, AND MEDICAID ELIGIBILITY VENDORS ARE TRAINED TO IDENTIFY POTENTIAL FINANCIAL ASSISTANCE ELIGIBILITY AND ASSIST PATIENTS WITH THE FINANCIAL ASSISTANCE APPLICATION PROCESS. PART VI, LINE 4: LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL IS LOCATED IN THE NORTHWEST QUADRANT OF BALTIMORE CITY. IT DRAWS MANY PATIENTS FROM THE NEIGHBORHOODS PROXIMATE TO THE FACILITY. CONSISTENT WITH ITS MISSION TO SERVE THE JEWISH COMMUNITY, LEVINDALE ALSO SERVES PATIENTS FROM THROUGHOUT THE BALTIMORE METROPOLITAN AREA. IN ADDITION, AS ONE OF A SMALL NUMBER OF CHRONIC HOSPITALS IN THE STATE, LEVINDALE DRAWS PATIENTS FROM ACROSS CENTRAL MARYLAND. THE NEIGHBORHOODS SURROUNDING LEVINDALE ARE IDENTIFIED BY THE BALTIMORE NEIGHBORHOOD INDICATORS ALLIANCE (BNIA) AS SOUTHERN PARK HEIGHTS (SPH) AND PIMLICO/ARLINGTON/HILLTOP (PAH). TOGETHER THEY CONSTITUTE AN AREA THAT IS PREDOMINANTLY AFRICAN AMERICAN WITH A BELOW AVERAGE MEDIAN FAMILY INCOME, BUT ABOVE AVERAGE RATES FOR UNEMPLOYMENT, AND OTHER SOCIAL DETERMINANTS OF POOR HEALTH. SPH AND PAH'S MEDIAN HOUSEHOLD INCOME WAS $27,365 AND $25,397 RESPECTIVELY. THIS IS COMPARED TO BALTIMORE CITY'S MEDIAN HOUSEHOLD INCOME OF $53,889. THE PERCENT OF FAMILIES WITH INCOMES BELOW THE FEDERAL POVERTY GUIDELINES IN SPH WAS 25.9% AND IN PAH, 22.6%. THE UNEMPLOYMENT RATE FOR BALTIMORE CITY WAS 7.4%. SPH AND PAH HAD UNEMPLOYMENT RATES OF 26.5% AND 19.6% RESPECTIVELY. THE NINE ZIP CODES THAT REPRESENT THE PRIMARY SERVICE AREA IN FISCAL YEAR 2016 WERE 21215, 21207, 21208, 21209, 21117, 21216, 21133, 21244 AND 21136. THE BALTIMORE CITY HEALTH DEPARTMENT USES COMMUNITY STATISTICAL AREAS (CSA) WHEN ANALYZING HEALTH OUTCOMES AND RISK FACTORS. THE DATA PROVIDED FOR THE PRIMARY RACIAL COMPOSITION, MEDIAN INCOME AND HOUSEHOLD BELOW POVERTY LEVEL WAS OBTAINED FROM THE U.S. CENSUS BUREAU. THE LIFE EXPECTANCY DATA WAS OBTAINED FROM THE BALTIMORE CITY HEALTH DEPARTMENT. THE RACIAL COMPOSITION AND INCOME DISTRIBUTION OF THESE ZIP CODES REFLECT THE SEGREGATION AND INCOME DISPARITY CHARACTERISTICS OF THE BALTIMORE METROPOLITAN REGION. AS INDICATED ABOVE, THOSE ZIP CODES THAT HAVE A PREDOMINANTLY AFRICAN AMERICAN POPULATION, INCLUDING 21215, IN WHICH THE HOSPITAL IS LOCATED, REFLECT THE RACIAL SEGREGATION AND POVERTY REPRESENTATIVE OF BALTIMORE CITY. THIS IS IN CONTRAST TO THE NEIGHBORING BALTIMORE COUNTY ZIP CODES (21208 & 21209) IN WHICH THE MEDIAN HOUSEHOLD INCOME WAS MUCH HIGHER, AND IN WHICH THE POPULATION IS PREDOMINANTLY WHITE. PART VI, LINE 5: LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL PROVIDES MEALS TO RESIDENTS WHO ARE UNABLE TO PREPARE A MEAL FOR THEMSELVES DUE TO AGE AND MEDICAL CONDITIONS. LEVINDALE PROVIDES MEALS TO ADULT DAY CARE AND ASSISTED LIVING FACILITIES IN THE NEIGHBORHOOD. PART VI, LINE 6: SINAI HOSPITAL OF BALTIMORE AND NORTHWEST HOSPITAL ARE AFFILIATES AND DISCHARGED PATIENTS REQUIRING CHRONIC HOSPITAL AND SUB-ACUTE CARE ARE OFTEN ADMITTED TO LEVINDALE FOR FURTHER CARE. PART VI, LINE 7, REPORTS FILED WITH STATES MD X 1 1 X X X X 1 1 0 0 0 0 0 0 0 BRIAN WHITE PRES POST-ACUTE SERVICES/D 0 526497 0 221066 0 19278 0 123601 0 22809 0 913251 0 8919 NEIL M MELTZER PRESIDENT & CEO, LIFEBRIDG 0 820900 0 529206 0 223892 0 557760 0 24550 0 2156308 0 181707 DAVID KRAJEWSKI SR VP/CFO, LIFEBRIDGE HEAL 0 518661 0 231066 0 73591 0 132654 0 25155 0 981127 0 39861 RONALD GINSBERG VP MEDICAL AFFAIRS/CMO 0 294759 0 111854 0 71705 0 3841 0 16717 0 498876 0 33764 JOHN ROBISON VP CHRONIC HOSPITAL OPERAT 145868 0 49720 0 1226 0 24096 0 19444 0 240354 0 0 0 MARIAN CHIMA VP NURSING HOME OPERATIONS 142550 0 30513 0 457 0 0 0 29190 0 202710 0 0 0 JENNIFER LABUTE VP NURSING HOME OPERATION 130472 0 41234 0 1124 0 28795 0 20121 0 221746 0 0 0 BERNELIA MCALISTER LISCENSED PRACTICAL NURSE 183578 0 0 0 0 0 5070 0 4634 0 193282 0 0 0 CAROLINE NGAUHAJ REGISTERED NURSE 158068 0 500 0 1453 0 14114 0 21704 0 195839 0 0 0 MODUPE GIWA REGISTERED NURSE 131655 0 0 0 18 0 2209 0 19241 0 153123 0 0 0 OKPI OKEREKE REGISTERED NURSE 130506 0 8 0 488 0 5657 0 19561 0 156220 0 0 0 SUSAN LEVY-STROHM FORMER VP MEDICAL AFFAIRS 0 0 0 0 354610 0 30060 0 14653 0 399323 0 126536 0 CANDACE HAMNER FORMER VP PATIENT CARE SVCS/CNO 270923 0 47212 0 29822 0 1124 0 7509 0 356590 0 23384 0 BARRY EISENBERG FORMER EXECUTIVE DIR/COO POST-ACU 127323 0 67893 0 68944 0 0 0 9778 0 273938 0 19286 0 PART I, LINE 1A ALL BOARD MEMBERS ARE ELIGIBLE FOR COMPLIMENTARY HEALTH CLUB MEMBERSHIPS. THE BOARD MEMBERS RECEIVE A 1099 IF THEY SIGN UP AND RECEIVE THE COMPLIMENTARY MEMBERSHIP. PART I, LINES 4A-B DURING THE YEAR, THE FOLLOWING DIRECTORS AND OFFICERS RECEIVED A SEVERANCE PAYMENT: BARRY EISENBERG $ 45,505 SUSAN LEVY-STROHM $ 231,323 DURING THE YEAR, THE FOLLOWING DIRECTORS AND OFFICERS PARTICIPATED IN A LIFEBRIDGE HEALTH SPONSORED SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: SUSAN LEVY-STROHM $ 16,181 NEIL MELTZER $ 527,770 BRIAN WHITE $ 119,601 DAVID KRAJEWSKI $ 127,534 JENNIFER LABUTE $ 15,345 JOHN ROBISON $ 16,800 DURING THE YEAR, THE FOLLOWING DIRECTORS AND OFFICERS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN A LIFEBRIDGE HEALTH SPONSORED SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: SUSAN LEVY-STROHM $ 126,536 RONALD GINSBERG $ 33,764 NEIL MELTZER $ 181,707 BRIAN WHITE $ 8,919 BARRY EISENBERG $ 19,286 DAVID KRAJEWSKI $ 39,861 CANDANCE HAMNER $ 23,384 COMPENSATION PROVIDED BY RELATED ORGANIZATIONS: MR. BRIAN WHITE RECEIVED COMPENSATION AS THE PRESIDENT OF POST-ACUTE SERVICES FOR LIFEBRIDGE HEALTH, NOT AS A DIRECTOR. ACME PAPER & SUPPLY CO INDIRECT BUSINESS 2108092 LEVINDALE HEBREW GERIATRIC CENTER, INC. AND OTHER LIFEBRIDGE HEALTH SUBSIDIARIES PURCHASED APPROXIMATELY $2,108,092 IN PAPER SUPPLIES FROM ACME PAPER AND SUPPLY, CO. ONE OF THE DIRECTORS OF LEVINDALE, MR. KEITH ATTMAN, IS THE DIRECTOR OF PURCHASING FOR ACME PAPER AND SUPPLY, CO. MR. ATTMAN'S FAMILY ALSO OWNS ACME PAPER AND SUPPLY, CO. ALL TRANSACTIONS WERE AT FAIR MARKET VALUE AND NEGOTIATED AT ARM'S LENGTH. 0 THE LAW OFFICE OF FRED S LONDON PC INDIRECT BUSINESS 852681 LIFEBRIDGE HEALTH SUBSIDIARIES PAID APPROXIMATELY $852,681 FOR COLLECTION SERVICES FROM THE LAW OFFICE OF FRED S. LONDON PC. ONE OF THE DIRECTORS OF LEVINDALE, SCOTT LONDON, IS AN ATTORNEY FOR THE FIRM. ALL TRANSACTIONS WERE AT FAIR MARKET VALUE AND WERE NEGOTIATED AT ARM'S LENGTH. 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE MEMBER: LIFEBRIDGE HEALTH INC., (THE "MEMBER") A MARYLAND NONSTOCK CORPORATION. MEMBERSHIP IN THE CORPORATION SHALL NOT BE TRANSFERABLE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL HAVE THE EXCLUSIVE POWER AND AUTHORITY TO TAKE THE FOLLOWING ACTIONS: (1) EXCEPT FOR EX OFFICIO DIRECTORS AS PROVIDED FOR IN THE BYLAWS, TO NOMINATE, ELECT, AND REMOVE, WITH OR WITHOUT CAUSE, THE DIRECTORS OF THE CORPORATION; (2) TO APPOINT THE PRESIDENT OF THE CORPORATION WITH THE ADVICE AND CONSENT OF THE BOARD OF DIRECTORS; TO NOMINATE AND ELECT THE CORPORATION'S CHAIR, VICE CHAIR, SECRETARY, AND TREASURER; AND TO REMOVE EACH OF THE ABOVE-NAMED OFFICERS (WITH OR WITHOUT CAUSE), PROVIDED THAT THE BOARD OF DIRECTORS OF THE CORPORATION SHALL ALSO HAVE THE POWER TO REMOVE ANY OFFICER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HAS POWER TO APPOINT AND/OR REMOVE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, 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, GENERAL COUNSEL, 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 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 12C LIFEBRIDGE AND ALL OF ITS SUBSIDIARIES 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. 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. 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 OR OFFICE OF GENERAL COUNSEL. 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 15 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 EXECUTIVE AND 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. 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 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. FORM 990, PART IX, LINE 11G FOOD SERVICE CONTRACT: PROGRAM SERVICE EXPENSES 4,299,262. MANAGEMENT AND GENERAL EXPENSES 5,933. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,305,195. CAFETERIA SALES RECOVERIES: PROGRAM SERVICE EXPENSES -123,543. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -123,543. PURCHASED SERVICES RECOVERY - ARAMARK REVENUE OFFSET: PROGRAM SERVICE EXPENSES -433,599. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -433,599. PURCHASED TEMPORARY HELP: PROGRAM SERVICE EXPENSES 252,193. MANAGEMENT AND GENERAL EXPENSES 87,304. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 339,497. CONTRACT CLEANING: PROGRAM SERVICE EXPENSES 41,309. MANAGEMENT AND GENERAL EXPENSES 296,834. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 338,143. LABORATORY SERVICE: PROGRAM SERVICE EXPENSES 252,423. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 252,423. BUNDLE BILLING SERVICE FEES: PROGRAM SERVICE EXPENSES 141,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 141,050. MISCELLANEOUS PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 321,189. MANAGEMENT AND GENERAL EXPENSES 170,559. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 491,748. SPECIAL PATIENT TRANSPORTATION: PROGRAM SERVICE EXPENSES 149,727. MANAGEMENT AND GENERAL EXPENSES 137. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,864. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 961,764. MANAGEMENT AND GENERAL EXPENSES 2,556,566. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,518,330. OTHER SUBSIDY: PROGRAM SERVICE EXPENSES 216,717. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 216,717. LAUNDRY SERVICE: PROGRAM SERVICE EXPENSES 285,956. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 285,956. PATIENT ENTERTAINMENT: PROGRAM SERVICE EXPENSES 22,641. MANAGEMENT AND GENERAL EXPENSES 89,348. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,989. PURCHASED PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 87,639. MANAGEMENT AND GENERAL EXPENSES 188,008. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 275,647. CONTRACT RENAL DIALYSIS: PROGRAM SERVICE EXPENSES 294,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 294,900. FORM 990, PART XI, LINE 9: ADJUSTMENT TO PENSION BENEFIT OBLIGATION -1,974,713. CHANGE IN THE NET ASSETS OF BALTIMORE JEWISH ELDERCARE FOUNDATION -925,569. LOSS ON REFINANCING DEBT -19,211. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. DUE TO AFFILIATES - BONDS ON JANUARY 8, 2008, LIFEBRIDGE HEALTH, INC., TOGETHER WITH ITS AFFILIATES SINAI HOSPITAL OF BALTIMORE, NORTHWEST HOSPITAL CENTER, LEVINDALE HEBREW AND GERIATRIC CENTER, CHILDREN'S HOSPITAL AT SINAI FOUNDATION, AND THE BALTIMORE JEWISH HEALTH FOUNDATION (COLLECTIVELY, THE OBLIGATED GROUP) BORROWED $285,815,000 FROM THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO FINANCE THE ADVANCE REFUNDING OF THE 2004 SERIES A AND 2004 SERIES B BONDS AND TO FINANCE VARIOUS CONSTRUCTION AND RENOVATION PROJECTS. 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 2008, COLLATERALIZED BY ALL RECEIPTS OF THE OBLIGATED GROUP. THE BONDS WERE ISSUED AT A PREMIUM OF $3,278,562, OF WHICH LEVINDALE'S PORTION IS $27,730, 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, 2016, THE TOTAL AMOUNT OUTSTANDING WAS $268,652,386 (DUE TO LIFEBRIDGE HEALTH,) OF WHICH LEVINDALE'S PORTION IS $2,026,743. ALL THE BONDS WERE ISSUED IN THE NAME OF LIFEBRIDGE AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990. ON MARCH 30, 2011, LIFEBRIDGE HEALTH, INC., TOGETHER WITH ITS AFFILIATES SINAI HOSPITAL OF BALTIMORE, NORTHWEST HOSPITAL CENTER, LEVINDALE HEBREW AND GERIATRIC CENTER, 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, OF WHICH LEVINDALE'S PORTION IS $8,474, 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, 2016, $48,270,642 OF THE TOTAL AMOUNT BORROWED, OF WHICH LEVINDALE'S PORTION IS $7,206,336, 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 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, OF WHICH LEVINDALE'S PORTION IS $16,510, 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, 2016, $167,074,102 OF THE TOTAL AMOUNT BORROWED, OF WHICH LEVINDALE'S PORTION IS $249,385, 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. LIFEBRIDGE HEALTH INC 2401 WEST BELVEDERE AVE BALTIMORE MD 21215 521402373 TO SUPPORT THE CHARITABLE MISSIONS OF ITS SUBSIDIARIES. MD 501(C)(3) LINE 11C, III-FI N/A 0 SINAI HOSPITAL OF BALTIMORE INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 520486540 PROVIDE MEDICAL CARE, EDUCATE STUDENTS, PERFORM MEDICAL RESEARCH MD 501(C)(3) 3 LIFEBRIDGE HEALTH INC 0 COURTLAND GARDENS NURSING AND REHABILITATION CENTER 2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215 520607907 SKILLED NURSING CARE FOR THE ELDERLY AND DISABLED MD 501(C)(3) 9 LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL INC 1 NORTHWEST HOSPITAL CENTER INC 5401 OLD COURT ROAD RANDALLSTOWN MD 21133 521372665 A HOSPITAL ASPIRING TO IMPROVE THE WELLBEING OF THE COMMUNITY IT SERVES MD 501(C)(3) 3 LIFEBRIDGE HEALTH INC 0 CHILDREN'S HOSPITAL OF BALTIMORE CITY 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 520591592 CHARITY SUPPORT FOR SINAI HOSPITAL OF BALTIMORE INC MD 501(C)(3) 11B LIFEBRIDGE HEALTH INC 0 THE BALTIMORE JEWISH HEALTH FOUNDATION INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 522111541 CHARITY SUPPORT FOR SINAI HOSPITAL OF BALTIMORE INC MD 501(C)(3) 11B LIFEBRIDGE HEALTH INC 0 CHILDREN'S HOSPITAL AT SINAI FOUNDATION 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 522167587 CHARITY SUPPORT FOR SINAI HOSPITAL OF BALTIMORE INC MD 501(C)(3) 11B LIFEBRIDGE HEALTH INC 0 THE BALTIMORE JEWISH ELDERCARE FOUNDATION 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 522337669 CHARITY SUPPORT FOR LEVINDALE HEBREW GERIATRIC CENTER HOSPITAL MD 501(C)(3) 11B LIFEBRIDGE HEALTH INC 0 CARROLL COUNTY HEALTH SERVICES CORPORATION 200 MEMORIAL AVENUE WESTMINSTER MD 21157 520691413 CHARITY SUPPORT FOR CARROLL HOSPITAL CENTER, INC. MD 501(C)(3) LINE 11B, II LIFEBRIDGE HEALTH INC 0 CARROLL HOSPITAL CENTER INC 200 MEMORIAL AVENUE WESTMINSTER MD 21157 521452024 A HOSPITAL COMMITTED TO THE HIGHEST QUALITY HEALTH CARE MD 501(C)(3) 3 CARROLL COUNTY HEALTH SERVICES CORPORATION 0 CARROLL HOSPITAL CENTER FOUNDATION INC 200 MEMORIAL AVENUE WESTMINSTER MD 21157 521115038 CHARITY SUPPORT FOR CARROLL HOSPITAL CENTER, INC. & CARROLL HOSPICE MD 501(C)(3) 11A CARROLL HOSPITAL CENTER INC 0 CARROLL HOSPICE INC 292 STONER AVENUE WESTMINSTER MD 21157 521565870 HOSPICE MD 501(C)(3) 7 CARROLL HOSPITAL CENTER INC 0 PARTNERSHIP FOR A HEALTHIER CARROLL COUNTY 535 OLD WESTMINSTER PIKE SUITE 102 WESTMINSTER MD 21157 522156892 HEALTH SERVICES MD 501(C)(3) 7 CARROLL HOSPITAL CENTER INC 0 CARROLL OCCUPATIONAL HEALTH LLC 7001 CORPORATE CENTER COURT WESTMINSTER MD 21157 202769332 MEDICAL SERVICES MD N/A CARROLL COUNTY RADIOLOGY LLC 7253 AMBASSADOR ROAD BALTIMORE MD 21244 522190849 RADIOLOGY MD N/A CARDIOVASCULAR ASSOCIATES OF MARYLAND LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 462935110 MEDICAL SERVICES MD N/A LIFEBRIDGE CARDIOLOGY OF PARKVILLE LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 463742313 MEDICAL SERVICES MD N/A LIFEBRIDGE COMMUNITY GASTROENTEROLOGY LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 462863298 MEDICAL SERVICES MD N/A LIFEBRIDGE COMMUNITY PEDIATRICS LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 462842468 MEDICAL SERVICES MD N/A LIFEBRIDGE COMMUNITY PULMONOLOGY LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 461401312 MEDICAL SERVICES MD N/A LIFEBRIDGE GYNECOLOGY OF PIKESVILLE LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 462949092 MEDICAL SERVICES MD N/A LIFEBRIDGE MEDICAL ASSOCIATES LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 462941505 MEDICAL SERVICES MD N/A LIFEBRIDGE NEUROSCIENCES LLC (FORMERLY ORTHOPEDIC SPECIALISTS LLC) 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 450719598 MEDICAL SERVICES MD N/A LIFEBRIDGE PRIMARY CARE OF ELDERSBURG LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 383897702 MEDICAL SERVICES MD N/A LIFEBRIDGE PRIMARY CARE OF NORTH CARROLL LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 800883321 MEDICAL SERVICES MD N/A HOMECARE MARYLAND LLC 8028 RITCHIE HIGHWAY SUITE 210B PASADENA MD 21122 261378175 HOME HEALTH SERVICES MD N/A LIFEBRIDGE REHABILITATION SERVICES LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 811504380 MEDICAL SERVICES MD N/A ELLICOTT CITY ASC MANAGEMENT LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 522331663 MEDICAL SERVICES MD N/A SURGICENTER OF BALTIMORE LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 521658841 MEDICAL SERVICES MD N/A MOUNT AIRY MED-SERVICES LLC 200 MEMORIAL AVENUE WESTMINSTER MD 21157 465632176 MEDICAL SERVICES MD N/A CARROLL COUNTY GENERAL HOSPITAL SOUTH CARROLL MEDICAL CENTER CONDOMINIUM 200 MEMORIAL AVENUE WESTMINSTER MD 21157 REAL ESTATE MD N/A C 0 CARROLL COUNTY MED-SERVICES INC 200 MEMORIAL AVENUE WESTMINSTER MD 21157 521891102 MEDICAL SERVICES MD N/A C 0 CEN-MAR ASSURANCE COMPANY PO BOX 1085 GRAND CAYMAN CJ 986011607 INSURANCE CJ N/A C 0 HEALTHSTAR MEDICAL SERVICES INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 521829098 HEALTHCARE MD N/A C 0 LIFEBRIDGE COMMUNITY PHYSICIANS INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 800719005 HEALTHCARE MD N/A C 0 LIFEBRIDGE INSURANCE COMPANY LTD PO BOX 1109 KY1-1102 GRAND CAYMAN CJ 980415396 INSURANCE CJ N/A C 0 LIFEBRIDGE INVESTMENTS INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 521483166 INVESTMENT MD N/A C 0 MED-SERVICES HOLDINGS INC 200 MEMORIAL AVENUE WESTMINSTER MD 21157 MEDICAL SERVICES MD N/A C 0 PRACTICE DYNAMICS INC 124 BUSINESS CENTER DRIVE REISTERSTOWN MD 21136 521960319 MANAGEMENT MD N/A C 0 SURGICAL ONCOLOGY ASSOCIATES INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 521804659 HEALTHCARE MD N/A C 0 CARROLL BILLING SERVICES INC 200 MEMORIAL AVENUE WESTMINSTER MD 21157 300026598 BILLING SERVICES MD N/A C 0 CARROLL HEALTH GROUP LLC 200 MEMORIAL AVENUE WESTMINSTER MD 21157 271956453 HEALTHCARE MD N/A C 0 CARROLL URGENT CARE LLC 200 MEMORIAL AVENUE WESTMINSTER MD 21157 465739154 HEALTHCARE MD N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 BALTIMORE JEWISH ELDERCARE FOUNDATION C 369796 FMV LIFEBRIDGE HEALTH INC P 5793060 FMV