2014-05-14T15:09:03-05:00 2013-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2012-07-01 521402373 LIFEBRIDGE HEALTH INC % NANCY KANE LIFE 4106015653 2401 WEST BELVEDERE AVENUE Suite BALTIMORE MD 212155271 DAVID KRAJEWSKI 4106015653 2014-05-12 true 7032868000 2012 2015-11-30 17:44:51Z NEIL MELTZER 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 107201464 false X WWW.LIFEBRIDGEHEALTH.ORG X 1985 MD TO SUPPORT THE CHARITABLE MISSIONS OF ITS SUBSIDIARIES, INCLUDING SINAI HOSPITAL OF BALTIMORE, NORTHWEST HOSPITAL CENTER, AND LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL. 24 21 0 0 488364 40347 2610920 26024 106731823 105264370 150166 150166 1426484 1760904 110919393 107201464 299871 215086 0 0 58725610 59631135 0 0 1863364 55002935 50508297 114028416 110354518 -3109023 -3153054 506563826 513549179 352328312 351892753 154235514 161656426 X SEE SCHEDULE O false false 22921535 215086 101285545 THE 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., AND LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC. 6730650 3497961 LIFEBRIDGE ANESTHESIA ASSOCIATES, LLC IS A SINGLE MEMBER LLC OWNED BY LIFEBRIDGE HEALTH, INC. AND PROVIDES ANESTHESIA SERVICES TO PATIENTS OF NORTHWEST HOSPITAL CENTER, INC. 29652185 true true false true false false false false false false true true false true true true false true false false true false false false false false false true false true true false false false false false false false false false true false false false false true true true true false false true 0 0 0 false true CJ false false false true true false false false false false X 24 21 false false false false false false false true true false false true true true true true true true true false MD X NANCY KANE 4106015653 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 X Warren Green 40.0 X X 0 1524297 49933 Lynn E Abeshouse 1.0 X 0 0 0 Walter Amprey PhD 1.0 X X 0 0 0 Jason A Blavatt Esq 1.0 X 0 0 0 Marc P Blum Esquire 1.0 X 0 0 0 Joseph A Cooper 1.0 X 0 1188 0 Lee Coplan 1.0 X 0 1188 0 Ronnie B Footlick 1.0 X 0 1188 0 Howard E Friedman 1.0 X 0 0 0 Louis F Friedman Esquire 1.0 X X 0 1128 0 Michelle A Gourdine MD 1.0 X 0 0 0 Harry W Kaplan MD 1.0 X 0 0 0 Donald M Kirson 1.0 X 0 1188 0 Jon Komen MD 1.0 X 0 0 0 Brian L Moffet 1.0 X 0 0 0 A Samuel Penn 1.0 X 0 1188 0 Irvin P Pollack MD 1.0 X 0 0 0 Frank B Rosenberg 1.0 X 0 0 0 Benjamin S Schapiro 1.0 X X 0 0 0 JM Schapiro 1.0 X 0 0 0 Wilbert H Sirota Esquire 1.0 X 0 0 0 Leonard Stoler 1.0 X 0 0 0 Marc B Terrill 1.0 X 0 0 0 Ellen Wasserman 1.0 X 0 1188 0 Michael H Weinman 1.0 X X 0 0 0 Alan D Yarbro Eaquire 1.0 X 0 0 0 Charles Orlando 40.0 X 0 804097 181378 Neil Meltzer 40.0 X 0 1027440 243967 Brian White 40.0 X 0 442411 82554 Aric Spitulnik 40.0 X 0 363848 102409 David Krajewski 40.0 X 0 421480 62455 Evelyn Amaral 40.0 X 0 281797 58778 Peter Arn 40.0 X 0 444978 53820 Karen Barker 40.0 X 0 485939 22937 Cheryl Boyer 40.0 X 0 274625 55202 Brian Cawley 40.0 X 0 157621 41771 Julie Cox 40.0 X 0 281777 58045 Christine DeAngelis 40.0 X 0 283029 68739 Barbara Epke 40.0 X 0 335502 37311 Ruth Miller 40.0 X 0 325778 23533 Anthony Morris 40.0 X 0 322519 56865 Martha Nathanson 40.0 X 0 255750 36942 Tressa Springmann 40.0 X 0 129487 4623 Joel Suldan 40.0 X 0 472632 95869 Lionel Weeks 40.0 X 0 188495 27838 AMY PERRY 1.0 X 0 0 0 Nancy Kane 40.0 X 0 211686 42088 Harinath Meda MD 40.0 X 0 564046 18318 William Su MD 40.0 X 0 527988 27140 Clifford Boehm MD 40.0 X 0 451745 27076 Elizabeth Lehman MD 40.0 40.0 X 0 414587 24915 Francesca Uberoi MD 40.0 41.0 X 0 398839 1756 0 11400649 1506262 108 false true false CERNER CORPORATION PO BOX 412702 KANSAS CITY MO 64117 IT 1348607 CHARTIS GROUP LLC DEPARTMENT 5925 CAROL STREAM IL 60122 CONSULTING 1098277 HICKEN CRANLEY TAYLOR MD 900 S CATON AVENUE BALTIMORE MD 21229 PATHOLOGY 923417 BERKELEY RESEARCH GROUP 2200 POWELL STREET STE 1200 EMERYVILLE CA 94608 CONSULTING 709970 HORD COPLAN MACHT LLC 750 EAST PRATT STREET SUITE 1100 BALTIMORE MD 21202 ARCHITECTURAL 667705 29 0 12116 13908 26024 CORPORATE ALLOCATION 900099 101501122 101211982 289140 MEDICAL STAFF FEES 900099 65472 65472 EDUCATION PROGRAMS 900099 30384 30384 NET PATIENT REVENUE 900099 3467750 3467750 LB COMMUNITY PHYSICIAN CHARGEBACK 900099 199224 199224 418 418 105264370 150166 150166 0 0 1753404 1753404 0 1753404 1753404 0 0 0 0 0 EARNINGS ON UNCONSOLIDATED AFFILIATES 900099 7500 7500 7500 107201464 104783506 488364 1903570 215086 215086 0 0 0 7162082 6943937 218145 0 42158752 11210045 30171840 776867 0 10309070 2188999 7907949 212122 1231 19 1212 0 766961 766961 737297 737297 0 0 0 10030698 744755 9076627 209316 2534029 1169 2459047 73813 3719310 35099 3665411 18800 0 0 1377265 1377265 83691 1662 73445 8584 0 602226 47939 463695 90592 954196 954196 0 7618537 2057005 5561532 8062834 8062834 PROFESSIONAL & TECHNICAL 7051078 909842 5961588 179648 SUPPLIES 5594918 2129007 3433752 32159 PHYSICIAN FEES 545965 545965 PROVISION FOR BAD DEBT 510722 510722 318570 37841 237411 43318 110354518 29652185 78838969 1863364 0 0 8232259 7357150 0 0 1915263 1014727 0 0 0 0 0 0 0 0 5670457 5521261 94982131 74610217 19962560 20371914 74344219 84461550 59374813 61776646 0 0 0 0 337064255 333045931 506563826 513549179 11094309 8449383 0 0 28470 17500 328563311 324845199 0 0 0 0 5375511 4293159 0 0 7266711 14287512 352328312 351892753 X 154054326 161475238 181188 181188 0 0 154235514 161656426 506563826 513549179 X -3153054 10573966 X false true X true true true X X X false false false SINAI HOSPITAL OF BALTIMORE 520486540 03 true 15586644 NORTHWEST HOSPITAL CENTER 521372665 03 true 4813522 LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL 520607913 03 true 2521369 3 22921535 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false SCHEDULE 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. 227987 227987 12270914 7777261 4493653 384533 377698 6835 77981206 66455258 11525948 4117491 4117491 20371914 INVESTMENT IN AFFILIATES 61776646 F 61776646 CAPITAL ACCUMULATION 1044422 SPLIT DOLLAR INSURANCE 343723 RECEIVABLE FROM AFFILIATES 6734265 DUE FROM AFFILIATES BONDS 324845199 DEFERRED ASSET 78322 333045931 0 SECURITY DEPOSITS 82759 PAYABLE TO AFFILIATES 6561802 DEFERRED COMPENSATION 2566928 OTHER LONG TERM LIABILITIES 5076023 14287512 X 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. Central America and the Caribbean Program Services INSURANCE(CAPTIVE) 1555500 1555500 1555500 true false true false false false true American Heart Association 4217 Park Place Court Glen Allen MD 23060 135613797 501(C)3 15000 SPONSORSHIP Baltimore Child Abuse Center 2300 North Charles Street 2800 N Charles Street Suite 300 Baltimore MD 21218 521681279 501(C)3 15000 SPONSORSHIP Greater Baltimore Committee 111 South Calvert Street Suite 170 Baltimore MD 21202 520645650 501(C)4 15000 Signature Sponsorship Jewish Museum of Maryland 15 Lloyd Street Baltimore MD 21202 526034761 501(C)3 50000 SPONSORSHIP Stevenson University 3355 Keswick Road Stable Building Suite 104 Baltimore MD 21211 520705392 501(C)3 10000 SPONSORSHIP University of MD School of Nursing 655 W Lombard Street Administrative Services Room 502E Baltimore MD 21201 331216733 501(c)5 10000 SPONSORSHIP Daily Record 11 East Saratoga Street Baltimore MD 21202 432070509 N/A 5650 SPONSORSHIP Maryland Jockey Club PO Box 130 Towson MD 21285 130888345 501(C)5 20000 SPONSORSHIP Associated Black Charities 1114 Cathedral Street Baltimore MD 21201 521427774 501(C)3 10000 ANNUAL GALA 5 4 GRANTS AND ASSISTANCE PART IV, LINE 2 THE 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. X true true X X X X false true false false false false false false false Warren Green 0 960957 0 322353 0 240987 0 29023 0 20910 0 1574230 0 214987 Charles Orlando 0 480343 0 166078 0 157676 0 158723 0 22655 0 985475 0 129016 Neil Meltzer 0 613978 0 206263 0 207199 0 218392 0 25575 0 1271407 0 169984 Brian White 0 334352 0 99203 0 8856 0 61777 0 20777 0 524965 0 0 Aric Spitulnik 0 264084 0 91075 0 8689 0 75436 0 26973 0 466257 0 0 David Krajewski 0 298863 0 90199 0 32418 0 40310 0 22145 0 483935 0 27339 Evelyn Amaral 0 196384 0 65303 0 20110 0 49774 0 9004 0 340575 0 15066 Peter Arn 0 281930 0 88426 0 74622 0 48407 0 5413 0 498798 0 71586 Karen Barker 0 295252 0 100386 0 90301 0 20892 0 2045 0 508876 0 52128 Cheryl Boyer 0 209415 0 62291 0 2919 0 32004 0 23198 0 329827 0 0 Brian Cawley 0 126123 0 30711 0 787 0 16332 0 25439 0 199392 0 0 Julie Cox 0 228850 0 51844 0 1083 0 38521 0 19524 0 339822 0 0 Christine DeAngelis 0 201347 0 61496 0 20186 0 49364 0 19375 0 351768 0 19043 Barbara Epke 0 223756 0 56098 0 55648 0 22084 0 15227 0 372813 0 52273 Nancy Kane 0 182767 0 27888 0 1031 0 22754 0 19334 0 253774 0 0 Ruth Miller 0 206835 0 65401 0 53542 0 4211 0 19322 0 349311 0 47099 Anthony Morris 0 223909 0 79163 0 19447 0 40914 0 15951 0 379384 0 0 Martha Nathanson 0 177778 0 54692 0 23280 0 23892 0 13050 0 292692 0 17922 Joel Suldan 0 327497 0 99139 0 45996 0 73523 0 22346 0 568501 0 42650 Lionel Weeks 0 129613 0 40334 0 18548 0 27375 0 463 0 216333 0 14898 Harinath Meda MD 0 514962 0 27113 0 21971 0 1832 0 16486 0 582364 0 0 William Su MD 0 485009 0 25318 0 17661 0 5000 0 22140 0 555128 0 0 Clifford Boehm MD 0 393467 0 40000 0 18278 0 5000 0 22076 0 478821 0 0 Elizabeth Lehman MD 0 370032 0 26138 0 18417 0 5197 0 19718 0 439502 0 0 Francesca Uberoi MD 0 357000 0 24547 0 17292 0 549 0 1207 0 400595 0 0 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B DURING THE YEAR, THE FOLLOWING LIFEBRIDGE HEALTH, INC. BOARD MEMBERS, OFFICERS, AND HIGHEST PAID EMPLOYEES WERE PARTICIPANTS IN A LIFEBRIDGE HEALTH SPONSORED SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED THE FOLLOWING PAYMENTS: WARREN A GREEN $ 214,987 CHARLES ORLANDO $ 129,016 CHERYL BOYER NONE EV AMARAL $ 15,066 KAREN BARKER $ 52,128 BRIAN CAWLEY NONE JOEL SULDAN $ 42,650 DAVID KRAJEWSKI $ 27,339 BARBARA EPKE $ 52,273 CHRISTINE DEANGELIS $ 19,043 NANCY KANE NONE MARTHA NATHANSON $ 17,922 RUTH MILLER $ 47,099 PETER ARN $ 71,586 JULIE COX NONE ANTHONY MORRIS NONE TRESSA SPRINGMANN NONE LIONEL WEEKS $ 14,898 BRIAN WHITE NONE NEIL MELTZER $ 169,984 ARIC SPITULNIK NONE COMPENSATION INFORMATION PART I SINAI HOSPITAL OF BALTIMORE, INC. PAID $1,130 FOR MR. GREEN'S AND $1,130 FOR MR. MELTZER'S MEMBERSHIP AT CENTER CLUB. TRAVEL EXPENSES INCURRED BY OFFICERS, DIRECTORS, AND EXECUTIVES ARE SUBSTANTIATED PRIOR TO PAYMENTS AND REIMBURSEMENTS AT LIFEBRIDGE HEALTH, INC AND SUBSIDIARY ORGANIZATIONS. COMPENSATION PROVIDED BY RELATED ORGANIZATIONS MR. GREEN'S COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE. HE RECEIVED COMPENSATION AS PRESIDENT / CEO LIFEBRIDGE HEALTH, INC., NOT AS A DIRECTOR. MS. AMARAL RECEIVED COMPENSATION AS VP OPERATIONS IMPROVEMENT FOR LIFEBRIDGE HEALTH, INC. HER COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MR. ARN RECEIVED COMPENSATION AS VP CAPITAL IMPROVEMENTS AND CAMPUS SERVICES FOR LIFEBRIDGE HEALTH, INC. HIS COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MS. BARKER RECEIVED COMPENSATION AS VP CIO FOR LIFEBRIDGE HEALTH, INC. HER COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MS. BOYER RECEIVED COMPENSATION AS VP HUMAN RESOURCES FOR LIFEBRIDGE HEALTH, INC. HER COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MR. CAWLEY RECEIVED COMPENSATION AS VP PHYSICIAN ENTERPRISES FOR LIFEBRIDGE HEALTH, INC. HIS COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MS. COX RECEIVED COMPENSATION AS VP DEVELOPMENT FOR LIFEBRIDGE HEALTH, INC. HER COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MS. DEANGELIS RECEIVED COMPENSATION AS VP PHYSICIAN SERVICES FOR LIFEBRIDGE HEALTH, INC. HER COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MS. EPKE RECEIVED COMPENSATION AS A VP OF LIFEBRIDGE HEALTH, INC. HER COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MS. KANE RECEIVED COMPENSATION AS ASSISTANT VP FINANCE FOR LIFEBRIDGE HEALTH, INC. HER COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MR. KRAJEWSKI RECEIVED COMPENSATION AS SR VP AND CFO FOR LIFEBRIDGE HEALTH, INC. HIS COMPENSATION WAS PAID BY NORTHWEST HOSPITAL CENTER, INC. MS. MILLER RECEIVED COMPENSATION AS VP MARKETING FOR LIFEBRIDGE HEALTH, INC. HER COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MR. MORRIS RECEIVED COMPENSATION AS VP REVENUE CYCLE FOR LIFEBRIDGE HEALTH, INC. HIS COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MS. NATHANSON RECEIVED COMPENSATION AS VP GOVERNMENT RELATIONS AND ADVOCACY FOR LIFEBRIDGE HEALTH, INC. HER COMPENSATION WAS PAID BY NORTHWEST HOSPITAL CENTER, INC. MS. SPRINGMANN RECEIVED COMPENSATION AS VP CIO FOR LIFEBRIDGE HEALTH, INC. HER COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MR. ORLANDO RECEIVED COMPENSATION AS CFO / SR VP FOR LIFEBRIDGE HEALTH, INC. HIS COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MR. SULDAN RECEIVED COMPENSATION AS VP AND GENERAL COUNSEL FOR LIFEBRIDGE HEALTH, INC. HIS COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MR. WEEKS RECEIVED COMPENSATION AS VP FACILITIES FOR LIFEBRIDGE HEALTH, INC. HIS COMPENSATION WAS PAID BY LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC. MR. WHITE RECEIVED COMPENSATION AS PRESIDENT OF NORTHWEST HOSPITAL. HIS COMPENSATION WAS PAID BY NORTHWEST HOSPITAL CENTER, INC. MR. MELTZER RECEIVED COMPENSATION AS PRESIDENT/COO OF SINAI HOSPITAL OF BALTIMORE, INC. HIS COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. MR SPITULNIK RECEIVED COMPENSATION AS PRESIDENT/COO OF LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC. HIS COMPENSATION WAS PAID BY LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC. AMY PERRY'S EMPLOYMENT AS EXECUTIVE VICE PRESIDENT OF LIFEBRIDGE HEALTH, INC. COMMENCED ON MARCH 4, 2013. MS. PERRY DID NOT RECEIVE ANY COMPENSATION DURING CALENDAR YEAR 2012. A MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES 520936091 574217P66 2008-01-17 289093562 CONSTRUCTION AND EXPANSION false false false B MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES 520936091 574218BE2 2011-03-30 50639234 CONSTRUCTION AND EXPANSION false false false A 0 0 289093562 0 0 170564048 1995348 21534166 95000000 0 0 0 2010 true true true true B 0 0 50639234 0 0 0 954413 0 49684821 0 0 0 2013 false false true true A false false false false 0 0.00690 0.00690 true false 0.00000 false true B false false false false 0 true false 0.00000 false true A false false false true false true LEHMAN BROTHERS INC 0.58 false true false 0 false true B false true false false false false 0 false 0 false true A true B true HORD COPLAN MACHT SEE PART V 3482720 SEE PART V false BUSINESS TRANSACTIONS FORM 990, SCHEDULE L, PART IV, LINE 28C LIFEBRIDGE HEALTH, INC. AND SUBSIDIARIES RECEIVED $3,482,720 IN ARCHITECTURAL SERVICES FROM THE FIRM HORD COPLAN MACHT. MR. LEE COPLAN, A DIRECTOR OF LIFEBRIDGE HEALTH, INC., IS A 20% OWNER AND CEO OF THE FIRM. ALL TRANSACTIONS WERE AT FAIR MARKET VALUE AND NEGOTIATED AT ARM'S LENGTH. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 THE CORPORATION 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.; AND LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL, INC. LIFEBRIDGE HEALTH EXISTS PRIMARILY TO SUPPORT THE CHARITABLE MISSIONS OF ITS SUBSIDIARIES, INCLUDING SINAI HOSPITAL OF BALTIMORE, NORTHWEST HOSPITAL CENTER, AND LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL. DURING 2013, THESE INSTITUTIONS COLLECTIVELY PROVIDED APPROXIMATELY 44,050 INPATIENT ADMISSIONS, 146,353 EMERGENCY ROOM VISITS, AND TENS OF THOUSANDS OF OUTPATIENT VISITS. THE MISSIONS AND SOME OF THE ACCOMPLISHMENTS OF THESE FACILITIES ARE DESCRIBED IN THEIR INDIVIDUAL FORM 990'S. IN ADDITION TO THE ACTIVITIES DESCRIBED IN THE FORM 990S OF ITS SUBSIDIARIES, LIFEBRIDGE HEALTH HAS PURSUED MANY OTHER INITIATIVES TO BENEFIT THE COMMUNITIES SERVED BY ITS COMPONENT INSTITUTIONS. 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, ASSISTANT 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 EACH INDIVIDUAL BOARD DIRECTOR PRIOR TO THE FILING DATE FOR REVIEW CONFLICT OF INTEREST POLICY FORM 990, PART VI, 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. 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. 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. JOINT VENTURE POLICY FORM 990, PART VI, LINE 16 IT IS THE POLICY OF LIFEBRIDGE HEALTH, INC. THAT LIFEBRIDGE EXEMPT ENTITIES DO NOT PARTICIPATE DIRECTLY IN JOINT VENTURES WITH FOR-PROFIT ENTITIES. TO THE EXTENT THAT SUCH A JOINT VENTURE IS CONSIDERED APPROPRIATE, THE INVESTMENT IS MADE BY LIFEBRIDGE HEALTH'S FOR-PROFIT SUBSIDIARY, LIFEBRIDGE INVESTMENTS, INC. ANY EXCEPTIONS TO THE POLICY OF NOT HAVING LIFEBRIDGE EXEMPT ENTITIES INVEST DIRECTLY IN JOINT VENTURES WITH FOR-PROFIT ENTITIES WILL REQUIRE THE APPROVAL OF THE LIFEBRIDGE HEALTH BOARD OF DIRECTORS OR AN APPROPRIATE BOARD COMMITTEE. THIS POLICY IS NOT INTENDED TO LIMIT THE ABILITY OF LIFEBRIDGE EXEMPT ENTITIES TO INVEST EXCESS OPERATING RESERVES AND ENDOWMENT FUNDS IN SECURITIES ISSUED BY FOR-PROFIT ENTITIES, IN ACCORDANCE WITH POLICIES ADOPTED BY THE INVESTMENTS SUBCOMMITTEE OF THE BUDGET AND FINANCE COMMITTEE. 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 ADDRESS FORM 990, PART VI, LINE 9 ALL OF THE OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES LISTED IN PART VII, SECTION A, CAN BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS: LIFEBRIDGE HEALTH, INC 2401 WEST BELVEDERE AVENUE BALTIMORE, MD 21215. COMPENSATION OF OFFICERS AND DIRECTORS FORM 990, PART VII, LINE 1A AND 2 LIFEBRIDGE HEALTH INC. REPORTS COMPENSATION FROM EMPLOYEES WHO RECEIVE THEIR W-2 FROM VARIOUS SUPPORTING ENTITIES; SINAI HOSPITAL OF BALTIMORE, NORTHWEST HOSPITAL CENTER, AND LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL IN ITS FINANCIAL STATEMENT PRESENTATION. FIVE HIGHEST PAID INDEPENDENT CONTRACTORS 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. DUE FROM AFFILIATES - BONDS FORM 990, SCHEDULE K ON JANUARY 8, 2008, LIFEBRIDGE HEALTH, INC., TOGETHER WITH ITS AFFLIATES 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 $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 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, 2013, $274,974,870 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 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 & HOSPTIAL 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, 2013, $49,870,329 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. DUE FROM AFFILIATES - BONDS FORM 990, SCHEDULE K PART II, LINE 11 THE FINAL ALLOCATION OF PROCEEDS FROM THE JANUARY 2008 MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES BOND PROCEEDS WAS COMPLETE IN DECEMBER 2010. THE FINAL ALLOCATION OF PROCEEDS FROM THE MARCH 2011 MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES BOND PROCEEDS WILL BE COMPLETE IN 2013. LIFEBRIDGE HEALTH DID MAINTAIN ADEQUATE RECORDS TO SUPPORT THE FINAL ALLOCATION. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9 TRANSFER TO AFFILIATES 10,671,304 UNREALIZED GAIN ON INVESTMENTS 6,784,253 CORPORATE ALLOCATION - UNREALIZED GAIN (6,784,253) OTHER ACCOUNTING ADJUSTMENT (97,338) ------------- TOTAL 10,573,966 LIFEBRIDGE ANESTHESIA ASSOCIATES LLC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 205548159 HEALTHCARE MD 3497961 275949 LBH SINAI HOSPITAL OF BALTIMORE INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 520486540 HOSPITAL MD 501(c)3 3 LBH true NORTHWEST HOSPITAL CENTER INC 5401 OLD COURT ROAD RANDALLSTOWN MD 21133 521372665 HOSPITAL MD 501(c)3 3 LBH true LEVINDALE HEBREW GERIATRIC CTR HOSPITAL 2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215 520607913 SPEC HOSP MD 501(c)3 3 LBH true COURTLAND GARDENS NURSING AND REHAB CTR 7920 SCOTTS LEVEL ROAD BALTIMORE MD 21208 520607907 SKILL NURSING MD 501(c)3 9 LBH true CHILDREN'S HOSPITAL OF BALTIMORE CITY 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 520591592 CHAR. SUPPORT MD 501(c)3 11B LBH true THE BALTIMORE JEWISH HEALTH FNDTN INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 522111541 CHAR. SUPPORT MD 501(c)3 11B LBH true CHILDREN'S HOSPITAL AT SINAI FOUNDATION 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 522167587 CHAR. SUPPORT MD 501(c)3 11B LBH true THE BALTIMORE JEWISH ELDERCARE FNDTN 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 522337669 CHAR SUPPORT MD 501(c)3 11B LBH true LIFEBRIDGE INVESTMENTS INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 521483166 INVESTMENT MD LB INVESTMENTS C Corp 50003691 119937794 HEALTHSTAR MEDICAL SERVICES INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 521829098 HEALTHCARE MD LB INVESTMENTS C Corp PRACTICE DYNAMICS INC 124 BUSINESS CENTER DRIVE REISTERSTOWN MD 21136 521960319 MANAGEMENT MD LB INVESTMENTS C Corp 6696089 3588268 SURGICAL ONCOLOGY ASSOCIATES INC 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 521804659 HEALTHCARE MD LBH C Corp 324 LIFEBRIDGE INSURANCE COMPANY LTD PO Box 1109 Grand Cayman Cayman Islands CJ KY1-1102 980415396 INSURANCE CJ LBH C Corp 10402963 64418336 LIFEBRIDGE COMMUNITY PHYSICIANS INC 2401 W BELVEDERE AVE BALTIMORE MD 21212 800719005 HEALTHCARE MD LBH C Corp 14939769 10289753 false false true false false false false false false false false false false false false false false true false SINAI HOSPITAL OF BALTIMORE INC c 7001377 NBV NORTHWEST HOSPITAL CENTER INC c 1268093 NBV LIFEBRIDGE INSURANCE COMPANY LTD r 7144310 NBV