2012-05-11T13:24:36-05:00 2011-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2010-07-01 520607913 LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL INC LEVI 4106015653 2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215 CHARLES ORLANDO 2012-05-10 true 7032868000 2010 2016-02-24 21:20:13Z ARIC SPITULNIK 2434 WEST BELVEDERE AVE BALTIMORE MD 21215 72963589 false X WWW.LIFEBRIDGEHEALTH.ORG/LEVINDALE X 1965 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. 25 23 942 165 0 0 458969 1044479 76692177 70038738 944174 1485567 597808 394805 78693128 72963589 3276 0 0 0 46235302 45876301 0 0 20752 33611056 28213374 79849634 74089675 -1156506 -1126086 75256690 93327274 24890458 32014277 50366232 61312997 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. false false 35777735 45211458 LEVINDALE OPERATES A 120 BED CHRONIC HOSPITAL 6352805 12476984 LEVINDALE OPERATES A 146 BED SKILLED NURSING FACILITY 3512205 5440246 LEVINDALE OPERATES A 26 BED SUB-ACUTE UNIT 5752157 6918646 51394902 true true false true false false false false true true true false false true false false true false false false false false false false false true true false false true false false false false false false true true false false false false false true true true false false true 79 0 true 942 true false false false false false false false false false false X 25 23 false false false false true true true true true false false true true true true true true true true false MD X NANCY KANE 4106015653 2401 W BELVEDERE AVENUE BALTIMORE MD 21215 X ARIC SPITULNIK 40.0 X X 237336 0 60483 ALLAN C ALPERSTEIN 1.0 X 0 0 0 KEITH ATTMAN 1.0 X 0 0 0 JACK L BARBER 1.0 X 0 0 0 JASON A BLAVATT 1.0 X X 0 0 0 SHARON CAPLAN 1.0 X 0 0 0 MARC A COHEN 1.0 X 0 0 0 ANNETTE COOPER 1.0 X X 0 0 0 JASON A FRANK ESQUIRE 1.0 X 0 0 0 SHELLEY GOLDSEKER 1.0 X 0 0 0 WARREN GREEN 1.0 X X 0 903893 41081 MARLENE KOEPPEL 1.0 X 0 0 0 ALAN KOTZ 1.0 X 0 0 0 EDWARD L MORRIS MD 1.0 X X 0 0 0 BETSY NARROW 1.0 X 0 0 0 HOWARD PERLOW 1.0 X 0 0 0 ABBA D POLIAKOFF ESQUIRE 1.0 X 0 0 0 MICHAEL H RENBAUM 1.0 X X 0 0 0 LEE ROSENBERG 1.0 X 0 0 0 BERNARD RUBIN MD 1.0 X 1188 0 0 BENJAMIN SCHAPIRO 1.0 X 0 0 0 RICHARD SHATZKIN 1.0 X 0 0 0 ROBERT SMELKINSON 1.0 X 0 0 0 DAVID UHLFELDER CPA 1.0 X 0 0 0 HOWARD D WEISS 1.0 X 1188 0 0 HOWARD M WEISS 1.0 X 0 0 0 CHARLES S WINNER ESQUIRE 1.0 X 0 0 0 RICHARD M YAFFE 1.0 X 0 0 0 CHARLES ORLANDO 1.0 X 0 532604 131005 SUSAN LEVY STROHM MD 40.0 X 293748 0 74532 RAUL LUJAN 40.0 X 181993 0 62220 CATHY GALLO 40.0 X 116990 0 27535 JOCELYN EI-SAYED 40.0 X 233005 0 1657 SUNIL RAJANI 40.0 X 219142 0 21461 GIZAW WOLDEHIWOT MD 40.0 X 198869 0 20633 BABATUNDE AJANI MD 40.0 X 183560 0 657 SURAIYA BEGUM MD 40.0 X 177816 0 20869 1844835 1436497 462133 27 false true false ARAMARK CORPORATION HSS PO BOX 828441 PHILADELPHIA PA 19182 FOOD SERVICES 2495487 RENAL TREATMENT CENTERS PO BOX 403008 ATLANTA GA 30384 RENAL DIALYSIS 660240 LOVING CARE SERVICES INC 222 MILFORD MILL RD PIKESVILLE MD 21208 AGENCY NURSING 707073 FTI CONSULTING P O Box 631916 Baltimore MD 21263 CONSULTING 216218 CROTHALL SERVICES GROUP 13028 COLLECTION CENTER DR CHICAGO IL 60693 CONTRACT CLEANING 321529 7 466546 21194 556739 1044479 PATIENT SERVICE REVENUE 900099 7733477 7733477 MEAL PROGRAMS 900099 401106 401106 MEDICARE/MEDICAID PAYMENTS 900099 61904155 61904155 70038738 955428 955428 0 0 147180 147180 147180 147180 530139 530139 530139 530139 0 0 0 PURCHASE DISCOUNTS 900099 8596 8596 VENDING 900099 8376 8376 DAYCARE SHUTTLE 900099 76000 76000 154653 154653 247625 72963589 70047334 1871776 0 0 0 0 830065 809313 20752 0 35532647 25455964 10076683 1993596 1574941 418655 4761878 3051328 1710550 2758115 2178911 579204 0 39681 27001 12680 0 0 0 0 5152575 278235 4874340 63633 36609 27024 0 0 0 1307285 974303 332982 374 374 0 229187 69206 159981 117841 117841 0 2373836 2373836 0 SUPPLIES 9743580 8751338 992242 PROVISION FOR BAD DEBT 1161097 1161097 PROFESSIONAL & TECHNICAL 1304928 854275 450653 AGENCY NURSES 801081 800803 278 ALL OTHER EXPENSES 5918276 3689214 2229062 74089675 51394902 22674021 20752 10785805 9920188 1476097 1322695 388631 4151517 10080250 7809070 73046 13421 109766 132788 62314256 26702059 21353423 35612197 22615370 24481127 7975591 9257552 398711 626719 75256690 93327274 6182175 8367668 3194279 3112279 15514004 20534330 24890458 32014277 X 42699636 49120790 3443362 7968973 4223234 4223234 50366232 61312997 75256690 93327274 X -1126086 12072851 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 7878 false true 31714 39592 false SCHEDULE C LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES LOBBYING INCLUDES A PORTION OF THE MARYLAND HOSPITAL ASSOCIATION DUES RELATED TO LOBBYING ACTIVITIES DURING THE YEAR ENDED JUNE 30, 2011 AND OTHER LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE HOSPITAL FOR COMMUNITY STABILIZATION AND DEVELOPMENT, HEALTHCARE MALPRACTICE, AND LONG TERM CARE. 4223234 4223234 4223234 4223234 4223234 4223234 1.00000 false true true 30607637 19205354 11402283 12070121 6983677 5086444 19636498 513028 19123470 35612197 ECONOMIC INTEREST IN FNDTN 9257552 F 9257552 0 PENSION LIABILITY 5428891 DEFERRED COMPENSATION 18370 CAPTIVE PROFESSIONAL LIABILITY 205911 A/P - RELATED PARTIES 3252094 OTHER LIABILITIES 1560000 A/P DUE TO AFFILIATE BONDS 10069064 20534330 ENDOWMENT FUNDS 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 SCHEDULED 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 true true X 300. true X true true true false false 1319587 1319584 0.01780 13685764 13685764 0.19450 15005351 15005348 0.21230 15005351 15005348 0.21230 false 744873 39153968 31949815 7204153 true true 1 1 LEVINDALE HEBREW GERIATRIC CENTER & HOSP

2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215

X SPECIALTY HOSPITAL LEVINDALE HEBREW GERIATRIC CENTER & HOSP 1 2 LEVINDALE HEBREW GERIATRIC CENTER & HOSP

2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215

NURSING HOME LEVINDALE HEBREW GERIATRIC CENTER & HOSP

2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215

SUBACUTE NURSING HOME 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 SLIGHTLY 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. COMMUNITY BENEFIT EXPENSES ARE EQUAL TO MEDICAID REVENUES IN MARYLAND, AS SUCH, 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. 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. 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 SLIGHTLY 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. NEEDS ASSESSMENT: 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 NEED 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. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: FINANCIAL ASSISTANCE INFORMATION IS MADE AVAILABLE TO THE PUBLIC THROUGH MULTIPLE SOURCES INCLUDING: THE ADMISSION PACKET, PAMPHLETS LOCATED IN PATIENT ACCESS, PATIENT FINANCIAL SERVICES, AS WELL AS OTHER PATIENT ACCESS POINTS THROUGHOUT THE HOSPITAL. COMMUNITY INFORMATION: 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. AFFLIATED HEALTH CARE SYSTEM ROLES: 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. SINAI HOSPITAL OF BALTIMORE AND NORTHWEST HOSPITAL ARE AFFILIATES AND DISCHARGED PATIENTS REQUIRING CHRONIC AND SUB-ACUTE HOSPITALIZATION ARE OFTEN ADMITTED TO LEVINDALE FOR FURTHER CARE. X X X X false true false false false false false false false ARIC SPITULNIK 228999 0 0 0 8337 0 33784 0 26699 0 297819 0 0 0 WARREN GREEN 0 810127 0 0 0 93766 0 22992 0 18089 0 944974 0 64516 JOCELYN EI-SAYED 172149 0 60653 0 203 0 0 0 1657 0 234662 0 0 0 SUNIL RAJANI 195389 0 21966 0 1787 0 0 0 21461 0 240603 0 0 0 GIZAW WOLDEHIWOT MD 171710 0 26358 0 801 0 0 0 20633 0 219502 0 0 0 BABATUNDE AJANI MD 168221 0 15222 0 117 0 0 0 657 0 184217 0 0 0 SURAIYA BEGUM MD 160674 0 15930 0 1212 0 0 0 20869 0 198685 0 0 0 CHARLES ORLANDO 0 363139 0 0 0 169465 0 112256 0 18749 0 663609 0 141045 SUSAN LEVY STROHM MD 251622 0 0 0 42126 0 60455 0 14077 0 368280 0 37379 0 RAUL LUJAN 159811 0 0 0 22182 0 41524 0 20696 0 244213 0 17288 0 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B DURING THE YEAR, THE FOLLOWING LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL BOARD MEMBERS AND OFFICERS WERE PARTICIPANTS IN A LIFEBRIDGE HEALTH SPONSORED SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED THE FOLLOWING PAYMENTS: WARREN A GREEN $64,516 CHARLES ORLANDO $141,045 SUSAN LEVY-STROHM $37,379 RAUL LUJAN $17,288 ARIC SPITULNIK NONE CATHY GALLO NONE 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. MR. ORLANDO RECEIVED COMPENSATION AS CHIEF FINANCIAL OFFICER LIFEBRIDGE HEALTH, INC. HIS COMPENSATION WAS PAID BY SINAI HOSPITAL OF BALTIMORE, INC. KEITH ATTMAN DIRECTOR 1808648 SEE PART V false BERNARD RUBIN DIRECTOR 327057 SEE PART V false BUSINESS TRANSACTIONS FORM 990, SCHEDULE L, PART IV, LINE 28C LEVINDALE HEBREW GERIATRIC CENTER, INC. AND THE LIFEBRIDGE HEALTH SUBSIDIARIES RECEIVED $1,808,648 IN PAPER SUPPLIES FROM ACME PAPER AND SUPPLY, CO. ONE OF THE DIRECTORS OF LEVINDALE HEBREW GERIATRIC CENTER, INC., MR. KEITH ATTMAN, HAS A FAMILY RELATIONSHIP WITH AN OWNER OF THE FIRM. ALL TRANSACTIONS WERE AT FAIR MARKET VALUE AND NEGOTIATED AT ARM'S LENGTH. LEVINDALE HEBREW GERIATRIC CENTER, INC. AND THE LIFEBRIDGE HEALTH SUBSIDIARIES RECEIVED $327,057 IN EKG AND ECHO READING SERVICES FROM BALTIMORE HEART ASSOCIATES, PA. ONE OF THE DIRECTORS LEVINDALE HEBREW GERIATRIC CENTER, INC., DR. RUBIN, IS ASSOCIATED WITH THE FIRM. ALL TRANSACTIONS WERE AT FAIR MARKET VALUE AND NEGOTIATED AT ARM'S LENGTH. PROGRAM SERVICE ACCOMPLISHMENTS PART III, LINE 4D LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL IS A SPECIALTY HOSPITAL AND NURSING HOME WITH 292 BEDS. LEVINDALE PROVIDES SPECIALTY LONG-STAY HOSPITAL SERVICE, REHABILITATION CARE, BEHAVIORAL HEALTH CARE, COMPREHENSIVE NURSING CARE & OUTPATIENT ADULT DAY 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 35,466 INPATIENT DAYS: 19,935 IN THE CHRONIC UNIT, 1,415 IN THE REHABILITATION UNIT AND 14,116 IN THE BEHAVIORAL HEALTH UNIT. FURTHERMORE, LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL'S NURSING FACILITY PROVIDED 48,360 PATIENT DAYS IN ADDITION TO 11,817 IN THE SKILLED NURSING FACILITY. LEVINDALE HAS ALSO PROVIDED 18,873 DAYS IN ITS ADULT DAY CARE PROGRAM. THE PARTIAL HOSPITALIZATION PROGRAM HAD 4,358 DAYS. OTHER PROGRAM SERVICE EXPENSES INCLUDE CAFETERIA FOR RESIDENTS, VISITORS AND STAFF, AS WELL AS TRANSPORTATION FOR THE ELDERLY TO PROGRAMS RUN BY LEVINDALE. GOVERNING BODY MEMBERS FORM 990, PART VI, LINES 6 AND 7 THE CORPORATION SHALL HAVE ONE MEMBER: LIFEBRIDGE HEALTH, INC., (THE "MEMBER") A MARYLAND NONSTOCK CORPORATION. MEMBERSHIP IN THE CORPORATION SHALL NOT BE TRANSFERABLE. 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. 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 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 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. 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 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: LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL INC 2434 WEST BELVEDERE AVENUE BALTIMORE, MD 21215 OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL IS A SPECIALTY HOSPITAL AND NURSING HOME WITH 292 BEDS. LEVINDALE PROVIDES SPECIALTY LONG-STAY HOSPITAL SERVICE, REHABILITATION CARE, BEHAVIORAL HEALTH CARE, COMPREHENSIVE NURSING CARE & OUTPATIENT ADULT DAY 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 35,466 INPATIENT DAYS: 19,935 IN THE CHRONIC UNIT, 1,415 IN THE REHABILITATION UNIT AND 14,116 IN THE BEHAVIORAL HEALTH UNIT. FURTHERMORE, LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL'S NURSING FACILITY PROVIDED 48,360 PATIENT DAYS IN ADDITION TO 11,817 IN THE SKILLED NURSING FACILITY. LEVINDALE HAS ALSO PROVIDED 18,873 DAYS IN ITS ADULT DAY CARE PROGRAM. THE PARTIAL HOSPITALIZATION PROGRAM HAD 4,358 DAYS. OTHER PROGRAM SERVICE EXPENSES INCLUDE CAFETERIA FOR RESIDENTS, VISITORS AND STAFF, AS WELL AS TRANSPORTATION FOR THE ELDERLY TO PROGRAMS RUN BY LEVINDALE. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 5 ADJUSTMENT TO PENSION BENEFIT OBLIGATION 3,992,220 INCREASE IN PLEDGE RECEIVABLES 3,762,885 INCREASE IN TEMPORARILY RESTRICTED NET ASSETS 2,769,761 UNREALIZED GAINS ON INVESTMENTS 2,433,917 CHANGED IN NET ASSETS OF BALTIMORE JEWISH ELDER FDTN 1,281,962 NET ASSETS RELEASED FROM GRANTS FOR BGE LIGHTING 23,438 OPERATING EXPENDITURES - TEMPORARILY RESTR NET ASSETS (86,263) TRANSFER TO AFFILIATE (2,105,069) -------------- TOTAL OTHER CHANGES IN NET ASSETS 12,072,851 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 Courtland Gardens Nursing and Rehab Ctr 7920 Scotts Level Road Baltimore MD 21208 520607907 SKILL NURSING MD 501(C)(3) 9 LBH Childrens Hospital of Baltimore City 2401 West Belvedere Avenue Baltimore MD 21215 520591592 CHAR. SUPPORT MD 501(C)(3) 11b LBH The Baltimore Jewish Health FOUNDATION 2401 West Belvedere Avenue Baltimore MD 21215 522111541 CHAR. SUPPORT MD 501(C)(3) 11b LBH Children's Hospital At Sinai Foundation 2401 West Belvedere Avenue Baltimore MD 21215 522167587 CHAR. SUPPORT MD 501(C)(3) 11b LBH The Baltimore Jewish Eldercare Fndtn Inc 2401 West Belvedere Avenue Baltimore MD 21215 522337669 CHAR SUPPORT 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 HEALTHCARE MD LBH C Corp LifeBridge Insurance Company Ltd PO Box 1109 Grand Cayman Cayman Islands CJ 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 true false false false false false false false false false false false false false false false LIFEBRIDGE HEALTH INC b 2105069 BALTIMORE JEWISH ELDERCARE FOUNDATION C 560282