Form990
Click to see list of attachments
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2018 , and ending 06-30-2019
BCheck if applicable:
CName of organization
LIFEBRIDGE HEALTH INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2401 WEST BELVEDERE AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21215
D Employer identification number

52-1402373
E Telephone number

G Gross receipts $ 242,112,559
F Name and address of principal officer:
NEIL MELTZER
2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.LIFEBRIDGEHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1985
M State of legal domicile: MD
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO SUPPORT THE CHARITABLE MISSIONS OF ITS SUBSIDIARIES, INCLUDING SINAI HOSPITAL OF BALTIMORE, NORTHWEST HOSPITAL CENTER, LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, AND CARROLL HOSPITAL CENTER.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 26
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 22
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 1,119
6 Total number of volunteers (estimate if necessary) ............. 6 15
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,795,523
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 145,884
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,428,267 160,894
9 Program service revenue (Part VIII, line 2g) ......... 215,302,789 237,769,556
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 342,462 261,931
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -711,470 -968,405
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 218,362,048 237,223,976
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 597,200 411,005
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 101,599,047 106,032,231
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,231,584    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 116,526,289 129,466,338
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 218,722,536 235,909,574
19 Revenue less expenses. Subtract line 18 from line 12....... -360,488 1,314,402
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,447,205,438 1,493,684,210
21 Total liabilities (Part X, line 26)............. 570,763,517 524,928,331
22 Net assets or fund balances. Subtract line 21 from line 20..... 876,441,921 968,755,879
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 67,111,794 including grants of $ 411,005 ) (Revenue $ 234,878,994 )
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., LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC., CARROLL HOSPITAL CENTER, INC., AND BALTIMORE CHILD ABUSE CENTER, INC.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet67,111,794
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,119
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ , IS
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
26
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
22
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MD
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletNANCY KANE2401 WEST BELVEDERE AVENUE   BALTIMORE,MD21215 (410) 601-5653
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BARRY LEVIN......................................................................
CHAIR
1.00
.................
0.00
X   X       0 0 0
(2) BRIAN L MOFFET......................................................................
VICE CHAIR
1.00
.................
0.00
X   X       0 240 0
(3) HELEN WHITEHEAD......................................................................
TREASURER
1.00
.................
0.00
X   X       0 0 0
(4) LOUIS F FRIEDMAN ESQ......................................................................
SECRETARY
1.00
.................
0.00
X   X       0 240 0
(5) LYNN E ABESHOUSE......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(6) LAURA BLACK......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(7) JASON A BLAVATT ESQ......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(8) MARC P BLUM ESQ......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(9) JOSEPH A COOPER......................................................................
DIRECTOR
1.00
.................
0.00
X           0 240 0
(10) LEE COPLAN......................................................................
DIRECTOR
1.00
.................
0.00
X           0 240 0
(11) CHARLES FISHER JR......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(12) RONNIE B FOOTLICK......................................................................
DIRECTOR
1.00
.................
0.00
X           0 240 0
(13) MARTIN HILL......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(14) BRIAN J GIBBONS......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(15) HARRY W KAPLAN MD......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(16) DONALD KIRSON......................................................................
DIRECTOR
1.00
.................
0.00
X           0 240 0
(17) BRENDA WEIL MANDEL......................................................................
DIRECTOR
1.00
.................
0.00
X           0 240 0
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) THOMAS F OBRECHT........................................................................
DIRECTOR
1.00
.......................1.00
X           0 0 0
(19) ABBA POLIAKOFF........................................................................
DIRECTOR
1.00
.......................0.00
X           0 0 0
(20) GREG ROCHLIN........................................................................
DIRECTOR
1.00
.......................0.00
X           0 0 0
(21) FRANK B ROSENBERG........................................................................
DIRECTOR
1.00
.......................0.00
X           0 0 0
(22) PAUL SAVAL........................................................................
DIRECTOR
1.00
.......................0.00
X           0 0 0
(23) ETHAN SEIDEL........................................................................
DIRECTOR
1.00
.......................0.00
X           0 0 0
(24) THOMAS WELLIVER........................................................................
DIRECTOR
1.00
.......................0.00
X           0 0 0
(25) JEFFREY WOTHERS........................................................................
DIRECTOR
1.00
.......................0.00
X           0 0 0
(26) ALEC YEO........................................................................
DIRECTOR
1.00
.......................0.00
X           0 0 0
(27) NEIL MELTZER........................................................................
PRESIDENT/CEO
40.00
.......................1.00
    X       1,977,342 0 435,316
(28) DAVID KRAJEWSKI........................................................................
EXEC VP/CFO, PRESIDENT LB PARTNERS
40.00
.......................1.00
    X       1,088,381 0 202,801
(29) JOEL SULDAN........................................................................
SVP & GENERAL COUNSEL (PY)
40.00
.......................1.00
    X       642,335 0 152,472
(30) JASON WEINER........................................................................
SVP AND GENERAL COUNSEL
40.00
.......................1.00
    X       356,630 0 70,884
(31) BRIAN WHITE........................................................................
EXECUTIVE VICE PRESIDENT (PY)
40.00
.......................1.00
      X     1,170,366 0 193,997
(32) LESLIE SIMMONS........................................................................
EXEC VP, PRES CARROLL HOSP, INTERIM COO NW HOSP
16.00
.......................24.00
      X     918,190 0 164,127
(33) JONATHAN RINGO MD........................................................................
SVP LBH AND PRES./COO SINAI
1.00
.......................40.00
      X     744,553 0 125,843
(34) TRESSA SPRINGMANN........................................................................
SVP/CIO LIFEBRIDGE HEALTH
40.00
.......................1.00
      X     655,977 0 145,301
(35) ANTHONY MORRIS........................................................................
SVP CHIEF REVENUE OFFICER
40.00
.......................1.00
      X     520,417 0 83,001
(36) JULIE COX........................................................................
VP & CHIEF DEVELOPMENT OFFICER
40.00
.......................1.00
      X     405,968 0 76,123
(37) CHARLES ALBRECHT MD........................................................................
CHIEF QUALITY OFFICER
1.00
.......................40.00
      X     0 398,651 82,389
(38) TERRENCE CARNEY........................................................................
VP SUPPLY CHAIN
1.00
.......................40.00
      X     361,804 0 20,688
(39) JAMES ROBERGE........................................................................
VP CAPITAL IMPROVEMENTS & SUPPORT SERVICES
40.00
.......................0.00
      X     341,957 0 75,701
(40) STEPHEN YOUNG........................................................................
VICE PRESIDENT - CHIEF OF STAFF
40.00
.......................1.00
      X     330,680 0 64,377
(41) NANCY KANE........................................................................
VP FINANCIAL REPORTING
1.00
.......................40.00
      X     280,543 0 81,836
(42) LOU DUNAWAY........................................................................
VP BUDGET & CAPITAL PLANNING/CFO LEVINDALE
40.00
.......................1.00
      X     266,608 0 66,920
(43) BRIAN DEFFAA........................................................................
VP CHIEF MARKETING OFFICER
40.00
.......................1.00
      X     203,575 0 40,109
(44) ANDREW MORRISON........................................................................
VP TOTAL REWARDS & OPERATIONS
40.00
.......................1.00
      X     196,527 0 43,207
(45) NEAL NAFF........................................................................
PHYSICIAN
40.00
.......................0.00
        X   1,322,606 0 20,119
(46) MARK D OLSZYK........................................................................
CARROLL VP OF MEDICAL STAFF
5.00
.......................35.00
        X   531,316 0 74,309
(47) JOSEPH QUINN........................................................................
SVP CHIEF HR OFFICER (PY)
40.00
.......................1.00
        X   501,669 0 126,447
(48) DANIEL DURAND........................................................................
VP CHIEF INNOVATION OFFICER
39.00
.......................1.00
        X   471,341 2,131 48,256
(49) KEVIN K KELBLY........................................................................
CARROLL SENIOR VP FINANCE/CFO
20.00
.......................20.00
        X   450,031 0 36,035
(50) LUCY FERKO........................................................................
FORMER VP SERVICE LINES
0.00
.......................0.00
          X 129,052 0 3,025
(51) STEPHEN WITMAN........................................................................
FORMER VP BUS DEVELOP/FINANCIAL & CAPITAL PLANNING
0.00
.......................0.00
          X 123,126 0 6,964
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 13,990,994 402,462 2,440,247
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet161
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
CERNER CORPORATION

PO BOX 412702
KANSAS CITY,MO64117
INFORMATION TECHNOLOGY SERVICES 3,761,530
MICROSOFT CORPORATION

ONE MICROSOFT WAY
REDMOND,WA98052
INFORMATION TECHNOLOGY SERVICES 2,002,059
ALLEGIS GLOBAL SOLUTIONS

7312 PARKWAY DRIVE
HANOVER,MD21076
RECRUITING SERVICES 1,957,834
RECEIVABLES OUTSOURCING

PO BOX 842278
BOSTON,MA02284
COLLECTION SERVICES 1,489,686
COGNIZANT TECHNOLOGY SOLUTIONS

700 13TH STREET NW SUITE 310
WASHINGTON,DC20005
INFORMATION TECHNOLOGY SERVICES 1,429,096
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet78
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 160,894
g Noncash contributions included in lines 1a - 1f:$  
h Total. Add lines 1a-1f.......MediumBullet 160,894
 Program Service RevenueAmt Business Code
2a CORPORATE ALLOCATION 541900 236,105,619 233,770,019 2,335,600  
b INCOME IN RADNET 621990 911,196 911,196    
c COMMUNITY PHYSICIAN CHARGEBACK 621990 554,962   554,962  
d DATA AGGREGATION FEES 621990 113,400 113,400    
e MISCELLANEOUS PROGRAM REV 900099 50,279 50,279    
f All other program service revenue. 34,100 34,100    
g Total. Add lines 2a–2f ....MediumBullet 237,769,556
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 261,931   39,714 222,217
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   3,920,178
b Less: rental expenses   4,888,583
c Rental income or (loss)   -968,405
d Net rental income or (loss)......MediumBullet -968,405   -134,753 -833,652
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss).....MediumBullet        
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 237,223,976 234,878,994 2,795,523 -611,435
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 406,005 406,005
2 Grants and other assistance to domestic individuals. See Part IV, line 22 5,000 5,000
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 17,987,094 6,818,480 10,679,432 489,182
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 70,888,190 5,940,587 64,179,465 768,138
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 328   328  
9 Other employee benefits ....... 10,440,423 1,337,587 8,963,742 139,094
10 Payroll taxes ........... 6,716,196 953,497 5,668,519 94,180
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,010,854   1,010,854  
c Accounting ........... 705,659   705,659  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 32,924,754 2,240,190 30,304,302 380,262
12 Advertising and promotion .... 4,673,681 114,106 4,499,899 59,676
13 Office expenses ....... 5,224,788 25,929 5,181,815 17,044
14 Information technology ...... 18,611,330 542,250 18,041,680 27,400
15 Royalties ..        
16 Occupancy ........... 2,941,810 36,389 2,892,839 12,582
17 Travel ............ 247,349 78,196 154,157 14,996
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 888,759 66,719 645,393 176,647
20 Interest ........... 17,086,605 17,086,605    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 18,410,038 5,494,676 12,915,362  
23 Insurance ... 23,111,681 23,111,681    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a SUPPLIES 2,913,486 2,832,940 41,598 38,948
b DUES/MEMBERSHIPS 715,544 20,957 681,152 13,435
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 235,909,574 67,111,794 166,566,196 2,231,584
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 9,899,278 1 9,811,752
2 Savings and temporary cash investments ......... 255,842,952 2 208,115,043
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 1,424,702 4 840,722
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net .... 3,285,040 7 3,264,976
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 8,140,397 9 11,073,821
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 253,467,007
b Less: accumulated depreciation 10b 133,084,292 112,215,996 10c 120,382,715
11 Investments—publicly traded securities . 335,221,280 11 475,497,271
12 Investments—other securities. See Part IV, line 11 ..... 256,783,774 12 185,379,782
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 464,392,019 15 479,318,128
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,447,205,438 16 1,493,684,210
Liabilities 17 Accounts payable and accrued expenses ..... 29,321,398 17 31,781,248
18 Grants payable ...   18  
19 Deferred revenue ......... 0 19 43,000
20 Tax-exempt bond liabilities ......... 435,485,861 20 428,188,478
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties .. 51,486,421 23 44,971,660
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 54,469,837 25 19,943,945
26 Total liabilities. Add lines 17 through 25.. 570,763,517 26 524,928,331
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 876,260,733 27 968,574,691
28 Temporarily restricted net assets ........... 181,188 28 181,188
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 876,441,921 33 968,755,879
34 Total liabilities and net assets/fund balances ........ 1,447,205,438 34 1,493,684,210
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
237,223,976
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
235,909,574
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,314,402
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
876,441,921
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
90,999,556
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
968,755,879
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
LIFEBRIDGE HEALTH INC
 
Employer identification number

52-1402373
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................5
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) SINAI HOSPITAL OF BALTIMORE INC
 
520486540 3 Yes   40,178,127 0
(B) NORTHWEST HOSPITAL CENTER INC
 
521372665 3 Yes   12,474,163 0
(C) CARROLL HOSPITAL CENTER INC
 
521452024 3 Yes   12,376,711 0
(D) LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL INC
 
520607913 3 Yes   2,082,793 0
(E) BALTIMORE CHILD ABUSE CENTER INC
 
521681279 7 Yes   0 0
Total
5
67,111,794 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
Yes
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
Yes
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in (a) above?
11b
 
No
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
Yes
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
Yes
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
Yes
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
Yes
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
Yes
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2018
(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2019. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART I, QUESTION 12G, COLUMN VI: ADMINISTRATIVE SERVICES
SCHEDULE A, PART IV, SECTION A, QUESTION 5: THE BALTIMORE CHILD ABUSE CENTER, INC. (52-1681279), THROUGH AMENDMENTS TO ITS ORGANIZATIONAL DOCUMENTS, BECAME A SUBSIDIARY OF LIFEBRIDGE HEALTH, INC. EFFECTIVE AS OF JANUARY 1, 2019. LIFEBRIDGE HEALTH, INC. AMENDED ITS ORGANIZATIONAL DOCUMENTS EFFECTIVE JANUARY 7, 2019 TO ADD THE BALTIMORE CHILD ABUSE CENTER, INC. AS A SUPPORTED ORGANIZATION. THE BALTIMORE CHILD ABUSE CENTER, INC. PROVIDES SERVICES AND TREATMENT TO VICTIMS OF CHILD ABUSE, AND THE REASON FOR ITS AFFILIATION WITH LIFEBRIDGE HEATH, INC. WAS TO ENSURE THAT IT COULD CONTINUE TO PROVIDE SUCH SERVICES AND TREATMENT, WHILE REDUCING COSTS AND IMPROVING EFFICIENCIES. THE AFFILIATION AND THE AMENDMENT TO LIFEBRIDGE HEALTH, INC.'S ORGANIZATIONAL DOCUMENTS WERE APPROVED BY VOTES OF ITS BOARD OF DIRECTORS, AS REQUIRED UNDER ITS ORGANIZATIONAL DOCUMENTS."
SCHEDULE A, PART IV, SECTION A, QUESTION 6: LIFEBRIDGE HEALTH, INC. PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS WHO PROVIDE SERVICES TO MEMBERS OF THE CHARITABLE CLASS BENEFITED BY ITS SUPPORTED ORGANIZATIONS EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES.
SCHEDULE A, PART IV, SECTION D, QUESTION 3: THE LIFEBRIDGE HEALTH INVESTMENT COMMITTEE OVERSEES THE INVESTMENT OF THE ASSETS OF THE SUPPORTED ORGANIZATIONS. LIFEBRIDGE HEALTH'S MANAGEMENT OVERSEES THE BUDGETING PROCESS FOR EACH OF THE SUPPORTED ORGANIZATIONS. THE CAPITAL AND OPERATING BUDGETS OF EACH OF THE SUPPORTED ORGANIZATIONS MUST BE APPROVED BY THE BOARD OF DIRECTORS OF LIFEBRIDGE HEALTH.
SCHEDULE A, PART IV, SECTION E, QUESTION 3A: LIFEBRIDGE HEALTH IS THE PARENT CORPORATION OF THE INTEGRATED HEALTH INSTITUTION. WITH LIMITED EXCEPTIONS FOR AUXILIARY AND MEDICAL STAFF LEADERS, THE LIFEBRIDGE HEALTH BOARD OF DIRECTORS ELECTS THE MEMBERS OF THE BOARD OF DIRECTORS AND THE BOARD OFFICERS OF EACH OF THE SUPPORTED ORGANIZATIONS.
SCHEDULE A, PART IV, SECTION E, QUESTION 3B: ALTHOUGH LIFEBRIDGE HEALTH DOES NOT DIRECTLY OPERATE ANY OF THE SUPPORTED ORGANIZATIONS, IN ITS ROLE AS PARENT CORPORATION OF THE HEALTH SYSTEM, ITS MANAGEMENT AND BOARD OF DIRECTORS SET THE OVERALL DIRECTION AND STRATEGY OF THE HEALTH SYSTEM AND WORK TO ENSURE THAT ALL COMPONENTS OF THE SYSTEM WORK IN COORDINATION WITH EACH OTHER IN CARRYING OUT THEIR RESPECTIVE MISSIONS. THE BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS CONTAIN AN EXTENSIVE LIST OF POWERS THAT ARE RESERVED TO LIFEBRIDGE HEALTH.
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
LIFEBRIDGE HEALTH INC
 
Employer identification number

52-1402373
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
LIFEBRIDGE HEALTH INC
 
Employer identification number
52-1402373
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
LIFEBRIDGE HEALTH INC
 
Employer identification number

52-1402373
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
LIFEBRIDGE HEALTH INC
 
Employer identification number

52-1402373
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
LIFEBRIDGE HEALTH INC
 
Employer identification number

52-1402373
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...............................    
c Total lobbying expenditures (add lines 1a and 1b) ...................................................................    
d Other exempt purpose expenditures ........................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
0
d
Mailings to members, legislators, or the public? .............................................................................
 
No
0
e
Publications, or published or broadcast statements? ...........................................................
 
No
0
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
0
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
0
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
0
i
Other activities? ...................................................................................................................
 
No
0
j
Total. Add lines 1c through 1i ....................................................................................................
0
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART I-A, LINE 1: 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.
Schedule C (Form 990 or 990EZ) 2018


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
LIFEBRIDGE HEALTH INC
 
Employer identification number

52-1402373
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
 
(ii) related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   2,695,295 2,695,295
b Buildings ....   84,294,424 16,451,318 67,843,106
c Leasehold improvements   1,114,295 507,454 606,841
d Equipment ....   159,445,647 116,125,520 43,320,127
e Other .....   5,917,346   5,917,346
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 120,382,715
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) INVESTMENT IN AFFILIATES
185,379,782 F
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 185,379,782
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) CAPITAL ACCUMULATION 2,380,099
(2) RECEIVABLE FROM AFFILIATES 52,183,220
(3) DUE FROM AFFILIATES BONDS 424,363,478
(4) DEFERRED ASSET 391,331
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 479,318,128
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
SECURITY DEPOSITS 90,100
PAYABLE TO AFFILIATES 6,523,685
DEFERRED COMPENSATION 1,536,876
OTHER LONG-TERM LIABILITIES 15,618,284
DEFERRED FINANCING COSTS -3,825,000
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 19,943,945
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
LIFEBRIDGE HEALTH INC
 
Employer identification number

52-1402373
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES INSURANCE (CAPTIVE) 23,721,209
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   77,978,710
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS   16,262,258
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 117,962,177
b Total from continuation sheets to Part I ...     0
c Totals (add lines 3a and 3b) 0 0 117,962,177
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2018
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
LIFEBRIDGE HEALTH INC
 
Employer identification number
52-1402373
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) ASSOCIATED JEWISH CHARITIES FEDERATION OF BALTIMORE
101 W MOUNT ROYAL AVENUE
BALTIMORE,MD21201
52-6024192 501(C)(3) 25,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(2) BALTIMORE MUSEUM OF INDUSTRY
1415 KEY HIGHWAY INNER HARBOR SOUTH
SOUTH
BALTIMORE,MD21230
52-1205675 501(C)(3) 25,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(3) RONALD MCDONALD HOUSE CHARITIES OF BALTIMORE INC
635 W LEXINGTON STREET
BALTIMORE,MD21201
52-1184957 501(C)(3) 25,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(4) UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC
4603 CALVERT ROAD
COLLEGE PARK,MD20740
52-2197313 501(C)(3) 25,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(5) POWER52 FOUNDATION
3545 ELLICOTT MILLS DRIVE
ELLICOTT CITY,MD21043
47-5176575 501(C)(3) 20,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(6) GREATER BALTIMORE COMMITTEE
111 S CALVERT STREET
BALTIMORE,MD21202
52-0645650 501(C)(4) 18,350       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(7) AMERICAN CANCER SOCIETY
405 WILLIAMS COURT SUITE 120
BALTIMORE,MD21220
13-1788491 501(C)(3) 15,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(8) EVERYMAN THEATRE INC
315 W FAYETTE STREET
BALTIMORE,MD21201
52-1593239 501(C)(3) 15,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(9) BALTIMORE PRIDE (GLCCB)
2530 N CHARLES STREET 3RD FLOOR
BALTIMORE,MD21218
52-1112541 501(C)(3) 10,142       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(10) BALTIMORE HOMECOMING INC
3700 ODONNELL STREET SUITE 200
BALTIMORE,MD21224
82-2350770 501(C)(3) 10,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(11) BNOS YISROEL OF BALTIMORE
6300 PARK HEIGHTS AVENUE
BALTIMORE,MD21215
52-2231272 501(C)(3) 10,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(12) JUVENILE DIABETES RESEARCH FOUNDATION (JDRF)
1400 K STREET NW
WASHINGTON,DC20005
23-1907729 501(C)(3) 10,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(13) MARYLAND ISRAEL DEVELOPMENT CENTER (MIDC)
401 E PRATT STREET FLOOR 7
BALTIMORE,MD21202
52-1777737 501(C)(3) 10,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(14) STEVENSON UNIVERSITY
1524 GREENSPRING VALLEY ROAD
STEVENSON,MD21153
52-0705392 501(C)(3) 10,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(15) THE BALTIMORE SHABBAT PROJECT
3310 LABRYNTH ROAD
BALTIMORE,MD21215
81-4869352 501(C)(3) 10,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
(16) BALTIMORE HUMANE SOCIETY
1601 NICODEMUS ROAD
REISTERSTOWN,MD21136
52-0623165 501(C)(3) 6,500       GENERAL SUPPORT
(17) FREESTATE JUSTICE
2526 ST PAUL STREET
BALTIMORE,MD21218
26-2174290 501(C)(3) 6,000       TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
16
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, 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.
Schedule I (Form 990) 2018



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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
LIFEBRIDGE HEALTH INC
 
Employer identification number

52-1402373
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1NEIL MELTZER
PRESIDENT/CEO
(i)

(ii)
954,219
-------------
0
584,642
-------------
0
438,481
-------------
0
412,001
-------------
0
23,315
-------------
0
2,412,658
-------------
0
332,995
-------------
0
2DAVID KRAJEWSKI
EXEC VP/CFO, PRESIDENT LB PARTNERS
(i)

(ii)
663,233
-------------
0
234,901
-------------
0
190,247
-------------
0
175,184
-------------
0
27,617
-------------
0
1,291,182
-------------
0
138,679
-------------
0
3JOEL SULDAN
SVP & GENERAL COUNSEL (PY)
(i)

(ii)
381,188
-------------
0
141,149
-------------
0
119,998
-------------
0
148,167
-------------
0
4,305
-------------
0
794,807
-------------
0
68,720
-------------
0
4JASON WEINER
SVP AND GENERAL COUNSEL
(i)

(ii)
280,607
-------------
0
72,243
-------------
0
3,780
-------------
0
52,623
-------------
0
18,261
-------------
0
427,514
-------------
0
0
-------------
0
5BRIAN WHITE
EXECUTIVE VICE PRESIDENT (PY)
(i)

(ii)
657,255
-------------
0
308,018
-------------
0
205,093
-------------
0
167,577
-------------
0
26,420
-------------
0
1,364,363
-------------
0
54,999
-------------
0
6LESLIE SIMMONS
EXEC VP, PRES CARROLL HOSP, INTERIM
(i)

(ii)
627,046
-------------
0
217,500
-------------
0
73,644
-------------
0
142,564
-------------
0
21,563
-------------
0
1,082,317
-------------
0
57,800
-------------
0
7JONATHAN RINGO MD
SVP LBH AND PRES./COO SINAI
(i)

(ii)
582,614
-------------
0
153,988
-------------
0
7,951
-------------
0
98,450
-------------
0
27,393
-------------
0
870,396
-------------
0
0
-------------
0
8TRESSA SPRINGMANN
SVP/CIO LIFEBRIDGE HEALTH
(i)

(ii)
410,634
-------------
0
149,111
-------------
0
96,232
-------------
0
120,466
-------------
0
24,835
-------------
0
801,278
-------------
0
54,321
-------------
0
9ANTHONY MORRIS
SVP CHIEF REVENUE OFFICER
(i)

(ii)
331,647
-------------
0
103,266
-------------
0
85,504
-------------
0
62,885
-------------
0
20,116
-------------
0
603,418
-------------
0
40,786
-------------
0
10JULIE COX
VP & CHIEF DEVELOPMENT OFFICER
(i)

(ii)
254,877
-------------
0
79,205
-------------
0
71,886
-------------
0
52,665
-------------
0
23,458
-------------
0
482,091
-------------
0
31,650
-------------
0
11CHARLES ALBRECHT MD
CHIEF QUALITY OFFICER
(i)

(ii)
0
-------------
302,260
0
-------------
62,893
0
-------------
33,498
0
-------------
58,081
0
-------------
24,308
0
-------------
481,040
0
-------------
27,392
12TERRENCE CARNEY
VP SUPPLY CHAIN
(i)

(ii)
249,982
-------------
0
62,844
-------------
0
48,978
-------------
0
18,018
-------------
0
2,670
-------------
0
382,492
-------------
0
29,772
-------------
0
13JAMES ROBERGE
VP CAPITAL IMPROVEMENTS & SUPPORT SE
(i)

(ii)
260,153
-------------
0
62,890
-------------
0
18,914
-------------
0
50,212
-------------
0
25,489
-------------
0
417,658
-------------
0
0
-------------
0
14STEPHEN YOUNG
VICE PRESIDENT - CHIEF OF STAFF
(i)

(ii)
227,438
-------------
0
59,220
-------------
0
44,022
-------------
0
36,198
-------------
0
28,179
-------------
0
395,057
-------------
0
39,713
-------------
0
15NANCY KANE
VP FINANCIAL REPORTING
(i)

(ii)
230,678
-------------
0
49,451
-------------
0
414
-------------
0
60,568
-------------
0
21,268
-------------
0
362,379
-------------
0
0
-------------
0
16LOU DUNAWAY
VP BUDGET & CAPITAL PLANNING/CFO LEV
(i)

(ii)
220,273
-------------
0
46,065
-------------
0
270
-------------
0
47,951
-------------
0
18,969
-------------
0
333,528
-------------
0
0
-------------
0
17BRIAN DEFFAA
VP CHIEF MARKETING OFFICER
(i)

(ii)
168,528
-------------
0
34,900
-------------
0
147
-------------
0
25,491
-------------
0
14,618
-------------
0
243,684
-------------
0
0
-------------
0
18ANDREW MORRISON
VP TOTAL REWARDS & OPERATIONS
(i)

(ii)
159,877
-------------
0
18,000
-------------
0
18,650
-------------
0
27,900
-------------
0
15,307
-------------
0
239,734
-------------
0
0
-------------
0
19NEAL NAFF
PHYSICIAN
(i)

(ii)
1,245,543
-------------
0
76,665
-------------
0
398
-------------
0
9,048
-------------
0
11,071
-------------
0
1,342,725
-------------
0
0
-------------
0
20MARK D OLSZYK
CARROLL VP OF MEDICAL STAFF
(i)

(ii)
424,025
-------------
0
105,901
-------------
0
1,390
-------------
0
72,540
-------------
0
1,769
-------------
0
605,625
-------------
0
0
-------------
0
21JOSEPH QUINN
SVP CHIEF HR OFFICER (PY)
(i)

(ii)
346,053
-------------
0
128,728
-------------
0
26,888
-------------
0
105,230
-------------
0
21,217
-------------
0
628,116
-------------
0
0
-------------
0
22DANIEL DURAND
VP CHIEF INNOVATION OFFICER
(i)

(ii)
457,741
-------------
2,069
13,439
-------------
61
161
-------------
1
33,861
-------------
153
14,178
-------------
64
519,380
-------------
2,348
0
-------------
0
23KEVIN K KELBLY
CARROLL SENIOR VP FINANCE/CFO
(i)

(ii)
363,877
-------------
0
85,380
-------------
0
774
-------------
0
12,021
-------------
0
24,014
-------------
0
486,066
-------------
0
0
-------------
0
24LUCY FERKO
FORMER VP SERVICE LINES
(i)

(ii)
70,598
-------------
0
0
-------------
0
58,454
-------------
0
1,516
-------------
0
1,509
-------------
0
132,077
-------------
0
42,354
-------------
0
25STEPHEN WITMAN
FORMER VP BUS DEVELOP/FINANCIAL & CA
(i)

(ii)
72,342
-------------
0
0
-------------
0
50,784
-------------
0
1,342
-------------
0
5,622
-------------
0
130,090
-------------
0
40,417
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A ALL BOARD MEMBERS ARE ELIGIBLE FOR COMPLIMENTARY HEALTH CLUB MEMBERSHIPS. THE BOARD MEMBERS WHO SIGN UP AND RECEIVE THE COMPLIMENTARY MEMBERSHIP ARE REPORTED ON PART VII.
PART I, LINE 4B DURING THE YEAR, THE FOLLOWING DIRECTORS AND OFFICERS PARTICIPATED IN A LIFEBRIDGE HEALTH SPONSORED SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: NEIL MELTZER $ 378,851 BRIAN WHITE $ 146,354 DAVID KRAJEWSKI $ 141,558 LESLIE SIMMONS $ 118,553 JOEL SULDAN $ 118,895 TRESSA SPRINGMANN $ 106,393 ANTHONY MORRIS $ 49,228 JULIE COX $ 34,165 JAMES ROBERGE $ 34,779 STEPHEN YOUNG $ 26,320 NANCY KANE $ 30,210 JOSEPH QUINN $ 87,932 JONATHAN RINGO, MD $ 82,239 JASON WEINER $ 34,160 DANIEL DURAND $ 26,492 CHARLES ALBRECHT, MD $ 32,416 LOU DUNAWAY $ 18,269 ANDREW MORRISON $ 18,667 BRIAN DEFFAA $ 20,533 MARK OLSZYK $ 70,601 DURING THE YEAR, THE FOLLOWING DIRECTORS AND OFFICERS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN A LIFEBRIDGE HEALTH SPONSORED SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: BRIAN WHITE $ 197,713 JULIE COX $ 52,612 ANTHONY MORRIS $ 68,330 TRESSA SPRINGMANN $ 69,758 JOEL SULDAN $ 93,541 DAVID KRAJEWSKI $ 164,133 NEIL MELTZER $ 410,275 LESLIE SIMMONS $ 63,270 TERRENCE CARNEY $ 29,772 STEPHEN YOUNG $ 43,752 CHARLES ALBRECHT, MD $ 33,318 LUCY FERKO $ 53,523 STEPHEN WITMAN $ 50,636
Schedule J (Form 990) 2018
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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
LIFEBRIDGE HEALTH INC
 
Employer identification number
52-1402373
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A MARYLAND HEALTH AND HIGHER EDUCATION FACILITIES AUTHORITY
 
52-0936091 574218BE2 03-30-2011 50,639,234 CONSTRUCTION AND EXPANSION X     X   X
B MARYLAND HEALTH AND HIGHER EDUCATION FACILITIES AUTHORITY
 
52-0936091 574218YS6 07-30-2015 167,372,331 REFUND 2006 CARROLL BONDS; PARTIAL REFUND OF LBH 2008 (SEE CONTINUATION)   X   X   X
C MARYLAND HEALTH AND HIGHER EDUCATION FACILITIES AUTHORITY
 
52-0936091 574218MQ4 11-09-2016 131,887,820 PARTIAL ADVANCED REFUND OF LBH 2008 BONDS AND LBH 2011 BONDS   X   X   X
D MARYLAND HEALTH AND HIGHER EDUCATION FACILITIES AUTHORITY
 
52-0936091 5742183L5 11-09-2017 131,204,260 FINAL REFUNDING OF 2008 BONDS   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 5,985,000 690,000 1,025,000 3,500,000
2 Amount of bonds legally defeased .............. 51,148,268      
3 Total proceeds of issue .................. 50,639,234 167,372,331 131,887,820 131,204,260
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............   61,046,178 130,712,322 131,204,260
7 Issuance costs from proceeds ............... 954,413 1,330,001 1,175,498 1,023,925
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 49,684,821 65,149,172    
11 Other spent proceeds .............   39,846,980    
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2013 2016 2017 2017
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? .....   X X   X     X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?     X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? .............   X X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?     X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet   1.100 % 0.780 % 1.990 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet   0.470 % 0.200 % 0.500 %
6 Total of lines 4 and 5 .............   1.570 % 0.980 % 2.490 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X X   X   X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X     X   X   X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MARYLAND HEALTH AND HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2015
CONTINUATION OF BOND B (DESCRIPTION OF PURPOSE): BONDS; REPAYMENT OF PORTION OF A TAXABLE LOAN; AND CONSTRUCTION, RENOVATION AND EQUIPMENT
Schedule K (Form 990) 2018

Additional Data


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Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
LIFEBRIDGE HEALTH INC
 
Employer identification number

52-1402373
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) HORD COPLAN MACHT INDIRECT BUSINESS 881,932 LEE COPLAN SERVED ON THE BOARD OF DIRECTORS OF LIFEBRIDGE HEALTH AND IS THE FOUNDING MEMBER AND CEO OF HORD, COPLAN, MACHT. LIFEBRIDGE HEALTH AND LIFEBRIDGE HEALTH SUBSIDIARIES PAID $881,932 FOR ARCHITECTURAL SERVICES FROM HORD, COPLAN, MACHT. ALL TRANSACTIONS WERE AT FAIR MARKET VALUE AND NEGOTIATED AT ARM'S LENGTH.   No
(2) OBRECHT REALTY SERVICES AND CARLSON LANE LLC
 
INDIRECT BUSINESS 9,018,397 NORTHWEST HOSPITAL CENTER, INC. AND THE LIFEBRIDGE SUBSIDIARIES PAID APPROXIMATELY $9,018,397 FOR CONSTRUCTION SERVICES AND RENT TO OBRECHT REALTY SERVICES AND CARLSON LANE LLC. ONE OF THE DIRECTORS OF LIFEBRIDGE HEALTH. INC., MR. THOMAS OBRECHT, IS AN OWNER OF THESE COMPANIES. ALL TRANSACTIONS WERE AT FMV AND NEGOTIATED AT ARM'S LENGTH.   No
(3) GREENBERG GIBBONS COMMERCIAL CORPORATION
 
INDIRECT BUSINESS 1,140,230 SINAI HOSPITAL OF BALTIMORE, INC. AND LIFEBRIDGE HEALTH, INC. SUBSIDIARIES PAID APPROXIMATELY $1,140,230 TO LEASE SPACE FROM GREENBERG GIBBONS COMMERCIAL CORPORATION. MR. GIBBONS IS A DIRECTOR OF LIFEBRIDGE HEALTH, INC. AND IS THE OWNER AND CEO OF THE COMPANY. ALL TRANSACTIONS WERE AT FAIR MARKET VALUE AND NEGOTIATED AT ARMS LENGTH.   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
LIFEBRIDGE HEALTH INC
 
Employer identification number

52-1402373
Return Reference Explanation
FORM 990, PART III, LINE 1 LIFEBRIDGE HEALTH IS DEDICATED TO MAINTAINING AND IMPROVING THE HEALTH AND WELL-BEING OF ALL PEOPLE IN GREATER BALTIMORE, WITH SPECIAL EMPHASIS ON NORTHWEST BALTIMORE CITY AND BALTIMORE AND CARROLL COUNTIES. IN SO DOING, LIFEBRIDGE IS COMMITTED TO BEING THE BEST, MOST RESPECTED HEALTH CARE SYSTEM SERVING THE NORTHWEST REGION, FAVORED BY THE GREATEST NUMBER OF PATIENTS AND PHYSICIANS IN THAT AREA. LIFEBRIDGE HEALTH VALUES, ABOVE ALL ELSE, THE DELIVERY OF COMPASSIONATE, HIGH QUALITY HEALTH AND HEALTH-RELATED SERVICES TO THE COMMUNITY, REGARDLESS OF AGE, RACE, ETHNICITY OR FINANCIAL CIRCUMSTANCES OF ITS PATIENTS OR CUSTOMERS. IN DELIVERING THESE SERVICES, LIFEBRIDGE HEALTH HONORS THE HERITAGE OF ITS CONSTITUENT INSTITUTIONS, PRESERVING THEIR TRADITIONS AND ASSERTING THEIR VALUES BOLDLY FOR THE BENEFIT OF ALL. FORM 990, PART VI, SECTION B, LINE 10A: THE POLICIES DESCRIBED IN PART VI, SECTION B, LINES 10A-16B APPLY TO LIFEBRIDGE, HEALTH INC. AND ITS AFFILIATES AS LISTED BELOW: LIFEBRIDGE ANESTHESIA ASSOCIATES, LLC LIFEBRIDGE HEALTH CLINICALLY INTEGRATED NETWORK, LLC LIFEBRIDGE HEALTH ACO, LLC 8600 LIBERTY ROAD, LLC LIFEBRIDGE 23 CROSSROADS DRIVE MEDICAL OFFICE BUILDING, LLC PWEST INVESTMENTS, LLC CALHOUN STREET INVESTMENTS, LLC
FORM 990, PART VI, SECTION A, LINE 4 THE BALTIMORE CHILD ABUSE CENTER, INC. ("BCAC") AND LIFEBRIDGE HEALTH, INC. ("LBH") ENTERED INTO AN AFFILIATION AGREEMENT DATED DECEMBER 31, 2018, WHICH CONTEMPLATED LBH BECOMING THE SOLE MEMBER OF BCAC AS OF JANUARY 1, 2019 (THE "AFFILIATION"). AS A RESULT OF THE AFFILIATION, EFFECTIVE AS OF JANUARY 1, 2019 THE ARTICLES OF INCORPORATION AND BYLAWS OF BCAC WERE AMENDED AND RESTATED TO REFLECT, AMONG OTHER THINGS: LBH BEING THE SOLE MEMBER OF BCAC; LBH'S RESERVED POWERS AS MEMBER, INCLUDING THE POWER TO DESIGNATE AND REMOVE BCAC'S DIRECTORS AND OFFICERS, AND THE POWER TO AMEND BCAC'S GOVERNING DOCUMENTS; A REDUCTION IN THE SIZE OF THE BOARD OF DIRECTORS TO A MAXIMUM OF 7 DIRECTORS; CHANGING THE QUORUM REQUIREMENT TO ONE-THIRD OF DIRECTORS THEN IN OFFICE; THE FORMATION OF AN ADVISORY COUNCIL OF BETWEEN 5 AND 25 MEMBERS, WITH RESPONSIBILITY TO PROVIDE ADVICE AND RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING THE OPERATION OF BCAC'S BUSINESS; AND THAT THE BOARD OF DIRECTORS WOULD NO LONGER HAVE STANDING COMMITTEES.
FORM 990, PART VI, SECTION B, LINE 11B THE LIFEBRIDGE EXEMPT ENTITIES 990'S ARE INITIALLY REVIEWED BY THE ASSISTANT VICE PRESIDENT OF FINANCIAL REPORTING. IN ADDITION, AN INDEPENDENT ACCOUNTING FIRM ALSO REVIEWS ALL THE 990 RETURNS. A FORMAL MEETING IS THEN SCHEDULED WITH THE CHIEF FINANCIAL OFFICER, VICE PRESIDENT OF FINANCIAL REPORTING, GENERAL COUNSEL, AND THE ASSISTANT VICE PRESIDENT OF FINANCIAL REPORTING TO REVIEW IN THEIR ENTIRETY ALL THE LIFEBRIDGE EXEMPT ENTITIES 990'S. MANAGEMENT THEN PROVIDES A COPY OF THE 990'S TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE LIFEBRIDGE HEALTH BOARD AND TO EACH INDIVIDUAL BOARD DIRECTOR PRIOR TO THE FILING DATE FOR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS, EMPLOYEES, MEDICAL STAFF MEMBERS, AND VOLUNTEERS ARE EXPECTED TO RECOGNIZE AND DISCLOSE AT THE EARLIEST POSSIBLE TIME ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. AN INDIVIDUAL IS CONSIDERED TO HAVE A CONFLICT OF INTEREST WITH REGARD TO A MATTER OR TRANSACTION IF THE INDIVIDUAL OR A FAMILY MEMBER OF THE INDIVIDUAL HAS A PERSONAL OR FINANCIAL INTEREST THAT HAS THE POTENTIAL TO INFLUENCE THE ACTION TAKEN BY THE INDIVIDUAL ON BEHALF OF LIFEBRIDGE HEALTH. ADDITIONAL INFORMATION REGARDING WHAT CONSTITUTES A CONFLICT OF INTEREST AND HOW TO DISCLOSE A CONFLICT IS OUTLINED BELOW. LIFEBRIDGE AND ALL OF ITS SUBSIDIARIES SHALL REQUIRE ALL EMPLOYEES, MEDICAL STAFF, AND MEMBERS OF THE BOARD TO DISCLOSE ANY ACTIVITIES THAT COULD RESULT IN A POSSIBLE CONFLICT OF INTEREST. IF A CONFLICT IS IDENTIFIED, THE PERSON INVOLVED WOULD RECUSE HIM/HERSELF FROM DELIBERATIONS REGARDING THE TRANSACTIONS. AN INDIVIDUAL IS CONSIDERED TO HAVE A CONFLICT OF INTEREST WITH REGARD TO A MATTER OR TRANSACTION IF THE INDIVIDUAL HAS A PERSONAL OR FINANCIAL INTEREST THAT HAS THE POTENTIAL TO INFLUENCE THE ACTION TAKEN BY THE INDIVIDUAL ON BEHALF OF LIFEBRIDGE OR ANY OF ITS SUBSIDIARIES. AN INDIVIDUAL IS CONSIDERED TO HAVE A "PERSONAL INTEREST" IN A MATTER IF IT IS LIKELY TO HAVE A DIRECT AND MATERIAL IMPACT ON THE INDIVIDUAL'S RELATIONSHIP WITH LIFEBRIDGE OR ANY OF ITS SUBSIDIARIES (E.G., THE INDIVIDUAL'S CONTINUED MEMBERSHIP ON A SUBSIDIARY HOSPITAL'S MEDICAL STAFF), OR ON THE INDIVIDUAL'S OWN HEALTH CARE, OR THE INDIVIDUAL IS PERSONALLY INVOLVED IN A SUBSTANTIAL WAY (E.G., SERVES AS AN OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE) WITH ANOTHER ORGANIZATION THAT HAS A SIGNIFICANT INTEREST IN THE MATTER. AN INDIVIDUAL IS CONSIDERED TO HAVE A "FINANCIAL INTEREST" IN A TRANSACTION IF THE INDIVIDUAL, OR THEIR FAMILY MEMBER, (I) IS A PARTY TO THE TRANSACTION, (II) WILL BENEFIT PERSONALLY FROM THE TRANSACTION, OR (III) HAS, DIRECTLY OR INDIRECTLY, A CURRENT OR ANTICIPATED OWNERSHIP OR INVESTMENT IN, OR COMPENSATION ARRANGEMENT WITH, A PARTY TO THE TRANSACTION. AN OWNERSHIP INTEREST OF LESS THAN 5% IN AN ENTITY WILL NOT, IN AND OF ITSELF, GENERALLY BE CONSIDERED A FINANCIAL INTEREST; HOWEVER, TO THE EXTENT THE INDIVIDUAL'S COMPENSATION FROM THE ENTITY IS DIRECTLY LINKED TO THE ENTITY'S BUSINESS WITH LIFEBRIDGE HEALTH, SUCH COMPENSATION WILL CONSTITUTE A FINANCIAL INTEREST. FOR THE PURPOSES OF THIS POLICY, A "FAMILY MEMBER" INCLUDES SPOUSE OR DOMESTIC PARTNER, PARENTS, BROTHERS AND SISTERS, CHILDREN (WHETHER NATURAL OR ADOPTED), GRANDPARENTS, GRANDCHILDREN, GREAT-GRANDCHILDREN, AND IN-LAWS, SPOUSES OF BROTHERS, SISTERS, CHILDREN, GRANDCHILDREN, AND GREAT-GRANDCHILDREN, AND ANY OTHER MEMBER OF A HOUSEHOLD OF THE INDIVIDUAL. CONFLICTS OF INTEREST ARE TO BE REPORTED BY EMPLOYEES TO THEIR SUPERVISOR, WHO WILL BE RESPONSIBLE FOR DETERMINING WHETHER FURTHER DISSEMINATION IS NECESSARY. MEMBERS OF THE MEDICAL STAFF SHOULD REPORT CONFLICTS TO THE CHIEF OF THEIR DEPARTMENT, AND MEMBERS OF THE BOARD SHOULD REPORT THEM TO THE CHIEF COMPLIANCE OFFICER. QUESTIONNAIRES ARE SENT OUT TO MEMBERS OF THE BOARD ON AN ANNUAL BASIS. IF QUESTIONS ARISE OR FURTHER GUIDANCE IS SOUGHT, INDIVIDUALS CAN CONTACT THE CHIEF COMPLIANCE OFFICER (410-601-4832) OR CONFIDENTIAL COMPLIANCE HOTLINE (1-844-732-6233). NOTHING IN THIS DEFINITION IS INTENDED TO RELIEVE ANY PERSON OF ANY ADDITIONAL OBLIGATIONS THAT MAY BE IMPOSED BY STATE OR FEDERAL LAW.
FORM 990, PART VI, SECTION B, LINE 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, ALL EXECUTIVE VICE PRESIDENTS, AND SELECTED OTHER SENIOR EXECUTIVES. BASE SALARIES OF OTHER EXECUTIVES ARE SET BY THEIR RESPECTIVE SUPERVISORS, IN ACCORDANCE WITH GUIDELINES ESTABLISHED BY THE COMMITTEE AND SUBJECT TO THE COMMITTEE'S OVERSIGHT. A SUBSTANTIAL PORTION OF ALL EXECUTIVE'S TOTAL COMPENSATION IS CONTINGENT UPON THE ACHIEVEMENT OF BOTH SYSTEM-WIDE AND INDIVIDUAL OBJECTIVES. EACH YEAR'S SYSTEM-WIDE OBJECTIVES ARE APPROVED BY THE COMPENSATION COMMITTEE AND TYPICALLY INCLUDE BOTH FINANCIAL AND NONFINANCIAL GOALS. AN EXECUTIVE WHO FAILS TO ACHIEVE THE OBJECTIVES ESTABLISHED FOR THE INCENTIVE PROGRAMS WILL EARN BELOW MARKET LEVELS; CONVERSELY, THE ATTAINMENT OF EXTRAORDINARY RESULTS WILL BE REWARDED BY ABOVE-AVERAGE COMPENSATION. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS.
FORM 990, PART VI, SECTION C, LINE 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 IN SCHEDULE O.
FORM 990, PART VII, LINE 1A AND 2: LIFEBRIDGE HEALTH, INC. CONTROLS THE MANAGEMENT TEAM OF THE INTEGRATED HEALTH SYSTEM AND REPORTS MANAGEMENT SALARIES IN FUNCTIONAL EXPENSES. THE SYSTEM USES ITS SUPPORTING ENTITIES AS COMMON PAYING AGENTS. LIFEBRIDGE HEALTH, INC. REPORTS COMPENSATION FROM EMPLOYEES WHO RECEIVE THEIR W-2 FROM VARIOUS SUPPORTING ENTITIES; SINAI HOSPITAL OF BALTIMORE, NORTHWEST HOSPITAL CENTER, LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, AND CARROLL HOSPITAL CENTER IN ITS FINANCIAL STATEMENT PRESENTATION.
FORM 990, PART VII, SECTION B, LINE 1: LIFEBRIDGE HEALTH, INC. REPORTS THE DISTRIBUTION OF EXPENSE FOR GOODS AND SERVICES PROVIDED TO THE ENTITY IN ITS FINANCIAL STATEMENT PRESENTATION.
FORM 990, PART VIII, PART IX AND PART X: LIFEBRIDGE HEALTH, INC. HOLDS INVESTMENTS FOR THE BENEFIT OF SINAI HOSPITAL OF BALTIMORE, INC., NORTHWEST HOSPITAL CENTER, INC., LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, INC. AND CARROLL HOSPITAL CENTER, INC. THE INCOME, INVESTMENT MANAGEMENT FEES, REALIZED AND UNREALIZED GAINS ON LOSSES ARE RECORDED ON THE FORM 990 OF THESE ENTITIES.
FORM 990, PART IX, LINE 11G COLLECTION SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,973,103. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,973,103. CONTRACT CLEANING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 137,450. FUNDRAISING EXPENSES 14,601. TOTAL EXPENSES 152,051. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 135,267. MANAGEMENT AND GENERAL EXPENSES 13,592,674. FUNDRAISING EXPENSES 116,724. TOTAL EXPENSES 13,844,665. PROFESSIONAL AND TECHNICAL: PROGRAM SERVICE EXPENSES 1,839,015. MANAGEMENT AND GENERAL EXPENSES 9,031,791. FUNDRAISING EXPENSES 238,843. TOTAL EXPENSES 11,109,649. PURCHASED TEMPORARY HELP: PROGRAM SERVICE EXPENSES 253,602. MANAGEMENT AND GENERAL EXPENSES 596,607. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 850,209. REPAIR AND MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 12,306. MANAGEMENT AND GENERAL EXPENSES 1,972,677. FUNDRAISING EXPENSES 10,094. TOTAL EXPENSES 1,995,077.
FORM 990, PART XI, LINE 9: TRANSFERS FROM AFFILIATES 90,023,800. INVESTMENT TRANSFER 2,274,284. EARNINGS ON UNCONSOLIDATED AFFILIATES -1,298,528.
FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, SCHEDULE K: ON MARCH 30, 2011, LIFEBRIDGE HEALTH, INC., TOGETHER WITH ITS AFFILIATES SINAI HOSPITAL OF BALTIMORE, NORTHWEST HOSPITAL CENTER, LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL, CHILDREN'S HOSPITAL AT SINAI FOUNDATION, AND THE BALTIMORE JEWISH HEALTH FOUNDATION (COLLECTIVELY, THE OBLIGATED GROUP) BORROWED $50,695,000 FROM THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO FINANCE A CONSTRUCTION AND EXPANSION PROJECT OF LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL AND TO FINANCE VARIOUS CONSTRUCTION AND RENOVATION PROJECTS AT SINAI HOSPITAL OF BALTIMORE AND NORTHWEST HOSPITAL CENTER. THE AUTHORITY OBTAINED THE FUNDS FOR THIS FINANCING THROUGH THE ISSUANCE OF BONDS UNDER THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (MHHEFA) REVENUE BONDS, LIFEBRIDGE HEALTH ISSUE, SERIES 2011, COLLATERALIZED BY ALL RECEIPTS OF THE OBLIGATED GROUP. THE BONDS WERE ISSUED AT A DISCOUNT OF $55,766 WHICH IS BEING AMORTIZED OVER THE LIFE OF THE BOND ISSUE. THE MEMBERS OF THE OBLIGATED GROUP ARE JOINTLY AND SEVERALLY LIABLE FOR REPAYMENT OF THE PRINCIPAL AND LOAN AND INTEREST THEREON. AS OF JUNE 30, 2019, $3,138,972 OF THE TOTAL AMOUNT BORROWED APPEARS AS DUE TO LIFEBRIDGE HEALTH. ALL THE BONDS WERE ISSUED IN THE NAME OF LIFEBRIDGE HEALTH AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990. ON MAY 1, 2015, A SINGLE OBLIGATED GROUP (THE OBLIGATED GROUP) WAS FORMED, CONSISTING OF LIFEBRIDGE HEALTH INC, SINAI HOSPITAL OF BALTIMORE INC, NORTHWEST HOSPITAL CENTER INC, LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL INC, THE BALTIMORE JEWISH HEALTH FOUNDATION INC, CHILDREN'S HOSPITAL AT SINAI FOUNDATION INC, CARROLL COUNTY HEALTH SERVICES CORPORATION, CARROLL HOSPITAL CENTER INC, CARROLL COUNTY MED SERVICES INC, CARROLL HEALTH GROUP LLC, CARROLL HOSPICE INC, AND CARROLL REGIONAL CANCER CENTER PHYSICIANS LLC. MEMBERS OF THE OBLIGATED GROUP ARE JOINTLY AND SEVERALLY LIABLE FOR ALL OF THE OUTSTANDING BONDS. THE BONDS INCLUDE THE ONES DETAILED ABOVE AS WELL AS THE BONDS ORIGINALLY OBTAINED BY CARROLL COUNTY HEALTH SERVICES INC AND ITS RELATED SUBSIDIARIES. THESE BONDS ISSUED BY THE AUTHORITY ON BEHALF OF LIFEBRIDGE HEALTH INC AND CARROLL COUNTY HEALTH SERVICES INC AND THEIR RESPECTIVE AFFILIATES, TOGETHER WITH THE OTHER OBLIGATIONS ON PARITY WITH SUCH BONDS. ALL THE BONDS ARE REPORTED ON SCHEDULE K OF THE LIFEBRIDGE HEALTH INC FORM 990. ON JULY 30, 2015, LIFEBRIDGE HEALTH, INC., TOGETHER WITH ITS AFFILIATES SINAI HOSPITAL OF BALTIMORE INC., NORTHWEST HOSPITAL CENTER INC., LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL INC., THE BALTIMORE JEWISH HEALTH FOUNDATION INC., CHILDREN'S HOSPITAL AT SINAI FOUNDATION INC., CARROLL COUNTY HEALTH SERVICES CORPORATION, CARROLL HOSPITAL CENTER INC., CARROLL COUNTY MED SERVICES INC., CARROLL HEALTH GROUP LLC, CARROLL HOSPICE INC., AND CARROLL REGIONAL CANCER CENTER PHYSICIANS LLC (COLLECTIVELY, THE OBLIGATED GROUP) BORROWED $159,685,000 FROM THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO FINANCE AND REFINANCE THE COST OF CONSTRUCTION, RENOVATION, AND EQUIPPING OF CERTAIN ADDITIONAL FACILITIES FOR THE OBLIGATED GROUP, TO REFUND A PORTION OF THE SERIES 2008 BONDS AND THE AUTHORITY'S CARROLL ISSUE, SERIES 2006 BONDS, AND REFINANCE A PORTION OF AN OUTSTANDING LINE OF CREDIT. THE AUTHORITY OBTAINED THE FUNDS FOR THIS FINANCING THROUGH THE ISSUANCE OF BONDS UNDER THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (MHHEFA) REVENUE BONDS, LIFEBRIDGE HEALTH ISSUE, SERIES 2015, COLLATERALIZED BY ALL RECEIPTS OF THE OBLIGATED GROUP. THE BONDS WERE ISSUED AT A PREMIUM OF $7,389,102, WHICH IS BEING AMORTIZED OVER THE LIFE OF THE BOND ISSUE. THE MEMBERS OF THE OBLIGATED GROUP ARE JOINTLY AND SEVERALLY LIABLE FOR REPAYMENT OF THE PRINCIPAL AND LOAN AND INTEREST THEREON. AS OF JUNE 30, 2019, $165,411,955 OF THE TOTAL AMOUNT BORROWED APPEARS AS DUE TO LIFEBRIDGE HEALTH. ALL THE BONDS WERE ISSUED IN THE NAME OF LIFEBRIDGE AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990. ON OCTOBER 25, 2016, LIFEBRIDGE HEALTH, INC., TOGETHER WITH ITS AFFILIATES SINAI HOSPITAL OF BALTIMORE INC., NORTHWEST HOSPITAL CENTER INC., LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL INC., THE BALTIMORE JEWISH HEALTH FOUNDATION INC., CHILDREN'S HOSPITAL AT SINAI FOUNDATION INC., CARROLL COUNTY HEALTH SERVICES CORPORATION, CARROLL HOSPITAL CENTER INC., CARROLL COUNTY MED SERVICES INC., CARROLL HEALTH GROUP LLC, CARROLL HOSPICE INC., AND CARROLL REGIONAL CANCER CENTER PHYSICIANS LLC (COLLECTIVELY, THE OBLIGATED GROUP) BORROWED $120,695,000 FROM THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO REFINANCE THE SERIES 2008 BONDS. THE AUTHORITY OBTAINED THE FUNDS FOR THIS FINANCING THROUGH THE ISSUANCE OF BONDS UNDER THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (MHHEFA) REVENUE BONDS, LIFEBRIDGE HEALTH ISSUE, SERIES 2016, COLLATERALIZED BY ALL RECEIPTS OF THE OBLIGATED GROUP. THE BONDS WERE ISSUED AT A PREMIUM OF $11,192,819, WHICH IS BEING AMORTIZED OVER THE LIFE OF THE BOND ISSUE. THE MEMBERS OF THE OBLIGATED GROUP ARE JOINTLY AND SEVERALLY LIABLE FOR REPAYMENT OF THE PRINCIPAL AND LOAN AND INTEREST THEREON. AS OF JUNE 30, 2019, $129,530,458 OF THE TOTAL AMOUNT BORROWED APPEARS AS DUE TO LIFEBRIDGE HEALTH. ALL THE BONDS WERE ISSUED IN THE NAME OF LIFEBRIDGE AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990. ON NOVEMBER 9, 2017, LIFEBRIDGE HEALTH, INC., TOGETHER WITH ITS AFFILIATES SINAI HOSPITAL OF BALTIMORE INC., NORTHWEST HOSPITAL CENTER INC., LEVINDALE HEBREW GERIATRIC CENTER & HOSPITAL INC., CHILDREN'S HOSPITAL AT SINAI FOUNDATION INC, AND THE BALTIMORE JEWISH HEALTH FOUNDATION INC. (COLLECTIVELY, THE OBLIGATED GROUP) BORROWED $130,637,982 FROM THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO REFINANCE THE ADVANCE FUNDING OF THE 2008 SERIES BONDS. THE AUTHORITY OBTAINED THE FUNDS FOR THIS FINANCING THROUGH THE ISSUANCE OF BONDS UNDER THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (MHHEFA) REVENUE BONDS, LIFEBRIDGE HEALTH ISSUE, SERIES 2017, COLLATERALIZED BY ALL RECEIPTS OF THE OBLIGATED GROUP. THE BONDS WERE ISSUED AT A PREMIUM OF $12,517,982, WHICH IS BEING AMORTIZED OVER THE LIFE OF THE BOND ISSUE. THE MEMBERS OF THE OBLIGATED GROUP ARE JOINTLY AND SEVERALLY LIABLE FOR REPAYMENT OF THE PRINCIPAL AND LOAN AND INTEREST THEREON. AS OF JUNE 30, 2019, $126,282,092 OF THE TOTAL AMOUNT BORROWED APPEARS AS DUE TO LIFEBRIDGE HEALTH. ALL THE BONDS WERE ISSUED IN THE NAME OF LIFEBRIDGE AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
LIFEBRIDGE HEALTH INC
 
Employer identification number

52-1402373
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) LIFEBRIDGE ANESTHESIA ASSOCIATES LLC
2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
20-5548159
HEALTHCARE MD 2,004 0 LIFEBRIDGE HEALTH INC
 
(2) 8600 LIBERTY ROAD LLC
5401 OLD COURT ROAD
RANDALLSTOWN,MD21133
REAL ESTATE MD 271,199 251,174 LIFEBRIDGE HEALTH INC
 
(3) LIFEBRIDGE HEALTH CLINICALLY INTEGRATED NETWORK LLC
5401 OLD COURT ROAD
RANDALLSTOWN,MD21133
46-5623402
CLINICALLY INTEGRATED PHYSICIAN LED NETWORK MD 0 0 LIFEBRIDGE HEALTH INC
 
(4) LIFEBRIDGE HEALTH ACO LLC
2401 W BELVEDERE AVENUE
BALTIMORE,MD21215
46-2058357
ACCOUNTABLE CARE ORGANIZATION MD 0 0 LIFEBRIDGE HEALTH INC
 
(5) LIFEBRIDGE 23 CROSSROADS DRIVE MEDICAL OFFICE BUILDING LLC
5401 OLD COURT ROAD
RANDALLSTOWN,MD21133
REAL ESTATE MD 1,660,418 15,355,612 LIFEBRIDGE HEALTH INC
 
(6) PWEST INVESTMENTS LLC
2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
REAL ESTATE MD 0 0 LIFEBRIDGE HEALTH INC
 
(7) CALHOUN STREET INVESTMENTS LLC
2354 MCKENZIE ROAD
ELLICOTT CITY,MD21042
REAL ESTATE MD 0 0 LIFEBRIDGE HEALTH INC
 
Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL INC
2434 WEST BELVEDERE AVE

BALTIMORE,MD21215
52-0607913
GERIATRIC HOSPITAL DEDICATED TO PROVIDING SERVICE TO THE AGED MD 501(C)(3) 3 LIFEBRIDGE HEALTH INC
 
Yes
 
(2)SINAI HOSPITAL OF BALTIMORE INC
2401 WEST BELVEDERE AVENUE

BALTIMORE,MD21215
52-0486540
PROVIDE MEDICAL CARE, EDUCATE STUDENTS, PERFORM MEDICAL RESEARCH MD 501(C)(3) 3 LIFEBRIDGE HEALTH INC
 
Yes
 
(3)COURTLAND GARDENS NURSING AND REHABILITATION CENTER
2434 WEST BELVEDERE AVENUE

BALTIMORE,MD21215
52-0607907
SKILLED NURSING CARE FOR THE ELDERLY AND DISABLED MD 501(C)(3) 10 LIFEBRIDGE HEALTH INC
 
Yes
 
(4)NORTHWEST HOSPITAL CENTER INC
5401 OLD COURT ROAD

RANDALLSTOWN,MD21133
52-1372665
A HOSPITAL ASPIRING TO IMPROVE THE WELLBEING OF THE COMMUNITY IT SERVES MD 501(C)(3) 3 LIFEBRIDGE HEALTH INC
 
Yes
 
(5)CHILDREN'S HOSPITAL OF BALTIMORE CITY
2401 WEST BELVEDERE AVENUE

BALTIMORE,MD21215
52-0591592
CHARITY SUPPORT FOR SINAI HOSPITAL OF BALTIMORE INC MD 501(C)(3) 12B LIFEBRIDGE HEALTH INC
 
Yes
 
(6)THE BALTIMORE JEWISH HEALTH FOUNDATION INC
2401 WEST BELVEDERE AVENUE

BALTIMORE,MD21215
52-2111541
CHARITY SUPPORT FOR SINAI HOSPITAL OF BALTIMORE INC MD 501(C)(3) 12B LIFEBRIDGE HEALTH INC
 
Yes
 
(7)CHILDREN'S HOSPITAL AT SINAI FOUNDATION
2401 WEST BELVEDERE AVENUE

BALTIMORE,MD21215
52-2167587
CHARITY SUPPORT FOR SINAI HOSPITAL OF BALTIMORE INC MD 501(C)(3) 12B LIFEBRIDGE HEALTH INC
 
Yes
 
(8)THE BALTIMORE JEWISH ELDERCARE FOUNDATION
2401 WEST BELVEDERE AVENUE

BALTIMORE,MD21215
52-2337669
CHARITY SUPPORT FOR LEVINDALE HEBREW GERIATRIC CENTER HOSPITAL MD 501(C)(3) 12B LIFEBRIDGE HEALTH INC
 
Yes
 
(9)CARROLL COUNTY HEALTH SERVICES CORPORATION
200 MEMORIAL AVENUE

WESTMINSTER,MD21157
52-0691413
CHARITY SUPPORT FOR CARROLL HOSPITAL CENTER, INC. MD 501(C)(3) LINE 12B, II LIFEBRIDGE HEALTH INC
 
Yes
 
(10)CARROLL HOSPITAL CENTER INC
200 MEMORIAL AVENUE

WESTMINSTER,MD21157
52-1452024
A HOSPITAL COMMITTED TO THE HIGHEST QUALITY HEALTH CARE MD 501(C)(3) 3 CARROLL COUNTY HEALTH SERVICES CORPORATION
 
Yes
 
(11)CARROLL HOSPITAL CENTER FOUNDATION INC
200 MEMORIAL AVENUE

WESTMINSTER,MD21157
52-1115038
CHARITY SUPPORT FOR CARROLL HOSPITAL CENTER, INC. & CARROLL HOSPICE MD 501(C)(3) 12A CARROLL HOSPITAL CENTER INC
 
Yes
 
(12)CARROLL HOSPICE INC
292 STONER AVENUE

WESTMINSTER,MD21157
52-1565870
HOSPICE MD 501(C)(3) 7 CARROLL HOSPITAL CENTER INC
 
Yes
 
(13)PARTNERSHIP FOR A HEALTHIER CARROLL COUNTY INC
200 MEMORIAL AVENUE

WESTMINSTER,MD21157
52-2156892
HEALTH SERVICES MD 501(C)(3) 7 CARROLL HOSPITAL CENTER INC
 
Yes
 
(14)THE BALTIMORE CHILD ABUSE CENTER INC
2300 NORTH CHARLES STREET

BALTIMORE,MD21218
52-1681279
CHILD ABUSE SUPPORT, TREATMENT, AND PREVENTION MD 501(C)(3) 7 LIFEBRIDGE HEALTH INC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) CARDIOVASCULAR ASSOCIATES OF MARYLAND LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
46-2935110
MEDICAL SERVICES MD N/A
                 
(2) CARROLL COUNTY RADIOLOGY LLC

7253 AMBASSADOR ROAD
BALTIMORE,MD21244
52-2190849
RADIOLOGY MD N/A
                 
(3) CARROLL OCCUPATIONAL HEALTH LLC

7001 CORPORATE CENTER COURT
WESTMINSTER,MD21157
20-2769332
MEDICAL SERVICES MD N/A
                 
(4) HOMECARE MARYLAND LLC

8028 RITCHIE HIGHWAY SUITE 210B
PASADENA,MD21122
26-1378175
HOME HEALTH SERVICES MD N/A
                 
(5) LIFEBRIDGE CARDIOLOGY OF PARKVILLE LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
46-3742313
MEDICAL SERVICES MD N/A
                 
(6) LIFEBRIDGE COMMUNITY GASTROENTEROLOGY LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
46-2863298
MEDICAL SERVICES MD N/A
                 
(7) LIFEBRIDGE COMMUNITY PEDIATRICS LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
46-2842468
MEDICAL SERVICES MD N/A
                 
(8) LIFEBRIDGE COMMUNITY PULMONOLOGY LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
46-1401312
MEDICAL SERVICES MD N/A
                 
(9) LIFEBRIDGE GYNECOLOGY OF PIKESVILLE LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
46-2949092
MEDICAL SERVICES MD N/A
                 
(10) LIFEBRIDGE MEDICAL ASSOCIATES LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
46-2941505
MEDICAL SERVICES MD N/A
                 
(11) LIFEBRIDGE NEUROSCIENCES LLC (FORMERLY ORTHOPEDIC SPECIALISTS LLC)

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
45-0719598
MEDICAL SERVICES MD N/A
                 
(12) LIFEBRIDGE PRIMARY CARE OF ELDERSBURG LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
38-3897702
MEDICAL SERVICES MD N/A
                 
(13) LIFEBRIDGE PRIMARY CARE OF NORTH CARROLL LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
80-0883321
MEDICAL SERVICES MD N/A
                 
(14) LIFEBRIDGE REHABILITATION SERVICES LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
81-1504380
REHABILITATION SERVICES MD N/A
                 
(15) ELLICOTT CITY ASC MANAGEMENT LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21157
52-2331663
MEDICAL SERVICES MD N/A
                 
(16) SURGICENTER OF BALTIMORE LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21157
52-1658841
MEDICAL SERVICES MD N/A
                 
(17) MOUNT AIRY MED-SERVICES LLC

200 MEMORIAL AVENUE
WESTMINSTER,MD21157
46-5632176
MEDICAL SERVICES MD N/A
                 
(18) SPRINGWELL PARTNERS LLC

2200 PINE HILL FARMS LANE
HUNT VALLEY,MD21030
27-1971171
ASSISTED LIVING MD N/A
                 
(19) LIFEBRIDGE SUBURBAN PHYSICIAN GROUP II LLC

5401 OLD COURT ROAD
RANDALLSTOWN,MD21133
81-4209029
MEDICAL SERVICES MD N/A
                 
(20) LIFEBRIDGE LAB MANAGEMENT LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
82-1113874
LABORATORY SERVICES MD N/A
                 
(21) LIFEBRIDGE METROPOLITAN PHYSICIAN GROUP II LLC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
81-4223537
MEDICAL SERVICES MD N/A
                 
(22) LIFEBRIDGE MULTI-SPECIALTY LLC

41 MAGNA WAY SUITE 100
WESTMINSTER,MD21157
46-3753120
MEDICAL SERVICES MD N/A
                 
(23) BRINTON WOODS HEALTH CARE CENTER LLC

9515 DEERECO ROAD SUITE 407
TIMONIUM,MD21093
26-0107427
REHABILITATION CENTER MD N/A
                 
(24) BRINTON WOODS SENIOR LIVING LLC

9515 DEERECO ROAD SUITE 407
TIMONIUM,MD21093
74-3137876
ASSISTED LIVING MD N/A
                 
(25) ELLICOTT CITY AMBULATORY SURGERY CENTER LLLP

2850 NORTH RIDGE ROAD
ELLICOTT CITY,MD21043
MEDICAL SERVICES MD N/A
                 
(26) OAK FARM SOLUTIONS LLC

1122 KENILWORTH DRIVE SUITE 307
TOWSON,MD21204
47-4944865
HOME HEALTH SERVICES MD N/A
                 
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) LIFEBRIDGE INVESTMENTS INC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
52-1483166
INVESTMENT MD LIFEBRIDGE HEALTH INC
 
C   132,547,647 100.000 % Yes  
(2) HEALTHSTAR MEDICAL SERVICES INC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
52-1829098
HEALTHCARE MD LIFEBRIDGE INVESTMENTS INC
 
C     100.000 % Yes  
(3) PRACTICE DYNAMICS INC

124 BUSINESS CENTER DRIVE
REISTERSTOWN,MD21136
52-1960319
MANAGEMENT MD LIFEBRIDGE INVESTMENTS INC
 
C   15,126,256 100.000 % Yes  
(4) LIFEBRIDGE INSURANCE COMPANY LTD

PO BOX 1109 KY1-1102
GRAND CAYMAN    
CJ
98-0415396
INSURANCE CJ LIFEBRIDGE HEALTH INC
 
C 5,969,798 86,417,661 100.000 % Yes  
(5) LIFEBRIDGE COMMUNITY PHYSICIANS INC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
80-0719005
HEALTHCARE MD LIFEBRIDGE INVESTMENTS INC
 
C -6,609,199 15,262,195 100.000 % Yes  
(6) CARROLL COUNTY GENERAL HOSPITAL SOUTH CARROLL MEDICAL CENTER CONDOMINIUM

200 MEMORIAL AVENUE
WESTMINSTER,MD21157
REAL ESTATE MD N/A
C       Yes  
(7) MED-SERVICES HOLDINGS INC

200 MEMORIAL AVENUE
WESTMINSTER,MD21157
MEDICAL SERVICES MD N/A
C       Yes  
(8) CARROLL COUNTY MED-SERVICES INC

200 MEMORIAL AVENUE
WESTMINSTER,MD21157
52-1891102
MEDICAL SERVICES MD N/A
C       Yes  
(9) CARROLL BILLING SERVICES INC

200 MEMORIAL AVENUE
WESTMINSTER,MD21157
30-0026598
BILLING SERVICES MD N/A
C       Yes  
(10) CARROLL HEALTH GROUP LLC

200 MEMORIAL AVENUE
WESTMINSTER,MD21157
27-1956453
HEALTHCARE MD N/A
C       Yes  
(11) CARROLL URGENT CARE LLC

200 MEMORIAL AVENUE
WESTMINSTER,MD21157
46-5739154
HEALTHCARE MD N/A
C       Yes  
(12) LIFEBRIDGE HEALTH ISRAEL LTD

16 ABBA HILLEL ROAD
RAMAT GAN   5250608
IS
51-5804516
HEALTHCARE CALL CENTER IS N/A
C       Yes  
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) SINAI HOSPITAL OF BALTIMORE INC

S 90,000,000 FMV
(2) SINAI HOSPITAL OF BALTIMORE INC

Q 144,444,509 FMV
(3) NORTHWEST HOSPITAL CENTER INC

Q 44,806,125 FMV
(4) LEVINDALE HEBREW GERIATRIC CENTER AND HOSPITAL

Q 10,141,212 FMV
(5) CARROLL HOSPITAL CENTER INC

Q 37,060,024 FMV
(6) CARROLL HOSPITAL CENTER INC

S 539,840 FMV
(7) LIFEBRIDGE INSURANCE COMPANY LTD

R 23,721,209 FMV
(8) LIFEBRIDGE HEALTH ISRAEL LTD

S 23,800 FMV
(9) CARROLL COUNTY HEALTH SERVICES

S 1,733,876 FMV
(10) LIFEBRIDGE SUBURBAN PHYSICIAN GROUP LLC

A 183,057 FMV
(11) GENERAL SURGERY SPECIALISTS LLC

A 28,424 FMV
(12) SURGICENTER OF BALTIMORE LLC

A 61,047 FMV
(13) LIFEBRIDGE LAB MANAGEMENT LLC

A 136,775 FMV
(14) LIFEBRIDGE COMMUNITY PHYSICIANS INC

A 859,872 FMV
(15) LIFEBRIDGE COMMUNITY PEDIATRICS LLC

A 430,550 FMV
(16) LIFEBRIDGE MEDICAL ASSOCIATES LLC

A 2,990 FMV
(17) LIFEBRIDGE COMMUNITY PULMONOLOGY LLC

A 178,537 FMV
(18) LIFEBRIDGE NEUROSCIENCES LLC

A 146,541 FMV
(19) LIFEBRIDGE COMMUNITY GASTROENTEROLOGY

A 308,103 FMV
(20) LIFEBRIDGE SUBURBAN PHYSICIAN GROUP II

A 48,663 FMV
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2018

Additional Data


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