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Nonprofiteer
← THE FAMILY TREE INC

Form 990 for tax year 2022

Filed by THE FAMILY TREE INC.

Totals

Total revenue
$5,960,558
Total expenses
$5,662,294
Contributions and grants received
$4,680,188
Grants paid
$292,286
Program service revenue
$153,695
Investment income
$287,963
Other revenue
$838,712
Total assets, end of year
$8,824,839
Total liabilities, end of year
$393,287
Net assets or fund balances, end of year
$8,431,552
Program services expenses (Part IX)
$4,444,218
Management and general expenses
$741,940
Fundraising expenses
$476,136
Program service expenses (Part III)
$4,444,218

Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NEIL MELTZER FROM 123

    PRESIDENT, PRESIDENT/CEO, LBH

    Total calculated
    $4,027,911
    From this org
    $0
    From related orgs
    $3,617,972
    Other
    $409,939
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,100,384 related
    Bonus
    $0 + $1,347,370 related
    Other
    $0 + $1,170,218 related
    Deferred
    $0 + $388,009 related
    Nontaxable benefits
    $0 + $21,930 related
    Filer's total
    $0 + $4,027,911 related

  • DAVID KRAJEWSKI FROM 123

    VP/TREASURER, EVP/CFO, LBH

    Total calculated
    $2,261,085
    From this org
    $0
    From related orgs
    $1,734,148
    Other
    $526,937
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $781,444 related
    Bonus
    $0 + $642,476 related
    Other
    $0 + $310,228 related
    Deferred
    $0 + $505,167 related
    Nontaxable benefits
    $0 + $21,770 related
    Filer's total
    $0 + $2,261,085 related

  • LESLIE SIMMONS FROM 223

    DIRECTOR, EVP/COO, LBH

    Total calculated
    $1,908,539
    From this org
    $0
    From related orgs
    $1,643,643
    Other
    $264,896
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $711,284 related
    Bonus
    $0 + $454,822 related
    Other
    $0 + $477,537 related
    Deferred
    $0 + $242,547 related
    Nontaxable benefits
    $0 + $22,349 related
    Filer's total
    $0 + $1,908,539 related

  • DANIEL BLUM 123 - 223

    DIRECTOR, SVP, LBH

    Total calculated
    $1,106,162
    From this org
    $0
    From related orgs
    $1,002,822
    Other
    $103,340
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $672,148 related
    Bonus
    $0 + $318,849 related
    Other
    $0 + $11,825 related
    Deferred
    $0 + $78,027 related
    Nontaxable benefits
    $0 + $25,313 related
    Filer's total
    $0 + $1,106,162 related

  • JASON H WEINER FROM 123

    VP/SECRETARY, GEN CNCL, LBH

    Total calculated
    $1,076,887
    From this org
    $0
    From related orgs
    $930,684
    Other
    $146,203
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $464,254 related
    Bonus
    $0 + $337,022 related
    Other
    $0 + $129,408 related
    Deferred
    $0 + $124,187 related
    Nontaxable benefits
    $0 + $22,016 related
    Filer's total
    $0 + $1,076,887 related

  • ADAM ROSENBERG FROM 123

    DIRECTOR, EXECUTIVE DIR, CFH

    Total calculated
    $294,085
    From this org
    $0
    From related orgs
    $244,009
    Other
    $50,076
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,817 related
    Bonus
    $0 + $55,610 related
    Other
    $0 + $2,582 related
    Deferred
    $0 + $25,908 related
    Nontaxable benefits
    $0 + $24,168 related
    Filer's total
    $0 + $294,085 related

  • PATRICIA CRONIN

    EXECUTIVE DIRECTOR(THRU 12/22)

    Total calculated
    $136,008
    From this org
    $132,955
    From related orgs
    $0
    Other
    $3,053
    Hours/week
    40

  • MARY HILL FRANCIOLI

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $119,628
    From this org
    $119,541
    From related orgs
    $0
    Other
    $87
    Hours/week
    40

  • PHIL SARACINO

    FINANCE DIRECTOR (THRU 12/22)

    Total calculated
    $119,534
    From this org
    $119,447
    From related orgs
    $0
    Other
    $87
    Hours/week
    40

  • TOM PELTIER FROM 123

    PRES. (THRU 12/22), CHAIR

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER JOHNSONFROM 123

    1st VP (THRU 12/22),VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SARAH SHECKELLS

    2nd VP (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • ANDREW MICHAEL

    TREASURER (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • SCOTT ROBINSON

    SECRETARY (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • JEANNE AARSAND

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • STEPHANIE ADLER

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • RICHARD BARTH PHD MSW

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • SALLY BAUER

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • DOUGLAS BRINKLEY

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • PAUL R COOPER

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • BRAD DOWNS

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • PETER FILLAT

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • W KYLE GORE

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • THOMAS A HAUSER

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • CHARLENE HAYES

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • SARAH B KAHL

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • PAT KIRK

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • ELLEN MACKS

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • GARY MARINO

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • THOMAS P MCDONALD

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • HUNTER MCINTYRE

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • MIKE MEDINGER

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • JOHN MEYERHOFF MD

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • SEAN MURPHY

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • ERIK NACHBAHR

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • LINDA ROBESON

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • CHARLES M ROEBUCK III

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • ANN ROSENBERG

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • STEVE SHAW

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • BETSY SHERMAN

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • JOSHUA F SLATER

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • LOIS M SHOFER PHD

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • XANDY WAESCHE

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • BRIAN WEATHERFORD

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • STEFANIE WOODHOUSE

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

  • SARAH WOODS

    DIRECTOR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3:
THE INDIVIDUAL WHO SERVES AS THE FAMILY TREE, INC.'S PRESIDENT ALSO SERVES AS PRESIDENT/CEO OF THE FAMILY TREE, INC.'S PARENT ORGANIZATION, LIFEBRIDGE HEALTH, INC., AND HAS RESPONSIBILITIES THAT EXTEND ACROSS THE LIFEBRIDGE HEALTH SYSTEM. HIS COMPENSATION IS DETERMINED AT THE PARENT LEVEL BY LIFEBRIDGE HEALTH, INC. THE METHODS USED AT LIFEBRIDGE HEALTH, INC. INCLUDE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B:
THE FOLLOWING DIRECTORS AND OFFICERS PARTICIPATED IN A LIFEBRIDGE HEALTH SPONSORED SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE YEAR. THE AMOUNTS REPORTED BELOW REPRESENT EMPLOYER CONTRIBUTIONS TO THE SECTION 457(F) PLAN MADE DURING THE YEAR: DAVID KRAJEWSKI $467,587 NEIL MELTZER $354,129 LESLIE SIMMONS $209,197 JASON H. WEINER $ 96,460 DANIEL BLUM $ 75,712 ADAM ROSENBERG $ 21,956 DURING THE YEAR, THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN A LIFEBRIDGE HEALTH SPONSORED SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: NEIL MELTZER $1,111,000 LESLIE SIMMONS $ 451,092 DAVID KRAJEWSKI $ 272,466 JASON H. WEINER $ 98,198 COMPENSATION PROVIDED BY RELATED ORGANIZATIONS: MR. MELTZER RECEIVED COMPENSATION AS PRESIDENT OF LIFEBRIDGE HEALTH, INC., NOT AS A DIRECTOR OR OFFICER OF THIS ORGANIZATION. MS. SIMMONS RECEIVED COMPENSATION AS EXECUTIVE VICE PRESIDENT/COO OF LIFEBRIDGE HEALTH, INC., NOT AS A DIRECTOR OR OFFICER OF THIS ORGANIZATION. MR. KRAJEWSKI RECEIVED COMPENSATION AS EXECUTIVE VICE PRESIDENT/CFO OF LIFEBRIDGE HEALTH, INC., NOT AS AN OFFICER OF THIS ORGANIZATION. MR. WEINER RECEIVED COMPENSATION AS SENIOR VICE PRESIDENT AND GENERAL COUNSEL OF LIFEBRIDGE HEALTH, INC., NOT AS AN OFFICER OF THIS ORGANIZATION. MR. ROSENBERG RECEIVED COMPENSATION AS EXECUTIVE DIRECTOR OF CENTER FOR HOPE, INC., NOT AS A DIRECTOR OR OFFICER OF THIS ORGANIZATION. MR. BLUM RECEIVED COMPENSATION AS SVP OF LIFEBRIDGE HEALTH, INC., NOT AS A DIRECTOR OR OFFICER OF THIS ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Carroll County Med-Services Inc

    C Corp · Medical Services · MD · 0% owned · share of income $0 · share of assets $0

    Directly controlled by CCHSC

  • LifeBridge Investments Inc

    C Corp · Investment · MD · 0% owned · share of income $0 · share of assets $0

    Directly controlled by LBH

  • Healthstar Medical Services Inc

    C Corp · Healthcare · MD · 0% owned · share of income $0 · share of assets $0

    Directly controlled by LB INV INC

  • Practice Dynamics Inc

    C Corp · Management · MD · 0% owned · share of income $0 · share of assets $0

    Directly controlled by LB INV INC

  • LifeBridge Insurance Company Ltd

    C Corp · Insurance · CJ · 0% owned · share of income $0 · share of assets $0

    Directly controlled by LBH

  • LifeBridge Community Physicians Inc

    C Corp · Healthcare · MD · 0% owned · share of income $0 · share of assets $0

    Directly controlled by LB INV INC

  • Carroll Billing Services Inc

    C Corp · Billing Services · MD · 0% owned · share of income $0 · share of assets $0

    Directly controlled by CHC INC

  • Carroll County Gen Hosp South Carroll

    C Corp · Real Estate · MD · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Med-Services Holdings Inc

    C Corp · Medical Services · MD · 0% owned · share of income $0 · share of assets $0

    Directly controlled by CCMS INC

  • LifeBridge Health Israel Ltd

    C Corp · Insurance · MD · 0% owned · share of income $0 · share of assets $0

    Directly controlled by LB INV INC

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202431369349303098

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