THE MONTEFIORE HOME: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MONTEFIORE HOME (EIN 34-0714360)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202641359349306054
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:34:42-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MONTEFIORE HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 6142043970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 WEST NEW ENGLAND AVE 300 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODI NADERHOFF | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6142043970 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | HARRY SINGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 WEST NEW ENGLAND AVE 300 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,633,110 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1882 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | MONTEFIORE PROVIDES A COMPREHENSIVE SYSTEM OF SUPPORT SERVICES RELATED TO HEALTHCARE NEEDS THROUGHOUT THE AGING PROCESS. GUIDED BY JEWISH VALUES, MONTEFIORE IS DEDICATED TO A STANDARD OF EXCELLENCE AND PERSONALIZED CARE, ENABLING INDIVIDUALS TO LIVE WITH DIGNITY AND SECURITY AND AS INDEPENDENTLY AS THEY ARE ABLE. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 443 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,340,544 | PYContributionsGrantsAmt |
| CY Contributions Grants | $476,648 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,121,435 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,888,935 | CYProgramServiceRevenueAmt |
| PY Investment Income | $45 | PYInvestmentIncomeAmt |
| CY Investment Income | -$8,055,948 | CYInvestmentIncomeAmt |
| PY Other Revenue | $69,961 | PYOtherRevenueAmt |
| CY Other Revenue | $241,794 | CYOtherRevenueAmt |
| PY Total Revenue | $24,531,985 | PYTotalRevenueAmt |
| CY Total Revenue | $3,551,429 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,270,107 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,387,631 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,178,913 | PYOtherExpensesAmt |
| CY Other Expenses | $6,328,200 | CYOtherExpensesAmt |
| PY Total Expenses | $26,449,020 | PYTotalExpensesAmt |
| CY Total Expenses | $13,715,831 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,917,035 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,164,402 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,589,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,913,579 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,132,781 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,676,123 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,456,645 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,762,544 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MONTEFIORE PROVIDES A COMPREHENSIVE SYSTEM OF SUPPORT SERVICES RELATED TO HEALTHCARE NEEDS THROUGHOUT THE AGING PROCESS. GUIDED BY JEWISH VALUES, MONTEFIORE IS DEDICATED TO A STANDARD OF EXCELLENCE AND PERSONALIZED CARE, ENABLING INDIVIDUALS TO LIVE WITH DIGNITY AND SECURITY AND AS INDEPENDENTLY AS THEY ARE ABLE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $9,160,752 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,697,813 | RevenueAmt |
| Desc | NURSING HOME CARE: THE MONTEFIORE HOME PROVIDES NURSING HOME CARE AND THERAPY FOR THE AGED AND ILL. MONTEFIORE STRIVES TO BE RECOGNIZED AS THE CENTER OF EXCELLENCE FOR PROMOTION OF WELLNESS TREATMENT AND CARE OF ILLNESS, AND ATTAINMENT OF THE HIGHEST POSSIBLE QUALITY OF LIFE FOR THE AGING COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,634,195 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,191,122 | RevenueAmt |
| Desc | HOSPICE: MONTEFIORE HOSPICE SEEKS TO BRING PAIN MANAGEMENT AND SYMPTOM CONTROL, AS WELL AS ULTIMATE CARING AND COMPASSION TO THOSE WITH A LIFE-LIMITING ILLNESS, THEIR CAREGIVERS, FAMILIES AND LOVED ONES. WE PROVIDE OUR SIGNATURE CARE IN THE PATIENT'S OWN HOME, OUR INPATIENT UNIT OR IN OTHER HEALTHCARE FACILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,794,947 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | Yes (1) | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 443 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODI NADERHOFF | PersonNm |
| Phone | 6142043970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 WEST NEW ENGLAND AVE SUITE 300 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| LARRY MACK | |||||||||
| TRUSTEE; ASSOC TREASURER 4/21/2024 | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HARRY SINGER | |||||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARC SILVERSTEIN | |||||||||
| TRUSTEE; SECRETARY AS OF 12/20/2023 | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ADAM WIEDER | |||||||||
| TREASURER AS OF 4/21/2024 | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| IDELLE WOLF | |||||||||
| TRUSTEE; TREAS, ON LEAVE 12/19/2023 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY WILENSKY | |||||||||
| TRUSTEE- PART YEAR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG MARCUS | |||||||||
| ASSOCIATE TREASURER THRU 12/19/2023 | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HOWARD EPSTEIN | |||||||||
| SECRETARY- PART YEAR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JODI NADERHOFF | |||||||||
| CFO AS OF 5/15/23 | 0.00 | 40.00 | Yes (X) | $0 | $380,171 | $11,982 | |||
| DIANE LILIESTEDT | |||||||||
| PRESIDENT & COO AS OF 2/22/23 | 0.00 | 40.00 | Yes (X) | $0 | $326,558 | $16,747 | |||
| JAMI KILLIAN-CENTRA | |||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $140,049 | $0 | $15,499 | Yes (X) | |||
| ALEXANDER BEYLINSON | |||||||||
| MEDICAL DIRECTOR - HOSPICE | 40.00 | 0.00 | $240,481 | $0 | $0 | Yes (X) | |||
| JULIE SEED | |||||||||
| NURSE PRACTITIONER | 40.00 | 0.00 | $140,865 | $0 | $17,525 | Yes (X) | |||
| BANGALY DOUKOURE | |||||||||
| NURSE RN | 40.00 | 0.00 | $132,419 | $0 | $0 | Yes (X) | |||
| ILETA RANDALL | |||||||||
| NURSE RN | 40.00 | 0.00 | $117,778 | $0 | $25,830 | Yes (X) | |||
| BRENDA SATTERFIELD | |||||||||
| CHIEF FINANCIAL OFFICER THRU 5/26/23 | 0.00 | 40.00 | $0 | $176,088 | $14,419 | Yes (X) | |||
| JAMES NEWBROUGH | |||||||||
| PRESIDENT & CEO THRU 2/21/23 | 0.00 | 40.00 | $0 | $581,378 | $8,693 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $771,592 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,464,195 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $110,695 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTELYCARE INC | |||||
| PO BOX 200413 | PITTSBURGH | PA | 15251 | NURSING STAFF | $529,145 |
| ROLF GOFFMAN MARTIN LANG LLP | |||||
| PO BOX 72194 | CLEVELAND | OH | 441920002 | LEGAL SERVICES | $400,710 |
| EHTL LLC DBA EADIE HILL TRIAL LAWYERS | |||||
| 3100 E 45TH STREET SUITE 400 | CLEVELAND | OH | 44127 | LEGAL SETTLEMENT | $285,000 |
| BRICKER GRAYDON LLP | |||||
| 100 S THIRD STREET | COLUMBUS | OH | 43215 | LEGAL SERVICES | $177,307 |
| BONEZZI SWITZER POLITO & PERRY CO LPA | |||||
| 1300 E 9TH STREET | CLEVELAND | OH | 441141501 | LEGAL SERVICES | $114,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $189,734 | FederatedCampaignsAmt |
| Related Organizations | $273,339 | RelatedOrganizationsAmt |
| Government Grants | $13,575 | GovernmentGrantsAmt |
| Total Contributions | $476,648 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NURSING HOME | 623000 | $7,697,813 | $7,697,813 |
| HOSPICE | 624190 | $3,191,122 | $3,191,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,888,935 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,515 | TotalRevenueColumnAmt |
| Exclusion | $9,515 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $20,000,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $28,065,463 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$8,065,463 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,065,463 | TotalRevenueColumnAmt |
| Exclusion | -$8,065,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $31,436 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $16,218 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,218 | TotalRevenueColumnAmt |
| Exclusion | $15,218 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE SETTLEMENT | 900099 | $165,444 | $165,444 |
| BEAUTY SHOP | 900099 | $11,153 | $11,153 |
| VENDING | 900099 | $1,670 | $1,670 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,309 | TotalRevenueColumnAmt |
| Exclusion | $48,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $226,576 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,551,429 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,888,935 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$7,814,154 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,317,402 | TotalAmt |
| Program Services | $4,927,574 | ProgramServicesAmt |
| Management And General | $1,389,828 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,769 | TotalAmt |
| Program Services | $233,040 | ProgramServicesAmt |
| Management And General | $65,729 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,708 | TotalAmt |
| Program Services | $281,352 | ProgramServicesAmt |
| Management And General | $79,356 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,752 | TotalAmt |
| Program Services | $320,387 | ProgramServicesAmt |
| Management And General | $90,365 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,143,058 | TotalAmt |
| Program Services | $977,772 | ProgramServicesAmt |
| Management And General | $165,286 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,377 | TotalAmt |
| Program Services | $315,377 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,263 | TotalAmt |
| Program Services | $57,382 | ProgramServicesAmt |
| Management And General | $2,881 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,158 | TotalAmt |
| Program Services | $779,050 | ProgramServicesAmt |
| Management And General | $39,108 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,184 | TotalAmt |
| Program Services | $30,184 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,881 | TotalAmt |
| Program Services | $103,502 | ProgramServicesAmt |
| Management And General | $5,379 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,541 | TotalAmt |
| Program Services | $4,323 | ProgramServicesAmt |
| Management And General | $218 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,656 | TotalAmt |
| Program Services | $322,673 | ProgramServicesAmt |
| Management And General | $16,983 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,063 | TotalAmt |
| Program Services | $64,435 | ProgramServicesAmt |
| Management And General | $9,628 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458 | TotalAmt |
| Program Services | $398 | ProgramServicesAmt |
| Management And General | $60 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,495 | TotalAmt |
| Program Services | $220,315 | ProgramServicesAmt |
| Management And General | $9,180 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,409 | TotalAmt |
| Program Services | $732,708 | ProgramServicesAmt |
| Management And General | $36,701 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,639 | TotalAmt |
| Program Services | $193,457 | ProgramServicesAmt |
| Management And General | $10,182 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL, DIETARY, MAINT | $1,026,617 | $1,026,617 |
| BED, PROPERTY, AND SALE | $551,735 | $551,735 |
| DIETARY SERVICES | $346,776 | $346,776 |
| BAD DEBT EXPENSE | $305,890 | $305,890 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,715,831 | TotalAmt |
| Program Services | $11,794,947 | ProgramServicesAmt |
| Management And General | $1,920,884 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065,391 | BOYAmt |
| EOY | $658,406 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2 | BOYAmt |
| EOY | $2 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,652,087 | BOYAmt |
| EOY | $2,870,613 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,229 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,651 | BOYAmt |
| EOY | $379,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,278,637 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,950 | BOYAmt |
| EOY | $4,824 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,087,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,479 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,589,426 | BOYAmt |
| EOY | $3,913,579 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,378,081 | BOYAmt |
| EOY | $5,207,590 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,861 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,537,917 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,175,922 | BOYAmt |
| EOY | $468,533 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,132,781 | BOYAmt |
| EOY | $5,676,123 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,373,088 | BOYAmt |
| EOY | -$1,762,544 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,557 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,456,645 | BOYAmt |
| EOY | -$1,762,544 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,589,426 | BOYAmt |
| EOY | $3,913,579 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$10,164,402 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$54,787 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,689,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,150,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,439,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,340,544 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $476,648 | CurrentTaxYearAmt |
| Total | $13,096,057 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,043,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,500,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,592,979 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,121,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,888,935 | CurrentTaxYearAmt |
| Total | $99,147,138 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,732,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,650,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,032,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,461,979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,365,583 | CurrentTaxYearAmt |
| Total | $112,243,195 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $112,243,195 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,344 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $265,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,515 | CurrentTaxYearAmt |
| Total | $322,692 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,344 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $265,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,515 | CurrentTaxYearAmt |
| Total | $322,692 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $148,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,961 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $241,794 | CurrentTaxYearAmt |
| Total | $592,733 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,925,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,002,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,082,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,531,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,616,892 | CurrentTaxYearAmt |
| Total | $113,158,620 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99190 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99370 | PublicSupportPY509Pct |
| Investment Income CY | 0.00290 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00280 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED THIRD PARTY SETTLEMENTS | Desc |
| Amt | $468,533 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $468,533 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES NEWBROUGH | ||||||||||||||
| PRESIDENT & CEO THRU 2/21/23 | $0 | $116,130 | $0 | $0 | $0 | $465,248 | $0 | $4,489 | $0 | $4,204 | $0 | $590,071 | $0 | $0 |
| JODI NADERHOFF | ||||||||||||||
| CFO AS OF 5/15/23 | $0 | $205,171 | $0 | $175,000 | $0 | $0 | $0 | $0 | $0 | $11,982 | $0 | $392,153 | $0 | $0 |
| DIANE LILIESTEDT | ||||||||||||||
| PRESIDENT & COO AS OF 2/22/23 | $0 | $254,878 | $0 | $71,500 | $0 | $180 | $0 | $7,315 | $0 | $9,432 | $0 | $343,305 | $0 | $0 |
| ALEXANDER BEYLINSON | ||||||||||||||
| MEDICAL DIRECTOR - HOSPICE | $240,000 | $0 | $0 | $0 | $481 | $0 | $0 | $0 | $0 | $0 | $240,481 | $0 | $0 | $0 |
| BRENDA SATTERFIELD | ||||||||||||||
| CHIEF FINANCIAL OFFICER THRU 5/26/23 | $0 | $157,353 | $0 | $18,025 | $0 | $710 | $0 | $6,654 | $0 | $7,765 | $0 | $190,507 | $0 | $0 |
| JULIE SEED | ||||||||||||||
| NURSE PRACTITIONER | $140,865 | $0 | $0 | $0 | $0 | $0 | $6,109 | $0 | $11,416 | $0 | $158,390 | $0 | $0 | $0 |
| JAMI KILLIAN-CENTRA | ||||||||||||||
| DIRECTOR OF NURSING | $137,306 | $0 | $2,500 | $0 | $243 | $0 | $0 | $0 | $15,499 | $0 | $155,548 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | JAMES NEWBROUGH, FORMER CEO OF MENORAH PARK (A RELATED ORGANIZATION), RECEIVED SEVERANCE PAYMENTS TOTALING $464,243. |
| PART I, LINE 7 | EMPLOYEES OF THE ORGANIZATION THAT ARE INVOLVED WITH DIRECT CARE OF RESIDENTS MAY RECEIVE BONUS AND INCENTIVE COMPENSATION FOR PICKING UP EXTRA SHIFTS BEYOND THEIR NORMAL SCHEDULE SO THAT THE NURSING HOME IS APPROPRIATELY STAFFED AT ALL TIMES. ADMINISTRATIVE EMPLOYEES MAY RECEIVE BONUS COMPENSATION FOR ATTAINING CERTAIN ORGANIZATIONAL GOALS AS DETERMINED BY THE CEO OR BOARD OF TRUSTEES. |
| PART I, LINE 3 | THE RELATED ORGANIZATION, MENORAH PARK CENTER FOR SENIOR LIVING, DOES THE COMPENSATION REVIEW FOR THE CEO. METHODS FOR REVIEW INCLUDE A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | SKILLED NURSING FACILITY AND HOSPICE SERVICE AGENCY | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2023-12-19 | DistributionDt |
| Fair Market Value Of Asset | $20,000,000 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | ACTUAL COST | MethodOfFMVDeterminationTxt |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING DAVID POST ACUTE NURSING AND REHABILITATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27100 CEDAR RD | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | 0 | DirectorOfSuccessorInd |
| Employee Of Successor | Yes (1) | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | 0 | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | 0 | LiabilitiesPaidInd |
| Bonds Outstanding | 0 | BondsOutstandingInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2E: | EXPLANATION OF INVOLVEMENT: SUBSTANTIALLY ALL EMPLOYEES OF THE MONTEFIORE HOME WERE HIRED AS EMPLOYEES OF THE PURCHASING ORGANIZATION. |
| PART I | THE FILING ENTITY IS CURRENTLY IN THE PROCESS OF WINDING DOWN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE MONTEFIORE HOME HAS SUFFERED ONGOING LOSSES FROM OPERATIONS SINCE FISCAL YEAR ENDED JUNE 30, 2020, PRIMARILY AS A RESULT OF THE COVID-19 PANDEMIC AND THE RESULTANT IMPACT OF SIGNIFICANTLY HIGHER LABOR AND SUPPLY COSTS COMBINED WITH LOWER OCCUPANCY. ADDITIONALLY, ON JUNE 30, 2023, MONTEFIORE WAS IN VIOLATION OF THE FINANCIAL AND REPORTING COVENANTS ASSOCIATED WITH ITS SECURED DEBT OBLIGATIONS. AS A RESULT OF THESE CONDITIONS, THE BOARD OF TRUSTEES APPROVED AN ASSET SALE. MONTEFIORE ENTERED INTO AN ASSET PURCHASE AGREEMENT WITH AN UNRELATED THIRD-PARTY TO SELL SUBSTANTIALLY ALL ASSETS OF THE MONTEFIORE HOME AND TRANSFERRED OPERATIONAL CONTROL OF THE ENTITY TO THE THIRD-PARTY. THE SALE OF ASSETS WAS CLOSED ON DECEMBER 19, 2023. THE SECURED DEBT OBLIGATIONS OF MONTEFIORE WERE PAID IN FULL ON THE CLOSING DATE. |
| FORM 990, PART VI, SECTION A, LINE 6 | MENORAH PARK CENTER FOR SENIOR LIVING IS THE MEMBER OF THIS FILING ENTITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | MENORAH PARK CENTER FOR SENIOR LIVING HAS THE RIGHT FOR BOARD APPOINTMENTS AND REMOVALS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MENORAH PARK CENTER FOR SENIOR LIVING HAS THE RIGHT FOR CERTAIN GOVERNANCE DECISIONS SUCH AS SALE AND/OR DISSOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A SUB-COMMITTEE OF THE MENORAH PARK CENTER FOR SENIOR LIVING AUDIT COMMITTEE (A RELATED ORGANIZATION) AND AN INDEPENDENT CPA FIRM, AS THE BOARD DESIGNEES, REVIEW THE FORM 990 PRIOR TO SUBMISSION. SENIOR MANAGEMENT REVIEWS AND APPROVES THE FORM WHILE COMPLETING AND OVERSEEING THE PROCESS FOR COMPLETION. THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE RETURN PRIOR TO FILING THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE MONTEFIORE HOME SENDS A COPY OF ITS CONFLICT OF INTEREST POLICY TO ALL TRUSTEES, OFFICERS, COMMITTEE MEMBERS AND KEY EMPLOYEES. THESE "KEY INDIVIDUALS" ARE REQUIRED TO DISCLOSE ANY TRANSACTIONS WHERE THE INTERESTS OF THE MONTEFIORE HOME AND THE KEY INDIVIDUAL (OR SPOUSE OR OTHER FAMILY MEMBER OF THE KEY INDIVIDUAL) COULD POTENTIALLY BE IN CONFLICT. THE CONFLICT OF INTEREST POLICY IS RENEWED ANNUALLY AT THE INITIAL MEETING OF THE BOARD OF TRUSTEES FOLLOWING THE MONTEFIORE HOME'S ANNUAL MEETING, AND EACH KEY INDIVIDUAL IS PROVIDED WITH A COPY OF THE POLICY UPON COMMENCEMENT OF HIS OR HER POSITION AS SUCH KEY INDIVIDUAL. NON COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY COULD RESULT IN DISCIPLINARY ACTION INCLUDING REMOVAL FROM ASSOCIATION WITH MONTEFIORE HOME. THE CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED BY THE COMPLIANCE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15 | MENORAH PARK (A RELATED ORGANIZATION) HAS A STANDING COMPENSATION COMMITTEE TO ANNUALLY REVIEW FOR REASONABLENESS WITH SIMILAR ORGANIZATIONS, THE SALARIES OF THE EXECUTIVE DIRECTOR AND TOP LEVEL, KEY MANAGEMENT STAFF OF THE ORGANIZATION. THE COMPENSATION COMMITTEE USES PUBLISHED SURVEYS AND PURCHASED COMPENSATION COMPARISON INFORMATION TO REVIEW AND STUDY REASONABLEMENTS AND COMPETITIVENESS OF MENORAH PARK EXECUTIVE SALARIES WITH SIMILAR HEALTHCARE ORGANIZATIONS. AN EMPLOYEE'S SENIORITY AND PERFORMANCE ARE ALSO REVIEWED DURING SALARY DETERMINATION. DISCUSSIONS AND DECISIONS OF THE COMPENSATION COMMITTEE ARE DOCUMENTED IN THEIR MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | MONTEFIORE HOME MAINTAINS COPIES OF ALL GOVERNING DOCUMENTS AND FINANCIAL REPORTS. COPIES OF THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, FOR THE SAME PERIOD OF TIME AS SET FORTH IN IRC SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | CHANGE IN PENSION LIABILITY -54,787. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MENORAH PARK CENTER FOR SENIOR LIVING | |||||||||||
| 425 WEST NEW ENGLAND AVE SUITE 300 | WINTER PARK | FL | 32789 | 340714443 | SKILLED NURSING FACILITY | OH | 501(C)3 | LINE 10 | N/A | 0 | |
| MENORAH PARK FOUNDATION | |||||||||||
| 25701 SCIENCE PARK DR | BEACHWOOD | OH | 44122 | 341778478 | FUNDRAISING | OH | 501(C)3 | LINE 7 | Yes (1) | MENORAH PARK CENTER FOR SENIOR LIVING | |
| MONTEFIORE HOUSING CORPORATION | |||||||||||
| 425 WEST NEW ENGLAND AVE SUITE 300 | WINTER PARK | FL | 32789 | 311501393 | ASSISTED LIVING AND SKILLED NURSING FACILITY | OH | 501(C)3 | LINE 12B, II | Yes (1) | MONTEFIORE HOME | |
| MENORAH PARK WOMEN'S & MEN'S ASSOCIATION | |||||||||||
| 425 WEST NEW ENGLAND AVE SUITE 300 | WINTER PARK | FL | 32789 | 201321718 | VOLUNTEERS | OH | 501(C)3 | LINE 12C, III-FI | Yes (1) | MENORAH PARK CENTER FOR SENIOR LIVING | |
| MONTEFIORE FOUNDATION | |||||||||||
| 25701 SCIENCE PARK DR | BEACHWOOD | OH | 44122 | 341788055 | FUNDRAISING | OH | 501(C)3 | LINE 7 | Yes (1) | MONTEFIORE HOME | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |