2024-08-09T12:05:04-05:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-01-01 131740003 METHODIST CHURCH HOME FOR THE AGED METH 7185485100 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 SANDRA RIVERA DIRECTOR OF FINANCE 7185485100 2024-08-09 1 1 MELISSA MODELSON P01603524 9143818900 2024-08-08 2023 2024-08-08 14:25:15Z METHODIST HOME FOR NURSING AND REHABILTATION MARIA PEREZ 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 23439296 0 X WWW.METHODISTHOME.ORG X 1851 NY SEE SCHEDULE O 11 11 213 22 0 0 338814 55528 17398397 19828011 1133213 2948801 48994 118647 18919418 22950987 0 0 0 0 10670506 11159049 0 0 0 9438393 10560333 20108899 21719382 -1189481 1231605 62629232 64402690 10609961 10742974 52019271 53659716 X SEE SCHEDULE O 0 0 19118368 0 19828011 SEE SCHEDULE OTHE HOME PROVIDED 37,449 DAYS OF CARE TO 688 RESIDENTS NEEDING SKILLED NURSING AND/OR REHABILITATION SERVICES. WE SEEK TO ACCOMPLISH OUR MISSION THROUGH: - COMPREHENSIVE SUPPORT SERVICES: WE ARE A FULL-SERVICE ORGANIZATION OFFERING SHORT AND LONG-TERM CARE, AND PHYSICAL AND SOCIAL REHABILITATION PROGRAMS CONDUCTED BY THE HIGHEST QUALITY MEDICAL AND CARE STAFF. - PERSON CENTERED CARE: AT OUR CENTER, WE PRIORITIZE DELIVERING PERSONALIZED CARE THAT FOSTERS HEALTH, DIGNITY, AND INDEPENDENCE WHILE CELEBRATING THE INDIVIDUALITY OF EACH RESIDENT WITHIN OUR DIVERSE AND VIBRANT COMMUNITY. 19118368 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 56 0 213 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X SANDRA RIVERA 7185485100 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 WILLIAM WIESMAN PRESIDENT 1.00 0.00 X X 0 0 0 BEN JORDAN VICE PRESIDENT 1.00 0.00 X X 0 0 0 PAMELA HALLER SECRETARY 1.00 0.10 X X 0 0 0 EVA BECKER TREASURER 1.00 0.00 X X 0 0 0 ANN BRYANT DIRECTOR 1.00 0.00 X 0 0 0 SUSAN BYNUM DIRECTOR 1.00 0.00 X 0 0 0 ANN C CARROLL DIRECTOR 1.00 0.00 X 0 0 0 SHERWIN CHUE DIRECTOR, THRU 03/2023 1.00 0.10 X 0 0 0 PAULINE DANA-BASHIAN DIRECTOR, THRU 03/2023 1.00 0.00 X 0 0 0 TRACEY GMOSER DIRECTOR 1.00 0.00 X 0 0 0 LOIS HARR DIRECTOR, THRU 03/2023 1.00 0.00 X 0 0 0 LAWRENCE HOUGH DIRECTOR, THRU 03/2023 1.00 0.00 X 0 0 0 SHARON JOHNSON DIRECTOR, THRU 03/2023 1.00 0.00 X 0 0 0 MARY BETH KETCHUM DIRECTOR, THRU 03/2023 1.00 0.10 X 0 0 0 JULIE KLEIN DIRECTOR, THRU 03/2023 1.00 0.00 X 0 0 0 DONALD T KIRBY DIRECTOR, THRU 07/2023 1.00 0.00 X 0 0 0 REV VIOLET LD LEE DIRECTOR 1.00 0.00 X 0 0 0 RANI ROY DIRECTOR 1.00 0.00 X 0 0 0 JON YI DIRECTOR 1.00 0.00 X 0 0 0 MARIA PEREZ CEO 36.00 0.10 X 403346 0 44438 SANDRA RIVERA DIRECTOR OF FINANCE 36.00 0.00 X 185175 0 8372 GENEVIEVE CASTILLO DIRECTOR OF NURSING 36.00 0.00 X 206361 0 12510 CANDACE RUBINOFF-HIRSCHBERG DIR. OF STRATEGY AND ADMISSIONS 36.00 0.00 X 139864 0 24494 MINERVA FRIAS DIRECTOR OF REHABILITATION 40.00 0.00 X 144261 0 22781 JASON BRUNO DIRECTOR OF PLANT OPERATIONS 36.25 0.00 X 119578 0 669 BEN G DEGUZMAN REGISTERED NURSE 38.00 0.00 X 122353 0 0 LEONARDO ANGELES DIRECTOR OF MDS 36.25 0.00 X 123280 0 16226 1444218 0 129490 13 0 1 0 MORRISON MANAGEMENT 400 NORTHRIDGE ROAD SUITE 600 SANDY SPRINGS GA 30350 DIETARY SERVICES 952740 RN STAFF INC PO BOX 823461 PHILADELPHIA PA 19182 NURSING SERVICES 937027 MADISON SECURITY GROUP INC 2931 WESTCHESTER AVENUE BRONX NY 10461 SECURITY SERVICES 234858 RN EXPRESS 71 WEST 23RD STREET SUITE 1622 NEW YORK NY 10010 NURSING SERVICES 177263 COREWORKS 13028 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 HOUSEKEEPING / LAUNDRY SERVICES 169895 13 55528 55528 MEDICARE 623000 10645079 10645079 MEDICAID 623000 5226816 5226816 COMMERCIAL AND MANAGED 623000 3298570 3298570 PRIVATE PATIENT REV. 623000 657546 657546 19828011 882564 882564 238942 123588 115354 115354 115354 2430958 364721 2066237 2066237 2066237 MISCELLANEOUS INCOME 900099 2574 2574 MEDICAL RECORDS 900099 719 719 3293 22950987 19828011 0 3067448 X 860202 218870 641332 7584536 6999054 585482 395614 378418 17196 1461217 1360054 101163 857480 781121 76359 139827 139827 111780 111780 4067 4067 87915 87915 4968132 4710617 257515 124113 109152 14961 212241 186656 25585 213549 187806 25743 524673 461425 63248 2347 2064 283 4715 4147 568 352412 352412 1134385 958136 176249 936662 823751 112911 MEDICATIONS 625890 625890 NYS CASH RECEIPT ASSMNT 577617 577617 MEDICAL SUPPLIES 205633 205633 MISCELLANEOUS EXPENSE 166832 146721 20111 167543 28824 138719 21719382 19118368 2601014 0 2140855 1101967 4428597 1758524 3346289 3570748 95555 85515 1957339 1976089 37806493 18312400 20591528 19494093 24946920 31413042 3676707 3621016 1445442 1381696 62629232 64402690 1587408 2380993 59451 71181 6600000 6375999 2363102 1914801 10609961 10742974 X 49597184 51028566 2422087 2631150 52019271 53659716 62629232 64402690 X 1231605 1701521 -1292681 X X 0 1 X 1 0 X 2011832 1853987 1933401 338814 55528 6193562 16498779 15898506 17279828 17398397 19828011 86903521 18510611 17752493 19213229 17737211 19883539 93097083 0 0 0 93097083 513492 490418 573739 980437 1121506 3679592 513492 490418 573739 980437 1121506 3679592 126218 182111 3541 8495 3293 323658 19150321 18425022 19790509 18726143 21008338 97100333 0.95880 0.96450 0.03790 0.03210 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS - 2019 AMOUNT: $ 119,796. 2020 AMOUNT: $ 109,000. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 6,422. 2020 AMOUNT: $ 67,122. 2021 AMOUNT: $ 3,541. 2022 AMOUNT: $ 8,245. 2023 AMOUNT: $ 2,574. REFUNDS - 2020 AMOUNT: $ 783. CLASS ACTION SETTLEMENT - 2020 AMOUNT: $ 1,538. MEDICAL RECORDS - 2020 AMOUNT: $ 586. 2022 AMOUNT: $ 250. 2023 AMOUNT: $ 719. VENDING MACHINE - 2020 AMOUNT: $ 3,082. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4067 4067 0 PART II-B, LINE 1: AMOUNTS REPORTED ON LINE 1I REPRESENTS THE PORTION OF MEMBERSHIP DUES PAID BY THE ORGANIZATION TO PROFESSIONAL ASSOCIATIONS AND SIMILAR ORGANIZATIONS ATTRIBUTABLE TO LOBBYING ACTIVITIES. 0 1 X 12921862 842931 13764793 15071305 -2149443 12921862 12925961 2145344 15071305 10979721 1946240 12925961 15979721 5000000 10979721 0.96370 0.03630 0.00000 0 0 75000 75000 34462031 15978335 18483696 3269462 2334065 935397 19494093 BENEFICIAL INTEREST IN TRUST 2131150 F ALTERNATIVE INVESTMENTS 1489866 F 3621016 PROFESSIONAL AND SIMILAR LIABILITIES 1250000 ASSET REMEDIATION OBLIGATION 452112 DUE TO THIRD PARTIES 212689 1914801 X 23381736 1701521 123588 1825109 21556627 87915 1306445 1394360 22950987 21635055 123588 123588 21511467 87915 120000 207915 21719382 PART IV, LINE 2B: RESIDENTS' SECURITY DEPOSITS AND OTHER FUNDS ARE HELD BY THE HOME ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT LIVING ALLOWANCES RECEIVED BY RESIDENTS AND OTHER RESIDENTS FUNDS DEPOSITED WITH THE HOME FOR SAFEKEEPING. RESIDENT ALLOWANCE FUNDS ARE DISBURSED BY THE HOME AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE. PART V, LINE 4: THE OVERALL INVESTMENT OBJECTIVES OF THE HOMES ENDOWMENT FUNDS IS TO PROVIDE THE GREATEST LEVEL OF SUPPORT FOR OPERATING EXPENSES AND CAPITAL MAINTENANCE OF THE HOME CONSISTENT WITH THE PRESERVATION OF PURCHASING POWER OF THE ENDOWMENT. PART X, LINE 2: THE HOME RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE HOME HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE HOME IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 123,588. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 120,000. LOSS ON INVESTMENT IN RIMH REPORTED ON PART XII, LINE 9 1,186,445. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 123,588. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 120,000. X X X X 0 0 0 0 0 0 0 1 0 MARIA PEREZ CEO 363303 0 15000 0 25043 0 13200 0 31238 0 447784 0 0 0 GENEVIEVE CASTILLO DIRECTOR OF NURSING 191878 0 2000 0 12483 0 8289 0 4221 0 218871 0 0 0 SANDRA RIVERA DIRECTOR OF FINANCE 178771 0 2000 0 4404 0 7407 0 965 0 193547 0 0 0 MINERVA FRIAS DIRECTOR OF REHABILITATION 140781 0 0 0 3480 0 5973 0 16808 0 167042 0 0 0 CANDACE RUBINOFF-HIRSCHBERG DIR. OF STRATEGY AND ADMISSIONS 136450 0 0 0 3414 0 5860 0 18634 0 164358 0 0 0 PART I, LINE 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2023 WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. FORM 990, PART I, LINE 1: METHODIST HOME FOR NURSING AND REHABILITATION (THE HOME) IS DEDICATED TO PROVIDING A COMFORTABLE, INTIMATE HAVEN FOR MEN AND WOMEN IN NEED OF SKILLED MEDICAL, NURSING, AND REHABILITATION CARE. THE HOME'S SERVICES AND PROGRAMS PROMOTE HEALTH, DIGNITY AND INDEPENDENCE TO THOSE WE SERVE DIRECTLY AND TO OUR EXTENDED COMMUNITY. AS A SIGNIFICANT ENHANCEMENT TO THE SERVICES WE PROVIDE OUR RESIDENTS AND COMMUNITY, WE HAVE COLLABORATED WITH THE ROGOSIN INSTITUTE TO OFFER ONSITE HEMO-DIALYSIS SERVICES TO OUR INPATIENT RESIDENTS REQUIRING DIALYSIS, WHILE ALSO EXTENDING THESE SERVICES ON AN OUTPATIENT BASIS TO CATER TO THE BROADER COMMUNITY. FORM 990, PART III, LINE 1: AS A NON-SECTARIAN, NON-PROFIT SKILLED NURSING FACILITY, THE HOME IS GROUNDED IN THE VISION OF SEVEN METHODIST WOMEN WHO FOUNDED IT IN 1850. WE ARE DEDICATED TO ENSURING THE BEST QUALITY OF LIFE OF INDIVIDUALS AFFECTED BY ILLNESS OR INJURY BY PROVIDING A RANGE OF SKILLED MEDICAL, NURSING AND REHABILITATION SERVICES. PERSONALIZED AND COMPASSIONATE CARE IS OFFERED WITHIN THE INTIMATE AND COMFORTABLE SETTING OF OUR HISTORIC DWELLING. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE. WHEN IT IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD AND SUBSEQUENTLY FILED. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THAT PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE PRESIDENT OF THE BOARD OF DIRECTORS OR CHAIR OF A BOARD COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF DIRECTORS OR BOARD COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR AGREEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD USES SALARY SURVEYS, AS WELL AS 990'S OF OTHER ORGANIZATIONS AND PROFESSIONAL COMPENSATION CONSULTANTS FOR CEO COMPENSATION REVIEW. THE BOARD COMPARES THE SALARIES OF ITS LEADERSHIP AND TOP MANAGEMENT STAFF TO THOSE OF OTHER ORGANIZATIONS OF SIMILAR SIZE WITHIN THE SAME INDUSTRY. THE PROCESS IS APPROVED AND DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN SEPTEMBER 2023. THE CEO DETERMINES THE COMPENSATION REVIEW PROCESS FOR THE DIRECTOR OF FINANCE AND DIRECTOR OF NURSING. THE CEO REVIEWS PERFORMANCE AND SURVEY DATA. THE REVIEW AND APPROVAL BY THE PERSONNEL COMMITTEE OF THE BOARD IS INVOLVED WHEN NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,554,671. MANAGEMENT AND GENERAL EXPENSES 213,100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,767,771. PHYSICIAN FEES, RNS, LPNS, ETC.: PROGRAM SERVICE EXPENSES 1,387,010. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,387,010. PHYSICAL THERAPY: PROGRAM SERVICE EXPENSES 663,515. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 663,515. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 506,782. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 506,782. SECURITY FEES: PROGRAM SERVICE EXPENSES 206,547. MANAGEMENT AND GENERAL EXPENSES 28,311. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 234,858. LABORATORY SERVICES: PROGRAM SERVICE EXPENSES 116,743. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 116,743. SPEECH THERAPY: PROGRAM SERVICE EXPENSES 125,526. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,526. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 94,283. MANAGEMENT AND GENERAL EXPENSES 12,923. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107,206. DENTAL FEES: PROGRAM SERVICE EXPENSES 32,330. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,330. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 23,210. MANAGEMENT AND GENERAL EXPENSES 3,181. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,391. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT TO REFLECT FUNDED STATUS -106,236. LOSS ON INVESTMENT IN RIMH -1,186,445. METHODIST CHURCH HOME FOR THE AGED IN THE CITY OF NEW YORK FUND 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 133905709 TO ASSIST AGED CARE CHARITABLE ORGANIZATIONS NY 501(C)(3) LINE 7 METHODIST CHURCH HOME FOR THE AGED 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0