2023-05-02T10:46:44-05:00 2022-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2021-07-01 520591485 KESWICK MULTI-CARE CENTER INC KESW 4102358860 700 W 40TH STREET BALTIMORE MD 21211 MICHELE LAGANA CFO 4102358860 2023-05-02 1 MICHELE LAGANA 999009999 JAMES E CRISP P00025401 4106855512 2023-05-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MICHELE LAGANA 700 W 40TH STREET BALTIMORE MD 21211 35874998 0 X WWW.CHOOSEKESWICK.ORG X 1883 MD TO IMPROVE THE AGING EXPERIENCE 13 13 366 34 9 0 7920400 12038049 25520500 23311396 0 9 434342 525544 33875242 35874998 0 0 0 0 18330730 18435747 0 0 32027 16022610 15645907 34353340 34081654 -478098 1793344 21425413 20501140 17019978 13274242 4405435 7226898 X TO IMPROVE THE AGING EXPERIENCE 1 1 27549643 23207552 NURSING HOME CARE - KESWICK PROVIDES HEALTHCARE SOLUTIONS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS AND THEIR FAMILIES. KESWICK SUPPORTS INDIVIDUALS IN MAINTAINING THEIR HIGHEST POSSIBLE QUALITY OF LIFE AS THEY MANAGE THE AGING PROCESS BY PROVIDING A BROAD SPECTRUM OF SOCIAL AND HEALTHCARE SOLUTIONS IN A CARING, DIGNIFIED AND RESPECTFUL MANNER. CURRENTLY, KESWICK SERVES APPROXIMATELY 154 PERSONS PER DAY IN LONG-TERM CARE AND 22 PERSONS PER DAY IN SUB-ACUTE REHABILITATION SERVICES. IN LONG-TERM CARE, RESIDENTS HAVE INDIVIDUAL MEDICAL CARE PLANS THAT ADDRESS THEIR SPECIFIC MEDICAL, SOCIAL AND PHYSICAL NEEDS. (SEE CONTINUATION ON SCHEDULE O)IN SUB-ACUTE REHABILITATION, KESWICK COMBINES ADVANCED THERAPIES AND COMPASSIONATE CARE FOR EACH PERSON SEEKING CARE. BY PROVIDING INDIVIDUALS WITH THE INTENSIVE THERAPIES THEY NEED TO GROW STRONGER IN MIND, BODY AND SOUL, KESWICK HELPS CREATE POSITIVE OUTCOMES FOR THE INDIVIDUALS AND ENSURES A SMOOTHER TRANSITION TO THEIR HOME ENVIRONMENT. 277820 82585 KESWICK ADULT DAY SERVICES IS AN ALTERNATIVE TO FULL-TIME NURSING CARE, AND PROVIDES A VITAL SENSE OF COMMUNITY TO SENIORS AND THEIR FAMILIES. THE PROGRAM RUNS DURING THE DAY WITH SENIORS RETURNING TO THEIR RESIDENCES IN THE EVENING. WHILE AT KESWICK, SENIORS RECEIVE HEALTHCARE SUPPORT SERVICES, GROUP INTERACTION AND COMPANIONSHIP, SKILL-BUILDING AND SKILL-ENHANCING ACTIVITIES AND SOCIAL OPPORTUNITIES BASED ON THEIR INDIVIDUALIZED INTERESTS, NEEDS AND ABILITIES. THE MONTESSORI APPROACH IS UTILIZED TO ENSURE EACH PERSON IS ENGAGED AND FEELING PRODUCTIVE. (SEE CONTINUATION ON SCHEDULE O)KESWICK'S ADULT DAY SERVICES MEETS THE NEEDS OF OLDER ADULTS WITH ALZHEIMER'S DISEASE AND OTHER TYPES OF MEMORY IMPAIRMENT, AS WELL AS SENIORS WITH PARKINSON'S DISEASE, COMPLICATIONS OF STROKE AND ADDITIONAL MEDICAL PROBLEMS THAT PREVENT THEM FROM BEING AT HOME ALONE DURING THE DAY ALLOWING THEM TO RECEIVE THE SUPPORT THEY NEED TO IMPROVE THEIR QUALITY OF LIFE. ADDITIONALLY, KESWICK ADULT DAY SERVICES PROVIDES SUPPORT TO THE CAREGIVER AS THEY WORK WITH THEIR LOVED ONE TO MANAGE AND ADDRESS THE ONGOING AND OFTEN ESCALATING NEEDS OF THE SENIOR THROUGH THE AGING PROCESS. 27827463 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 80 0 1 366 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MD X THE BUSINESS OFFICE 4102358860 700 W 40TH STREET BALTIMORE MD 21211 CATHERINE J BOYNE CHAIR 4.00 X X 0 0 0 MATTHEW E HEMELT VICE CHAIR / SECRETARY 2.00 X X 0 0 0 NANCY J PRUE TREASURER 2.00 X X 0 0 0 ELIZABETH BRISCOE DIRECTOR 2.00 X 0 0 0 KAREN S DEELEY DIRECTOR 2.00 X 0 0 0 RONALD C DIEGELMAN DIRECTOR 2.00 X 0 0 0 KAREN L EVANS DIRECTOR 2.00 X 0 0 0 VICTORIA M HITCHOCK DIRECTOR 2.00 X 0 0 0 LAWRENCE L HOOPER JR DIRECTOR 2.00 X 0 0 0 JAY MAGAZINER PHD DIRECTOR 2.00 X 0 0 0 MATT M ROCKSTROH DIRECTOR 2.00 X 0 0 0 GRAYLIN E SMITH DIRECTOR 2.00 X 0 0 0 JOHN C WEISS III DIRECTOR 2.00 X 0 0 0 MICHELE LAGANA CFO 36.00 4.00 X 245399 0 31091 MARIA DARBY COO 36.00 4.00 X 194266 0 12997 AILEEN TINNEY CEO (CURRENT) 36.00 4.00 X 59345 0 3142 KATHY GRANING VP CLINICAL SERVICES 40.00 X 185991 0 19530 BRET STINE EXECUTIVE DIRECTOR 40.00 X 178035 0 19372 KHADIJA AKINTUNDE NURSING SUPERVISOR 40.00 X 156823 0 17647 SUSHILA THAPA RN 40.00 X 147475 0 15752 FUNMILAYO BOLUWAJI NURSING SUPERVISOR 40.00 X 144449 0 31700 TIMOTHY KEHRING VP OF INFORMATION SYSTEMS 40.00 X 146100 0 36338 IHUOMA CHINAKA LPN 40.00 X 157935 0 20325 CARMEL ROQUES CEO (PARTIAL YEAR) 36.00 4.00 X 321304 0 41348 1937122 0 249242 31 1 1 0 FLAGSHIP REHABILITATION 157 BALTIMORE ST SUITE 200 CUMBERLAND MD 21502 THERAPY SERVICES 1664871 UNIDINE CORPORATION PO BOX 360639 PITTSBURG PA 15251 FOOD SERVICE 1582175 CONNECTRN PO BOX 208685 DALLAS TX 753208685 STAFFING SERVICES 660036 MEDLINE INDUSTRIES INC PO BOX 382075 PITTSBURG PA 152518075 HEALTH CARE SERVICES 658067 CAREERSTAFF UNLIMITED LLC PO BOX 301076 DALLAS TX 75303 STAFFING SERVICES 417574 16 11564907 349816 123326 12038049 SKILLED NURSING SERVICES 623000 22522705 22522705 PAY FOR PERFORMANCE MA 623000 370042 370042 MEDICAID SUPPLEMENTAL PAYMENT 541610 314805 314805 MEDICAL ADULT DAY CARE 623000 82585 82585 PATIENT SERVICES 623000 21259 21259 23311396 9 9 328100 0 328100 328100 328100 MISCELLANEOUS 623000 197444 197444 197444 35874998 23290137 9 546803 1352396 408314 944082 13789548 12148648 1618900 22000 618565 595332 23233 1373079 1199026 173062 991 1302159 1113797 186405 1957 103395 103395 89816 89816 2284150 2059253 224897 224324 224324 2781160 2528161 252398 601 1062312 1020231 42081 10813 3488 7319 6 25098 16571 8527 350521 340005 10516 1791129 1737395 53734 432257 418770 12968 519 CONTRACT LABOR 4035480 3620931 414097 452 PENSION PLAN TERMINATIO 1463152 1463152 PROVIDER TAX 408058 408058 OTHER EXPENSE 394257 38802 355455 189985 170681 13803 5501 34081654 27827463 6222164 32027 3063780 3555848 2842867 2669800 182113 215810 57814990 43982480 14873851 13832510 23537 0 439265 227172 21425413 20501140 2780049 2370915 38458 307391 10285108 9861679 225798 225798 3690565 508459 17019978 13274242 X 4313502 7155303 91933 71595 4405435 7226898 21425413 20501140 X 1793344 1028119 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 55061 762283 770676 46668 0 91933 -20338 71595 79391 12542 91933 83762 -4371 79391 85961 -2199 83762 85794 167 85961 1.00000 1 0 26418 26418 45986284 33987585 11998699 6742612 5700596 1042016 5059676 4294299 765377 13832510 INTEREST RATE SWAP ARRANGEMENT 508459 508459 X 2676733 -21633358 -21633358 24310091 11564907 11564907 35874998 33033197 -1048457 -1048457 34081654 0 34081654 PART IV, LINE 1B: KESWICK ACTS IN AN AGENCY CAPACITY REGARDING THE HOLDING OF PATIENT CASH FUNDS. PART V, LINE 4: KESWICK'S ENDOWMENT FUND IS COMPRISED OF A BENEFICIAL INTEREST IN A TRUST. THE INCOME FROM THE TRUST IS TO BE USED FOR THE BENEFIT OF ONE OR MORE RESIDENTS OF KESWICK MULTI-CARE'S LONG TERM CARE FACILITY WHO ARE UNABLE TO PAY FOR ALL OR A PORTION OF THE COSTS OF CARE AND WHO DO NOT QUALIFY FOR STATE ASSISTANCE -- $71,595 PART X, LINE 2: THE ORGANIZATION HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAX AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY UNREALIZED GAIN -39,789,712. CHANGE IN BENEFICIAL INT IN IRREV TRUST -20,338. RELATED PARTY REVENUE - FOUNDATION 17,912,361. RELATED PARTY REVENUE - KCH 264,331. PART XI, LINE 4B - OTHER ADJUSTMENTS: RELATED PARTY CONTRIBUTIONS ELIMINATED IN FINANCIAL STATEMENTS 11,564,907. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST RATE SWAP -1,048,457. LESS RELATED PARTY EXPENSE X X X X 0 0 0 0 0 0 0 0 0 CARMEL ROQUES CEO (PARTIAL YEAR) 321304 0 0 0 0 0 30436 0 10912 0 362652 0 0 0 MICHELE LAGANA CFO 245399 0 0 0 0 0 14878 0 16213 0 276490 0 0 0 MARIA DARBY COO 194266 0 0 0 0 0 12562 0 435 0 207263 0 0 0 KATHY GRANING VP CLINICAL SERVICES 185991 0 0 0 0 0 11763 0 7767 0 205521 0 0 0 BRET STINE EXECUTIVE DIRECTOR 178035 0 0 0 0 0 11736 0 7636 0 197407 0 0 0 TIMOTHY KEHRING VP OF INFORMATION SYSTEMS 146100 0 0 0 0 0 10042 0 26296 0 182438 0 0 0 IHUOMA CHINAKA LPN 157935 0 0 0 0 0 8875 0 11450 0 178260 0 0 0 FUNMILAYO BOLUWAJI NURSING SUPERVISOR 144449 0 0 0 0 0 9901 0 21799 0 176149 0 0 0 KHADIJA AKINTUNDE NURSING SUPERVISOR 156823 0 0 0 0 0 10281 0 7366 0 174470 0 0 0 SUSHILA THAPA RN 147475 0 0 0 0 0 8350 0 7402 0 163227 0 0 0 A MARYLAND HEALTH & HIGHER 520936091 574217G41 2007-08-09 11520000 TO REFINANCE COSTS OF ACQUISITION 0 0 0 A 1640000 11520000 146863 19000 11354137 2006 0 1 1 1 A 0 1 0 0 0.03600 0.03600 0 0 0 A 0 0 0 1 1 0 0 0 0 A 1 SCHEDULE K, PART III, LINE 9 THIS QUESTION IS NOT APPLICABLE AS THE ORGANIZATION DOES NOT HAVE ANY NONQUALIFIED BONDS OF THE ISSUANCE. SCHEDULE K, PART IV, LINE 7 THIS QUESTION IS NOT APPLICABLE AS ARBITRAGE IS NOT APPLICABLE. FORM 990, PART III, LINE 2 A DIALYSIS CENTER OPENED IN APRIL 2022. KESWICK ADDED A DIALYSIS SERVICE UNDER NEW REGULATIONS ALLOWING NURSING HOMES TO PROVIDE THIS SERVICE TO THEIR RESIDENTS. THE DIALYSIS UNIT WILL HAVE SIX CHAIRS SERVING A MAXIMUM OF 36 PATIENTS WHEN FULLY UTILIZED. A PATIENT RAMP-UP APPROACH WILL BE USED TO CONSERVATIVELY PLAN FOR NEW PATIENTS ON THE SUBACUTE UNIT. FORM 990, PART III, LINE 3 ADULT DAY SERVICES WERE NO LONGER PROVIDED AFTER DECEMBER 31, 2021 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL BOARD MEMBERS AND EMPLOYEES MUST SIGN OFF THAT THEY RECEIVED, READ, UNDERSTAND AND WILL COMPLY WITH THE CONFLICT OF INTEREST POLICY. IF AN ISSUE ARISES IT IS PRESENTED AT THE GOVERNING BOARD OR COMMITTEE MEETING AND A DECISION IS MADE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO, TOP MANAGEMENT OFFICIALS AND OFFICERS AND OTHER KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. COMPARABLE DATA FROM AVAILABLE SOURCES, SUCH AS THE FORM 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES, ARE USED TO ASSESS THE APPROPRIATE COMPENSATION RANGES OF THESE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR REVIEW BY THE PUBLIC UPON RECEIPT OF A WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INT IN IRREV TRUST 1,028,119. DECREASE IN MINIMUM PENSION LIABILITY DECREASE IN THE VALUE OF INTEREST RATE SWAP PART XII, LINE 2C THERE IS NO CHANGE IN THE AUDIT COMMITTEE PROCESS FROM THE PRIOR YEAR. KESWICK AT HOME LLC 700 W 40TH STREET BALTIMORE MD 21211 205872464 IN HOME NURSING CARE AIDS AND CARE MGMT SERVICES MD N/A KESWICK MANAGEMENT LLC 700 W 40TH STREET BALTIMORE MD 21211 205872391 MANAGEMENT SERVICES MD N/A KESWICK FOUNDATION INC 700 W 40TH STREET BALTIMORE MD 21211 521066144 TO MANAGE FUNDS FOR RESIDENT BENEFITS MD 501(C)(3) 509(A)(3) N/A 0 KESWICK COMMUNITY HEALTH INC 700 W 40TH STREET BALTIMORE MD 21211 810877455 TO PROVIDE COMMUNITY BASED SERVICES MD 501(C)(3) 509(A)(3) N/A 0 0 0 1 0 1 0 0 0 0 1 0 1 0 1 1 0 0 0 0 KESWICK FOUNDATION INC C 11564907 FMV