2023-08-28T13:32:33-05:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2022-01-01 131740003 METHODIST CHURCH HOME FOR THE AGED METH 7185485100 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 SANDRA RIVERA DIRECTOR OF FINANCE 7185485100 2023-08-28 1 SANDRA RIVERA XXX-XX-XXXX 1 EVA MRUK P00543254 9143818900 2023-08-28 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z METHODIST HOME FOR NURSING AND REHABILTATION MARIA PEREZ 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 22814369 0 X WWW.METHODISTHOME.ORG X 1851 NY SEE SCHEDULE O 18 18 240 25 0 0 1933401 338814 17279828 17398397 3800644 1133213 4441 48994 23018314 18919418 0 0 0 0 9822454 10670506 0 0 0 7977376 9438393 17799830 20108899 5218484 -1189481 70291899 62629232 8983482 10609961 61308417 52019271 X SEE SCHEDULE O 0 0 17150704 0 17398397 SEE SCHEDULE OTHE HOME PROVIDED 34,300 DAYS OF CARE TO 556 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. 17150704 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 0 240 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 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 JULIE KLEIN PRESIDENT 1.00 0.00 X X 0 0 0 MARY BETH KETCHUM VICE PRESIDENT 1.00 0.10 X X 0 0 0 SHERWIN CHUE TREASURER 1.00 0.10 X X 0 0 0 PAMELA HALLER SECRETARY 1.00 0.10 X X 0 0 0 EVA BECKER DIRECTOR 1.00 0.00 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 PAULINE DANA-BASHIAN DIRECTOR 1.00 0.00 X 0 0 0 TRACEY GMOSER DIRECTOR 1.00 0.00 X 0 0 0 LOIS HARR DIRECTOR 1.00 0.00 X 0 0 0 LAWRENCE HOUGH DIRECTOR 1.00 0.00 X 0 0 0 SHARON JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 BEN JORDAN DIRECTOR 1.00 0.00 X 0 0 0 DONALD T KIRBY DIRECTOR 1.00 0.00 X 0 0 0 REV VIOLET LD LEE DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM WIESMAN DIRECTOR 1.00 0.00 X 0 0 0 JON YI DIRECTOR 1.00 0.00 X 0 0 0 MELISSA BAUMAN DIRECTOR, THRU MARCH 2022 1.00 0.00 X 0 0 0 MARIA PEREZ CEO 36.00 0.10 X 377052 0 42898 SANDRA RIVERA DIRECTOR OF FINANCE 36.00 0.00 X 175474 0 7956 GENEVIEVE CASTILLO DIRECTOR OF NURSING 36.00 0.00 X 202545 0 12129 CANDACE RUBINOFF-HIRSCHBERG DIR. OF STRATEGY AND ADMISSIONS 36.00 0.00 X 133666 0 24018 MINERVA FRIAS DIRECTOR OF REHABILITATION 40.00 0.00 X 130291 0 20292 GRACE BRITO DIRECTOR OF CLINICAL REIMBURSEMENT 36.00 0.00 X 123074 0 6769 BEN G DEGUZMAN REGISTERED NURSE 38.00 0.00 X 121595 0 0 RENE TILLO NURSING SUPERVISOR 36.00 0.00 X 120031 0 32181 1383728 0 146243 13 0 1 0 MORRISON MANAGEMENT 400 NORTHRIDGE ROAD SUITE 600 SANDY SPRINGS GA 30350 MANAGEMENT SERVICES 1248457 RN STAFF INC PO BOX 823461 PHILADELPHIA PA 19182 NURSING SERVICES 439509 MADISON SECURITY GROUP INC 2931 WESTCHESTER AVENUE BRONX NY 10461 SECURITY SERVICES 221796 RN EXPRESS 71 WEST 23RD STREET SUITE 1622 NEW YORK NY 10010 NURSING SERVICES 182783 SAMUEL IGNACIO 21 AUTUMN CIRCLE YONKERS NY 10703 PHYSICAL THERAPY SERVICES 134865 9 304886 33928 338814 MEDICARE 623000 9242322 9242322 MEDICAID 623000 4666134 4666134 COMMERCIAL AND MANAGED 623000 2258644 2258644 PRIVATE PATIENT REV. 623000 1231297 1231297 17398397 636829 636829 343608 303109 40499 40499 40499 4088226 3591842 496384 496384 496384 MISCELLANEOUS INCOME 900099 8245 8245 MEDICAL RECORDS 900099 250 250 8495 18919418 17398397 0 1182207 X 818054 516365 301689 7393226 6529003 864223 162139 158669 3470 1416975 1332549 84426 880112 819374 60738 250233 250233 115106 115106 4431 4431 100488 100488 4186762 3877219 309543 131796 112661 19135 240702 205756 34946 190568 162901 27667 622915 532478 90437 3835 3278 557 6831 5839 992 193611 193611 851639 690013 161626 760595 650169 110426 NYS CASH RECEIPT ASSMNT 522353 522353 MEDICATIONS 490029 490029 MEDICAL SUPPLIES 266368 266368 ASSEST RETIREMENT EXPEN 203027 203027 297104 82069 215035 20108899 17150704 2958195 0 5051794 2140855 4546427 4428597 3110841 3346289 83863 95555 1963477 1957339 37645954 17054426 20239137 20591528 30458195 24946920 4781161 3676707 57004 1445442 70291899 62629232 1359054 1587408 175729 0 57004 59451 4500000 6600000 2891695 2363102 8983482 10609961 X 58346047 49597184 2962370 2422087 61308417 52019271 70291899 62629232 X -1189481 -7648122 -451543 X X 0 1 X 1 0 X 715184 2011832 1853987 1933401 338814 6853218 17363391 16498779 15898506 17279828 17398397 84438901 18078575 18510611 17752493 19213229 17737211 91292119 0 0 0 91292119 479166 513492 490418 573739 980437 3037252 479166 513492 490418 573739 980437 3037252 126218 182111 3541 8495 320365 18557741 19150321 18425022 19790509 18726143 94649736 0.96450 0.97030 0.03210 0.02640 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. REFUNDS - 2020 AMOUNT: $ 783. CLASS ACTION SETTLEMENT - 2020 AMOUNT: $ 1,538. MEDICAL RECORDS - 2020 AMOUNT: $ 586. 2022 AMOUNT: $ 250. VENDING MACHINE - 2020 AMOUNT: $ 3,082. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4431 4431 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 15071305 -2149443 0 12921862 12925961 2145344 0 15071305 10979721 1946240 0 12925961 15979721 0 5000000 10979721 17065164 -742409 254754 88280 15979721 0.96130 0.03870 0 0 75000 75000 26547729 14861366 11686363 2907810 2193060 714750 8115415 8115415 20591528 BENEFICIAL INTEREST IN TRUST 1922087 F ALTERNATIVE INVESTMENTS 1754620 F 3676707 PROFESSIONAL AND SIMILAR LIABILITIES 1358000 ASSET REMEDIATION OBLIGATION 437344 CONSTRUCTION AND RETAINAGE PAYABLE 401954 DUE TO THIRD PARTIES 165804 2363102 X 11272820 -7648122 303109 -7345013 18617833 100488 201097 301585 18919418 20110423 303109 303109 19807314 100488 201097 301585 20108899 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, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 303,109. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 201,097. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 303,109. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 201,097. X X X X 0 0 0 0 0 0 0 1 0 MARIA PEREZ CEO 333375 0 20160 0 23517 0 12200 0 30698 0 419950 0 0 0 GENEVIEVE CASTILLO DIRECTOR OF NURSING 188529 0 2000 0 12016 0 8172 0 3957 0 214674 0 0 0 SANDRA RIVERA DIRECTOR OF FINANCE 169396 0 2000 0 4078 0 7019 0 937 0 183430 0 0 0 CANDACE RUBINOFF-HIRSCHBERG DIR. OF STRATEGY AND ADMISSIONS 130383 0 0 0 3283 0 5604 0 18414 0 157684 0 0 0 RENE TILLO NURSING SUPERVISOR 117710 0 0 0 2321 0 4982 0 27199 0 152212 0 0 0 MINERVA FRIAS DIRECTOR OF REHABILITATION 126008 0 0 0 4283 0 5122 0 15170 0 150583 0 0 0 PART I, LINE 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2022 WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2022 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 2022. 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 1,554,483. MANAGEMENT AND GENERAL EXPENSES 264,016. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,818,499. PHYSICIAN FEES, RNS, LPNS, ETC.: PROGRAM SERVICE EXPENSES 815,829. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 815,829. PHYSICAL THERAPY: PROGRAM SERVICE EXPENSES 509,622. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 509,622. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 426,344. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 426,344. SECURITY FEES: PROGRAM SERVICE EXPENSES 186,292. MANAGEMENT AND GENERAL EXPENSES 31,640. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 217,932. LABORATORY SERVICES: PROGRAM SERVICE EXPENSES 155,932. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 155,932. SPEECH THERAPY: PROGRAM SERVICE EXPENSES 114,624. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 114,624. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 59,204. MANAGEMENT AND GENERAL EXPENSES 10,055. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,259. 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 22,559. MANAGEMENT AND GENERAL EXPENSES 3,832. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,391. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT TO REFLECT FUNDED STATUS -451,543. 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