2022-10-05T07:11:33-05:00 2021-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2021-01-01 815241497 PARKER HEALTH GROUP INC PARK 7324188614 1421 RIVER ROAD PISCATAWAY NJ 08854 EDWARD MATTHEWS CFO 7324188614 2022-10-03 1 EDWARD MATTHEWS XXX-XX-XXXX KERRI N BOGDA CPA P00760402 7177404863 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ROBERTO MUNIZ 1421 RIVER ROAD PISCATAWAY NJ 08854 119614 0 X WWW.PARKERLIFE.ORG X 2015 NJ PARKER HEALTH GROUP SUPPORTS AFFILIATES' DEPTS INCLUDING FINANCE, HUMAN RESOURCES & PAYROLL. 15 14 60 14 0 0 0 30054 0 0 -3900 0 12949 89560 9049 119614 0 500000 0 0 9796786 11121336 0 0 0 3596722 5144873 13393508 16766209 -13384459 -16646595 44493431 67295673 22438992 30772863 22054439 36522810 X THE OBJECTS AND PURPOSES OF THE CORPORATION SHALL BE TO PROVIDE AND PROMOTE A CARE CONTINUUM FOR THE AGING VIA SKILLED NURSING, MEMORY CARE, ASSISTED LIVING, ADULT DAY CARE, REHABILITATION, HEALTHY AGING, AND INTERGENERATIONAL AND OTHER PROGRAMS, TOGETHER WITH CONDUCTING AND ASSISTING RELATED EDUCATION AND RESEARCH BY COORDINATION, PERFORMANCE, AND SUPPORT OF THE OPERATION AND FUNCTIONS AND THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF THE FRANCIS E. PARKER MEMORIAL HOME, INC., PARKER HOME AND COMMUNITY BASED SERVICES, INC., THE FRANCIS E. PARKER ASSISTED LIVING CENTER, INC., PARKER AT MONROE, INC., PARKER AT EAST WINDSOR INC., PARKER AT SOMERSET, INC., PARKER REHABILITATION SERVICES, INC. AND OTHER AFFILIATES THAT MAY BE ESTABLISHED IN TIME. 0 0 3459606 500000 0 PARKER HEALTH GROUP, INC'S PROGRAM SERVICES FOCUS ON ITS SUPPORTED ORGANIZATIONS THE FRANCIS E. PARKER MEMORIAL HOME, PARKER HOME AND COMMUNITY BASED SERVICES, INC., THE FRANCIS E. PARKER ASSISTED LIVING CENTER, INC., PARKER AT MONROE, INC., PARKER AT EAST WINDSOR INC., PARKER AT SOMERSET, INC., PARKER REHABILITATION SERVICES, INC., AND PARKER FOUNDATION, INC. 3459606 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 137 0 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X EDWARD MATTHEWS CFO 7324188614 1421 RIVER ROAD PISCATAWAY NJ 08854 ROBERTO MUNIZ MPA FLNHA PRESIDENT/CEO 24.00 16.00 X X 519526 0 50811 WILLIAM R HAGAMAN JR CHAIRMAN 4.00 10.00 X X 0 0 0 MARGUERITE K SCHLAG EDD RN VICE CHAIR 0.60 3.40 X X 0 0 0 JOSEPH G BRAUNREUTHER ESQ SECRETARY 4.00 10.00 X X 0 0 0 JOHN A PAPA TREASURER 4.00 10.00 X X 0 0 0 WILLIAM P TIBBIT TRUSTEE 0.60 3.40 X 0 0 0 ALFRED F TALLIA MD MPH TRUSTEE 0.60 3.40 X 0 0 0 JOSEPH FERRO MD TRUSTEE 0.60 3.40 X 0 0 0 CLIFFORD E HOLLAND TRUSTEE 0.60 3.40 X 0 0 0 PENELOPE LATTIMER PHD TRUSTEE 0.60 3.40 X 0 0 0 STEPHEN LANDERS MD TRUSTEE 0.60 3.40 X 0 0 0 JAMES FERRARE TRUSTEE 0.60 3.40 X 0 0 0 SCOTT E TOWNSLEY TRUSTEE 0.60 3.40 X 0 0 0 MAJD ALWAN PHD TRUSTEE 0.60 3.40 X 0 0 0 JOSEPH DOYLE TRUSTEE 0.60 3.40 X 0 0 0 ELIZABETH SPARLING COO 40.00 0.00 X 351096 0 31033 EDWARD MATTHEWS CFO 24.00 16.00 X 258690 0 25261 DONNA SILBERT CHIEF STRATEGY OFFICER 40.00 0.00 X 253194 0 23165 JEAN REBELE CHIEF TALENT OFFICER 40.00 0.00 X 246870 0 31053 CAROLYN BACHONSKI CHIEF CLINICAL OFFICER 40.00 0.00 X 211980 0 19864 MERCEDITA P GONZALES CHIEF ADMINISTRATOR 40.00 0.00 X 211175 0 16990 JAMES DELLAPA CHIEF INFORMATION OFFICER 40.00 0.00 X 185782 0 22655 CAROL BURT RES. PLANNING ADMINISTRATOR 40.00 0.00 X 182337 0 17489 NICHOLAS CARR DIRECTOR OF FINANCE 40.00 0.00 X 174315 0 20912 PAMELA SMITH DIRECTOR OF BUSINESS DEVELOPMENT 40.00 0.00 X 162494 0 20759 JUDITH COLLETT-MILLER DIRECTOR OF BUSINESS DEVELOPMENT 40.00 0.00 X 157570 0 18322 MEGAN KOVALTCHOUK DIRECTOR OF BUSINESS DEVELOPMENT 40.00 0.00 X 153387 0 22257 MICHAEL A BROPHY DIRECTOR OF SALES 40.00 0.00 X 136478 0 14840 CAROLINA GARCIA DIRECTOR OF IT 40.00 0.00 X 128964 0 18664 DEBRA BENKO ACCOUNTING MANAGER 40.00 0.00 X 122597 0 12702 NIKHIL BAKHRU DIR. OF DINING & NUTRITION SERV. 40.00 0.00 X 122080 0 15369 YULIER GOMEZ FINANCIAL SERVICES MANAGER 40.00 0.00 X 120812 0 14278 3699347 0 396424 23 0 1 0 MAKO MEDICAL LABORATORIES LLC 8461 GARVEY DR RALEIGH NC 27616 LABORATORY SERVICES 1467225 PRESIDIO NETWORKED SOLUTIONS GROUP LLC ONE PENN PLAZA STE 2501 NEW YORK NY 10119 IT SERVICES 415497 INSIGHT ENTERPRISES 12 JOSEPH ST CHATHAM TOWNSHIP NJ 07928 IT SERVICES 396804 CTCI TECHNOLOGY 152 HURON AVE CLIFTON NJ 07013 IT SERVICES 367410 STEVENS & LEE 111 N 6TH ST READING PA 196013501 LEGAL SERVICES 355612 17 30054 30054 INSURANCE REIMBURSEMEN 900099 77710 77710 APPLICATION FEES 900099 11850 11850 89560 119614 0 0 89560 500000 500000 3377023 3377023 2689800 2689800 2364945 2364945 1948384 1948384 741184 741184 498999 498999 308983 308983 490 490 706264 482766 223498 503880 503880 113353 13890 99463 3994 3994 80766 80766 22013 22013 99413 81918 17495 256245 256245 IMPAIRMENT LOSS 1129091 1129091 STRATEGIC PLANNING 707323 707323 EMPLOYEE ACTIVITIES 158193 158193 REPAIR & MAINTENANCE 145275 117064 28211 410591 171309 239282 16766209 3459606 13306603 0 1588 2028 3540195 11709701 4585 -117188 314841 55786069 888966 39563178 54897103 1501073 372000 44493431 67295673 7825532 10081331 14613460 20691532 22438992 30772863 X 22054439 36522810 22054439 36522810 44493431 67295673 X -16646595 31114966 X 0 1 X 1 1 1 X X 4 THE FRANCIS E PARKER MEMORIAL HOME 221589209 3 1 0 0 PARKER AT MONROE INC 471335159 3 1 0 0 PARKER REHABILITATION SERVICES 471958020 3 1 0 0 PARKER AT SOMERSET INC 471944928 3 1 0 0 4 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 FORM 990, SCHEDULE A, PART IV, LINE 2: THE FILING ORGANIZATION INCLUDES AMONG ITS SUPPORTED ORGANIZATIONS PARKER AT EAST WINDSOR, INC. (47-1890220), AN ORGANIZATION THAT CURRENTLY DOES NOT HAVE A TAX EXEMPT DETERMINATION LETTER. PARKER AT EAST WINDSOR IS CURRENTLY INACTIVE, WITH NO ASSETS OR ACTIVITY, BUT WILL EVENTUALLY BECOME A RETIREMENT COMMUNITY. WHEN THE FILING ORGANIZATION IS READY TO FUND THE CONSTRUCTION OF THE NEW FACILITY, IT WILL FILE FORM 1023 TO GAIN TAX EXEMPT STATUS FOR PARKER AT EAST WINDSOR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 490 490 0 PART II-B, LINE 1: THE PARKER HEALTH GROUP PAYS DUES TO LEADINGAGE NEW JERSEY WHICH ADVOCATES FOR NURSING HOMES AND OTHER CARE FACILITIES FOR THE AGED. SMALL PORTIONS OF THE DUES TO LEADINGAGE NEW JERSEY ARE USED FOR LOBBYING EXPENSES. 6582991 6582991 152569 30949 121620 1924723 858017 1066706 47125786 47125786 54897103 ACCRUED PENSION COST 20691532 20691532 31156870 31114966 31114966 41904 77710 77710 119614 16688499 -77710 -77710 16766209 0 16766209 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET PERIODIC PENSION COSTS 1,785,366. EQUITY TRANSFER FROM RELATED ENTITY 34,419,868. PENSION LIABILITY ADJUSTMENT -5,090,268. PART XI, LINE 4B - OTHER ADJUSTMENTS: INSURANCE PROCEEDS 77,710. PART XII, LINE 2D - OTHER ADJUSTMENTS: INSURANCE PROCEEDS -77,710. 1 SPRINGPOINT FOUNDATION INC 4814 OUTLOOK DRIVE WALL TOWNSHIP NJ 07753 222375658 501(C)(3) 250000 0 ESTABLISH ENDOWMENT FOR AFFORDABLE HOUSING WELLNESS INITIATIVE VOLUNTEERS OF AMERICA 1660 DUKE STREET ALEXANDRIA VA 22314 411467162 501(C)(3) 250000 0 TO FUND AND SUPPORT SERVICES AS PART OF THE AGING WITH OPTIONS PROGRAM OFFERED TO THE RESIDENTS AT GRANTEE'S HARBORVIEW, A 100 UNIT ELDERLY AFFORDABLE HOUSING COMMUNITY LOCATED IN JERSEY CITY, NEW JERSEY 2 0 PART I, LINE 2: THE ORGANIZATION REQUIRES A FINANCIAL REPORT AND NARRATIVE ON PROGRESS TOWARD ACHIEVING THE GRANT PURPOSE AT THE END OF THE GRANT PERIOD. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 ROBERTO MUNIZ MPA FLNHA PRESIDENT/CEO 429097 0 89250 0 1179 0 0 0 50811 0 570337 0 0 0 ELIZABETH SPARLING COO 304793 0 45466 0 837 0 0 0 31033 0 382129 0 0 0 EDWARD MATTHEWS CFO 224919 0 33153 0 618 0 0 0 25261 0 283951 0 0 0 JEAN REBELE CHIEF TALENT OFFICER 212808 0 33477 0 585 0 0 0 31053 0 277923 0 0 0 DONNA SILBERT CHIEF STRATEGY OFFICER 220645 0 31943 0 606 0 0 0 23165 0 276359 0 0 0 CAROLYN BACHONSKI CHIEF CLINICAL OFFICER 188911 0 22550 0 519 0 0 0 19864 0 231844 0 0 0 MERCEDITA P GONZALES CHIEF ADMINISTRATOR 188482 0 22175 0 518 0 0 0 16990 0 228165 0 0 0 JAMES DELLAPA CHIEF INFORMATION OFFICER 175801 0 9498 0 483 0 0 0 22655 0 208437 0 0 0 CAROL BURT RES. PLANNING ADMINISTRATOR 166159 0 15721 0 457 0 0 0 17489 0 199826 0 0 0 NICHOLAS CARR DIRECTOR OF FINANCE 150860 0 23041 0 414 0 0 0 20912 0 195227 0 0 0 PAMELA SMITH DIRECTOR OF BUSINESS DEVELOPMENT 146791 0 15300 0 403 0 0 0 20759 0 183253 0 0 0 JUDITH COLLETT-MILLER DIRECTOR OF BUSINESS DEVELOPMENT 137695 0 19497 0 378 0 0 0 18322 0 175892 0 0 0 MEGAN KOVALTCHOUK DIRECTOR OF BUSINESS DEVELOPMENT 129647 0 23384 0 356 0 0 0 22257 0 175644 0 0 0 MICHAEL A BROPHY DIRECTOR OF SALES 135805 0 300 0 373 0 0 0 14840 0 151318 0 0 0 PART I, LINE 1A AS PART OF THE WELLNESS MEMBERSHIP REIMBURSEMENT POLICY, ALL FULL-TIME EMPLOYEES CAN BE REIMBURSED UP TO $100 PER QUARTER FOR A MEMBERSHIP. IN 2021, 18 EMPLOYEES RECEIVED THE BENEFIT. PART I, LINE 7 EXECUTIVES AND MANAGEMENT PERSONNEL RECEIVED BONUSES AS A PART OF THEIR COMPENSATION FOR THE YEAR 2021. BONUSES ARE BASED UPON PERFORMANCE EVALUATIONS THAT REFLECT PREVIOUSLY AGREED UPON GOALS AND OBJECTIVES WHICH HAVE BOTH FINANCIAL AND NON-FINANCIAL ELEMENTS. FORM 990, PART V, LINES 2A & 2B THE FILING ENTITY IS THE PARENT IN A GROUP AND IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. PARKER HEALTH GROUP REPORTS ALL EMPLOYEES ON ITS FORM W-3, HOWEVER, EACH AFFILIATE HAS EMPLOYEES ALLOCATED TO THAT ENTITY. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V, LINE 2A FOR EACH OF THE AFFILIATES ARE THOSE WHO HAVE BEEN DEEMED TO BE EMPLOYEES OF EACH AFFILIATE ORGANIZATION. THE AFFILIATES FOR WHICH PARKER HEALTH GROUP IS THE COMMON PAY AGENT IS AS FOLLOWS: FRANCIS E PARKER ASSISTED LIVING, FRANCIS E PARKER MEMORIAL HOME, PARKER HOME AND COMMUNITY BASED SERVICES, PARKER AT MONROE, PARKER AT SOMERSET AND PARKER REHAB SERVICES. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT PERFORMS AN INITIAL REVIEW OF THE FORM 990. ONCE MANAGEMENT IS SATISFIED, THE FINANCE COMMITTEE SUBSEQUENTLY REVIEWS THE RETURN IN DETAIL. BOARD MEMBERS ARE THEN PROVIDED WITH COPIES OF THE RETURN PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. ANY TRUSTEE, OFFICER, OR KEY EMPLOYEE WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OF TRUSTEES OR A COMMITTEE THEREOF SHALL MAKE A PROMPT AND FULL DISCLOSURE OF THE INTEREST TO THE BOARD OF TRUSTEES OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. THE BOARD OF TRUSTEES OR COMMITTEE TO WHICH DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST IS MADE SHALL DETERMINE, BY A MAJORITY VOTE, WHETHER A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, THE INTERESTED PERSON SHALL NOT VOTE ON, NOR USE PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. SUCH PERSON MAY BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT BUT MAY NOT BE COUNTED WHEN THE BOARD OF TRUSTEES OR A COMMITTEE OF THE BOARD OF TRUSTEES TAKES ACTION ON THE TRANSACTION. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. THE FULL BOARD MONITORS THE CONFLICT OF INTEREST POLICY AND WORKS WITH ORGANIZATION PERSONNEL TO ENSURE THAT ALL BOARD MEMBERS COMPLETE THE ANNUAL STATEMENTS. FOLLOW-UP IS PROVIDED BY LEGAL COUNSEL, IF NECESSARY. WHILE THE CONFLICT OF INTEREST POLICY DOES NOT EXPLICITLY STATE FAMILY AND BUSINESS RELATIONSHIPS, IT IS UNDERSTOOD THAT THESE RELATIONSHIPS MAY BE A SOURCE OF POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT COMPENSATION CONSULTANT, SULLIVAN, COTTER, AND ASSOCIATES, PROVIDES ANNUAL COMPENSATION SURVEY RESULTS TO THE ORGANIZATION. THE EXECUTIVE COMMITTEE (BOARD CHAIR, VICE-CHAIR, AND TREASURER) AND THE CHAIR OF THE PEOPLE COMMITTEE COMPOSE THE "AUTHORIZED BODY" WHICH HAS OVERSIGHT OF EXECUTIVE COMPENSATION ISSUES. THEY EVALUATE AND DETERMINE CEO COMPENSATION. THE SURVEY RESULTS ENSURE THAT COMPENSATION WILL BE WITHIN FAIR MARKET VALUE RANGE FOR THE INDUSTRY. USING THE SAME SURVEY, THE CEO DETERMINES COMPENSATION FOR THE REMAINING MANAGEMENT EXECUTIVES. ALL BOARD LEVEL DISCUSSIONS ARE DOCUMENTED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET PERIODIC PENSION COSTS 1,785,366. EQUITY TRANSFER FROM RELATED ENTITY 34,419,868. PENSION LIABILITY ADJUSTMENT -5,090,268. FORM 990, SCHEDULE J, PART II: THE ORGANIZATION HAS A PENSION WHICH IS AVAILABLE TO ALL EMPLOYEES. THE PENSION CONTRIBUTIONS ARE DERIVED FROM ACTUARIAL FORMULAS WHICH TAKE INTO CONSIDERATION ALL EMPLOYEES; THE CALCULATIONS ARE NOT BASED ON INDIVIDUALS NOR ARE THE ORGANIZATION'S CONTRIBUTIONS SET ASIDE FOR SPECIFIC EMPLOYEES. SUBSEQUENTLY, NO PENSION OR DEFERRED INCOME IS REFLECTED IN SCHEDULE J, PART VII, COLUMN C. THE FRANCIS E PARKER ASSISTED LIVING CENTER INC 1421 RIVER ROAD PISCATAWAY NJ 08854 202937952 ASSISTED LIVING NJ 501(C)(3) LINE 12A, I PARKER HEALTH GROUP INC 0 PARKER HOME AND COMMUNITY BASED SERVICES INC 1421 RIVER ROAD PISCATAWAY NJ 08854 261887505 ADULT DAY HEALTH SERVICES NJ 501(C)(3) LINE 12A, I PARKER HEALTH GROUP INC 0 PARKER AT MONROE INC 1422 RIVER ROAD PISCATAWAY NJ 08854 471335159 NURSING HOME CARE NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 0 PARKER REHABILITATION SERVICES 1421 RIVER ROAD PISCATAWAY NJ 08854 471958020 REHABILITATION SERVICES NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 0 PARKER AT SOMERSET INC 1421 RIVER ROAD PISCATAWAY NJ 08854 471944928 NURSING HOME CARE NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 0 PARKER FOUNDATION INC 1421 RIVER ROAD PISCATAWAY NJ 08854 364858938 NURSING HOME CARE NJ 501(C)(3) LINE 12B, II PARKER HEALTH GROUP INC 0 THE FRANCIS E PARKER MEMORIAL HOME 1421 RIVER ROAD PISCATAWAY NJ 08854 221589209 NURSING HOME CARE NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 0 PARKER AT EAST WINDSOR 1421 RIVER ROAD PISCATAWAY NJ 08854 471890220 NURSING HOME CARE NJ PARKER HEALTH GROUP INC C 1.00000 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 1 PARKER FOUNDATION R 34419868 COST