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MADLYN AND LEONARD ABRAMSON CENTER FOR: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MADLYN AND LEONARD ABRAMSON CENTER FOR (EIN 23-2083077)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-15
IRS object ID
202111359349300931
Schema version
2019v5.2
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

FieldValueIRS element (for citing)
Return2021-05-15T07:37:46-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11570 FRUITVILLE PIKE SUITE 400AddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232083077EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MADLYN AND LEONARD ABRAMSON CENTER FORBusinessNameLine1Txt
Business Name Line2JEWISH LIFE AND SUBSIDIARIESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMADLBusinessNameControlTxt
Phone2153711800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 SENTRY PARKWAY EAST SUITE 100AddressLine1Txt
CityBLUE BELLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19422ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG SMITHPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone2153711800PhoneNum
Signature2021-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKERRI N BOGDA CPAPreparerPersonNm
PTINP00760402PTIN
Phone7177404863PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerCAROL A IRVINEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 SENTRY PARKWAY EAST SUITE 100AddressLine1Txt
CityBLUE BELLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19422ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$149,886,527GrossReceiptsAmt
Group Return For AffiliatesYes (1)GroupReturnForAffiliatesInd
All Affiliates IncludedYes (1)AllAffiliatesIncludedInd
Group Exemption2436GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ABRAMSONCENTER.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1866FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionNURSING/PERSONAL CARE, SHORT- TERM REHAB, HOSPICE, HOME CARE, ADULT DAYCARE, DIALYSIS, COUNSELINGActivityOrMissionDesc
Voting Members Governing Body122VotingMembersGoverningBodyCnt
Voting Members Independent121VotingMembersIndependentCnt
Total Employee963TotalEmployeeCnt
Total Volunteers200TotalVolunteersCnt
Total Gross UBI$18,817TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$17,817NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,994,710PYContributionsGrantsAmt
CY Contributions Grants$6,855,110CYContributionsGrantsAmt
PY Program Service Revenue$58,957,407PYProgramServiceRevenueAmt
CY Program Service Revenue$62,907,733CYProgramServiceRevenueAmt
PY Investment Income$1,533,174PYInvestmentIncomeAmt
CY Investment Income$1,216,437CYInvestmentIncomeAmt
PY Other Revenue$1,477,033PYOtherRevenueAmt
CY Other Revenue$1,137,929CYOtherRevenueAmt
PY Total Revenue$65,962,324PYTotalRevenueAmt
CY Total Revenue$72,117,209CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$44,677,385PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$48,477,878CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$979,311CYTotalFundraisingExpenseAmt
PY Other Expenses$25,573,619PYOtherExpensesAmt
CY Other Expenses$26,610,594CYOtherExpensesAmt
PY Total Expenses$70,251,004PYTotalExpensesAmt
CY Total Expenses$75,088,472CYTotalExpensesAmt
PY Revenues Less Expenses-$4,288,680PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,971,263CYRevenuesLessExpensesAmt
Total Assets BOY$118,801,975TotalAssetsBOYAmt
Total Assets EOY$114,997,514TotalAssetsEOYAmt
Total Liabilities BOY$57,324,079TotalLiabilitiesBOYAmt
Total Liabilities EOY$58,211,342TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$61,477,896NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$56,786,172NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE IS TO ENHANCE THE QUALITY OF LIFE OF SENIORS BY PROVIDING EXCEPTIONAL CARE IN INNOVATIVE LIVING ENVIRONMENTS, ASSISTING FAMILY CAREGIVERS, AND BY ANSWERING IMPORTANT QUESTIONS ABOUT AGING THROUGH RESEARCH. WE ARE COMMITTED TO CONTINUING OUR HISTORIC ROLE IN SERVING THE JEWISH COMMUNITY AND TO OUR DISTINGUISHED HERITAGE OF HONORING OUR ELDERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$68,638,264ExpenseAmt
Grant$0GrantAmt
Revenue$62,907,733RevenueAmt
DescMADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE AND SUBSIDIARIES ("THE CENTER"), PREVIOUSLY PHILADELPHIA GERIATRIC CENTER, IS A COMPREHENSIVE PROVIDER OF HEALTHCARE TO SENIORS. THE CENTER OFFERS A COORDINATED SYSTEM OF HEALTHCARE AND SOCIAL SERVICES FOR THE ELDERLY AND THEIR FAMILIES. THROUGHOUT THE AGING CYCLE, OUR WIDE RANGE OF SERVICES PROVIDES A CONTINUUM OF CARE IN A VARIETY OF SETTINGS, INCLUDING THE COMMUNITY AND THE INDIVIDUAL'S OWN HOME. THE CENTER PRIDES ITSELF ON THE INNOVATIVE PROGRAMS IT OFFERS AND ITS MISSION TO PROVIDE HEALTHCARE SERVICES TO SENIORS REGARDLESS OF THEIR ABILITY TO PAY. THE CENTER OPERATES 46 PERSONAL CARE UNITS, 2 INDEPENDENT LIVING UNITS, 324 SKILLED LONG-TERM AND TRANSITIONAL CARE NURSING BEDS, AN ADULT DAYCARE CENTER, A RESEARCH FACILITY, HOSPICE CARE, HOME HEALTH CARE, AND COMMUNITY BASED COUNSELING SERVICES.LOCATED ON A SUBURBAN CAMPUS IN HORSHAM TOWNSHIP, MONTGOMERY COUNTY, PA., THE CENTER OFFERS A BROAD ARRAY OF LIFE-AFFIRMING CULTURAL, EDUCATIONAL, AND RELIGIOUS ACTIVITIES WHICH HELP RESIDENTS REMAIN ENGAGED IN THE WORLD AROUND THEM. IN KEEPING WITH THE CENTER'S HISTORIC COMMITMENT TO SERVING THE ELDERLY OF LIMITED RESOURCES, 63 PERCENT OF THE MEN AND WOMEN RESIDING IN THE ABRAMSON RESIDENCE HAVE NO FINANCIAL MEANS AND RELY ON MEDICAL ASSISTANCE.SKILLED NURSING CARETHE 324-BED ABRAMSON RESIDENCE PROVIDES SKILLED NURSING CARE AND FEATURES ALL SINGLE-OCCUPANCY BEDROOMS, SMALL-SCALE RESIDENTIAL ENCLAVES, AND A RESIDENT-CENTERED MODEL OF CARE THAT NURTURES RESIDENTS' INDIVIDUAL, SPIRITUAL AND SOCIAL NEEDS. THE 324 BEDS INCLUDE 270 BEDS DEDICATED TO LONG-TERM CARE AND 54 BEDS THAT SERVE THE NEEDS OF PATIENTS WHO NEED POST-ACUTE REHABILITATION AFTER DISCHARGE FROM A HOSPITAL STAY BEFORE THE PATIENT IS READY TO RETURN HOME. A BROAD ARRAY OF LIFE-AFFIRMING ACTIVITIES HELP RESIDENTS REMAIN ENGAGED IN THE WORLD AROUND THEM. ABUNDANT GREENERY AND LIVE-IN PETS CONTRIBUTE TO THE HOMEY ATMOSPHERE. KOSHER FOOD, ALONG WITH AN ONSITE SYNAGOGUE, AND A BROAD ARRAY OF JEWISH CULTURAL PROGRAMS AND HOLIDAY CELEBRATIONS, HELP TO CREATE A COMMUNITY WHERE OUR RESIDENTS FEEL AT HOME. IN FISCAL YEAR 2020, APPROXIMATELY 113,000 DAYS OF CARE WERE PROVIDED AT 95% OCCUPANCY. THE ABRAMSON CENTER CONTINUES ITS HISTORIC MISSION OF SERVING AS A SAFETY NET FOR ELDERLY JEWS NEEDING LONG-TERM CARE WHO ARE WITHOUT FINANCIAL MEANS. IN 2020, THE CENTER PROVIDED OVER 71,000 DAYS OF CARE FOR RESIDENTS WHO ARE ON MEDICAL ASSISTANCE (MEDICAID), INCLUDING MANY FROM DAY ONE OF CARE. HOWEVER, DECLINING MEDICAL ASSISTANCE REIMBURSEMENT DOES NOT COVER THE ACTUAL COST OF CARE, CAUSING THE CENTER TO STRUGGLE TO FILL AN EVER-INCREASING FUNDING GAP ON THE MEDICAID BEDS, WHICH IS NOW OVER $9.5 MILLION.RESIDENTIAL LIVING WITH PERSONAL CAREMILDRED SHORE INN PROVIDED APPROXIMATELY 16,400 DAYS OF CARE IN 48 SPACIOUS STUDIO AND ONE-BEDROOM PERSONAL CARE AND INDEPENDENT LIVING APARTMENTS. RESIDENTS ENJOYED A RANGE OF ACTIVITIES OFFERED MORNING THROUGH EVENING, MEALS, HELP WITH EVERYDAY TASKS SUCH AS DRESSING AND BATHING, WELLNESS CHECKS, AND MEDICATION MANAGEMENT. OUR COMMUNITY IS ONE OF ONLY A FEW IN THE REGION TO PROVIDE KOSHER FOOD PREPARED ON SITE, A SYNAGOGUE, AND A BROAD ARRAY OF JEWISH CULTURAL PROGRAMS AND HOLIDAY CELEBRATIONS. RESIDENT CARE EXCEEDS THE STATE MANDATED REQUIREMENT. OUR BENEVOLENT CARE POLICY PROVIDES RENT SUBSIDIES TO RESIDENTS WHO HAVE OUTLIVED THEIR RESOURCES.HOSPICETHE ABRAMSON HOSPICE, LAUNCHED IN JANUARY 2008, IS A NONSECTARIAN PROGRAM SERVING SENIORS RESIDING ON THE CENTER'S CAMPUS AS WELL AS ADULTS LIVING IN THEIR OWN HOMES OR IN OTHER SENIOR COMMUNITIES, OR IN HOSPITALS. THE ABRAMSON HOSPICE SERVES PEOPLE WITH HIGH-QUALITY, MULTI-DISCIPLINARY HOSPICE SERVICES. WE ALSO PROVIDE BEREAVEMENT SERVICES TO THOSE IN NEED, EVEN IF THEY WERE NOT CLIENTS OF THE PROGRAM. AN IMPORTANT FEATURE THAT SETS THE ABRAMSON HOSPICE APART FROM OTHER HOSPICE PROGRAMS IS ITS MISSION TO PROVIDE SERVICES AND SPECIALLY TRAINED STAFF WHO ARE UNIQUELY INFORMED ABOUT AND SENSITIVE TO THE NEEDS OF JEWISH CLIENTS AND UNDERSTANDING OF JEWISH CULTURE, TRADITIONS, AND OBSERVANCES. HOME CAREABRAMSON HOME CARE WAS ESTABLISHED IN DECEMBER 2010 THROUGH THE ACQUSITION (ASSET PURCHASE) OF AN EXISTING HOME CARE AGENCY BASED IN ELKINS PARK, PA. ABOUT FOUR YEARS AGO, THE CENTER MOVED THE HOME CARE OFFICE FROM ELKINS PARK, PA TO JENKINTOWN, PA BUT THE OFFICE STILL HOSTS THE ADMINISTRATIVE ACTIVITIES OF THE HOME CARE LINE OF BUSINESS INCLUDING SCHEDULING AND BILLING. ABRAMSON HOME CARE IS A NONSECTARIAN PROGRAM SERVING SENIORS RESIDING IN THEIR OWN HOMES. ABRAMSON HOME CARE SERVES PEOPLE WITH HIGH-QUALITY CARE WITH A TEAM OF WELL-TRAINED STAFF INCLUDING REGISTERED NURSES (RN), LICENSED PRACTICAL NURSES (LPN), CERTIFIED NURSING ASSISTANTS (CNA), HOME HEALTH AIDES, PHYSICAL THERAPISTS, OCCUPATIONAL THERAPISTS, SPEECH THERAPISTS, SOCIAL WORKERS, DIETICIANS, HOMEMAKERS AND COMPANIONS. ABRAMSON HOME CARE OFFERS SERVICES TO MEDICARE PARTICIPANTS, MEDICAL ASSISTANCE PARTCIPANTS AND PRIVATE DUTY CARE. AN IMPORTANT FEATURE THAT DIFFERENTIATES ABRAMSON HOME CARE FROM OTHER HOME CARE AGENCIES IS ITS MISSION TO PROVIDE SERVICES AND SPECIALLY TRAINED STAFF WHO ARE UNIQUELY INFORMED ABOUT AND SENSITIVE TO THE NEEDS OF JEWISH CLIENTS AND UNDERSTANDING OF JEWISH CULTURE, TRADITIONS, AND OBSERVANCES. HOWEVER, ABRAMSON HOME CARE HONORS THE RELIGIOUS PREFERENCES OF ALL CLIENTS. ABRAMSON HOME CARE PROVIDED OVER 28,000 HOURS OF HOME CARE SERVICES TO CLIENTS WHO QUALIFIED FOR MEDICAL ASSISTANCE.DIALYSISABRAMSON DIALYSIS (FMS ABRAMSON LLC) WAS ADDED IN FY 2014 THROUGH A JOINT VENTURE WITH BIO-MEDICAL APPLICATIONS OF PENNSYLVANIA, INC. AND RENAL ENTERPRISE, LLC. BIO-MEDICAL OWNS 51%, ABRAMSON OWNS 24.5% AND RENAL ENTERPRISE OWNS THE REMAINING 24.5%. THE DIALYSIS UNIT IS HOUSED IN NORTH WALES, PA AT THE ABRAMSON CAMPUS AND FEATURES 8 STATIONS. DIALYSIS IS OFFERED TO BOTH ABRAMSON CENTER RESIDENTS AND PATIENTS FROM THE COMMUNITY. MEDICAL DAY SERVICESTHE CENTER ALSO ESTABLISHED A MEDICAL DAY FACILITY EMBEDDED IN AN AFFORDABLE HOUSING APARTMENT BUILDING IN NORTHEAST PHILADELPHIA. THIS FACILITY HAS THE CAPACITY TO SERVE 49 CLIENTS AND IS LARGELY CATERED TO THE NEEDS OF THE MEDICAL ASSISTANCE POPULATION. IN ADDITION TO THE AVAILABILITY OF REGISTERED NURSES, THE FACILITY ALSO FEATURES ACCESS TO A NURSE PRACTITIONER SO THAT CLIENTS CAN RECEIVE ASSISTANCE WITH MEDICAL NEEDS.Desc
Total Program Service Expenses$68,638,264TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document37IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee963EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members122GoverningBodyVotingMembersCnt
Independent Voting Member121IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGREG SMITH CFOPersonNm
Phone2153711882PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 SENTRY PARKWAY EAST SUITE 100AddressLine1Txt
CityBLUE BELLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19422ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (141 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
CAROL IRVINE
CHIEF EXECUTIVE OFFICER40.00Yes (X)$545,211$0$8,457
JENNIFER CLAVES
MEDICAL DIRECTOR40.00$357,003$0$24,658Yes (X)
MARK WASSERMAN
CFO(UNTIL MAY 2020)40.00Yes (X)$291,814$0$7,791
VALERIE G PALMIERI
CHIEF OPERATING OFFICER40.00Yes (X)$276,582$0$17,000
ROBERT GORDON
CHIEF MEDICAL DIRECTOR40.00$262,222$0$13,790Yes (X)
ROBIN BRANDIES
VP DEVELOPMENT40.00$231,664$0$20,628Yes (X)
NAGA VULLI
PHYSICIAN40.00$227,551$0$15,663Yes (X)
KAREN BALDWIN
VP HUMAN RESOURCES40.00$211,262$0$6,548Yes (X)
JEFFREY ELLIS
MEDICAL DIRECTOR40.00$197,957$0$14,789Yes (X)
BRENDA DECKER
VP RESIDENT CARE40.00$195,534$0$11,083Yes (X)
SEAN GREGSON
VP HOME CARE & HOSPICE40.00$195,979$0$6,796Yes (X)
GREG SMITH
SR DIR. FINANCE/CFO(AS OF MAY 2020)40.00Yes (X)$157,965$0$18,887
DAVID KELBLE
VP IT40.00$157,896$0$3,755Yes (X)
MARY SCHULTZ
DIRECTOR OF IT40.00$130,782$0$4,637Yes (X)
AMY N COHEN
TRUSTEE0.05$0$0$0Yes (X)
ARNOLD H KRAMER
PAST CHAIR0.15$0$0$0Yes (X)
ARNOLD S HOFFMAN
PAST CHAIR0.15$0$0$0Yes (X)
BARBARA KLEGER
TRUSTEE0.15$0$0$0Yes (X)
BARBARA M LINCOW
HONORARY VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
BARRY COOPERBERG
TRUSTEE0.05$0$0$0Yes (X)
BERNARD P DISHLER
TRUSTEE0.05$0$0$0Yes (X)
BETH DRAPKIN
TRUSTEE0.15$0$0$0Yes (X)
BETH G REISBOARD
TRUSTEE0.05$0$0$0Yes (X)
BRUCE A GOODMAN
TRUSTEE0.05$0$0$0Yes (X)
BRUCE GOLDSTEIN
TRUSTEE0.05$0$0$0Yes (X)
BUBBLES SEIDENBERG
TRUSTEE0.05$0$0$0Yes (X)
CARL W SCHNEIDER
TRUSTEE0.15$0$0$0Yes (X)
CHRISTOPHER A SCHELL
TRUSTEE0.15$0$0$0Yes (X)
CISSIE VIZAK FRANTZ
TRUSTEE0.05$0$0$0Yes (X)
CONSTANCE WILF
TRUSTEE0.05$0$0$0Yes (X)
DANIEL BLEZNAK
TRUSTEE0.05$0$0$0Yes (X)
DAVID AXELROD
TRUSTEE0.05$0$0$0Yes (X)
DAVID HOROWITZ
TRUSTEE0.05$0$0$0Yes (X)
DAVID R CUTLER
TRUSTEE0.05$0$0$0Yes (X)
DEVORAH KENDALL
TRUSTEE0.15$0$0$0Yes (X)
DONALD A BERG
TRUSTEE0.15$0$0$0Yes (X)
DONALD M ROSEN
TRUSTEE0.05$0$0$0Yes (X)
DOROTHY WASSERMAN
TRUSTEE0.05$0$0$0Yes (X)
ELLEN B FARBER
TRUSTEE0.05$0$0$0Yes (X)
FRAN LEVIN
TRUSTEE0.05$0$0$0Yes (X)
FRED H WOLFSON
TRUSTEE0.15$0$0$0Yes (X)
GARY B RUBIN
TRUSTEE0.05$0$0$0Yes (X)
GARY SENDER
TRUSTEE0.06$0$0$0Yes (X)
GEOFFREY DUFFINE
TRUSTEE0.05$0$0$0Yes (X)
GERALD C SEGAL
TRUSTEE0.15$0$0$0Yes (X)
GLENN D BLUMENFELD
TRUSTEE0.05$0$0$0Yes (X)
GREGORY S MARX
TRUSTEE0.05$0$0$0Yes (X)
HARRIET SILBERMAN
TRUSTEE0.05$0$0$0Yes (X)
HARVEY GOLDBERG
PAST CHAIR0.15$0$0$0Yes (X)
HOWARD A CUTLER
TRUSTEE0.15$0$0$0Yes (X)
HOWARD J DAVIS
VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
HYMAN KAHN
TRUSTEE0.05$0$0$0Yes (X)
IAN M COMISKY
TRUSTEE0.05$0$0$0Yes (X)
IRVING N STEIN
TRUSTEE0.05$0$0$0Yes (X)
J BRETT STUDNER
TRUSTEE0.05$0$0$0Yes (X)
JACQUELINE P KANE
TRUSTEE0.05$0$0$0Yes (X)
JAMES M MEYER
VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
JANE L DIAMOND
TRUSTEE0.15$0$0$0Yes (X)
JAY LEVITT
TRUSTEE0.05$0$0$0Yes (X)
JAY M BORNSTEIN
TRUSTEE0.15$0$0$0Yes (X)
JEFFREY A GORDON
TRUSTEE0.05$0$0$0Yes (X)
JEROME HELLMANN
TRUSTEE0.05$0$0$0Yes (X)
JILL C ZIPIN
TRUSTEE0.05$0$0$0Yes (X)
JOHN BIRNHAK
TRUSTEE0.05$0$0$0Yes (X)
JONATHAN MANDELL
TRUSTEE0.15$0$0$0Yes (X)
JORDAN M KENDALL
TRUSTEE(UNTIL SEPT. 2019)0.05$0$0$0Yes (X)
JOSEPH M MANKO
TRUSTEE(UNTIL SEPT. 2019)0.05$0$0$0Yes (X)
JOSEPH M YOHLIN
IMMEDIATE PAST CHAIR0.15Yes (X)$0$0$0Yes (X)
JULIE AXELROD
TRUSTEE0.05$0$0$0Yes (X)
KAREN B KRAMER
TRUSTEE0.05$0$0$0Yes (X)
KAREN SCHECTER DAYNO
TRUSTEE0.05$0$0$0Yes (X)
KATHY COHEN
TRUSTEE0.05$0$0$0Yes (X)
L SCOTT LEVIN MD
TRUSTEE0.05$0$0$0Yes (X)
LARRY J RAPPOPORT
TRUSTEE0.05$0$0$0Yes (X)
LARRY TARGAN
TRUSTEE(UNTIL SEPT. 2019)0.05$0$0$0Yes (X)
LORI F REINER
TRUSTEE0.05$0$0$0Yes (X)
LORI ISRAELITE
TRUSTEE0.05$0$0$0Yes (X)
LORRAINE DROBNY
VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
LOUIS W FRYMAN
TRUSTEE0.05$0$0$0Yes (X)
LUISA R CONTREIRAS
TRUSTEE0.15$0$0$0Yes (X)
LYDIA HAMMER
TRUSTEE0.05$0$0$0Yes (X)
LYNNE BARRACK
TRUSTEE0.05$0$0$0Yes (X)
LYNNE PIERCE
TRUSTEE0.15$0$0$0Yes (X)
MALCOLM B JACOBSON
TRUSTEE0.05$0$0$0Yes (X)
MARC HARRIS GINSBURG
TRUSTEE0.05$0$0$0Yes (X)
MARC L FELGOISE
VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
MARGIE SHERR
TRUSTEE0.05$0$0$0Yes (X)
MARJORIE ACTMAN
TRUSTEE0.05$0$0$0Yes (X)
MARK FISHMAN
TRUSTEE0.05$0$0$0Yes (X)
MARK HARRIS ROSENFELD
TRUSTEE0.05$0$0$0Yes (X)
MARK R ESKIN
TRUSTEE0.05$0$0$0Yes (X)
MARK S BLASKEY
TRUSTEE0.05$0$0$0Yes (X)
MARTIN L TRICHON
TRUSTEE0.05$0$0$0Yes (X)
MELVIN DION
TRUSTEE0.05$0$0$0Yes (X)
MELVYN PAUL RICHTER
HONORARY VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
MICHAEL B STEINBERG
PAST CHAIR0.15$0$0$0Yes (X)
MICHELLE YELLIN
TRUSTEE0.05$0$0$0Yes (X)
MINDY BETH WEXLER
VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
MITCHELL E RUSSELL
TRUSTEE(UNTIL SEPT. 2019)0.05$0$0$0Yes (X)
MITCHELL S GOLDENBERG
TRUSTEE0.15$0$0$0Yes (X)
MORRIS GOCIAL
VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
MURRAY SPAIN
TRUSTEE0.05$0$0$0Yes (X)
NANCY GOLDSMITH
TRUSTEE0.05$0$0$0Yes (X)
NEAL R PEARLSTINE
TRUSTEE0.05$0$0$0Yes (X)
NEAL S GRABELL
TRUSTEE0.15$0$0$0Yes (X)
NED CARP
TRUSTEE0.05$0$0$0Yes (X)
NEIL J MODEL
VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
NORMAN P ZARWIN
TRUSTEE(UNTIL MARCH 2019)0.05$0$0$0Yes (X)
PAUL C ASTOR
TRUSTEE0.05$0$0$0Yes (X)
PETER FRIEDMAN
TRUSTEE0.15$0$0$0Yes (X)
PHYLLIS MALISSA FINKELSTEIN
TRUSTEE0.05$0$0$0Yes (X)
RENEE G H SACKEY ESQ
TRUSTEE0.05$0$0$0Yes (X)
RICHARD A SCHMELTZER
HONORARY VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
RICHARD B PEARL
PAST CHAIR0.15$0$0$0Yes (X)
RICHARD G FRANKEL
TRUSTEE0.15$0$0$0Yes (X)
RICHARD J FERST
TRUSTEE0.05$0$0$0Yes (X)
RICHARD KOLLENDER
TRUSTEE0.15$0$0$0Yes (X)
RICHELLE D HITTINGER
TRUSTEE0.05$0$0$0Yes (X)
ROBERT A FEIN
TRUSTEE5.00$0$0$0Yes (X)
ROBERT D KATZ
TRUSTEE0.05$0$0$0Yes (X)
RONALD P LASSIN
TRUSTEE0.05$0$0$0Yes (X)
RONALD P PERILSTEIN
TRUSTEE0.15$0$0$0Yes (X)
S TY STEINBERG
TRUSTEE0.05$0$0$0Yes (X)
SAMUEL M GOLDSTEIN
TRUSTEE0.05$0$0$0Yes (X)
SANDI GOLDSTEIN
TRUSTEE0.05$0$0$0Yes (X)
SANDRA WEISS
TRUSTEE0.05$0$0$0Yes (X)
SAUL V REIBSTEIN
VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
SCOTT BARSKY
VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
SETH J LEHR
PAST CHAIR0.15$0$0$0Yes (X)
SHEREE BLOCH
TRUSTEE0.05$0$0$0Yes (X)
SHIRLEY G PEARLSTINE
HONORARY VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
STANLEY MERVES
TRUSTEE0.05$0$0$0Yes (X)
STEFI LEVIN
TRUSTEE0.05$0$0$0Yes (X)
STEWART SINGER
VICE CHAIR0.15Yes (X)$0$0$0Yes (X)
STUART KURTZ
TRUSTEE0.15$0$0$0Yes (X)
SUSAN DAVIS
AUXILIARY PRESIDENT0.15Yes (X)$0$0$0Yes (X)
SUSAN PANITCH
TRUSTEE0.05$0$0$0Yes (X)
SYLVIA KREITHEN
TRUSTEE0.15$0$0$0Yes (X)
WENDY TWING
TRUSTEE0.05$0$0$0Yes (X)
WILLIAM PERILSTEIN
PAST CHAIR0.15$0$0$0Yes (X)
WILLIAM SCHWARTZ
PAST CHAIR0.15$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,439,422TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$174,482TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K48IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HSC BUILDERS & CONSTRUCTION MANAGER
304 NEW MILL LANEEXTONPA19341CONSTRUCTION MGT$4,570,887
MORRISON MANAGEMENT SPECIALISTS
100 SOUTHCREST DRSTOCKBRIDGEGA30281DIETARY SVC$4,399,611
REHAB CARE GROUP
7733 FORSYTH BLVD SUITE 1700ST LOUISMO63105REHABILITATION SVC.$2,248,887
FUNCTIONAL PATHWAYS
10133 SHERRILL BLVDKNOXVILLETN37932PHYSICAL THERAPY SERVICES$855,458
HIGH AVAILABILITY INC
11479 VALLEY VIEW RDEDEN PRAIRIEMN55344IT & CONSULTING SVCS$257,112
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K47CntrctRcvdGreaterThan100KCnt
Federated Campaigns$753,732FederatedCampaignsAmt
Fundraising$543,171FundraisingAmt
Government Grants$2,253,297GovernmentGrantsAmt
All Other Contributions$3,304,910AllOtherContributionsAmt
Noncash Contributions$39,790NoncashContributionsAmt
Total Contributions$6,855,110TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET RESIDENT/PATIENT REV623000$60,905,263$60,905,263
PA NURSING HOME ASSESSMENT623000$1,650,480$1,650,480
ADULT DAYCARE CENTER623000$351,990$351,990
FieldValueIRS element (for citing)
Total Program Service Revenue$62,907,733TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$545,529TotalRevenueColumnAmt
Exclusion$545,529ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$286,079RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$79,166RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$206,913RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$206,913TotalRevenueColumnAmt
Exclusion$206,913ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$78,072,442SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$77,401,534SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$670,908SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$670,908TotalRevenueColumnAmt
Exclusion$670,908ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$190,846FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$543,171ContriRptFundraisingEventAmt
Fundraising Direct Expenses$288,618FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$97,772TotalRevenueColumnAmt
Exclusion-$97,772ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
RESIDENT PERSONAL NEEDS812900$396,875$396,875
COVID RELIEF REVENUE900099$325,548$325,548
JOINT VENTURE INCOME621400$121,603$102,786$18,817

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$184,762TotalRevenueColumnAmt
Exclusion$184,762ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,028,788OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$72,117,209TotalRevenueColumnAmt
Related Or Exempt Func Income$62,907,733RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$18,817UnrelatedBusinessRevenueAmt
Exclusion$2,335,549ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,377,869TotalAmt
Program Services$516,095ProgramServicesAmt
Management And General$1,609,702ManagementAndGeneralAmt
Fundraising$252,072FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$36,146,636TotalAmt
Program Services$34,514,138ProgramServicesAmt
Management And General$1,178,566ManagementAndGeneralAmt
Fundraising$453,932FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$636,121TotalAmt
Program Services$607,392ProgramServicesAmt
Management And General$20,741ManagementAndGeneralAmt
Fundraising$7,988FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,541,116TotalAmt
Program Services$5,712,996ProgramServicesAmt
Management And General$760,893ManagementAndGeneralAmt
Fundraising$67,227FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,776,136TotalAmt
Program Services$2,575,415ProgramServicesAmt
Management And General$156,286ManagementAndGeneralAmt
Fundraising$44,435FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$221,035TotalAmt
Management And General$221,035ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$693,455TotalAmt
Program Services$479,935ProgramServicesAmt
Management And General$204,652ManagementAndGeneralAmt
Fundraising$8,868FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$68,004TotalAmt
Management And General$68,004ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$2,107TotalAmt
Management And General$2,107ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$129,340TotalAmt
Management And General$129,340ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,564,750TotalAmt
Program Services$9,318,742ProgramServicesAmt
Management And General$169,367ManagementAndGeneralAmt
Fundraising$76,641FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$190,721TotalAmt
Program Services$78,382ProgramServicesAmt
Management And General$105,920ManagementAndGeneralAmt
Fundraising$6,419FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,555,041TotalAmt
Program Services$1,264,702ProgramServicesAmt
Management And General$268,997ManagementAndGeneralAmt
Fundraising$21,342FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$712,502TotalAmt
Program Services$712,502ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$827,699TotalAmt
Program Services$780,399ProgramServicesAmt
Management And General$47,300ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$284,141TotalAmt
Program Services$265,204ProgramServicesAmt
Management And General$12,379ManagementAndGeneralAmt
Fundraising$6,558FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$27,016TotalAmt
Program Services$10,334ProgramServicesAmt
Management And General$11,798ManagementAndGeneralAmt
Fundraising$4,884FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,713,937TotalAmt
Program Services$1,621,740ProgramServicesAmt
Management And General$92,197ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,745,586TotalAmt
Program Services$3,745,586ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$674,113TotalAmt
Program Services$674,113ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
UBIT TAXES$20,013$20,013
MEDICAL SUPPLIES$2,651,109$2,651,109
MAINTENANCE & REPAIRS$785,390$785,390
RESIDENT PERSONAL NEEDS$751,474$751,474

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,993,161TotalAmt
Program Services$1,572,616ProgramServicesAmt
Management And General$391,600ManagementAndGeneralAmt
Fundraising$28,945FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$75,088,472TotalAmt
Program Services$68,638,264ProgramServicesAmt
Management And General$5,470,897ManagementAndGeneralAmt
Fundraising$979,311FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$886,847BOYAmt
EOY$7,708,362EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,388,306BOYAmt
EOY$1,421,810EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,982,138BOYAmt
EOY$6,771,143EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$478EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$79,025BOYAmt
EOY$60,367EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,132,314BOYAmt
EOY$1,107,696EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$102,996,487LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$43,380,164LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$61,666,802BOYAmt
EOY$59,616,323EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$36,638,027BOYAmt
EOY$32,394,627EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$6,171,937BOYAmt
EOY$4,090,782EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$217,619BOYAmt
EOY$217,619EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,638,960BOYAmt
EOY$1,608,307EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$118,801,975BOYAmt
EOY$114,997,514EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,536,633BOYAmt
EOY$8,047,499EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$752,302BOYAmt
EOY$3,934,060EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,555,466BOYAmt
EOY$35,943,648EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,118,221BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,361,457BOYAmt
EOY$10,286,135EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$57,324,079BOYAmt
EOY$58,211,342EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$56,788,444BOYAmt
EOY$52,257,608EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,689,452BOYAmt
EOY$4,528,564EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,477,896BOYAmt
EOY$56,786,172EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$118,801,975BOYAmt
EOY$114,997,514EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$2,971,263ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$596,534NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,123,927OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,396,675CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,957,704CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,295,464CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,994,710CurrentTaxYearMinus1YearAmt
Current Tax Year$6,855,110CurrentTaxYearAmt
Total$26,499,663TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,787,196CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,244,235CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,749,087CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,957,407CurrentTaxYearMinus1YearAmt
Current Tax Year$62,907,733CurrentTaxYearAmt
Total$287,645,658TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,183,871CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,201,939CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,044,551CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,952,117CurrentTaxYearMinus1YearAmt
Current Tax Year$69,762,843CurrentTaxYearAmt
Total$314,145,321TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$561,323CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,254,843CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,172,051CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,003,362CurrentTaxYearMinus1YearAmt
Current Tax Year$565,648CurrentTaxYearAmt
Total$5,557,227TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$561,323CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,254,843CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,172,051CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,003,362CurrentTaxYearMinus1YearAmt
Current Tax Year$565,648CurrentTaxYearAmt
Total$5,557,227TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$308,588,094PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,271,081CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,098,303CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,145,170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,416,410CurrentTaxYearMinus1YearAmt
Current Tax Year$831,608CurrentTaxYearAmt
Total$5,762,572TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,271,081CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,098,303CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,145,170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,416,410CurrentTaxYearMinus1YearAmt
Current Tax Year$831,608CurrentTaxYearAmt
Total$5,762,572TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$95,300CurrentTaxYearMinus1YearAmt
Current Tax Year$17,817CurrentTaxYearAmt
Total$113,117TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,395,934CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,068,540CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,171,529CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,503,590CurrentTaxYearMinus1YearAmt
Current Tax Year$1,200,817CurrentTaxYearAmt
Total$7,340,410TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,850,886CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,368,782CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,361,250CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,967,417CurrentTaxYearMinus1YearAmt
Current Tax Year$71,813,085CurrentTaxYearAmt
Total$327,361,420TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94270PublicSupportCY509Pct
Public Support PY5090.93850PublicSupportPY509Pct
Investment Income CY0.01760InvestmentIncomeCYPct
Investment Income PY0.02030InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER REVENUE - 2015 AMOUNT: $ 69,250. 2016 AMOUNT: $ 478,132. 2017 AMOUNT: $ 16,540. 2018 AMOUNT: $ 31,327. 2019 AMOUNT: $ 1,974. CAFE/MEALS REVENUE - 2015 AMOUNT: $ 82,577. 2016 AMOUNT: $ 114,176. 2017 AMOUNT: $ 112,861. 2018 AMOUNT: $ 114,236. 2019 AMOUNT: $ 92,776. RESIDENT PERSONAL NEEDS - 2015 AMOUNT: $ 662,413. 2016 AMOUNT: $ 85,449. 2017 AMOUNT: $ 526,556. 2018 AMOUNT: $ 517,077. 2019 AMOUNT: $ 396,874. FUNDRAISING RECEIPTS - 2015 AMOUNT: $ 240,174. 2016 AMOUNT: $ 305,211. 2017 AMOUNT: $ 247,984. 2018 AMOUNT: $ 216,717. 2019 AMOUNT: $ 190,846. VENDING MACHINE - 2015 AMOUNT: $ 6,239. 2016 AMOUNT: $ 5,145. 2017 AMOUNT: $ 2,152. DIALYSIS JOINT VENTURE INCOME - 2015 AMOUNT: $ 111,684. 2016 AMOUNT: $ 45,025. 2017 AMOUNT: $ -27,120. 2018 AMOUNT: $ -98,831. 2019 AMOUNT: $ 102,786. PHYSICIAN REVENUE - 2015 AMOUNT: $ 55,123. 2016 AMOUNT: $ 42,194. 2017 AMOUNT: $ 53,921. 2018 AMOUNT: $ 74,940. 2019 AMOUNT: $ 90,013. MANAGEMENT FEES - 2015 AMOUNT: $ 168,474. 2016 AMOUNT: $ 298,440. 2017 AMOUNT: $ 238,635. BAD DEBT RECOVERY - 2016 AMOUNT: $ 283,096. AETNA PREMIUM RETURN - 2016 AMOUNT: $ 411,672. 2018 AMOUNT: $ 648,124. COVID RELIEF REVENUE - 2019 AMOUNT: $ 325,548.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$2,107OtherActivitiesAmt
Total Lobbying Expenditures$2,107TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE PAYS DUES TO LEADINGAGE PA AND LEADINGAGE. A PORTION OF THE DUES PAID TO THE ORGANIZATIONS ARE ALLOCABLE TO LOBBYING EXPENSES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,847,474BeginningYearBalanceAmt
Contributions$530,366ContributionsAmt
Investment Earnings Or Losses-$24,616InvestmentEarningsOrLossesAmt
Other Expenditures$428,510OtherExpendituresAmt
End Year Balance$12,924,714EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,265,779BeginningYearBalanceAmt
Contributions$410,372ContributionsAmt
Investment Earnings Or Losses$555,115InvestmentEarningsOrLossesAmt
Other Expenditures$383,792OtherExpendituresAmt
End Year Balance$12,847,474EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,902,146BeginningYearBalanceAmt
Contributions$1,961,469ContributionsAmt
Investment Earnings Or Losses$751,373InvestmentEarningsOrLossesAmt
Other Expenditures$349,209OtherExpendituresAmt
End Year Balance$12,265,779EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,022,598BeginningYearBalanceAmt
Contributions$251,655ContributionsAmt
Investment Earnings Or Losses$953,801InvestmentEarningsOrLossesAmt
Other Expenditures$325,908OtherExpendituresAmt
End Year Balance$9,902,146EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,078,777BeginningYearBalanceAmt
Contributions$132,638ContributionsAmt
Investment Earnings Or Losses$90,175InvestmentEarningsOrLossesAmt
Other Expenditures$1,278,992OtherExpendituresAmt
End Year Balance$9,022,598EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.81290BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.16320PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02390TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,253,089OtherCostOrOtherBasisAmt
Book Value$6,253,089BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$66,817,608OtherCostOrOtherBasisAmt
Depreciation$32,840,159DepreciationAmt
Book Value$33,977,449BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,999,790OtherCostOrOtherBasisAmt
Depreciation$1,378,961DepreciationAmt
Book Value$9,620,829BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,686,990OtherCostOrOtherBasisAmt
Depreciation$8,694,641DepreciationAmt
Book Value$8,992,349BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,239,010OtherCostOrOtherBasisAmt
Depreciation$466,403DepreciationAmt
Book Value$772,607BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$59,616,323TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ACCRUED WORKERS COMPENSATION$1,966,601
DERIVATIVE FINANCIAL INSTRUMENT, INTEREST RATE SWAP AGREEMENT$6,716,376
CAPITAL LEASE OBLIGATIONS$119,825
TENANT IMPROVEMENT ALLOWANCE$1,483,333
FieldValueIRS element (for citing)
Total Liability$10,286,135TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$70,635,192TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$596,534NetUnrealizedGainsInvstAmt
Other Revenue-$1,253,267OtherRevenueAmt
Revenue Not Reported-$1,849,801RevenueNotReportedAmt
Revenue Subtotal$72,484,993RevenueSubtotalAmt
Other Revenues Not Included-$367,784OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$367,784RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$72,117,209TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$75,326,916TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$367,784OtherExpensesIncludedAmt
Expenses Not Reported$367,784ExpensesNotReportedAmt
Expenses Subtotal$74,959,132ExpensesSubtotalAmt
Other Expenses Not Included$129,340OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$129,340ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$75,088,472TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:RESIDENT TRUST FUNDS: THE ORGANIZATION HOLDS IN TRUST CERTAIN FUNDS ADVANCED BY THE RESIDENTS. THESE FUNDS ARE RECORDED AS ASSETS WHOSE USE IS LIMITED AND AS A CORRESPONDING LIABILITY.
PART V, LINE 4:THE ENDOWMENT FUND ASSURES THE CONTINUITY OF THE CENTER'S MISSION TO CARE FOR THE ELDERLY FOR GENERATIONS TO COME AND IS MAINTAINED ACCORDING TO NATIONALLY ACCEPTED ENDOWMENT PRINCIPLES CONCERNING GROWTH, SPENDING, AND MANAGEMENT.
PART X, LINE 2:THE CENTER IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT INCOME UNDER SECTION 501(A) OF THE IRC. THE CENTER ALSO IS EXEMPT FROM PENNSYLVANIA INCOME TAXES. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2020 AND 2019.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT -1,170,907. CHANGE IN VALUE OF BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS -43,000. CHANGE IN VALUE OF PLEDGES RECEIVABLE 66,169. INVESTMENT FEES -129,340. CHANGE IN VALUE OF INSURANCE POLICY CASH VALUE 12,347. CHANGE IN VALUE OF EQUITY IN SUBSIDIARIES 11,464.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES -288,618. RENTAL EXPENSE -79,166.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES 288,618. RENTAL EXPENSE 79,166.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT FEES 129,340.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$3,869,114RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$3,869,114SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$3,869,114TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III ACCOUNTING METHOD:
SCHEDULE F, PART IV, LINE 4:THE ORGANIZATION HAS INVESTMENTS IN PASSIVE FOREIGN INVESTMENT COMPANIES, HOWEVER, THE ORGANIZATION DID NOT HAVE ANY TRANSACTIONS WHICH REQUIRED THE FILING OF A FORM 8621. THE ORGANIZATION HAS INVESTMENTS IN FOREIGN CORPORATIONS AND PARTNERSHIPS, HOWEVER, THE OWNERSHIP PERCENTAGE OF THESE INTERESTS DID NOT MEET THE THRESHOLD FOR FILING FORMS 5471 OR 8865.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1RAINBOW BALLEvent1Nm
Gross Receipts Event1$631,971GrossReceiptsEvent1Amt
Charitable Contri Event1$473,978CharitableContriEvent1Amt
Gross Revenue Event1$157,993GrossRevenueEvent1Amt
Rent Facility Costs Event1$72,562RentFacilityCostsEvent1Amt
Food And Beverage Event1$48,375FoodAndBeverageEvent1Amt
Entertainment Event1$12,094EntertainmentEvent1Amt
Other Direct Expenses Event1$108,843OtherDirectExpensesEvent1Amt
Event2GOLF OUTINGEvent2Nm
Gross Receipts Event2$102,046GrossReceiptsEvent2Amt
Charitable Contri Event2$69,193CharitableContriEvent2Amt
Gross Revenue Event2$32,853GrossRevenueEvent2Amt
Non Cash Prizes Event2$9,936NonCashPrizesEvent2Amt
Food And Beverage Event2$20,830FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$15,978OtherDirectExpensesEvent2Amt
Gross Receipts Total$734,017GrossReceiptsTotalAmt
Charitable Contributions Tot$543,171CharitableContributionsTotAmt
Gross Revenue Total Events$190,846GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$9,936NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$72,562RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$69,205FoodAndBeverageTotalEventsAmt
Entertainment Total Events$12,094EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$124,821OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$288,618DirectExpenseSummaryEventsAmt
Net Income Summary-$97,772NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CAROL IRVINE
CHIEF EXECUTIVE OFFICER$475,434$0$62,577$0$7,200$0$8,400$0$57$0$553,668$0$0$0
JENNIFER CLAVES
MEDICAL DIRECTOR$327,003$0$30,000$0$0$0$9,810$0$14,848$0$381,661$0$0$0
MARK WASSERMAN
CFO(UNTIL MAY 2020)$291,814$0$0$0$0$0$3,648$0$4,143$0$299,605$0$0$0
VALERIE G PALMIERI
CHIEF OPERATING OFFICER$276,582$0$0$0$0$0$8,297$0$8,703$0$293,582$0$0$0
ROBERT GORDON
CHIEF MEDICAL DIRECTOR$262,222$0$0$0$0$0$6,556$0$7,234$0$276,012$0$0$0
ROBIN BRANDIES
VP DEVELOPMENT$193,251$0$38,413$0$0$0$5,798$0$14,830$0$252,292$0$0$0
NAGA VULLI
PHYSICIAN$227,551$0$0$0$0$0$6,827$0$8,836$0$243,214$0$0$0
KAREN BALDWIN
VP HUMAN RESOURCES$211,262$0$0$0$0$0$6,338$0$210$0$217,810$0$0$0
JEFFREY ELLIS
MEDICAL DIRECTOR$197,957$0$0$0$0$0$5,939$0$8,850$0$212,746$0$0$0
BRENDA DECKER
VP RESIDENT CARE$184,734$0$10,800$0$0$0$4,157$0$6,926$0$206,617$0$0$0
SEAN GREGSON
VP HOME CARE & HOSPICE$195,979$0$0$0$0$0$5,879$0$917$0$202,775$0$0$0
GREG SMITH
SR DIR. FINANCE/CFO(AS OF MAY 2020)$157,965$0$0$0$0$0$4,739$0$14,148$0$176,852$0$0$0
DAVID KELBLE
VP IT$157,896$0$0$0$0$0$1,184$0$2,571$0$161,651$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE ORGANIZATION PROVIDES PRESIDENT & CEO CAROL IRVINE WITH A DISCRETIONARY SPENDING ACCOUNT FOR AUTOMOBILE EXPENSES, WHICH IS INCLUDED IN COMPENSATION. CAROL IRVINE RECEIVES A TAX GROSS-UP PAYMENT FOR THIS ALLOWANCE. THE CEO, CFO, VP OF HUMAN RESOURCES AND VP OF INFORMATION TECHNOLOGY RECEIVE A TAX GROSS-UP PAYMENT RELATED TO LONG-TERM DISABILITY INSURANCE PREMIUMS. CLERGY EMPLOYEES RECEIVE HOUSING ALLOWANCES.
PART I, LINE 7OFFICERS AND KEY EMPLOYEES ARE AWARDED BONUSES BASED ON SPECIFIC CRITERIA ESTABLISHED AT THE BEGINNING OF THE FISCAL YEAR. THESE BONUSES ARE BASED ON SPECIFIC QUALITATIVE AND QUANTITATIVE GOALS AND ARE NOT PAID IF THESE CRITERIA ARE NOT MET.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1COLORADO EDUCATIONAL AND CULTURAL FACILITIES AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN840896727BondIssuerEIN
CUSIP196458P98CUSIPNum
Bond Issued2013-04-01BondIssuedDt
Issue Price$46,070,000IssuePriceAmt
PurposeTO REFINANCE PRIOR ISSUEPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$9,975,000RetiredAmt
Total Proceeds$46,070,000TotalProceedsAmt
Other Spent Proceeds$46,070,000OtherSpentProceedsAmt
Substantial Completion2013SubstantialCompletionYr
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (1)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (1)EngageBondCounselContractsInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To RebateYes (1)ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And RecYes (1)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1PNC BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge14.410000000000TermOfHedgePct
Superintegrated Hedge0SuperintegratedHedgeInd
Hedge Terminated0HedgeTerminatedInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOARD MEMBER NEIL MODEL IS THE OWNER OF MODEL CONSULTING INC & WELLNOW LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionCBIZ MODEL & WELLNOW, LLCRelationshipDescriptionTxt
Transaction$106,500TransactionAmt
TransactionMODEL CONSULTING, INC./WELLNOW, LLC PROVIDES BENEFITS ADMINISTRATION SERVICES. THE COMPENSATION REPRESENTS FEES FOR SERVICES, NOT INSURANCE PREMIUMS.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IVFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION FOLLOWS A CONFLICT OF INTEREST POLICY, AND ALL TRANSACTIONS ARE CONDUCTED AT ARM'S LENGTH.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$39,790NoncashContributionsRptF990Amt
Method Of Determining RevenuesNYSEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER OF CONTRIBUTORS IS REPORTED FOR ALL GIFTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1THE ORGANIZATION ALSO HAS HONORARY TRUSTEES. THESE HONORARY TRUSTEES HAVE LIMITED VOTING RIGHTS AND ARE CONSEQUENTLY NOT LISTED ON PART VII. THE HONORARY TRUSTEES MAY ONLY VOTE ON THE FOLLOWING ISSUES: 1. ELECTION OR REMOVAL OF MEMBERS OF THE CORPORATION; 2. ELECTION OR REMOVAL OF OFFICERS, TRUSTEES OR HONORARY TRUSTEES OF THE CORPORATION; 3. THE PURCHASE, SALE, PLEDGE, LEASE OR EXCHANGE BY THE CORPORATION, OTHER THAN IN THE ORDINARY COURSE OF BUSINESS, OF PROPERTY AND ASSETS AT A COST EQUIVALENT TO OR GREATER THAN TWENTY PERCENT (20%) OF THE NET WORTH OF THE CORPORATION AS REFLECTED ON THE BALANCE SHEET MOST RECENT TO THE DATE OF SUCH PURCHASE; 4. THE MERGER, CONSOLIDATION OR OTHER BUSINESS COMBINATION INVOLVING THE CORPORATION AND ANY OTHER CORPORATION, PROFIT OR NOT-FOR-PROFIT, OR ENTITY; 5. THE ADOPTION OF ANY PLAN OR PROPOSAL FOR THE LIQUIDATION OR DISSOLUTION OF THE CORPORATION; 6. THE ADOPTION, ALTERATION, AMENDMENT OR REPEAL OF BYLAWS.
FORM 990, PART VI, SECTION A, LINE 2THE FOLLOWING BOARD MEMBERS (INCLUDING HONORARY TRUSTEES NOT REPORTED IN FORM 990, PART VII) HAVE FAMILY RELATIONSHIPS: CISSIE FRANTZ - MARC ROSENBERG (SON IN LAW) CISSIE FRANTZ - STEFI LEVIN (SISTER IN LAW) SHIRLEY PEARLSTINE - BRUCE GOODMAN (SON) SHIRLEY PEARLSTINE - MINDY WEXLER (DAUGHTER) SHIRLEY PEARLSTINE - CISSIE FRANTZ (COUSINS) MINDY WEXLER - BRUCE GOODMAN (SIBLINGS) LEONARD ABRAMSON - MADLYN ABRAMSON (WIFE) LEONARD ABRAMSON - RICHARD WOLFSON (SON IN LAW) LEONARD ABRAMSON - MARC FELGOISE (SON IN LAW) ARNOLD KRAMER - KAREN KRAMER (DAUGHTER IN LAW) S. TY STEINBERG - MICHAEL STEINBERG (SON) PETER SPAIN - MURRAY SPAIN (FATHER) MICHAEL SILVERBERG - KAREN SILVERBERG (WIFE) JEFF LICHT - BARRY ABRAMSON (UNCLE) ELAYNE BLEZNAK - DANIEL BLEZNAK (SON) PHYLLIS GITLIN - AMY GITLIN (DAUGHTER) ELAINE S. LEIBOWITZ - STEPHEN R. LEIBOWITZ (SON) STANLEY GINSBURG - MARC H. GINSBURG (SON) CHRIS SCHELL - PHYLLIS FINKELSTEIN (MOTHER IN LAW) NEAL R. PEARLSTINE - SHIRLEY PEARLSTINE (STEP MOTHER) MINDY WEXLER - NEAL R. PEARLSTINE (BROTHER IN LAW) BRUCE GOODMAN - NEAL R. PEARLSTINE (BROTHER IN LAW) WILLIAM PERILSTEIN - RONALD PERILSTEIN (SON) MINDY WEXLER - STEFI LEVIN (AUNT) BRUCE GOODMAN - STEFI LEVIN (AUNT) MINDY WEXLER - CISSIE FRANTZ (AUNT) BRUCE GOODMAN - CISSIE FRANTZ (AUNT) DAVID AXELROD - JULIE AXELROD (COUSIN-IN-LAW) MICHAEL STEINBERG - LORI ISRAELITE (COUSIN) MARK FISHMAN - ANNABELLE FISHMAN (MOTHER) JONATHAN MANDELL - MORTON MANDELL (FATHER)
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE CFO AND IS THEN DISSEMINATED TO ALL TRUSTEES AND OFFICERS FOR REVIEW PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REQUIRES ITS BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND REPORT ANY CONFLICTS. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND PROCEDURES ARE AS FOLLOWS: 1. THE CORPORATION RECOGNIZES THAT THE SKILLS, TALENTS AND RELATIONSHIPS OF ITS OFFICERS AND MEMBERS OF ITS BOARD OF TRUSTEES ARE AMONG ITS RICHEST ASSETS. THE CORPORATION ALSO IS AWARE THAT ACQUIRING GOODS OR SERVICES FROM, OR ENGAGING IN TRANSACTIONS WITH, ITS OFFICERS, TRUSTEES (AS USED IN THIS ARTICLE XII, ALL REFERENCES TO TRUSTEES SHALL BE DEEMED TO INCLUDE HONORARY TRUSTEES), MEMBERS OF THEIR FAMILIES OR ENTITIES IN WHICH THEY HAVE A FINANCIAL INTEREST OR WITH WHICH THEY ARE AFFILIATED (COLLECTIVELY SUCH PERSONS AND ENTITIES ARE REFERRED TO AS INTERESTED PARTIES) MAY CREATE AN APPEARANCE OF IMPROPRIETY. IN ORDER TO PROTECT THE CORPORATION AGAINST ANY IMPROPER APPEARANCE, THE CORPORATION WILL RESTRICT ITS BUSINESS DEALINGS WITH INTERESTED PARTIES AS FOLLOWS: 2. THE CORPORATION MAY ACQUIRE GOODS OR SERVICES FROM, OR OTHERWISE TRANSACT BUSINESS WITH, AN INTERESTED PARTY IF THE BOARD DETERMINES IN ITS JUDGMENT THAT THE GOODS OR SERVICES PROVIDED TO THE CORPORATION ARE, OR THE TRANSACTION IS, ON TERMS NO LESS ADVANTAGEOUS TO THE CORPORATION THAN THE TERMS AVAILABLE TO THE CORPORATION FROM THIRD PARTIES. MOREOVER, THE CORPORATION ANTICIPATES THAT ANY SUCH ACQUISITION MAY BE ON TERMS THAT ARE MORE ADVANTAGEOUS TO THE CORPORATION THAN THOSE GENERALLY EXTENDED BY THIRD PARTIES. IF AN INTERESTED PARTY OFFERS TERMS WHICH ARE AS ADVANTAGEOUS TO THE CORPORATION AS TERMS OFFERED BY ANOTHER VENDOR, THE CORPORATION MAY, BUT SHALL NOT BE REQUIRED TO, CONSIDER OTHER BENEFITS DERIVED BY IT FROM THE INTERESTED PARTY (E.G., PAST OR ANTICIPATED SERVICES RENDERED OR FINANCIAL SUPPORT) IN SELECTING BETWEEN OTHERWISE EQUALLY DESIRABLE VENDORS. 3. WHENEVER THE CORPORATION IS CONSIDERING ACQUIRING GOODS OR SERVICES FROM, OR ENTERING INTO A TRANSACTION WITH AN INTERESTED PARTY, THE DETAILS THAT CREATE THE INTERESTED PARTY RELATIONSHIP SHALL BE DISCLOSED TO THE CORPORATION IN WRITING. A COPY OF THE DISCLOSURE SHALL BE SUPPLIED TO THE CONFLICT OF INTEREST COMMITTEE (THE COMMITTEE) REFERRED TO BELOW. 4. THE CORPORATION SHALL ENTER INTO A TRANSACTION WITH AN INTERESTED PARTY (AN INTERESTED PARTY TRANSACTION) ONLY IF EITHER THE BOARD OF TRUSTEES (THE MAJORITY THEN SERVING) OR THE COMMITTEE (THE MAJORITY THEN SERVING) IS MADE AWARE OF THE INFORMATION REFERRED TO IN SUBSECTION 2 AND APPROVES THE TRANSACTION AS BEING FAIR TO AND IN THE BEST INTERESTS OF THE CORPORATION. ADDITIONALLY, THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO ACT FOR THE BOARD OF TRUSTEES IN GRANTING THE APPROVAL CONTEMPLATED BY THIS PARAGRAPH. FOR PURPOSES OF THE PRECEDING TWO SENTENCES, ANY TRUSTEE, EXECUTIVE COMMITTEE MEMBER OR COMMITTEE MEMBER WHO IS (OR HAS AN INTEREST IN OR IS RELATED TO) THE EXECUTIVE COMMITTEE MEMBER OR COMMITTEE MEMBER THEN SERVING (INCLUDING, WITHOUT LIMITATION, FOR THE PURPOSE OF DETERMINING A QUORUM), SHALL NOT PARTICIPATE IN THE VOTE ON THE TRANSACTION AND SHALL NOT ATTEND THE MEETING WHILE APPROVAL OF THE TRANSACTION IS CONSIDERED. NOTWITHSTANDING THE FOREGOING, HOWEVER, PRIOR APPROVAL OF THE BOARD OF TRUSTEES OR THE COMMITTEE SHALL NOT BE REQUIRED IF (A) EMERGENCY CIRCUMSTANCES MAKE SUCH APPROVAL IMPRACTICAL (IN WHICH EVENT THE TRANSACTION SHALL BE REPORTED TO THE BOARD OF TRUSTEES PROMPTLY AFTER FACT), OR (B) IF THE TRANSACTION FALLS BELOW A DE MINIMIS THRESHOLD ESTABLISHED BY THE BOARD OF TRUSTEES OR THE COMMITTEE. 5. THE BOARD SHALL CREATE A STANDING CONFLICT OF INTEREST COMMITTEE (THE COMMITTEE) CONSISTING OF MEMBERS OF THE BOARD TO WHICH THE BOARD DELEGATES RESPONSIBILITIES TO: A. DEVELOP PROCEDURES AND GUIDELINES (COLLECTIVELY CALLED POLICIES) REGARDING INTERESTED PARTY TRANSACTIONS. SUCH POLICIES SHALL BE REPORTED TO THE BOARD OF TRUSTEES. POLICIES ADOPTED BY THE COMMITTEE SHALL BE BINDING UPON THE CORPORATION UNLESS DISAPPROVED BY THE BOARD OF TRUSTEES; B. MONITOR TRANSACTIONS WITH INTERESTED PARTIES; C. MAKE SUCH RECOMMENDATIONS AS IT MAY DEEM APPROPRIATE FROM TIME TO TIME FOR ACTIONS TO BE TAKEN BY THE EXECUTIVE COMMITTEE OR THE BOARD OF TRUSTEES WITH RESPECT TO INTERESTED PARTY TRANSACTIONS; D. INTERPRET THIS ARTICLE OF THE BYLAWS; E. ESTABLISH SUCH CRITERIA AS IT MAY DEEM APPROPRIATE FOR DE MINIMIS TRANSACTIONS THAT NEED NOT BE APPROVED HEREUNDER; AND F. REPORT AT LEAST ONCE IN EACH CALENDAR YEAR TO THE BOARD OF TRUSTEES ON THE ACTIVITIES. POLICIES OF CONFLICT OF INTEREST COMMITTEE OF THE ABRAMSON CENTER APPROVED BY THE BOARD OF TRUSTEES MAY 11, 2011 THE CONFLICT OF INTEREST COMMITTEE OF THE ABRAMSON CENTER FOR JEWISH LIFE HEREBY ADOPTS THE FOLLOWING POLICIES PURSUANT TO ARTICLE XII, SECTION 5(A) OF THE CORPORATION'S BYLAWS. THE COMMITTEE WILL GENERALLY APPROVE AN INTERESTED PERSON RELATIONSHIP ONLY IF IT IS MORE ADVANTAGEOUS TO THE CENTER THAN IS OTHERWISE AVAILABLE FROM THIRD PARTIES IN THE COMMITTEE'S JUDGMENT, CONSIDERING PRICE AND ALL OTHER RELEVANT ASPECTS OF VALUE. SUPPLEMENTING BUT NOT LIMITING THE PROVISION OF THE BYLAWS, AN "INTERESTED PARTY" SHALL INCLUDE "FAMILY MEMBERS" OF AN INDIVIDUAL. FAMILY MEMBERS SHALL INCLUDE ONLY AN INDIVIDUAL'S SPOUSE, ANCESTORS (PARENTS, GRANDPARENTS, ETC.), BROTHERS AND SISTERS (WHETHER WHOLE OR HALF BLOOD), CHILDREN (WHETHER NATURAL OR ADOPTED), GRANDCHILDREN, GREAT-GRANDCHILDREN, AND SPOUSES OF BROTHERS, SISTERS, CHILDREN, GRANDCHILDREN, AND GREAT-GRANDCHILDREN. "INTERESTED PARTY" SHALL ALSO INCLUDE ANY ENTITY IN WHICH AN INDIVIDUAL AND HIS OR HER FAMILY MEMBERS TOGETHER HOLD AN EQUITY INTEREST OF 35% OR MORE. BEFORE A PERSON IS NOMINATED AS TRUSTEE OR HONORARY TRUSTEE, REASONABLE EFFORTS SHOULD BE MADE TO DETERMINE IF THE PERSON'S ELECTION WILL CREATE AN INTERESTED PARTY RELATIONSHIP. AMONG OTHER STEPS, THE PROSPECTIVE NOMINEE SHOULD BE REQUESTED TO REVIEW THE LIST OF THE CENTER'S VENDORS AND DISCLOSE ANY CONNECTION HE OR SHE HAS WITH ANY VENDOR OTHER THAN A CUSTOMER IN THE ORDINARY COURSE OF BUSINESS. IF THE POTENTIAL NOMINEE'S ELECTION WOULD CREATE AN INTERESTED PARTY RELATIONSHIP, THE PERSON SHOULD BE ENCOURAGED TO SUPPORT THE CENTER BY JOINING A COMMITTEE OR PARTICIPATING IN PROJECTS AS A VOLUNTEER BUT NOT BECOME A BOARD MEMBER. IF, NONETHELESS, IT APPEARS APPROPRIATE TO NOMINATE THE PERSON AS A BOARD MEMBER, THE PREFERENCE SHOULD BE TO NOMINATE HIM OR HER AS AN HONORARY TRUSTEE RATHER THAN A TRUSTEE. IN NO EVENT SHOULD A PERSON BE NOMINATED AFTER THE DATE OF THE ADOPTION OF THIS POLICY TO SERVE AS A TRUSTEE IF THE ANNUAL AMOUNT OF THE CENTER'S PAYMENTS TO THE RELATED ENTITY HAVE EXCEEDED OR ARE EXPECTED TO EXCEED $50,000; PROVIDED THAT STANDING TRUSTEES SHALL NOT BE BARRED FROM CONTINUING TO SERVE AS A TRUSTEE OR HONORARY TRUSTEE. BEFORE AN INTERESTED PARTY RELATIONSHIP IS APPROVED BY THE COMMITTEE, THE STAFF MEMBER OR COMMITTEE PROPOSING THE RELATIONSHIP SHALL ADVISE THE COMMITTEE IN WRITING OF THE REASON(S) FOR THE RECOMMENDATION, ANY ALTERNATIVES CONSIDERED AND THE DUE DILIGENCE USED TO DETERMINE THE RELEVANT FACTS. IF AN INTERESTED PARTY RELATIONSHIP IS APPROVED, THE CENTER SHALL CONDUCT A REQUEST FOR PROPOSAL (RFP) FOR ALTERNATIVE VENDORS FOR THE GOODS OR SERVICES INVOLVED AT LEAST ONCE EVERY TWO YEARS WHENEVER PRACTICAL. THE COMMITTEE RECOGNIZES THAT THERE MAY BE CIRCUMSTANCES WHERE CHANGING VENDORS ON THIS CYCLE IS IMPRACTICAL - E.G. WHERE COUNSEL IS ENGAGED TO REPRESENT THE CENTER IN A LITIGATION WHICH IS NOT CONCLUDED WITHIN TWO YEARS, AND IT WOULD BE INEFFICIENT AND IMPRACTICAL TO CHANGE COUNSEL DURING THE COURSE OF THE LITIGATION. A RELATIONSHIP SHALL NOT BE CONSIDERED AN INTERESTED PARTY RELATIONSHIP IF THE FOLLOWING CRITERIA ARE MET: (1) AN INTERESTED PARTY IS AN EMPLOYEE OF A PUBLICLY OWNED COMPANY (INCLUDING ITS DIRECT OR INDIRECT SUBSIDIARIES), OR A LARGE NON-PROFIT ENTITY SUCH AS A HOSPITAL SYSTEM OR BLUE CROSS AFFILIATE, THAT HAS TRANSACTIONS WITH THE CENTER (THE "VENDOR"), BUT IS NOT A DIRECTOR, OFFICER, TRUSTEE OR HOLDER OF A SIMILAR POSITION WITH THE VENDOR OR ITS RELEVANT BUSINESS UNIT; (2) THE INTERESTED PARTY DOES NOT PARTICIPATE IN CREATING OR SUPERVISING THE VENDOR'S RELATIONSHIP WITH THE CENTER AND RECEIVES NO COMPENSATION RELATING TO OR MEASURED BY SUCH RELATIONSHIP, AND (3) THE RELATIONSHIP WITH THE CENTER PROVIDES AND IS EXPECTED TO PROVIDE LESS THAN 1% OF THE VENDOR'S ANNUAL REVENUE. NOTWITHSTANDING THE FOREGOING, IF THE COMMITTEE BECOMES AWARE OF SUCH A RELATIONSHIP, THE COMMITTEE'S RECORDS SHALL NOTE THE RELEVANT INFORMATION. ALL INTERESTED PARTIES WITH WHOM RELATIONSHIPS ARE APPROVED SHALL BE ADVISED OF THE CENTER'S BYLAWS AND POLICIES RELATING TO INTERESTED PARTY TRANSACTIONS.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. MINUTES OF THE COMPENSATION COMMITTEE MEETINGS ARE MAINTAINED. COMPARABILITY DATA IS EMPLOYED AT THE TIME OF HIRE TO ENSURE EXECUTIVES' SALARIES REMAIN WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. CONTEMPORANEOUS DOCUMENTATION OF THE COMMITTEE'S DELIBERATION AND DECISION IS MAINTAINED FOR THE CEO POSITION. FOR OTHER KEY EMPLOYEES THE CENTER USES COMPARABILITY DATA TO DETERMINE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GCONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 9,318,742. MANAGEMENT AND GENERAL EXPENSES 169,367. FUNDRAISING EXPENSES 76,641. TOTAL EXPENSES 9,564,750.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF PLEDGES RECEIVABLE 66,169. CHANGE IN VALUE OF BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS -43,000. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT -1,170,907. CHANGE IN VALUE OF LIFE INSURANCE POLICY CASH VALUE 12,347. CHANGE IN VALUE OF EQUITY IN SUBSIDIARIES 11,464.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ABRAMSON AT HOME LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 SENTRY PARKWAY EAST SUITE 100AddressLine1Txt
CityBLUE BELLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19422ZIPCd
FieldValueIRS element (for citing)
EIN271312333EIN
Primary ActivitiesHOME HEALTH & GERIATRIC CAREPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFEBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
MADLYN & LEONARD ABRAMSON CENTER FOR JEWISH LIFE WORKERS' COMPENSATION TRUS
5 SENTRY PARKWAY EAST SUITE 100BLUE BELLPA19422232717561PROVIDE WORKERS' COMPENSATION BENEFITSPA501(C)(3)LINE 12A, IMADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE0
ABRAMSON SENIOR CARE FOUNDATION
5 SENTRY PARKWAY EAST SUITE 100BLUE BELLPA19422834603779FOUNDATIONPA501(C)(3)LINE 7MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd