2021-09-16T15:35:44-05:00 2020-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2020-01-01 131740003 METHODIST CHURCH HOME FOR THE AGED METH 7185485100 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 SANDRA RIVERA DIRECTOR OF FINANCE 7185485100 2021-09-16 1 SANDRA RIVERA XXX-XX-XXXX GARRETT M HIGGINS P00543209 9143818900 2021-09-03 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z METHODIST HOME FOR NURSING AND REHABILTATION MARIA PEREZ 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 20889739 0 X WWW.METHODISTHOME.ORG X 1851 NY SEE SCHEDULE O 18 18 200 20 0 0 2011832 1853987 16498779 15898506 1996072 1919814 110125 130465 20616808 19802772 0 0 0 0 9977775 10113950 0 0 0 7491910 7272301 17469685 17386251 3147123 2416521 56050341 62168273 10143973 9990270 45906368 52178003 X SEE SCHEDULE O 0 0 14684703 15898506 SEE SCHEDULE OTHE HOME PROVIDED 32,933 DAYS OF CARE TO 505 RESIDENTS NEEDING SKILLED NURSING AND/OR REHABILITATION SERVICES. WE SEEK TO ACCOMPLISH OUR MISSION THROUGH: - COMPREHENSIVE SUPPORT SERVICES: WE ARE A FULL-SERVICE ORGANIZATION OFFERING SHORT AND LONG-TERM CARE, AND PHYSICAL AND SOCIAL REHABILITATION PROGRAMS CONDUCTED BY THE HIGHEST QUALITY MEDICAL AND CARE STAFF. - PERSON CENTERED CARE: WE FOCUS ON THE INTEREST OF THE INDIVIDUAL BY PROVIDING TAILORED CARE AIMED AT PROMOTING HEALTH, DIGNITY, AND INDEPENDENCE WITHIN A DIVERSE COMMUNITY OF PEOPLE - ONGOING IMPROVEMENT: THROUGH CONTINUAL ASSESSMENT OF CARE METHODS REGULAR TRAINING AND FACILITY AND EQUIPMENT UPGRADES, OUR HOME MAINTAINS ITS HIGH STANDARD BOTH TODAY AND IN THE FUTURE. - POSITIVE WORK ENVIRONMENT: BY FOSTERING AN ENVIRONMENT THAT PROMOTES CONFIDENCE, SELF-EXPRESSION AND LEARNING, WE EMPOWER EMPLOYEES TO GROW AND GAIN THE MUTUAL RESPECT OF THE RESIDENTS AND THEIR FAMILIES. - SERVING THE COMMUNITY: WITH OUR OUTREACH PROGRAMS TO LOCAL ORGANIZATIONS AND SCHOOLS, AND THE ACCESS PROVIDED TO OUR SERVICES, WE ARE COMMITTED TO BEING A CONSCIENTIOUS CONTRIBUTOR TO THE RIVERDALE COMMUNITY AND BEYOND." - WE ARE COMMITTED TO THE SAFETY AND WELL BEING OF OUR RESIDENTS BY MAINTAINING THE CLEANLINESS OF THE ENVIRONMENT WITH ENHANCED STATE OF THE ART CLEANING PROTOCOLS AND EQUIPMENT. 14684703 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 59 0 200 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X SANDRA RIVERA 7185485100 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 JULIE KLEIN PRESIDENT 1.00 X X 0 0 0 MELISSA BAUMAN VICE PRESIDENT 1.00 X X 0 0 0 SHERWIN CHUE TREASURER 1.00 X X 0 0 0 MARY BETH KETCHUM SECRETARY 1.00 X X 0 0 0 EVA BECKER DIRECTOR 1.00 X 0 0 0 ANN BRYANT DIRECTOR 1.00 X 0 0 0 SUSAN BYNUM DIRECTOR 1.00 X 0 0 0 PAULINE DANA-BASHIAN DIRECTOR 1.00 X 0 0 0 TRACEY GMOSER DIRECTOR 1.00 X 0 0 0 PAMELA HALLER DIRECTOR 1.00 X 0 0 0 LOIS HARR DIRECTOR 1.00 X 0 0 0 LAWRENCE HOUGH DIRECTOR 1.00 X 0 0 0 SHARON JOHNSON DIRECTOR 1.00 X 0 0 0 DONALD T KIRBY DIRECTOR 1.00 X 0 0 0 REV VIOLET LD LEE PHD DIRECTOR 1.00 X 0 0 0 MARY WHEAT MD DIRECTOR 1.00 X 0 0 0 WILLIAM WIESMAN DIRECTOR 1.00 X 0 0 0 JON YI DIRECTOR 1.00 X 0 0 0 EDWARD J BROWN DIRECTOR, THRU 3/2020 1.00 X 0 0 0 DAN DOMINGO DIRECTOR, THRU 2/2020 1.00 X 0 0 0 MARIA PEREZ CEO 36.25 X 313260 0 49787 SANDRA RIVERA DIRECTOR OF FINANCE 36.25 X 155219 0 8431 GENEVIEVE CASTILLO DIRECTOR OF NURSING 36.25 X 194181 0 12445 GRACE BRITO DIR. OF CLINICAL REIMBURSEMENT 36.25 X 117544 0 43044 WALTER OBERMAN DIR. OF PLANT OPERATIONS 36.25 X 113296 0 38300 MINERVA FRIAS DIRECTOR OF REHABILITATION 40.00 X 127703 0 20273 CANDACE RUBINOFF-HIRSCHBERG DIR. OF STRATEGY AND ADMIN 36.25 X 118575 0 21885 VIVIAN GREFALDEO ASST. DIR. OF NURSING 36.25 X 107706 0 16891 1247484 0 211056 10 0 1 0 MORRISON MANAGEMENT 400 NORTHRIDGE ROAD SUITE 600 SANDY SPRINGS GA 30350 DIETARY SERVICES 1002434 SPIEZLE ARCHITECTURE 1395 YARDVILLE HAMILTON SQUARE SUI HAMILTON NJ 08691 ARCHITECTURAL SERVICES 166772 RN EXPRESS 71 WEST 23RD STREET SUITE 1622 NEW YORK NY 10010 NURSING SERVICES 142199 US SECURITY ASSOCIATES 12 WATER STREET SUITE 301 WHITE PLAINS NY 10601 SECURITY SERVICES 138833 PERFECT CHOICE STAFF PO BOX 10440 UNIONDALE NY 11555 NURSING SERVICES 137056 8 111790 1641900 100297 36206 1853987 MEDICARE 623000 7889896 7889896 MEDICAID 623000 3805652 3805652 COMMERCIAL AND MANAGED CARE 623000 3198819 3198819 PRIVATE PATIENT REVENUE 623000 1004139 1004139 15898506 490418 490418 2464717 1035321 1429396 1429396 1429396 0 111790 51646 -51646 -51646 REIMBURSEMENTS 900099 109000 109000 MISCELLANEOUS INCOME 900099 67122 67122 VENDING MACHINE 900099 3082 3082 2907 2907 182111 19802772 15898506 0 2050279 X 733323 206626 526697 6657450 6186482 470968 558653 507617 51036 1400520 1271845 128675 764004 674450 89554 38436 38436 121775 121775 77865 77865 1941 1941 98488 98488 3321228 2738350 582878 56005 45153 10852 210915 170045 40870 183916 148278 35638 371648 299632 72016 489 394 95 1893 1526 367 207376 180761 26615 758933 661529 97404 479292 386417 92875 NYS CASH RECEIPTS ASSES 461873 461873 MEDICATIONS 441564 441564 MEDICAL SUPPLIES 235770 235770 BAD DEBT EXPENSE 120547 120547 82347 66391 15956 17386251 14684703 2701548 0 2824623 5694643 422970 3643945 2690382 2904845 37446 83863 581851 877852 33968704 14800780 16996750 19167924 28362314 25586068 3884288 3873929 30000 30000 219717 305204 56050341 62168273 1475707 1270889 52939 46718 5161346 2502963 3453981 6169700 10143973 9990270 X 43408326 49473783 2498042 2704220 45906368 52178003 56050341 62168273 X 2416521 3545594 309520 X X 0 1 X 1 0 X 858610 280495 715184 2011832 1853987 5720108 14419581 16501454 17363391 16498779 15898506 80681711 15278191 16781949 18078575 18510611 17752493 86401819 0 0 0 86401819 392963 397547 479166 513492 490418 2273586 392963 397547 479166 513492 490418 2273586 603455 126218 182111 911784 16274609 17179496 18557741 19150321 18425022 89587189 0.96440 0.96330 0.02540 0.02860 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE RECOVERY - 2016 AMOUNT: $ 603,455. REIMBURSEMENTS - 2019 AMOUNT: $ 119,796. 2020 AMOUNT: $ 109,000. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 6,422. 2020 AMOUNT: $ 67,122. REFUNDS - 2020 AMOUNT: $ 783. CLASS ACTION SETTLEMENT - 2020 AMOUNT: $ 1,538. MEDICAL RECORDS - 2020 AMOUNT: $ 586. VENDING MACHINE - 2020 AMOUNT: $ 3,082. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1941 1941 0 PART II-B, LINE 1: COSTS WERE INCURRED AS PART OF DUES PAID TO THE NURSING HOME INDUSTRY. 0 1 X 10979721 1946240 12925961 15979721 5000000 10979721 17065164 -742409 254754 88280 15979721 14378842 2823982 58960 78700 17065164 13545696 938700 27310 78244 14378842 0.96130 0.03870 0 0 75000 75000 18886836 12890343 5996493 2375548 1910437 465111 12631320 12631320 19167924 ALTERNATIVE INVESTMENTS 1669709 F BENEFICIAL INTEREST IN TRUST 2204220 F 3873929 DUE TO THIRD PARTIES 31033 ASSET REMEDIATION OBLIGATION 342152 PROFESSIONAL AND SIMILAR LIABILITIES 967000 CONSTRUCTION AND RETAINAGE PAYABLE 1280568 PAYCHECK PROTECTION PROGRAM LOAN 1789200 MEDICARE ACCELERATED PAYMENTS 1759747 6169700 X 23128548 3545594 3545594 19582954 98488 121330 219818 19802772 17166433 0 17166433 98488 121330 219818 17386251 PART IV, LINE 2B: RESIDENTS' SECURITY DEPOSITS AND OTHER FUNDS ARE HELD BY THE HOME ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT LIVING ALLOWANCES RECEIVED BY RESIDENTS AND OTHER RESIDENTS FUNDS DEPOSITED WITH THE HOME FOR SAFEKEEPING. RESIDENT ALLOWANCE FUNDS ARE DISBURSED BY THE HOME AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE. PART V, LINE 4: THE OVERALL INVESTMENT OBJECTIVES OF THE HOMES ENDOWMENT FUNDS IS TO PROVIDE THE GREATEST LEVEL OF SUPPORT FOR OPERATING EXPENSES AND CAPITAL MAINTENANCE OF THE HOME CONSISTENT WITH THE PRESERVATION OF PURCHASING POWER OF THE ENDOWMENT. PART X, LINE 2: THE HOME RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE HOME HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 120,547. RECLASS UBI REFUNDS TO PART VIII, LINE 12 783. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 120,547. RECLASS UBI REFUNDS TO PART VIII, LINE 12 783. VIRTUAL GALA 111790 111790 35000 16646 111790 111790 35000 16646 51646 -51646 X X X 0 0 0 0 0 0 0 0 0 MARIA PEREZ CEO 293663 0 0 0 19597 0 11200 0 38587 0 363047 0 0 0 GENEVIEVE CASTILLO DIRECTOR OF NURSING 180951 0 0 0 13230 0 7863 0 4582 0 206626 0 0 0 SANDRA RIVERA DIRECTOR OF FINANCE 149827 0 0 0 5392 0 6209 0 2222 0 163650 0 0 0 GRACE BRITO DIR. OF CLINICAL REIMBURSEMENT 114798 0 0 0 2746 0 4961 0 38083 0 160588 0 0 0 WALTER OBERMAN DIR. OF PLANT OPERATIONS 112843 0 0 0 453 0 3558 0 34742 0 151596 0 0 0 X 4500 COST X MEDICAL GEAR AND SUPPLIES 5 31706 COST 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS DISCLOSING THE NUMBER OF CONTRIBUTORS. FORM 990, PART I, LINE 1: METHODIST HOME FOR NURSING AND REHABILITATION (THE HOME) IS DEDICATED TO PROVIDING A COMFORTABLE, INTIMATE HAVEN FOR MEN AND WOMEN IN NEED OF SKILLED MEDICAL, NURSING, AND REHABILITATION CARE. THE HOME'S SERVICES AND PROGRAMS PROMOTE HEALTH, DIGNITY AND INDEPENDENCE TO THOSE WE SERVE DIRECTLY AND TO OUR EXTENDED COMMUNITY. FORM 990, PART III, LINE 1: AS A NON-SECTARIAN, NON-PROFIT SKILLED NURSING FACILITY, THE HOME IS GROUNDED IN THE VISION OF SEVEN METHODIST WOMEN WHO FOUNDED IT IN 1850. WE ARE DEDICATED TO ENSURING THE BEST QUALITY OF LIFE OF INDIVIDUALS AFFECTED BY ILLNESS OR INJURY BY PROVIDING A RANGE OF SKILLED MEDICAL, NURSING AND REHABILITATION SERVICES. PERSONALIZED AND COMPASSIONATE CARE IS OFFERED WITHIN THE INTIMATE AND COMFORTABLE SETTING OF OUR HISTORIC DWELLING. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THAT PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE PRESIDENT OF THE BOARD OF DIRECTORS OR CHAIR OF A BOARD COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF DIRECTORS OR BOARD COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR AGREEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD USES SALARY SURVEYS, AS WELL AS 990'S OF OTHER ORGANIZATIONS AND PROFESSIONAL COMPENSATION CONSULTANTS FOR CEO COMPENSATION REVIEW. THE BOARD COMPARES THE SALARIES OF ITS LEADERSHIP AND TOP MANAGEMENT STAFF TO THOSE OF OTHER ORGANIZATIONS OF SIMILAR SIZE WITHIN THE SAME INDUSTRY. THE PROCESS IS APPROVED AND DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN SEPTEMBER 2019. THE CEO DETERMINES THE COMPENSATION REVIEW PROCESS FOR THE DIRECTOR OF FINANCE AND DIRECTOR OF NURSING. THE CEO WILL REVIEW PERFORMANCE AND SURVEY DATA. THE REVIEW AND APPROVAL BY THE PERSONNEL COMMITTEE OF THE BOARD IS INVOLVED WHEN NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 4499 MANHATTAN COLLEGE PARKWAY, BRONX, NY 10471 OR BY CALLING THE ORGANIZATION DIRECTLY AT 718-548-5100. FORM 990, PART IX, LINE 11G CONSULTANT FEES: PROGRAM SERVICE EXPENSES 54,722. MANAGEMENT AND GENERAL EXPENSES 13,152. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,874. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 20,911. MANAGEMENT AND GENERAL EXPENSES 5,026. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,937. SECURITY FEES: PROGRAM SERVICE EXPENSES 164,574. MANAGEMENT AND GENERAL EXPENSES 39,555. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 204,129. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 565,226. MANAGEMENT AND GENERAL EXPENSES 99,007. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 664,233. SPEECH THERAPY: PROGRAM SERVICE EXPENSES 90,243. MANAGEMENT AND GENERAL EXPENSES 21,690. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,933. PT CONSULTANT: PROGRAM SERVICE EXPENSES 360,110. MANAGEMENT AND GENERAL EXPENSES 86,552. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 446,662. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 301,624. MANAGEMENT AND GENERAL EXPENSES 72,495. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 374,119. LABORATORY SERVICES: PROGRAM SERVICE EXPENSES 135,096. MANAGEMENT AND GENERAL EXPENSES 32,470. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 167,566. PHYSICIAN FEES, RNS, LPNS, ETC.: PROGRAM SERVICE EXPENSES 418,404. MANAGEMENT AND GENERAL EXPENSES 100,563. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 518,967. DENTAL FEES: PROGRAM SERVICE EXPENSES 10,861. MANAGEMENT AND GENERAL EXPENSES 2,610. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,471. FOOD AND HOUSEKEEPING SERVICES: PROGRAM SERVICE EXPENSES 616,579. MANAGEMENT AND GENERAL EXPENSES 109,758. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 726,337. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT TO REFLECT FUNDED STATUS 309,520. METHODIST CHURCH HOME FOR THE AGED IN THE CITY OF NEW YORK FUND 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 133905709 TO ASSIST AGED CARE CHARITABLE ORGANIZATIONS NY 501(C)(3) LINE 7 METHODIST CHURCH HOME FOR THE AGED 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0