2021-11-11T15:35:12-06:00 2020-12-31 BDO USA LLP 100 PARK AVENUE NEW YORK NY 100175001 990 2020-01-01 113538697 METROPOLITAN JEWISH HEALTH SYSTEM INC % JEFFREY DAVIS METR 7184917261 6323 7TH AVENUE BROOKLYN NY 11220 ALEXANDER BALKO President/CEO 7184917261 2021-11-09 true ALEXANDER BALKO 999009999 Kristin Ruffini P00741491 2128858000 2 2020 2022-09-23 18:48:47Z ALEXANDER BALKO 6323 7TH AVENUE BROOKLYN NY 11220 60897961 false X WWW.MJHS.ORG X 1995 NY TO SUPPORT THE DELIVERY OF HEALTH CARE SERVICES TO PATIENTS IN THE NEW YORK METROPOLITAN AREA. 15 13 173 14 0 0 88750 1020000 48419038 59484625 1341947 392044 20931 1292 49870666 60897961 0 10000000 0 0 27878517 26879683 0 0 0 21201220 33102590 49079737 69982273 790929 -9084312 35935870 32845157 21476809 26470408 14459061 6374749 X MJHS HEALTH SYSTEM IS A CHARITABLE NOT-FOR-PROFIT ESTABLISHED TO SUPPORT THE ACTIVITIES OF AFFILIATED ORGANIZATIONS. MJHS IS BUILT ON THE CORE VALUES OF COMPASSION, DIGNITY AND RESPECT FIRST ESTABLISHED BY THE FOUR BROOKLYN LADIES IN 1907. TODAY, MJHS REMAINS COMMITTED TO THE PROVISION OF HEALTH CARE, HOUSING AND SERVICES FOR AT-RISK MEMBERS OF THE COMMUNITY OF ALL ECONOMIC, RELIGIOUS, AND CULTURAL BACKGROUNDS AS WELL AS GENDER IDENTITY, SEXUAL PREFERENCE AND MILITARY STATUS, INCLUDING: THE ILL, THE IMPAIRED, THE DISABLED, THE FRAIL ELDERLY AND CHILDREN FACING AN ADVANCED OR LIFE-LIMITING ILLNESS. false false 10099667 10000000 59484625 ESTABLISHED IN 1907 BY THE FOUR BROOKLYN LADIES, AND ROOTED IN THE CORE VALUES OF COMPASSION, DIGNITY AND RESPECT, TODAY MJHS IS ONE OF THE MOST INNOVATIVE HEALTH SYSTEMS IN THE REGION SERVING PEOPLE OF ALL ECONOMIC, RELIGIOUS AND CULTURAL BACKGROUNDS AS WELL AS GENDER IDENTITY, SEXUAL PREFERENCE AND MILITARY STATUS. MJHS HEALTH SYSTEM IS COMMITTED TO ENSURING THAT ALL NEW YORKERS HAVE ACCESS TO HEALTH, SUPPORTIVE AND COMMUNITY-BASED SERVICES INCLUDING: HOME CARE, HOSPICE AND PALLIATIVE CARE FOR ADULTS AND CHILDREN, TWO CENTERS FOR REHABILITATION AND NURSING CARE, AN INSTITUTE FOR INNOVATION IN PALLIATIVE CARE, HOUSING AS WELL AS HEALTH PLANS FOR MEDICARE, DUAL MEDICARE AND MEDICAID, AND LONG-TERM CARE RECIPIENTS AT EVERY LEVEL OF HEALTH. IN 2020, THE AFFILIATED AGENCIES OF MJHS CARED FOR APPROXIMATELY 42,560 NEW YORKERS ACROSS THE 5 BOROUGHS OF NYC, NASSAU, SUFFOLK, WESTCHESTER, ROCKLAND, PUTNAM, AND MONROE COUNTIES. 10099667 true true false true false false false false false false true false false true true false false true false false false false false false false false false true false true false false false false false false true false false false false false false true true true false false true 152 0 true 173 true true true false false false false false false false false false true false X 15 13 false false false false false false false true true false false true true true true true true true true false NY X JEFFREY DAVIS 7184917261 6323 7TH AVENUE BROOKLYN NY 11220 Alexander Balko CEO & President 3.0 31.5 X X 1296914 0 143612 Robert Leamer EVP, General Counsel & CAO 3.0 32.0 X 620367 0 117775 Jeffrey Davis Chief Financial Officer 3.0 32.0 X 641841 0 95142 Diane Ashley VP/CMO, Public Relations 3.0 32.0 X 428603 0 72539 Stuart Geller Chief Information Officer 3.0 32.0 X 417073 0 35548 Susan Bornstein Chief Human Resources Officer 3.0 32.0 X 376047 0 56560 Nancy Cohn Deputy General Counsel 3.0 32.0 X 378586 0 49565 William Gormley Jr Chief Strategy Off. THRU 12/20 3.0 32.0 X 383141 0 43432 Danielle Rollmann Chair 5.0 1.0 X X 0 0 0 Bradley Fluegel Vice Chair 0.5 2.0 X X 0 0 0 Burton Esrig Secretary 0.5 1.0 X X 0 0 0 William Gormley Sr Treasurer 0.5 4.0 X X 0 0 0 Arthur Goshin Immediate Past Chairman 0.5 4.5 X X 0 0 0 Eli S Feldman Director 0.5 4.0 X 0 0 0 Stephen Jackson Director 0.5 0.5 X 0 0 0 Benjamin Karsch Director 0.5 0.0 X 0 0 0 Amir Kishon Director 0.5 0.5 X 0 0 0 Shmuel Lefkowitz Director 0.5 4.0 X 0 0 0 Ronald Milch DIRECTOR 0.5 3.5 X 0 0 0 Jay Talbot DIRECTOR 0.5 1.0 X 0 0 0 Steven Topal Director 0.5 4.0 X 0 0 0 Ann Wyatt Director 0.5 1.0 X 0 0 0 4542572 0 614173 66 false true false Reliable Rapid Testing NY LLC 5 Times Square NEW YORK NY 10036 COVID-19 testing 2637057 COMPORT 78 ORCHARD STREET RAMSEY NJ 07446 IT Solutions 718018 HARMELIN MEDIA 525 RIGHTERS FERRY ROAD BALA CYNWYD PA 19004 Marketing 712007 MAVERICK BUILDING SERVICES 22 CHESTNUT STREET RUTHERFORD NJ 07070 Cleaning Services 539875 NETSMART TECHNOLOGIES PO BOX 823519 PHILADELPHIA PA 19182 Health Info Tech 451551 18 1000000 20000 1020000 REIMBURSED EXPENSES 900099 59484625 59484625 59484625 392044 392044 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 1292 1292 1292 60897961 59484625 393336 10000000 10000000 0 0 0 2915653 10470 2905183 0 17317239 60384 17256855 807894 3502 804392 4539628 19679 4519949 1299269 5632 1293637 0 423919 423919 77916 77916 21577 21577 0 0 2941712 2941712 1380939 1380939 12659718 12659718 3598250 3598250 0 5982573 5982573 62676 62676 0 7814 7814 139198 139198 0 1536562 1536562 3367555 3367555 REPAIRS & MAINTENANCE 563483 563483 LICENSES,DUES & SUBSCRIPTIONS 338698 338698 69982273 10099667 59882606 0 107448 105511 1300548 1102246 0 0 0 0 0 0 0 0 0 0 0 0 1440816 2556174 25205615 22268405 3434973 2937210 0 0 0 0 10000000 0 0 0 19652085 26144016 35935870 32845157 8454703 11155451 0 0 0 0 0 0 0 0 0 0 12166667 11452381 0 0 855439 3862576 21476809 26470408 X 14310755 6310756 148306 63993 14459061 6374749 35935870 32845157 X -9084312 1000000 X X false true X true false X 572047 7503561 5650225 88750 1020000 14834583 0 0 572047 7503561 5650225 88750 1020000 14834583 0 14834583 1639 30385 513573 1321734 392044 2259375 1766 19105 20213 41084 0 421633 0 20931 1292 443856 17578898 253745597 0.84389 0.86064 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 21577 21577 false false PART II-B, LINE 1, LOBBYING ACTIVITIES: THE METROPOLITAN JEWISH HEALTH SYSTEM, INC. PAYS DUES TO HEALTHCARE ASSOCIATION OF NEW YORK STATE (HANYS), CONTINUING CARE LEADERSHIP COALITION (CCLC), and NY Health Plan Association (NY HPA). IN ACCORDANCE WITH CODE SECTION 6033(E) OF THE INTERNAL REVENUE CODE, AND AS REPORTED BY HANYS, CCLC AND NY HPA. A PORTION OF THESE DUES ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES. THE LOBBYING ACTIVITIES APPLICABLE FOR 2020 HANYS, CCLC AND NY HPA ANNUAL DUES WERE $4,741, $7,481 AND $9,355, RESPECTIVELY. 36786 36536 250 2967935 2810412 157523 22200894 19421457 2779437 2937210 DUE FROM PARTICIPANTS OF MJHS 26130084 SECURITY DEPOSIT 6500 457 PLAN 6400 DUE FROM ISABELLA HOME & SUBS 1032 26144016 0 DUE TO AGENCIES OF MJHS 3150046 DEFERRED RENT LIABILITIES 708566 DUE TO MJHS FOUNDATION 3964 3862576 true ISABELLA GERIATRIC CENTER INC 515 AUDUBON AVENUE NEW YORK NY 10040 133623808 501(c)(3) 10000000 OPERATING 1 PART I, LINE 2: GRANT FUNDS ARE APPROVED BY THE BOARD OF DIRECTORS AT LEAST ANNUALLY. GRANTSYARE REVIEWED BY FINANCE AND SENIOR MANAGEMENT AT LEAST QUARTERLY TO ENSURE GRANTS ARE DISTRIBUTED IN ACCORDANCE WITH APPROVED AMOUNTS. IN THE EVENT GRANTS ARE DISTRIBUTED TO A RELATED ENTITY, THE ORGANIZATION IS ABLE TO INTERNALLY MONITOR THE USE OF GRANT FUNDS. X X X X X X false false false false false false false true false Alexander Balko CEO & President 1093629 0 105188 0 98097 0 49163 0 94449 0 1440526 0 0 0 Robert Leamer EVP, General Counsel & CAO 537499 0 0 0 82868 0 49163 0 68612 0 738142 0 0 0 Jeffrey Davis Chief Financial Officer 581366 0 0 0 60475 0 39900 0 55242 0 736983 0 0 0 Diane Ashley VP/CMO, Public Relations 366573 0 25451 0 36579 0 20663 0 51876 0 501142 0 0 0 Nancy Cohn Deputy General Counsel 298029 0 35467 0 45090 0 20663 0 28902 0 428151 0 0 0 Stuart Geller Chief Information Officer 369670 0 24379 0 23024 0 20663 0 14885 0 452621 0 0 0 Susan Bornstein Chief Human Resources Officer 320124 0 22504 0 33419 0 20663 0 35897 0 432607 0 0 0 William Gormley Jr Chief Strategy Off. THRU 12/20 372590 0 0 0 10551 0 0 0 43432 0 426573 0 0 0 PART 1, LINE 7 BONUS ELIGIBILITY IS BASED ON THE EXTENT THAT EACH EXECUTIVE AND EMPLOYEE HAS ACHIEVED HIS/HER GOAL, AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. William Gormley Jr Family member of Director William J. Gormley 426573 EMPLOYED BY MJHS false Part IV William Gormley Jr. was employed by Metropolitan Jewish Health System, Inc. through December of 2020. FORM 990, PART VI, SECTION B, LINE 11 DRAFT OF THE COMPLETED RETURN IS REVIEWED BY THE PRESIDENT, CFO, AND SENIOR VP, GENERAL COUNSEL AND THEIR STAFF. ANY COMMENTS ARISING FROM THEIR REVIEW ARE DISCUSSED AND, IF REQUIRED, CHANGES ARE MADE TO THE DRAFT. THAT DRAFT WILL BE SUBMITTED TO THE MJHS FINANCE COMMITTEE FOR ITS REVIEW AND APPROVAL. ONCE THE COMMITTEE HAS COMPLETED ITS REVIEW A COPY OF THE RETURN IS PROVIDED TO ALL BOARD MEMBERS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS MUST FILE AND MAINTAIN CURRENT THE MJHS DIRECTOR'S BIOGRAPHICAL INFORMATION FORM AND, ON AN ANNUAL BASIS, COMPLETE THE MJHS DIRECTOR'S CONFLICT OF INTEREST STATEMENT AND ACKNOWLEDGEMENT WHICH ACKNOWLEDGES THAT EACH INDIVIDUAL HAS DISCLOSED ANY POTENTIAL CONFLICT OF INTEREST; RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; READ AND UNDERSTANDS THE CONFLICTS OF INTEREST POLICY; AND AGREED TO COMPLY WITH THE CONFLICTS OF INTEREST POLICY. THE SENIOR VICE PRESIDENT/GENERAL COUNSEL SUPERVISES THE DISTRIBUTION, COLLECTION AND REVIEW OF THE ANNUAL MJHS DIRECTOR'S CONFLICT OF INTEREST STATEMENT AND ACKNOWLEDGEMENT. FROM TIME TO TIME, DIRECTORS, PRINCIPAL OFFICERS, KEY EMPLOYEES AND/OR COMMITTEE MEMBERS ARE REMINDED OF THEIR OBLIGATION TO DISCLOSE POTENTIAL OR ACTUAL CONFLICTS OF INTEREST WHEN AND IF THEY ARISE. PROCEDURES FOR MANAGING IDENTIFIED CONFLICTS: EACH DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE AND MEMBER OF A BOARD COMMITTEE IS REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE INDIVIDUAL CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IN THE EVENT OF SUCH A DISCLOSURE, THE INTERESTED PARTY IS EXCUSED FROM THE MEETING AND THE BOARD/COMMITTEE DETERMINES WHETHER A CONFLICT EXISTS. IF THE BOARD/COMMITTEE DETERMINES THAT A CONFLICT EXISTS, THE CHAIRPERSON OF THE BOARD OR DESIGNEE (IF APPROPRIATE) WILL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE AND REPORT TO THE BOARD OF DIRECTORS ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. BASED ON THE INFORMATION FURNISHED BY THE DISINTERESTED PERSON OR COMMITTEE, THE BOARD OF DIRECTORS WILL MAKE A DETERMINATION OF WHETHER THE CORPORATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR MORE REASONABLE ARRANGEMENTS FROM AN ENTITY OR PERSON THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST IS NOT REASONABLY ATTAINABLE UNDER THE CIRCUMSTANCES, THE BOARD OF DIRECTORS WILL DETERMINE, BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS, WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION. ALL OF THE ACTIONS STATED ABOVE SHALL BE REFLECTED IN THE BOARD/COMMITTEE MINUTES. IN THE EVENT THAT A DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE OR MEMBER OF A BOARD COMMITTEE FAILS TO DISCLOSE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST, THE BOARD/COMMITTEE, AFTER AFFORDING THE INDIVIDUAL DUE PROCESS, SHALL DETERMINE WHETHER THE INDIVIDUAL VIOLATED THE CONFLICT OF INTEREST POLICY BY FAILING TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND, IN THE EVENT OF A DETERMINATION THAT A VIOLATION OCCURRED, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION RETAINS THE SERVICES OF A MAJOR EXECUTIVE COMPENSATION FIRM TO REVIEW MARKET PAY PRACTICES AND AVERAGE SALARY MOVEMENT AMONG SIMILARLY SITUATED EXECUTIVES. THE EXECUTIVE COMPENSATION FIRM IS ASKED TO DEVELOP A COMPARATIVE BASE THAT IS AS CLOSE AS POSSIBLE TO OUR ORGANIZATION. DIFFERENT COMPARATIVE GROUPS ARE CONSIDERED FOR EACH POSITION, CEO AND SENIOR VP'S AS APPROPRIATE. THIS MARKET ANALYSIS IS THEN REVIEWED BY THE COMPENSATION COMMITTEE IN DETERMINING SALARY ADJUSTMENTS FROM THE PERSPECTIVE OF MARKET COMPETITIVENESS AND PRIOR YEAR PERFORMANCE. THE BASIS FOR ITS DETERMINATION AND ALL DECISIONS MADE ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES. PERFORMANCE IS BASED ON THE EXTENT THAT EACH EXECUTIVE HAS ACHIEVED HIS/HER GOALS. BONUS ELIGIBILITY IS DONE IN A SIMILAR MANNER. OTHER KEY EMPLOYEES ARE MANAGED IN SIMILAR MANNER THROUGH THE HUMAN RESOURCES DEPARTMENT UNDER THE DIRECTION OF THE CHIEF HUMAN RESOURCES OFFICER IN CONJUNCTION WITH THE CEO, USING LOCAL SURVEYS TO ENSURE MARKET COMPETITIVENESS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE ONLY THOSE DOCUMENTS REQUIRED TO BE DISCLOSED UNDER THE PUBLIC INSPECTION LAWS. FORM 990, PART XI, LINE 9 ASSET TRANSFER BETWEEN PARTICIPATING AGENCIES OF MJHS: $ 1,000,000 FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MENORAH HOME AND HOSPITAL FOR THE AGED 6323 7TH AVENUE BROOKLYN NY 11220 111672777 NURSING HOME NY 501(C)(3) 3 MJHS true SHOREFRONT JEWISH GERIATRIC CENTER INC 6323 7TH AVENUE BROOKLYN NY 11220 113072153 NURSING HOME NY 501(C)(3) 10 MJHS true METROPOLITAN JEWISH HOME CARE INC 6323 7TH AVENUE BROOKLYN NY 11220 320060822 HOME CARE NY 501(C)(3) 10 MJHS true ELDERPLAN INC 6323 7TH AVENUE BROOKLYN NY 11220 112625096 MEDICARE NY 501(C)(3) 10 MJHS true MJHS FOUNDATION 6323 7TH AVENUE BROOKLYN NY 11220 111630753 FUNDRAISING NY 501(C)(3) 7 MJHS true HOMEFIRST LHCSA INC 6323 7TH AVENUE BROOKLYN NY 11220 611501623 HOME CARE NY 501(C)(3) 12A, I MJHS true SHOREFRONT TOWERS HOUSING DEV FUND 6323 7TH AVENUE BROOKLYN NY 11220 113200785 HOUSING NY 501(C)(3) 10 MJHS true MJHS HOSPICE AND PALLIATIVE CARE INC 6323 7TH AVENUE BROOKLYN NY 11220 133438643 HOSPICE NY 501(C)(3) 3 MJHS true MJHS MEDICAL ASSOCIATES PC 6323 7TH AVENUE BROOKLYN NY 11220 275273404 HEALTH CARE NY 501(C)(3) 10 MJHS true FIRST TO CARE HOME CARE INC 6323 7TH AVENUE BROOKLYN NY 11220 113300822 HOME HEALTH NY 501(C)(3) 10 MJHS true Institute for Applied Gerontology 6323 7th Avenue Brooklyn NY 11220 113135751 Research NY 501(C)(3) PF MJHS true Isabella Geriatric Center Inc 6323 7th Avenue Brooklyn NY 11220 133623808 NURSING HOME NY 501(c)(3) 10 MJHS true MJGC Corp 6323 7th Avenue Brooklyn NY 11220 113356665 Holding Company NY MJHS C Corporation 0 0 1.00000 true MJHS Solutions inc 6323 7TH AVENUE brooklyn NY 11220 832479283 Holding Company NY MJHS Foundation C CORPORATION 0 0 true false true true false true false false false false true false false false true true false true false false HOMEFIRST LHCSA INC C 1500000 COST ALLOCATION Shorefront Jewish Geriatric Center C 500000 COST ALLOCATION METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION E 11452381 COST ALLOCATION ISABELLA GERIATRIC CENTER INC b 10000000 COST ALLOCATION Elderplan Inc J 2546312 COST ALLOCATION Elderplan Inc O 10570832 COST ALLOCATION Elderplan Inc Q 8964375 COST ALLOCATION Institute for Applied Gerontology J 124073 COST ALLOCATION Isabella Geriatric Center Inc J 171647 COST ALLOCATION Isabella Geriatric Center Inc O 5734678 COST ALLOCATION Isabella Geriatric Center Inc Q 1705824 COST ALLOCATION Menorah Home & Hospital for the Aged & Infirm J 87206 COST ALLOCATION Menorah Home & Hospital for the Aged & Infirm O 4534472 COST ALLOCATION Menorah Home & Hospital for the Aged & Infirm Q 2633839 COST ALLOCATION Metropolitan Jewish Home Care Inc J 334356 COST ALLOCATION Metropolitan Jewish Home Care Inc O 2121435 COST ALLOCATION Metropolitan Jewish Home Care Inc Q 1003115 COST ALLOCATION Metropolitan Jewish Health System Foundation J 50692 COST ALLOCATION Metropolitan Jewish Health System Foundation O 218176 COST ALLOCATION Metropolitan Jewish Health System Foundation Q 139963 COST ALLOCATION MJHS Hospice and Palliative Care Inc J 892591 COST ALLOCATION MJHS Hospice and Palliative Care Inc O 3653166 COST ALLOCATION MJHS Hospice and Palliative Care Inc Q 2084150 COST ALLOCATION