2020-09-09T16:17:31-05:00 2019-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2019-01-01 131740003 METHODIST CHURCH HOME FOR THE AGED METH 7185485100 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 SANDRA RIVERA DIRECTOR OF FINANCE 7185485100 2020-09-09 1 GARRETT M HIGGINS P00543209 9143818900 2020-09-09 24.190.81.120 2020-09-09 16:17:26 ED P F6241A67CEA968FA82FDD3F36018BF333AFB8C14 9616F4B14A694591D1E716C270910E6FA5556DA3 2019 2020-11-19 02:30:22Z METHODIST HOME FOR NURSING AND REHABILTATION SANDRA RIVERA 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 26573390 0 X WWW.METHODISTHOME.ORG X 1851 NY SEE SCHEDULE O 18 18 222 27 0 0 715184 2011832 17363391 16498779 1253467 1996072 -10796 110125 19321246 20616808 0 0 0 0 9835009 9977775 0 0 0 6974892 7491910 16809901 17469685 2511345 3147123 46552620 56050341 8224001 10143973 38328619 45906368 X SEE SCHEDULE O 0 0 14744834 16498779 SEE SCHEDULE OTHE HOME PROVIDED 37,274 DAYS OF CARE TO 576 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. 14744834 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 0 0 0 0 0 1 1 0 0 0 1 58 0 222 1 0 0 0 0 0 1 1 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 MARIA PEREZ CEO 36.25 X 315451 0 50319 GENEVIEVE CASTILLO DIRECTOR OF NURSING 36.25 X 187307 0 12476 SANDRA RIVERA DIRECTOR OF FINANCE 36.25 X 149296 0 8194 LIZY ITTOOP NURSING SUPERVISOR 37.50 X 120085 0 29406 GRACE BRITO DIR. OF CLINICAL REIMBURSEMENT 40.00 X 115863 0 43202 MINERVA FRIAS DIRECTOR OF REHABILITATION 40.00 X 125409 0 20467 CANDACE RUBINOFF-HIRSCHBERG DIR. OF STRATEGY AND ADMIN. 40.00 X 114921 0 23836 BEN DEGUZMAN RN 40.00 X 107843 0 0 JULIE KLEIN PRESIDENT 1.00 X X 0 0 0 DAVID STAMPLEY PRESIDENT THRU MARCH 2019 1.00 X X 0 0 0 MELISSA BAUMAN VICE PRESIDENT 1.00 X X 0 0 0 MARY BETH KETCHUM SECRETARY 1.00 X X 0 0 0 SHERWIN CHUE TREASURER 1.00 X X 0 0 0 EDWARD J BROWN DIRECTOR 1.00 X 0 0 0 REV VIOLET LD LEE PHD DIRECTOR 1.00 X 0 0 0 EVA BECKER DIRECTOR 1.00 X 0 0 0 ANN BRYANT DIRECTOR 1.00 X 0 0 0 PAULINE DANA-BASHIAN DIRECTOR 1.00 X 0 0 0 DAN DOMINGO DIRECTOR 1.00 X 0 0 0 LOIS HAAR DIRECTOR 1.00 X 0 0 0 DONALD T KIRBY DIRECTOR 1.00 X 0 0 0 PAMELA HALLER 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 MARY WHEAT MD DIRECTOR 1.00 X 0 0 0 SUSAN BYNUM DIRECTOR 1.00 X 0 0 0 WILLIAM WIESMAN DIRECTOR 1.00 X 0 0 0 BRYAN HOOPER DIRECTOR THRU AUGUST 2019 1.00 X 0 0 0 PAUL ROSS DIRECTOR THRU MARCH 2019 1.00 X 0 0 0 1236175 0 187900 10 0 1 0 MORRISON MANAGEMENT 400 NORTHRIDGE ROAD SUITE 600 SANDRY SPRINGS GA 30350 MANAGEMENT SERVICES 1178070 SPIEZLE ARCHITECTURE 1395 YARDVILLE HAMILTON SQUARE SUI HAMILTON NJ 08691 ARCHITECTURAL SERVICES 362964 US SECURITY ASSOCIATES 12 WATER STREET SUITE 301 WHITE PLAINS NY 10601 SECURITY SERVICES 199138 RN EXPRESS 71 WEST 23RD STREET SUITE 1622 NEW YORK NY 10010 NURSING SERVICES 183542 JONES LANG LASALLE 33832 TREASURY CENTER DRIVE CHICAGO IL 60694 CONSTRUCTION SERVICES 130809 8 161242 1838172 12418 2011832 MEDICARE 623000 7177221 7177221 COMMERCIAL AND MANAGED CARE 623000 3767403 3767403 MEDICAID 623000 3680291 3680291 PRIVATE PATIENT REVENUE 623000 1137168 1137168 MEDICAID UNIVERSAL SETTLEMENT 623000 736696 736696 16498779 513492 513492 7386669 5904089 1482580 1482580 1482580 36400 161242 52493 -16093 -16093 REIMBURSEMENTS 900099 119796 119796 MISCELLANEOUS INCOME 900099 6422 6422 126218 20616808 16498779 0 2106197 X 723043 628353 94690 6751881 5867641 884240 513682 446409 67273 1196314 1039642 156672 792855 689021 103834 781646 632926 148720 141617 114672 26945 28200 22835 5365 2012 2012 83689 83689 2689729 2177967 511762 19352 15670 3682 253484 57440 196044 136792 110765 26027 445557 360783 84774 2609 2113 496 17176 13908 3268 245338 207924 37414 749878 635523 114355 345589 279835 65754 UBIT TAX EXPENSE 608 492 116 NYS CASH RECEIPTS ASSES 624508 624508 MEDICATIONS 514169 514169 MEDICAL SUPPLIES 262720 262720 147237 39518 107719 17469685 14744834 2724851 0 1271203 2824623 4313764 422970 2195693 2690382 37446 37446 223345 581851 31038597 14041847 9907568 16996750 24639062 28362314 3607267 3884288 30000 30000 327272 219717 46552620 56050341 2109168 1475707 163238 52939 5566740 5161346 384855 3453981 8224001 10143973 X 36125295 43408326 2203324 2498042 38328619 45906368 46552620 56050341 X 3147123 3986421 444205 X X 0 1 X 1 0 X 3830123 858610 280495 715184 2011832 7696244 16125059 14419581 16501454 17363391 16498779 80908264 19955182 15278191 16781949 18078575 18510611 88604508 10000 10000 0 10000 10000 88594508 851546 392963 397547 479166 513492 2634714 851546 392963 397547 479166 513492 2634714 5338 5338 603455 126218 729673 20812066 16274609 17179496 18557741 19150321 91974233 0.96330 0.95210 0.02860 0.04090 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE RECOVERY - 2016 AMOUNT: $ 603,455. REIMBURSEMENTS - 2019 AMOUNT: $ 119,796. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 6,422. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2012 2012 0 PART II-B, LINE 1: COSTS WERE INCURRED AS PART OF DUES PAID TO THE NURSING HOME INDUSTRY. 0 1 X 15979721 5000000 10979721 17065164 -742409 254754 88280 15979721 14378842 2823982 58960 78700 17065164 13545696 938700 27310 78244 14378842 13418002 228792 25671 75427 13545696 0.95450 0.04550 0 0 75000 75000 18708584 12267894 6440690 2327982 1773953 554029 9927031 9927031 16996750 ALTERNATIVE INVESTMENTS 1886246 F BENEFICIAL INTEREST IN TRUST 1998042 F 3884288 DUE TO THIRD PARTIES 229191 ASSET RETIREMENT OBLIGATIONS 342152 PROFESSIONAL AND SIMILAR LIABILITIES 635000 CONSTRUCTION AND RETAINAGE PAYABLE 2247638 3453981 X 24421107 3986421 3986421 20434686 83689 98433 182122 20616808 17287563 0 17287563 83689 98433 182122 17469685 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 98,433. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 98,433. GALA 197642 161242 36400 30307 4950 17236 197642 161242 36400 30307 4950 17236 52493 -16093 X X X 0 0 0 0 0 0 0 1 0 MARIA PEREZ CEO 284907 0 16698 0 13846 0 11200 0 39119 0 365770 0 0 0 GENEVIEVE CASTILLO DIRECTOR OF NURSING 174083 0 0 0 13224 0 7541 0 4935 0 199783 0 0 0 SANDRA RIVERA DIRECTOR OF FINANCE 143904 0 0 0 5392 0 5972 0 2222 0 157490 0 0 0 GRACE BRITO DIR. OF CLINICAL REIMBURSEMENT 113575 0 0 0 2288 0 4577 0 38625 0 159065 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUAL RECEIVED A BOARD APPROVED NON-FIXED BONUS PAYMENTS WHICH WAS REPORTED IN THEIR 2019 W-2: - MARIA PEREZ $16,698 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. 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 DONE SEPTEMBER 2019 FOR THE 2019 YEAR. 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 144,366. MANAGEMENT AND GENERAL EXPENSES 33,922. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,288. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 21,260. MANAGEMENT AND GENERAL EXPENSES 4,996. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,256. SECURITY FEES: PROGRAM SERVICE EXPENSES 160,096. MANAGEMENT AND GENERAL EXPENSES 37,618. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 197,714. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 680,286. MANAGEMENT AND GENERAL EXPENSES 159,849. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 840,135. SPEECH THERAPY: PROGRAM SERVICE EXPENSES 96,538. MANAGEMENT AND GENERAL EXPENSES 22,684. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 119,222. PT CONSULTANT: PROGRAM SERVICE EXPENSES 380,340. MANAGEMENT AND GENERAL EXPENSES 89,369. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 469,709. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 252,099. MANAGEMENT AND GENERAL EXPENSES 59,236. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 311,335. LABORATORY SERVICES: PROGRAM SERVICE EXPENSES 68,995. MANAGEMENT AND GENERAL EXPENSES 16,212. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,207. PHYSICIAN FEES, RNS, LPNS, ETC.: PROGRAM SERVICE EXPENSES 348,179. MANAGEMENT AND GENERAL EXPENSES 81,812. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 429,991. DENTAL FEES: PROGRAM SERVICE EXPENSES 25,808. MANAGEMENT AND GENERAL EXPENSES 6,064. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,872. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT TO REFLECT FUNDED STATUS 444,205. 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