2020-05-11T10:21:28-05:00 2019-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2018-07-01 520591485 KESWICK MULTI-CARE CENTER INC KESW 4102358860 700 W 40TH STREET BALTIMORE MD 21211 MICHELE LAGANA CFO 4102358860 2020-05-11 1 JAMES E CRISP P00025401 4106855512 2020-05-11 144.121.150.146 2020-05-11 10:21:24 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7ED660B1DA5B7572EB4EFB1F9341951127F9693C 2018 2020-09-23 17:36:50Z MICHELE LAGANA 700 W 40TH STREET BALTIMORE MD 21211 39372677 0 X WWW.CHOOSEKESWICK.ORG X 1883 MD LONG TERM HEALTH CARE FOR SENIORS 13 13 537 131 2510537 0 5478618 8683142 28827915 30131501 38 52 82572 557982 34389143 39372677 0 0 0 0 20732235 19911666 0 0 40036 14154522 14940265 34886757 34851931 -497614 4520746 22157866 23492455 20104340 19405713 2053526 4086742 X LONG TERM HEALTH CARE FOR SENIORS 0 0 29911359 27258615 NURSING HOME CARE - KESWICK PROVIDES HEALTHCARE SOLUTIONS TO ENHANCE THE QUALITY OF LIFE FOR CHRONICALLY ILL OLDER ADULTS AND THEIR FAMILIES. KESWICK SUPPORTS INDIVIDUALS IN MAINTAINING THEIR HIGHEST POSSIBLE QUALITY OF LIFE AS THEY MANAGE THE AGING PROCESS BY PROVIDING A BROAD SPECTRUM OF SOCIAL AND HEALTHCARE SOLUTIONS IN A CARING, DIGNIFIED AND RESPECTFUL MANNER. CURRENTLY, KESWICK SERVES APPROXIMATELY 183 PERSONS PER DAY IN LONG-TERM CARE AND 32 PERSONS PER DAY IN SUB-ACUTE REHABILITATION SERVICES. IN LONG-TERM CARE, RESIDENTS HAVE INDIVIDUAL MEDICAL CARE PLANS THAT ADDRESS THEIR SPECIFIC MEDICAL, SOCIAL AND PHYSICAL NEEDS. IN SUB-ACUTE REHABILITATION, KESWICK COMBINES ADVANCED THERAPIES AND COMPASSIONATE CARE FOR EACH PERSON SEEKING CARE. (SEE CONTINUATION ON SCHEDULE O)BY PROVIDING INDIVIDUALS WITH THE INTENSIVE THERAPIES THEY NEED TO GROW STRONGER IN MIND, BODY AND SOUL, KESWICK HELPS CREATE POSITIVE OUTCOMES FOR THE INDIVIDUALS AND ENSURES A SMOOTHER TRANSITION TO THEIR HOME ENVIRONMENT. 746154 296754 KESWICK ADULT DAY SERVICES IS AN ALTERNATIVE TO FULL-TIME NURSING CARE, AND PROVIDES A VITAL SENSE OF COMMUNITY TO SENIORS AND THEIR FAMILIES. THE PROGRAM RUNS DURING THE DAY WITH SENIORS RETURNING TO THEIR RESIDENCES IN THE EVENING. WHILE AT KESWICK, SENIORS RECEIVE HEALTHCARE SUPPORT SERVICES, GROUP INTERACTION AND COMPANIONSHIP, SKILL-BUILDING AND SKILL-ENHANCING ACTIVITIES AND SOCIAL OPPORTUNITIES BASED ON THEIR INDIVIDUALIZED INTERESTS, NEEDS AND ABILITIES. THE MONTESSORI APPROACH IS UTILIZED TO ENSURE EACH PERSON IS ENGAGED AND FEELING PRODUCTIVE. KESWICK'S ADULT DAY SERVICES MEETS THE NEEDS OF OLDER ADULTS WITH ALZHEIMER'S DISEASE AND OTHER TYPES OF MEMORY IMPAIRMENT, AS WELL AS SENIORS WITH PARKINSON'S DISEASE, COMPLICATIONS (SEE CONTINUATION ON SCHEDULE O)OF STROKE AND ADDITIONAL MEDICAL PROBLEMS THAT PREVENT THEM FROM BEING AT HOME ALONE DURING THE DAY ALLOWING THEM TO RECEIVE THE SUPPORT THEY NEED TO IMPROVE THEIR QUALITY OF LIFE. ADDITIONALLY, KESWICK ADULT DAY SERVICES PROVIDES SUPPORT TO THE CAREGIVER AS THEY WORK WITH THEIR LOVED ONE TO MANAGE AND ADDRESS THE ONGOING AND OFTEN ESCALATING NEEDS OF THE SENIOR THROUGH THE AGING PROCESS. 30657513 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 85 0 1 537 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MD X THE BUSINESS OFFICE 4102358860 700 W 40TH STREET BALTIMORE MD 21211 MATT M ROCKSTROH CHAIR 2.00 X X 0 0 0 CATHERINE J BOYNE VICE CHAIR/SECRETARY 2.00 X X 0 0 0 NANCY J FLOYD PRUE TREASURER 2.00 X X 0 0 0 KAREN S DEELEY DIRECTOR 2.00 X 0 0 0 RONALD C DIEGELMAN DIRECTOR 2.00 X 0 0 0 KAREN L EVANS DIRECTOR 2.00 X 0 0 0 LAWRENCE L HOOPER JR DIRECTOR 2.00 X 0 0 0 CRAIG S HORNER DIRECTOR 2.00 X 0 0 0 JOHN C WEISS III DIRECTOR 2.00 X 0 0 0 JAY MAGAZINER PHD DIRECTOR 2.00 X 0 0 0 MATT E HEMELT DIRECTOR 2.00 X 0 0 0 MICHAEL A MEREDITH DIRECTOR 2.00 X 0 0 0 GRAYLIN E SMITH DIRECTOR 2.00 X 0 0 0 CARMEL ROQUES CEO 36.00 4.00 X 258004 0 32743 ERIC TURNBAUGH CFO 36.00 4.00 X 196453 0 33588 ELIZABETH HOWSER DIRECTOR OF HR 40.00 X 134407 0 20669 KATHY GRANING VP CLINICAL SERVICES 40.00 X 131405 0 15463 JOHN STEVENS EXECUTIVE DIRECTOR 40.00 X 130279 0 28697 SHARON GENTILE DIRECTOR OF CLINICAL REIMB 40.00 X 125493 0 15740 MARIA DARBY SR. VP COMMUNICATIONS 40.00 X 118423 0 7453 1094464 0 154353 17 0 1 0 FLAGSHIP REHABILITATION 157 BALTIMORE ST SUITE 200 CUMBERLAND MD 21502 THERAPY SERVICES 2465019 MORGAN-KELLER INC 70 THOMAS JOHNSON DRIVE FREDERICK MD 21702 CONSTRUCTION CONTRACTOR 1525352 UNIDINE CORPORATION 1000 WASHINGTON ST SUITE 510 BOSTON MA 02118 FOOD SERVICE 1457168 APERIO HEALTH 885 HOODS MILL ROAD COOKSVILLE MD 21723 IT CONSULTING 565000 ALLIED UNIVERSAL SECURITY SVCS PO BOX 828854 PHILADELPHIA PA 19182 SECURITY SERVICES 288276 11 8618780 64362 8683142 SKILLED NURSING SERVICES 623000 27258615 27258615 MANAGEMENT FEES 541610 2185924 2185924 KESWICK AT HOME FEES 621610 324613 324613 MEDICAL ADULT DAY CARE 623000 296754 296754 PATIENT SERVICES 623000 65595 65595 30131501 52 52 375712 0 375712 375712 375712 PAY FOR PERFORMANCE 623000 174555 174555 MISCELLANEOUS 623000 7715 7715 182270 39372677 27555369 2510537 623629 518596 518596 15522703 13677800 1812836 32067 753589 676558 77031 1937815 1767326 170489 1178963 1007308 169173 2482 81608 81608 83270 83270 409251 235567 173684 216695 216695 2321129 2153107 168022 379734 379734 1098648 1072293 25352 1003 11785 8175 3610 20061 7088 12973 422382 409204 12671 507 2281356 2210177 68441 2738 347130 336299 10414 417 CONTRACT LABOR 4807529 4652981 154153 395 PROVIDER TAX 1731462 1731462 BAD DEBT EXPENSE 671330 671330 MISCELLANEOUS EXPENSES 56895 40838 15630 427 34851931 30657513 4154382 40036 855594 1720105 3041681 3943799 196443 144704 57050775 39623446 17449151 17427329 42517 17537 572480 238981 22157866 23492455 2386357 2093717 12376 11455393 11081964 154954 154954 6107636 6062702 20104340 19405713 X 1967565 4002980 85961 83762 2053526 4086742 22157866 23492455 X 4520746 -2487530 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 36482 682197 683237 35442 0 85961 -2199 83762 85794 167 85961 82661 3133 85794 90928 -8267 82661 94236 -3308 90928 1.00000 1 0 45706277 30973361 14732916 10087387 7829785 2257602 1257111 820300 436811 17427329 SECURITY DEPOSITS 3317 ACCRUED SALARIES AND VACATION 1279049 DEFERRED COMPENSATION 17537 ACCRUED PENSION 3317870 INTEREST RATE SWAP ARRANGEMENT 1400491 DUE TO RELATED PARTIES, NET 44438 6062702 X 45836215 15082318 15082318 30753897 8618780 8618780 39372677 39758009 4906078 4906078 34851931 0 34851931 PART IV, LINE 1B: KESWICK ACTS IN AN AGENCY CAPACITY REGARDING THE HOLDING OF PATIENT CASH FUNDS. PART V, LINE 4: KESWICK'S ENDOWMENT FUND IS COMPRISED OF A BENEFICIAL INTEREST IN A TRUST. THE INCOME FROM THE TRUST IS TO BE USED FOR THE BENEFIT OF ONE OR MORE RESIDENTS OF KESWICK MULTI-CARE'S LONG TERM CARE FACILITY WHO ARE UNABLE TO PAY FOR ALL OR A PORTION OF THE COSTS OF CARE AND WHO DO NOT QUALIFY FOR STATE ASSISTANCE -- $83,762 PART X, LINE 2: THE ORGANIZATION HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAX AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY UNREALIZED GAIN 5,708,034. CHANGE IN BENEFICIAL INT IN IRREV TRUST -2,199. RELATED PARTY REVENUE - FOUNDATION 8,945,535. RELATED PARTY REVENUE - KCH 430,948. PART XI, LINE 4B - OTHER ADJUSTMENTS: RELATED PARTY CONTRIBUTIONS ELIMINATED IN FINANCIAL STATEMENTS 8,618,780. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE OF RELATED ENTITY IN CONS. AUDIT 2,343,843. CHANGE IN INTEREST RATE SWAP 593,701. EXPENSE OF RELATED ENTITY IN CONS. AUDIT 76,904. CHANGE IN PENSION LIABILITY 1,891,630. X X X X 0 0 0 0 0 0 0 0 0 CARMEL ROQUES CEO 258004 0 0 0 0 0 17195 0 15548 0 290747 0 0 0 ERIC TURNBAUGH CFO 196453 0 0 0 0 0 13206 0 20382 0 230041 0 0 0 ELIZABETH HOWSER DIRECTOR OF HR 134407 0 0 0 0 0 7700 0 12969 0 155076 0 0 0 JOHN STEVENS EXECUTIVE DIRECTOR 130279 0 0 0 0 0 8300 0 20397 0 158976 0 0 0 A MARYLAND HEALTH & HIGHER 520936091 574217G41 2007-08-09 11520000 TO REFINANCE COSTS OF ACQUISITION 0 0 0 A 11520000 146863 19000 11354137 2006 0 1 1 1 A 0 1 0 0 0.03600 0.03600 0 0 0 A 0 0 0 1 1 0 0 0 0 A 1 SCHEDULE K, PART III, LINE 9 THIS QUESTION IS NOT APPLICABLE AS THE ORGANIZATION DOES NOT HAVE ANY NONQUALIFIED BONDS OF THE ISSUANCE. SCHEDULE K, PART IV, LINE 7 THIS QUESTION IS NOT APPLICABLE AS ARBITRAGE IS NOT APPLICABLE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL BOARD MEMBERS AND EMPLOYEES MUST SIGN OFF THAT THEY RECEIVED, READ, UNDERSTAND AND WILL COMPLY WITH THE CONFLICT OF INTEREST POLICY. IF AN ISSUE ARISES IT IS PRESENTED AT THE GOVERNING BOARD OR COMMITTEE MEETING AND A DECISION IS MADE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO, TOP MANAGEMENT OFFICIALS AND OFFICERS AND OTHER KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. COMPARABLE DATA FROM AVAILABLE SOURCES, SUCH AS THE FORM 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES, ARE USED TO ASSESS THE APPROPRIATE COMPENSATION RANGES OF THESE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR REVIEW BY THE PUBLIC UPON RECEIPT OF A WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INT IN IRREV TRUST -2,199. DECREASE IN MINIMUM PENSION LIABILITY -593,701. DECREASE IN THE VALUE OF INTEREST RATE SWAP -1,891,630. KESWICK AT HOME LLC 700 W 40TH STREET BALTIMORE MD 21211 205872464 IN HOME NURSING CARE AIDS AND CARE MGMT SERVICES MD -3715 68347 N/A KESWICK MANAGEMENT LLC 700 W 40TH STREET BALTIMORE MD 21211 205872391 MANAGEMENT SERVICES MD 99025 484102 N/A KESWICK FOUNDATION INC 700 W 40TH STREET BALTIMORE MD 21211 521066144 TO MANAGE FUNDS FOR RESIDENT BENEFITS MD 501(C)(3) 509(A)(3) N/A 0 KESWICK COMMUNITY HEALTH INC 700 W 40TH STREET BALTIMORE MD 21211 810877455 TO PROVIDE COMMUNITY BASED SERVICES MD 501(C)(3) 509(A)(3) N/A 0 0 0 1 0 1 0 0 0 0 1 0 1 0 1 1 0 0 0 0 KESWICK FOUNDATION INC C 8618780 FMV