2019-11-13T17:12:59-06:00 2018-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2018-01-01 113041480 PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION FOUNDATION PARK 7182892100 271-11 76TH AVENUE NEW HYDE PARK NY 110401433 ROBERT WERNER CFO/EVP FOR OPERATIONS 7182892100 2019-11-13 1 GARRETT M HIGGINS P00543209 9143818900 2019-11-04 65.51.112.58 2019-11-13 17:12:56 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9616F4B14A694591D1E716C270910E6FA5556DA3 2018 2020-04-17 16:48:07Z MICHAEL ROSENBLUT 271-11 76TH AVENUE NEW HYDE PARK NY 110401433 16010787 0 X WWW.PARKERINSTITUTE.ORG X 1991 NY TO SUPPORT AND BENEFIT THE PARKER JEWISH INSTITUTE FOR HEALTHCARE AND REHABILITATION AND ANY SUPPORTING ORGANIZATION OPERATING FOR ITS BENEFIT. 16 16 8 17 0 0 582650 606523 0 0 1840989 1929970 -9017 -52668 2414622 2483825 1122919 2001348 0 0 697525 461619 1590 6120 883240 794254 920838 2616288 3389925 -201666 -906100 43712855 39389968 241045 234731 43471810 39155237 TO RAISE FUNDS FOR AND PROVIDE OPERATIONAL SUPPORT TO THE PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION. 0 0 1728770 1728770 TO RAISE FUNDS AND PROVIDE SUPPORT TO THE PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION. 272578 272578 THE ORGANIZATION AWARDED DONATIONS TO OTHER LOCAL NONPROFITS WITH SIMILAR PURPOSES TO PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION, TO SUPPORT THEIR MISSIONS. 2001348 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 33 0 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 1 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X ROBERT WERNER 7182892100 271-11 76TH AVENUE NEW HYDE PARK NY 110401433 PETER SEIDEMAN CHAIRMAN 1.00 3.10 X X 0 0 0 LEONARD TANZER IMMEDIATE PAST CHAIR 1.00 3.10 X X 0 0 0 JERRY LANDSBERG VICE CHAIRMAN 1.00 3.10 X X 0 0 0 SHERYL SILVERSTEIN DMD VICE CHAIRMAN 1.00 3.10 X X 0 0 0 NINA KOPPELMAN VICE CHAIRMAN, FINANCE 1.00 3.10 X X 0 0 0 PHILIP KAPLAN TREASURER 1.00 3.10 X X 0 0 0 MIKE L DENHOFF ASSISTANT TREASURER 1.00 3.10 X X 0 0 0 ROBERT STERLING ASSISTANT TREASURER 1.00 2.10 X X 0 0 0 GARY GRANOFF SECRETARY 1.00 3.10 X X 0 0 0 FRANCES KATZ ASSISTANT SECRETARY 1.00 3.10 X X 0 0 0 ALVIN MURSTEIN TRUSTEE 1.00 1.10 X 0 0 0 BARBARA KURSHAN COLEMAN TRUSTEE 1.00 3.10 X 0 0 0 FREDERIC BAUMGARTEN TRUSTEE (THRU 03/2018) 1.00 1.10 X 0 0 0 HOWARD BORIS TRUSTEE 1.00 2.10 X 0 0 0 LEE CHARLES TRUSTEE 1.00 1.10 X 0 0 0 TARYN TANZER TRUSTEE 1.00 1.10 X 0 0 0 WILLIAM ACKERMAN TRUSTEE 1.00 2.10 X 0 0 0 MICHAEL ROSENBLUT PRESIDENT/CEO 2.50 52.50 X 0 1125696 87737 ROBERT WERNER CFO/EVP FOR OPERATIONS 2.50 46.50 X 0 482675 65658 KATHLEEN DARMSTADT VP OF FINANCE 2.50 47.50 X 0 217755 55998 LORRAINE BREUER VP OF RESEARCH 30.00 X 191172 0 45726 191172 1826126 255119 1 0 1 0 ORR ASSOCIATES INC 3000 K STREET NW SUITE E280 WASHINGTON DC 20007 DEVELOPMENT SERVICES 319099 1 422720 183803 606523 713734 713734 136104 37012 99092 99092 99092 14420806 13204570 1216236 1216236 1216236 133620 422720 285380 -151760 -151760 2483825 0 0 1877302 1998348 1998348 3000 3000 405355 405355 4530 4530 27545 27545 24189 24189 35000 35000 169409 169409 6120 6120 177066 177066 320170 320170 16642 16642 32489 32489 30000 30000 10740 10740 123862 123862 REPAIR AND MAINTENANCE 4800 4800 DIRECT OPERATING EXPENS 381 381 INDIRECT SPECIAL EVENT 279 279 3389925 2001348 505337 883240 1187502 479812 795215 415417 816826 671719 22204 22469 2807552 536112 2330745 2271440 29015132 27878866 574887 498925 8970344 7151320 43712855 39389968 162376 157062 78669 77669 241045 234731 X 41020912 36744687 1361670 583192 1089228 1827358 43471810 39155237 43712855 39389968 X -906100 -3341105 -69368 X X 0 1 X 1 0 X 671930 1665353 670493 535650 606523 4149949 671930 1665353 670493 535650 606523 4149949 672216 3477733 884252 825389 731166 752920 849838 4043565 750 750 8194264 0.42440 0.42140 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RECOVERY OF BAD DEBT - 2017 AMOUNT: $ 750. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: DISTRIBUTION FROM ESTATE DATE: 12/31/15 AMOUNT: 2469090. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 169409 169409 0 PART II-B, LINE 1: THE FOUNDATION HIRED TWO OUTSIDE CONSULTANTS TO CONDUCT LOBBYING ON ITS BEHALF IN FRONT THE U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS), AND THE NYS GOVERNMENT. THE CONSULTANTS LOBBIED ON THE FOLLOWING ISSUES: MEDICARE AND MEDICAID REIMBURSEMENT FOR POST-ACUTE CARE SERVICES; FEDERAL FUNDING AND DEMONSTRATION APPLICATIONS; REIMBURSEMENT FOR DIALYSIS SERVICES; ISSUES RELATED TO MEDICARE ADVANTAGE PARTICIPATION. 1571364 255994 1827358 1490977 87411 7024 1571364 1485421 39300 33744 1490977 1554252 5813 74644 1485421 1614312 1230 45951 107241 1554252 0.60000 0.40000 0 0 390000 390000 2395755 527945 1867810 21797 8167 13630 2271440 BENEFICIAL INTEREST IN REMAINDER TRUSTS 37631 ACCRUED INTEREST RECEIVABLE 58033 DUE FROM RELATED PARTY 7055656 7151320 X -926309 -3341105 -3341105 2414796 69029 69029 2483825 3390264 618 618 3389646 279 279 3389925 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS ARE INTENDED TO BE USED FOR PROGRAM OPERATIONS AND DEFICITS, SPECIAL PROJECTS, RESEARCH AND EDUCATION. PART X, LINE 2: THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE PERIODS PRIOR TO DECEMBER 31, 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART IX, LINE 20 279. WRITE-OFF OF UNCOLLECTIBLE PLEDES REPORTED ON PART XI, LINE 9 68,750. PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE-OFF OF UNCOLLECTIBLE PLEDES REPORTED ON PART XI, LINE 9 618. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART IX, LINE 20 279. GALA DINNER 333835 281255 52580 18760 75612 51781 26558 GOLF CLASSIC 222505 141465 81040 5804 77770 915 2540 25640 556340 422720 133620 5804 96530 76527 54321 52198 285380 -151760 1 PARKER JEWISH INSTITUTE FOR HEALTHCARE AND REHABILIATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 132631069 501(C)(3) 1728770 BUILDING PARKER PARK, SUPPORTING PARKER AT YOUR DOOR AND PARKER'S RECREATION PROGRAM NEW YORK BOARD OF RABBIS 136 EAST 39TH STREET 4TH FLOOR NEW YORK NY 10016 131809283 501(C)(3) 10000 GENERAL OPERATING SUPPORT UNITED HOPSITAL FUND OF NEW YORK 1411 BROADWAY 12TH FLOOR NEW YORK NY 10018 131562656 501(C)(3) 8000 GENERAL OPERATING SUPPORT NYU WINTHROP HOSPITAL 259 1ST STREET MINEOLA NY 11501 111633486 501(C)(3) 6700 GENERAL OPERATING SUPPORT NEW YORK PRESBYTERIAN QUEENS 56-45 MAIN STREET FLUSHING NY 11355 111839362 501(C)(3) 5850 GENERAL OPERATING SUPPORT NYC-METRO PHYSICIAN SERVICES PC 271-11 76TH AVENUE NEW HYDE PARK NY 11040 823588007 6000 START UP FUNDS 5 1 PART I, LINE 2: THE ORGANIZATION RAISES FUNDS FOR A RELATED PARTY, PARKER JEWISH INSTITUTE FOR HEALTHCARE AND REHABILIATION. THE MONEY IS SPENT ACCORDING TO THE PROGRAM IT WAS RAISED FOR, I.E. PARKER AT YOUR DOOR AT PARKER JEWISH INSTITUTE OR PARKER PARK. MANAGEMENT OF THE PARKER JEWISH INSTITUTE FOR HEALTHCARE AND REHABILITATION FOUNDATION ARE RESPONSIBLE TO REQUEST THE NECESSARY FUNDS AND REPORT TO THE FOUNDATION ON THE USAGE OF THOSE FUNDS. 0 1 0 0 0 0 0 0 0 MICHAEL ROSENBLUT PRESIDENT/CEO 0 1123484 0 0 0 2212 0 44929 0 42808 0 1213433 0 0 ROBERT WERNER CFO/EVP FOR OPERATIONS 0 479837 0 0 0 2838 0 22169 0 43489 0 548333 0 0 KATHLEEN DARMSTADT VP OF FINANCE 0 214917 0 0 0 2838 0 13768 0 42230 0 273753 0 0 LORRAINE BREUER VP OF RESEARCH 189679 0 0 0 1493 0 3870 0 41856 0 236898 0 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY A RELATED PARTY, PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION, USING THE FOLLOWING PROCESS: A WRITTEN EMPLOYMENT CONTRACT IS CURRENTLY IN PLACE FOR THE PRESIDENT/CEO. THE CONTRACT WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EXTERNAL INFORMATION AND SURVEYS WERE USED FOR COMPARATIVE PURPOSES IN DETERMINING THE COMPENSATION AMOUNTS IN THE CONTRACT. PERFORMANCE IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE BOARD OF TRUSTEES. RECOMMENDATIONS ARE MADE TO THE EXECUTIVE COMMITTEE OF THE BOARD WHO APPROVE THE SALARIES OF THE KEY EMPLOYEES AND OTHER OFFICERS. RECOMMENDATIONS ARE BASED ON A REVIEW OF FORM 990'S OF SIMILAR-SIZED ORGANIZATIONS. THE BOARD'S APPROVAL OF THE SALARIES ARE DOCUMENTED IN THE MINUTES TO THE MEETING. PART I, LINE 4B CONTRIBUTIONS MADE BY PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION TO A SUPPLEMENTARY NON-QUALIFIED RETIREMENT PLAN DURING 2018 ARE AS FOLLOWS: MICHAEL N. ROSENBLUT $39,429 ROBERT M. WERNER $16,669 KATHLEEN DARMSTADT $8,100 FORM 990, PART VI, SECTION A, LINE 2 LENNY TANZER AND TARYN TANZER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED ON SEPTEMBER 27, 2018. SIGNIFICANT CHANGES INCLUDED THE FOLLOWING: 1. DESCRIPTION OF PURPOSE CHANGES 2. NUMBER OF TRUSTEES AND BOARD COMPOSITION CHANGES 3. TRUSTEE APPOINTMENT AND TERM LIMIT CHANGES 4. RESIGNATION AND REMOVAL OF TRUSTEE CHANGES 5. QUORUM AND VOTING REQUIREMENT CHANGES 6. ELECTION OR APPOINTMENT AND TERM OF OFFICE CHANGES FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION SHALL BE GERIATRIC RESOURCES OF NEW YORK. FORM 990, PART VI, SECTION A, LINE 7A AT EACH ANNUAL MEETING OF GERIATRIC RESOURCES OF NEW YORK, TRUSTEES OF THE INSTITUTE SHALL BE ELECTED TO VACANT POSITIONS ON THE BOARD, EACH FOR A TERM OF THREE YEARS, TO HOLD OFFICE UNTIL HIS SUCCESSOR HAS BEEN ELECTED AND HAS QUALIFIED. A VACANCY IN ANY OFFICE MAY BE FILLED BY THE BOARD OF TRUSTEES OF GERIATRIC RESOURCES OF NEW YORK AS PROVIDED IN THE BYLAWS OF GERIATRIC RESOURCES OF NEW YORK. FORM 990, PART VI, SECTION A, LINE 7B THE REPEAL OR AMENDMENT OF ANY BYLAW OF THE CORPORATION SHALL BE EFFECTED BY EITHER OF THE FOLLOWING METHODS: (I) A VOTE OF TWO-THIRDS OF THE ENTIRE BOARD OF TRUSTEES OF GERIATRIC RESOURCES OF NEW YORK OR (II) A VOTE OF TWO-THIRDS OF THE TRUSTEES PRESENT AT ANY MEETING OF THE BOARD OF TRUSTEES OF GERIATRIC RESOURCES OF NEW YORK, PROVIDED THAT (A) WRITTEN NOTICE OF EITHER THE TEXT OR SUBSTANCE OF ANY PROPOSED AMENDMENT OR APPEAL OF THE BYLAWS SHALL BE GIVEN TO ALL TRUSTEES AT LEAST TEN BUSINESS DAYS PRIOR TO THE DATE OF THE MEETING AT WHICH THE AMENDMENT OR REPEAL IS TO BE PROPOSED, WITH NOTICE OF THE RIGHT TO INFORM THE BOARD OF TRUSTEES OF THE TRUSTEE'S OPPOSITION IN WRITING, AND (B) NO MORE THAN A TOTAL OF ONE-THIRD OF ALL TRUSTEES HAVE ADVISED THE BOARD OF TRUSTEES EITHER IN WRITING OF THEIR OPPOSITION, OR EXPRESSED THEIR OPPOSITION TO SUCH AMENDMENT OR REPEAL VERBALLY AT A MEETING AT WHICH A QUORUM IS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B PARKER JEWISH INSTITUTE FOR HEALTH CARE FOUNDATION 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 MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF TRUSTEES AND OFFICERS OF THE BOARD ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY. EACH PERSON MUST COMPLETE A STATEMENT AFFIRMING THAT THEY DO NOT HAVE ANY CONFLICTS OR POTENTIAL CONFLICTS. IF A CONFLICT WERE TO ARISE, IT WOULD BE BROUGHT TO THE BOARD'S ATTENTION THROUGH THE EXECUTIVE COMMITTEE AND THE CORPORATE COMPLIANCE COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 RECOMMENDATIONS ARE MADE TO THE EXECUTIVE COMMITTEE OF THE BOARD WHO APPROVE THE SALARIES OF THE KEY EMPLOYEES. RECOMMENDATIONS ARE BASED ON A REVIEW OF FORM 990'S OF SIMILAR-SIZED ORGANIZATIONS. THE BOARD'S APPROVALS OF THE SALARIES ARE DOCUMENTED IN THE MINUTES TO THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON NEW YORK STATE ATTORNEY GENERAL WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, FORM 990, FORM 1023, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 271-11 76TH AVENUE, NEW HYPE PARK, NY 11040-1433 OR BY CALLING THE ORGANIZATION DIRECTLY AT (718)-289-2100. FORM 990, PART XI, LINE 9: WRITE-OFF OF UNCOLLECTIBLE PLEDGES -69,368. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 132631069 TO PROVIDE SUPERIOR QUALITY HEALTH CARE AND REHABILITATION FOR ADULTS NY 501(C)(3) LINE 10 GERIATRIC RESOURCES OF NEW YORK 0 GERIATRIC RESOURCES OF NEW YORK 271-11 76TH AVENUE NEW HYDE PARK NY 11040 113100541 TO SUPPORT PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION AND NY 501(C)(3) LINE 12B, II N/A 0 THE QUEENS LONG ISLAND RENAL INSTITUTE 271-11 76TH AVENUE NEW HYDE PARK NY 11040 264827558 TO PROVIDE RENAL REPLACEMENT THERAPY SERVICES NY 501(C)(3) LINE 3 GERIATRIC RESOURCES OF NEW YORK 0 LEAGUE OF THE PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 112516708 TO SUPPORT AND BENEFIT THE PARKER JEWISH INSTITUTE AND ITS RELATED ENTITIES NY 501(C)(3) LINE 10 GERIATRIC RESOURCES OF NEW YORK 0 AGEWELL NEW YORK LLC 271-11 76TH AVENUE NEW HYDE PARK NY 11040 300743059 OPERATE A PARTIALLY CAPITATED MEDICAID AND MEDICARE MANAGED LT CARE PROGRAM NY PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION RELATED 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0