2019-11-12T10:00:24-06:00 2018-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2018-01-01 221589209 THE FRANCIS E PARKER MEMORIAL HOME FRAN 7325458330 1421 RIVER ROAD PISCATAWAY NJ 08854 EDWARD MATTHEWS CFO 7325458330 2019-11-08 1 KERRI N BOGDA CPA P00760402 7177404863 50.211.1.210 2019-11-08 08:55:00 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AF78FC311707138AE8A35EE5AF434BBB9CACA7EB 2018 2020-01-14 16:20:31Z ROBERTO MUNIZ 1421 RIVER ROAD PISCATAWAY NJ 08854 7195978 0 X WWW.PARKERLIFE.ORG X 1907 NJ PROVIDES TRANSFORMATIVE AND CHARITABLE LONG-TERM CARE SERVICES. 15 14 359 211 0 0 0 0 7013085 7162366 105430058 5660 32865 27952 112476008 7195978 0 0 0 0 14090935 14451349 0 0 0 11657049 8574004 25747984 23025353 86728024 -15829375 1572919605 38028325 15179957 16894410 1557739648 21133915 FRANCIS E. PARKER PROVIDES TRANSFORMATIVE AND CHARITABLE LONG TERM CARE SERVICES IN HOME-LIKE SETTINGS WHILE ADVANCING LEARNING OPPORTUNITIES FOR NURSES, HEALTH CARE PROFESSIONALS AND CAREGIVERS. 0 0 16288453 0 7162366 THE FRANCIS E. PARKER MEMORIAL HOME PROVIDES HIGH QUALITY NURSING HOME CARE AT THE LOWEST FEASIBLE COST. CARE IS PROVIDED IN THE LEAST RESTRICTIVE AND MOST HOME-LIKE ENVIRONMENT POSSIBLE. THE HOME PRESENTLY HAS TWO NURSING HOME FACILITIES, PARKER AT LANDING LANE, LOCATED IN NEW BRUNSWICK, NEW JERSEY, WHICH SERVES 52 RESIDENTS; AND PARKER AT RIVER ROAD, LOCATED IN PISCATAWAY, NEW JERSEY, WHICH SERVES 79 RESIDENTS. THE AVERAGE DAILY CENSUS WAS 129 FOR 2018. 16288453 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 178 0 359 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X EDWARD MATTHEWS CFO 7324188614 1421 RIVER ROAD PISCATAWAY NJ 08854 CLIFFORD E HOLLAND TRUSTEE 0.70 3.30 X 0 0 0 PENELOPE LATTIMER PHD TRUSTEE 0.70 3.30 X 0 0 0 STEVEN LANDERS MD TRUSTEE 0.70 3.30 X 0 0 0 WILLIAM R HAGAMAN JR CHAIRMAN 3.00 11.00 X X 0 0 0 ROBERT S FALCONE TRUSTEE (RESIGNED NOV. 2018) 0.70 3.30 X 0 0 0 MARGUERITE K SCHLAG EDD RN VICE CHAIR 3.00 11.00 X X 0 0 0 JAMES FERRARE TRUSTEE 0.70 3.30 X 0 0 0 ALFRED F TALLIA MD MPH TRUSTEE 0.70 3.30 X 0 0 0 WILLIAM P TIBBITT TRUSTEE 0.70 3.30 X 0 0 0 JOSEPH FERRO MD TRUSTEE 0.70 3.30 X 0 0 0 ROBERTO MUNIZ MPA FLNHA PRESIDENT/CEO 27.00 13.00 X X 407126 0 65973 JOSEPH G BRAUNREUTHER ESQ SECRETARY 3.00 11.00 X X 0 0 0 JOHN A PAPA TREASURER 3.00 11.00 X X 0 0 0 SCOTT E TOWNSLEY TRUSTEE 0.70 3.30 X 0 0 0 BARBARA HUNT TRUSTEE 0.70 3.30 X 0 0 0 LARRY JONES TRUSTEE 0.70 3.30 X 0 0 0 EDWARD MATTHEWS CFO 27.00 13.00 X 215426 0 32255 DONNA SILBERT CHIEF STRATEGY OFFICER 40.00 X 211245 0 32169 JEAN REBELE CHIEF TALENT OFFICER 40.00 X 209231 0 56744 CURTIS EVANS COO (RESIGNED APRIL 2018) 40.00 X 79434 0 16228 JAMES DELLAPA CHIEF INFORMATION OFFICER 40.00 X 184300 0 30823 ELIZABETH SPARLING COO (AS OF AUGUST 2018) 40.00 X 106212 0 4360 SOFFY VILSON CHIEF NURSING OFFICER 40.00 X 166148 0 39539 ANGELO GIORDANO DIRECTOR OF FINANCE OPERATIONS 40.00 X 171824 0 18263 CAROL BURT RES. PLANNING ADMINISTRATOR 40.00 X 164435 0 27193 JUDITH COLLETT-MILLER DIR. OF PLANNING & ADMIN. 32.00 X 128149 0 34663 MADHUMITA CHAKRABARTTI DIR. OF FIN. PLANNING & ANALYSIS 40.00 X 139056 0 24868 DAWN KELLERMAN DIR. OF HUMAN RESOURCES 40.00 X 123477 0 23234 PHYLLIS AMEDURI DIR. OF QUALITY PERFORMANCE 40.00 X 117252 0 22498 SINA EL-KHOURY REGISTERED NURSE 40.00 X 116729 0 39094 2540044 0 467904 28 0 1 0 IRWIN & LEIGHTON INC 1014 W 9TH AVE KING OF PRUSSIA PA 19406 CONSTRUCTION 2461172 SPIEZLE ARCHITECTURAL GROUP INC 1395 YARDVILLE-HAMILTON SQUARE SUI HAMILTON NJ 08691 CONSTRUCTION 979173 IT INITIATIVES INC 198 US HWY 9 N SUITE 102 MANALAPAN NJ 07726 IT SERVICES 243702 SHI INTERNATIONAL CORP PO BOX 952121 DALLAS TX 75395 IT SERVICES 236584 DEMPSEY UNIFORM AND LINEN SUPPLY INC 1200 MID VALLEY DR JESSUP PA 18434 LINEN SERVICE 222815 16 RESIDENT FEES 623000 7162366 7162366 7162366 2410 2410 3250 0 3250 3250 3250 GUEST MEALS 623000 19371 19371 MISCELLANEOUS INCOME 623000 6545 6545 REHAB SVC LEVL AGRMNT 623000 1100 1100 936 936 27952 7195978 7162366 0 33612 2238927 191628 2047299 6612050 5451970 1160080 1490324 981569 508755 940913 805615 135298 3169135 2087281 1081854 227460 227460 287839 287839 1243 1243 1111018 1111018 335227 335227 515920 404130 111790 570430 565108 5322 108779 7390 101389 106279 106279 1558701 1558701 501354 129890 371464 DIETARY 727545 484953 242592 NJ PROVIDER TAX 559549 559549 STRATEGIC PLANNING 557436 557436 REPAIRS & MAINTENANCE 443290 443290 961934 841403 120531 23025353 16288453 6736900 0 1100 1901100 5733246 6375144 90069 119308 531781 461158 48650067 20979525 25228492 27670542 1526020928 13751042 1501073 1501073 61874 1572919605 38028325 7176817 7140586 8003140 9753824 15179957 16894410 X 1557739648 21133915 1557739648 21133915 1572919605 38028325 X -15829375 -1520776358 X 0 1 X 1 0 X 1 1243 1243 0 PART II-B, LINE 1: THE FRANCIS PARKER MEMORIAL HOME PAYS DUES TO LEADINGAGE NEW JERSEY WHICH ADVOCATES FOR NURSING HOMES AND OTHER CARE FACILITIES FOR THE AGED. SMALL PORTIONS OF THE DUES TO LEADINGAGE NEW JERSEY ARE USED FOR LOBBYING EXPENSES. 7250847 7250847 22656988 17855332 4801656 11504657 2922022 8582635 7237575 202171 7035404 27670542 ACCRUED PENSION COST 9753824 9753824 -1513580380 -1520776358 -1520776358 7195978 0 7195978 23025353 0 23025353 0 23025353 PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION LIABILITY ADJUSTMENT -1,791,277. EQUITY TRANSFER TO RELATED ENTITY -1,518,985,081. X 0 0 X X X X 0 0 0 0 0 0 0 1 0 ROBERTO MUNIZ MPA FLNHA PRESIDENT/CEO 344520 0 61336 0 1270 0 0 0 65973 0 473099 0 0 0 EDWARD MATTHEWS CFO 199215 0 15000 0 1211 0 0 0 32255 0 247681 0 0 0 DONNA SILBERT CHIEF STRATEGY OFFICER 192467 0 17508 0 1270 0 0 0 32169 0 243414 0 0 0 JEAN REBELE CHIEF TALENT OFFICER 189801 0 18750 0 680 0 0 0 56744 0 265975 0 0 0 JAMES DELLAPA CHIEF INFORMATION OFFICER 172634 0 10455 0 1211 0 0 0 30823 0 215123 0 0 0 SOFFY VILSON CHIEF NURSING OFFICER 153320 0 12211 0 617 0 0 0 39539 0 205687 0 0 0 ANGELO GIORDANO DIRECTOR OF FINANCE OPERATIONS 159896 0 11533 0 395 0 0 0 18263 0 190087 0 0 0 CAROL BURT RES. PLANNING ADMINISTRATOR 153998 0 8764 0 1673 0 0 0 27193 0 191628 0 0 0 JUDITH COLLETT-MILLER DIR. OF PLANNING & ADMIN. 116778 0 10609 0 762 0 0 0 34663 0 162812 0 0 0 MADHUMITA CHAKRABARTTI DIR. OF FIN. PLANNING & ANALYSIS 133149 0 5094 0 813 0 0 0 24868 0 163924 0 0 0 SINA EL-KHOURY REGISTERED NURSE 114489 0 1892 0 348 0 0 0 39094 0 155823 0 0 0 PART I, LINE 1A AS PART OF THE WELLNESS MEMBERSHIP REIMBURSEMENT POLICY: ALL FULL-TIME EMPLOYEES CAN BE REIMBURSED UP TO $100 PER QUARTER FOR A MEMBERSHIP. IN 2018, 18 EMPLOYEES RECEIVED THE BENEFIT. PART I, LINE 7 EXECUTIVES AND MANAGEMENT PERSONNEL RECEIVED BONUSES AS A PART OF THEIR COMPENSATION FOR THE YEAR 2018. BONUSES ARE BASED UPON PERFORMANCE EVALUATIONS THAT REFLECT PREVIOUSLY AGREED UPON GOALS AND OBJECTIVES WHICH HAVE BOTH FINANCIAL AND NON-FINANCIAL ELEMENTS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS OF THE FILING ORGANIZATION WERE AMENDED TO REFLECT THE NEW ORGANIZATIONAL STRUCTURE OF THE GROUP. AS MENTIONED OTHERWISE IN THIS FILING, PARKER HEALTH GROUP, INC. IS NOW THE PARENT AND SOLE MEMBER OF EACH OF ITS AFFILIATES. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS PARKER HEALTH GROUP, INC., A RELATED TAX-EXEMPT ENTITY. FORM 990, PART VI, SECTION A, LINE 7A AS SOLE MEMBER, PARKER HEALTH GROUP, INC. HAS THE POWER TO ELECT MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B AS SOLE MEMBER, PARKER HEALTH GROUP, INC. HAS THE POWER TO ALTER, AMEND OR REPEAL THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT PERFORMS AN INITIAL REVIEW OF THE FORM 990. ONCE MANAGEMENT IS SATISFIED, THE FINANCE COMMITTEE SUBSEQUENTLY REVIEWS THE RETURN IN DETAIL. BOARD MEMBERS ARE THEN PROVIDED WITH COPIES OF THE RETURN PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. ANY TRUSTEE, OFFICER, OR KEY EMPLOYEE WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OF TRUSTEES OR A COMMITTEE THEREOF SHALL MAKE A PROMPT AND FULL DISCLOSURE OF THE INTEREST TO THE BOARD OF TRUSTEES OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. THE BOARD OF TRUSTEES OR COMMITTEE TO WHICH DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST IS MADE SHALL DETERMINE, BY A MAJORITY VOTE, WHETHER A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, THE INTERESTED PERSON SHALL NOT VOTE ON, NOR USE PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. SUCH PERSON MAY BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT BUT MAY NOT BE COUNTED WHEN THE BOARD OF TRUSTEES OR A COMMITTEE OF THE BOARD OF TRUSTEES TAKES ACTION ON THE TRANSACTION. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. THE FULL BOARD MONITORS THE CONFLICT OF INTEREST POLICY AND WORKS WITH ORGANIZATION PERSONNEL TO ENSURE THAT ALL BOARD MEMBERS COMPLETE THE ANNUAL STATEMENTS. FOLLOW-UP IS PROVIDED BY LEGAL COUNSEL, IF NECESSARY. WHILE THE CONFLICT OF INTEREST POLICY DOES NOT EXPLICITLY STATE FAMILY AND BUSINESS RELATIONSHIPS, IT IS UNDERSTOOD THAT THESE RELATIONSHIPS MAY BE A SOURCE OF POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT COMPENSATION CONSULTANT, SULLIVAN, COTTER, AND ASSOCIATES, PROVIDES ANNUAL COMPENSATION SURVEY RESULTS TO THE ORGANIZATION. THE EXECUTIVE COMMITTEE (BOARD CHAIR, VICE-CHAIR, AND TREASURER) AND THE CHAIR OF THE PEOPLE COMMITTEE COMPOSE THE "AUTHORIZED BODY" WHICH HAS OVERSIGHT OF EXECUTIVE COMPENSATION ISSUES. THEY EVALUATE AND DETERMINE CEO COMPENSATION. THE SURVEY RESULTS ENSURE THAT COMPENSATION WILL BE WITHIN FAIR MARKET VALUE RANGE FOR THE INDUSTRY. USING THE SAME SURVEY, THE CEO DETERMINES COMPENSATION FOR THE REMAINING MANAGEMENT EXECUTIVES. ALL BOARD LEVEL DISCUSSIONS ARE DOCUMENTED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION LIABILITY ADJUSTMENT -1,791,277. EQUITY TRANSFER TO RELATED ENTITY -1,518,985,081. FORM 990, PART V, LINES 2A & 2B THE FILING ENTITY IS AN AFFILIATE IN A GROUP OF WHICH PARKER HEALTH GROUP, INC.(EIN 81-5241497) IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. PARKER HEALTH GROUP REPORTS ALL EMPLOYEES ON ITS FORM W-3, HOWEVER, EACH AFFILIATE HAS EMPLOYEES ALLOCATED TO THAT ENTITY. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V, LINE 2A ARE THOSE WHO HAVE BEEN DEEMED TO BE EMPLOYEES OF THIS ORGANIZATION. THE FRANCIS E PARKER MEMORIAL HOME DOES NOT, HOWEVER, REPORT THESE EMPLOYEES ON A SEPARATE W-3 UNDER ITS OWN EIN. FORM 990, SCHEDULE A, LINE 3 THE ORGANIZATION PROVIDES MEDICAL CARE TO RESIDENTS WHICH RISES TO THE LEVEL OF BEING DISTINGUISHED AS A HOSPITAL FOR PURPOSES OF ESTABLISHING A PUBLIC CHARITY STATUS. THE ORGANIZATION IS NOT, HOWEVER, LICENSED AS A HOSPITAL WITH THE STATE AND AS SUCH IS NOT REQUIRED TO COMPLETE A SCHEDULE H IN ITS FILING. FORM 990, SCHEDULE J, PART II: THE ORGANIZATION HAS A PENSION WHICH IS AVAILABLE TO ALL EMPLOYEES. THE PENSION CONTRIBUTIONS ARE DERIVED FROM ACTUARIAL FORMULAS WHICH TAKE INTO CONSIDERATION ALL EMPLOYEES; THE CALCULATIONS ARE NOT BASED ON INDIVIDUALS NOR ARE THE ORGANIZATION'S CONTRIBUTIONS SET ASIDE FOR SPECIFIC EMPLOYEES. SUBSEQUENTLY, NO PENSION OR DEFERRED INCOME IS REFLECTED IN SCHEDULE J, PART VII, COLUMN C. THE FRANCIS E PARKER ASSISTED LIVING CENTER INC 1421 RIVER ROAD PISCATAWAY NJ 08854 202937952 ASSISTED LIVING NJ 501(C)(3) LINE 12A, I PARKER HEALTH GROUP INC 0 PARKER AT THE PAVILION ADULT DAY HEALTH SERVICES CENTER INC 1421 RIVER ROAD PISCATAWAY NJ 08854 261887505 ADULT DAY HEALTH SERVICES NJ 501(C)(3) LINE 12A, I PARKER HEALTH GROUP INC 0 PARKER AT MONROE INC 1422 RIVER ROAD PISCATAWAY NJ 08854 471335159 NURSING HOME CARE NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 0 PARKER REHABILITATION SERVICES 1421 RIVER ROAD PISCATAWAY NJ 08854 471958020 REHABILITATION SERVICES NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 0 PARKER AT SOMERSET INC 1421 RIVER ROAD PISCATAWAY NJ 08854 471944928 NURSING HOME CARE NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 0 PARKER FOUNDATION INC 1421 RIVER ROAD PISCATAWAY NJ 08854 364858938 NURSING HOME CARE NJ 501(C)(3) LINE 12B, II PARKER HEALTH GROUP INC 0 PARKER HEALTH GROUP 1421 RIVER ROAD PISCATAWAY NJ 08854 815241497 NURSING HOME CARE NJ 501(C)(3) LINE 12B, II N/A 0 PARKER AT EAST WINDSOR 1421 RIVER ROAD PISCATAWAY NJ 08854 471890220 NURSING HOME CARE NJ N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1