2018-05-07T09:22:18-05:00 2017-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 36 SOUTH CHARLES ST 18TH FLOOR BALTIMORE MD 21201 990 2016-07-01 520591485 KESWICK MULTI-CARE CENTER INC KESW 4102358860 700 W 40TH STREET BALTIMORE MD 21211 ERIC TURNBAUGH CFO 4102358860 2018-05-07 1 JAMES E CRISP P00025401 4106855512 2018-04-24 2016 2022-09-23 18:48:47Z ERIC TURNBAUGH 700 W 40TH STREET BALTIMORE MD 21211 33957029 0 X WWW.CHOOSEKESWICK.ORG X 1883 MD LONG TERM HEALTH CARE FOR SENIORS 11 11 504 94 2288906 0 5909160 4175080 32492078 29704688 -561898 151 91359 77110 37930699 33957029 0 0 0 0 23622898 21168540 0 0 5433 17197133 15292938 40820031 36461478 -2889332 -2504449 24295494 22766765 24785182 22833290 -489688 -66525 X LONG TERM HEALTH CARE FOR SENIORS 0 1 30811270 26684297 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 174 PERSONS PER DAY IN LONG-TERM CARE AND 68 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. 992554 270953 KESWICK ASSISTED LIVING - KESWICK PROVIDES AN INTIMATE AND HOME-LIKE SETTING FOR 23 RESIDENTS, UNDER THE CARE AND SUPERVISION OF A PROFESSIONAL NURSING STAFF. KESWICK OFFERS A BRAIN HEALTH PROGRAM THAT HELPS EACH RESIDENT IMPROVE BRAIN FUNCTION AND SHARPEN MEMORY BY INTEGRATING PHYSICAL AND EMOTIONAL WELLNESS, NUTRITION AND SOCIALIZATION. THROUGH INDIVIDUALIZED PLANS, KESWICK PROVIDES RESIDENTS WITH EDUCATIONAL OPPORTUNITIES AND ACTIVITIES CENTERED ON HEALTH, EXERCISE, STRESS MANAGEMENT, PERSONAL DEVELOPMENT AND SOCIAL INTERACTION. ADDITIONALLY, AS A RESIDENT'S NEEDS INCREASE, KESWICK CAN ALSO ASSIST WITH DAILY LIVING ACTIVITIES AND MEDICINE ADMINISTRATION AS WELL AS SPECIALIZED PROGRAMMING FOR MEMORY IMPAIRMENT AND/OR OTHER NEEDED THERAPIES. KESWICK CLOSED THIS SERVICE LINE IN JANUARY, 2017. 591537 393710 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. 32395361 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 54 0 1 504 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 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 JAMES R SEBA CHAIR 2.00 X X 0 0 0 MARY LOU YAM PHD VICE CHAIR/SECRETARY 2.00 X X 0 0 0 MATT M ROCKSTROH TREASURER 2.00 X X 0 0 0 CRAIG S HORNER DIRECTOR 2.00 X 0 0 0 LENWOOD M IVEY PHD DIRECTOR 2.00 X 0 0 0 GRAYLIN E SMITH DIRECTOR 2.00 X 0 0 0 CATHERINE J BOYNE DIRECTOR 2.00 X 0 0 0 MARY W CARTER PHD DIRECTOR 2.00 X 0 0 0 RONALD DIEGELMAN DIRECTOR 2.00 X 0 0 0 MICHAEL A MEREDITH DIRECTOR 2.00 X 0 0 0 JOHN C WEISS III DIRECTOR 2.00 X 0 0 0 CARMEL ROQUES CEO 40.00 X 187524 0 27429 ERIC TURNBAUGH CFO 40.00 X 161602 0 28957 JAMES WARNER EXECUTIVE DIR. 40.00 X 140993 0 14215 ELIZABETH HOWSER DIRECTOR OF HR 40.00 X 124010 0 19712 SHARON GENTILE DIRECTOR OF CLINICAL REIMB. 40.00 X 121789 0 13747 DEE JACKSON DIRECTOR OF NURSING 40.00 X 119301 0 18735 CLAIRE BRASWELL CONTROLLER 40.00 X 112415 0 14356 967634 0 137151 13 0 1 0 FLAGSHIP REHABILITATION 157 BALTIMORE ST SUITE 200 CUMBERLAND MD 21502 THERAPY SERVICES 3068928 UNIDINE CORPORATION 1000 WASHINGTON ST SUITE 510 BOSTON MA 02118 FOOD SERVICE 1783573 THE NEWBERRY GROUP 5650 MEXICO ROAD SAINT PETERS MO 63376 IT CONSULTING 351419 AINSLEY & CO 720 S MONTFORD AVEUNUE SUITE 101 BALTIMORE MD 21224 MARKETING CONSULTANT 176224 MASTERS ELECTRIC INC 202 BLUM COURT BEL AIR MD 21014 GENERAL CONTRACTING 166746 7 4115550 59530 4175080 MEDICARE/MEDICAID PYMTS 623000 26018249 26018249 MANAGEMENT FEES 541610 2065620 2065620 SKILLED NURSING SERVICES 623000 1011203 1011203 MEDICAL ADULT DAY CARE 623000 319508 319508 KESWICK AT HOME FEES 621610 223286 223286 66822 66822 29704688 151 151 MISCELLANEOUS 623000 77110 77110 77110 33957029 27348960 2288906 144083 499514 499514 16462856 14718712 1744144 841710 717278 124432 2168327 1818139 350188 1196133 1005791 190342 135121 135121 86587 86587 22178 22178 2740956 2539613 201343 958839 925702 31998 1139 6678 2923 3755 13864 8103 5761 463068 447060 15453 555 2314857 2234856 77250 2751 399981 386158 13348 475 CONTRACT LABOR 5184117 4870788 313013 316 PROVIDER TAX 1420850 1420850 PENALTIES AND FEES 653133 653133 BAD DEBT EXPENSE 371498 371498 521211 274757 246257 197 36461478 32395361 4060684 5433 1332348 1700122 3334074 2765876 267963 232963 53830102 36360027 18791298 17470075 82463 64352 487348 533377 24295494 22766765 1650482 2856198 24014 28105 11497585 11443821 144949 154954 11468152 8350212 24785182 22833290 X -572349 -152319 82661 85794 -489688 -66525 24295494 22766765 X -2504449 2927612 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 34951 669665 668444 36172 0 82661 3133 85794 90928 -8267 82661 94236 -3308 90928 83770 10466 94236 78381 5389 83770 1.00000 1 0 42900105 28272052 14628053 9850617 7310104 2540513 1079380 777871 301509 17470075 SECURITY DEPOSITS 3317 ACCRUED SALARIES AND VACATION 1242066 DEFERRED COMPENSATION 64352 ACCRUED PENSION 3304444 INTEREST RATE SWAP ARRANGEMENT 1346517 LOAN FROM AFFILIATE 2389516 8350212 X 57316529 27475050 27475050 29841479 4115550 4115550 33957029 37163650 702172 702172 36461478 0 36461478 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 -- $85,794 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 18,591,562. CHANGE IN BENEFICIAL INT IN IRREV TRUST 3,133. RELATED PARTY REVENUE 6,787,094. DECREASE IN PENSION LIABILITY 2,032,107. KCH 61,154. PART XI, LINE 4B - OTHER ADJUSTMENTS: RELATED PARTY CONTRIBUTIONS ELIMINATED 4,115,550. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE OF RELATED ENTITY IN CONS. AUDIT 1,500,951. CHANGE IN INTEREST RATE SWAP -892,372. EXPENSE OF RELATED ENTITY IN CONS. AUDIT 93,593. X X X X 1 0 0 0 0 0 0 0 0 CARMEL ROQUES CEO 187524 0 0 0 0 0 12578 0 14851 0 214953 0 0 0 ERIC TURNBAUGH CFO 161602 0 0 0 0 0 10618 0 18339 0 190559 0 0 0 JAMES WARNER EXECUTIVE DIR. 140993 0 0 0 0 0 7501 0 6714 0 155208 0 0 0 PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT: MARY JEAN HERRON - $16,913 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. 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 1 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 III, LINE 3 THE ORGANIZATION CLOSED ITS MEMORY CARE ASSISTED LIVING UNIT IN JANUARY 2017 AND NO LONGER PROVIDES THIS SERVICE. 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 3,133. DECREASE IN MINIMUM PENSION LIABILITY 2,032,107. DECREASE IN THE VALUE OF INTEREST RATE SWAP 892,372. FORM 990, PART XII, LINE 2C: THERE IS NO CHANGE IN THE AUDIT COMMITTEE PROCESS FROM THE PRIOR YEAR. KESWICK AT HOME LLC 700 W 40TH STREET BALTIMORE MD 21211 205872464 IN HOME NURSING CARE AIDS AND CARE MGMT SERVICES MD -3409 38659 N/A KESWICK MANAGEMENT LLC 700 W 40TH STREET BALTIMORE MD 21211 205872391 MANAGEMENT SERVICES MD 61609 228086 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 0 0 1 0 1 1 0 0 0 0 KESWICK FOUNDATION INC C 4115550 FMV KESWICK FOUNDATION INC E 2389516 FMV