2017-11-14T06:00:49-06:00 2016-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2016-01-01 131624033 Jewish Home Lifecare Manhattan JEWI 2128705000 120 West 106th Street New York NY 10025 Elliot J Hagler CFO 2128705000 2017-11-13 1 Aaron Shapiro P01333816 2128674000 38.98.118.70 2017-11-13 12:02:35 ES P D7076C0EC39B17C3336BFEA465ABF20A32036F2A 73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900 2016 2017-02-10 21:41:12Z Elliot J Hagler 120 West 106th Street New York NY 10025 96824220 0 X www.jewishhome.org X 1872 NY Jewish Home Lifecare (d.b.a The New Jewish Home), Manhattan is a not-for-profit organization committed to transforming eldercare for New Yorkers so they can live meaningful lives in the place they all home. 38 37 934 548 0 0 2663821 2821005 85621043 87232422 600117 199348 0 0 88884981 90252775 0 0 0 0 56460148 58088586 0 0 0 28963422 28166075 85423570 86254661 3461411 3998114 138709932 131230834 52945800 44551734 85764132 86679100 X Jewish Home Lifecare Manhattan (d/b/a The New Jewish Home, Manhattan), is a not-for-profit organization committed to transforming eldercare for New Yorkers so they can live meaningful lives in the place they call home. 1 0 69909865 80347807 See Schedule OThe New Jewish Home, Manhattan, located at 120 West 106th Street, New York, NY operates a 514-bed facility providing long-term skilled nursing, post acute rehabilitation, dementia care communities, adult day programs, pain management and palliative care, social services and religious life and pastoral care programs.The New Jewish Home, Manhattan has 38 beds in Manhattan dedicated to state-of-the-art cardiopulmonary rehabilitation. In addition to a full range of cardiac rehabilitation, treatment capabilities have expanded to cover pulmonary conditions including COPD, Pre and Post lung transplantation, and restrictive lung diseases including interstitial lung disease and pulmonary fibrosis. The unit was developed in collaboration with NYU Langone Medical Center. In partnership with The Mount Sinai Hospital, The New Jewish Home, Manhattan opened the Center for Advanced Rehabilitation Medicine in 2014. The specialized 38-bed unit serves individuals with a wide range of orthopedic and musculoskeletal conditions. In August, the Geriatric Substance Abuse Recovery Program, the nation's first post-acute program offering physical rehabilitation in conjunction with substance abuse recovery services, was moved from Jewish Home's Bronx Campus to Manhattan. The New Jewish Home, Manhattan has been located on the Upper West Side for 131 years. We are planning to build a new facility nearby to replace the Manhattan campus. Working in conjunction with The Green House Project, Jewish Home will radically transform traditional long-term care by creating a supportive home environment where real home, empowered workforce, and meaningful life are the core values. 4704016 6227817 See Schedule OThe New Jewish Home, Manhattan provides healthcare and social engagement for community-based clients. The Medical Adult Day program is offered for individuals with chronic health conditions. They offer healthcare services and coordination with personal physicians, transportation, nutritious meals along with daily programs and activities. The program is staffed by skilled nurses, physical, occupational and speech therapists along with certified nursing assistants. In 2016 the Medical Adult Day Program served 266 participants. Social Day Care Program clients spend the day in a caring, engaging and secure environment. Services include assistance with personal care, meals and snacks along with a variety of activities and wellness programs. Professional staff consists of Certified Recreation Specialists and Certified Nursing Assistants licensed by New York State. In 2016 the Social Day Care Program served 33 participants.On September 21, 2016 the Day Program of Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx, began operating under the license of the Manhattan Day Program.For more information on The New Jewish Home, Manhattan, visit www.jewishhome.org. 1687818 511764 457010 145034 Other health care programs for elders include housing companies: Kittay House, Kenneth Gladstone Building, Riverdale House, Weinberg Gardens, and University Avenue Assisted Living. 457010 145034 76758709 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 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 1 0 0 0 1 75 0 934 1 0 0 0 0 0 0 0 0 0 0 X 38 37 0 1 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X Elliot Hagler 2128705973 120 West 106th Street New York NY 10025 Elizabeth Grayer Chair 0.60 6.15 X X 0 0 0 Michael Luskin Vice Chair 0.30 3.45 X X 0 0 0 David Haas Treasurer 0.30 3.45 X X 0 0 0 Lynn Oberlander Secretary 0.30 3.45 X X 0 0 0 Mel Barkan Director 0.20 0.80 X 0 0 0 Ann Berman Director 0.20 0.80 X 0 0 0 Daniel S Bernstein Director 0.20 0.80 X 0 0 0 William A Blumstein Director 0.20 0.80 X 0 0 0 John P Engel Director 0.20 0.80 X 0 0 0 Bruce J Evans Director 0.20 0.80 X 0 0 0 Lisa Feiner Director 0.20 0.80 X 0 0 0 Margot Freedman Director 0.20 0.80 X 0 0 0 David Freeman Director 0.20 0.80 X 0 0 0 Susan Glickman Director 0.20 0.80 X 0 0 0 Robin Gottlieb Director 0.20 0.80 X 0 0 0 Scott Hansen Director 0.20 0.80 X 0 0 0 Joy Henshel Director 0.20 0.80 X 0 0 0 Peter Hess Director 0.20 0.80 X 0 0 0 Joel Hirschtritt Director 0.20 0.80 X 0 0 0 Jonathan Hochberg Director 0.20 0.80 X 0 0 0 William Klingenstein Director 0.20 0.80 X 0 0 0 William Kummel Director 0.20 0.80 X 0 0 0 Lisa Lippman Director 0.20 0.80 X 0 0 0 Russell Makowsky Director 0.20 1.10 X 0 0 0 Marilyn Margon Director 0.20 0.80 X 0 0 0 Candice Meth Director 0.20 0.80 X 0 0 0 Thomas E Moore III Director 0.20 0.80 X 0 0 0 Jill Oberlander Director 0.20 0.80 X 0 0 0 David Orelowitz Director 0.20 0.80 X 0 0 0 Elizabeth Pagel Serebransky Director 0.20 0.80 X 0 0 0 David B Pinter Director 0.20 0.80 X 0 0 0 Paul Polivy Director 0.20 0.80 X 0 0 0 Arthur Rebell Director 0.20 0.80 X 0 0 0 Ellen Reinheimer Director 0.20 0.80 X 0 0 0 Jeffrey Rothschild Director 0.20 0.80 X 0 0 0 Tami J Schneider Director 0.20 0.80 X 0 0 0 Jayne Silberman Director 0.20 0.80 X 0 0 0 Audrey S Weiner President and CEO 16.00 21.50 X X 925492 1188066 345384 Thomas J Gilmartin Chief Administrative Officer 17.00 20.50 X 210113 308917 188526 Elliot J Hagler Chief Financial Officer 12.00 36.50 X 77211 150763 12192 Jacob Victory Chief Operating Officer 12.00 36.50 X 77212 150761 6634 Tammy L Marshal Chief Experience Officer 37.50 0.00 X 217994 0 27046 Gabrielle K Genauer Vice President Legal 12.00 36.50 X 62915 122846 27433 Audrey Wathen Senior VP Human Resources 12.00 36.50 X 117638 229700 29810 Bruce Nathanson Senior VP Marketing 12.00 36.50 X 125158 74454 34919 Marie Rosenthal Administrator 37.50 0.00 X 276447 0 30776 Nancy Stoddard Vice President IT 12.00 36.50 X 93168 181917 50957 Firouzeh Naima Director of Finance 12.00 36.50 X 63600 124184 25631 Regina Melly VP Business Development 12.00 36.50 X 128463 250833 18386 Maryanne Morgan Director of Finance 12.00 36.50 X 62162 121375 34385 Robert Lanfranchi IT Director 12.00 36.50 X 76267 148917 0 Svetlana DeBellis VP Managed Care 12.00 36.50 X 74146 144777 48886 Victoria Izraylevsky Director of Human Resources 12.00 36.50 X 68140 133046 48064 Melissa L Martin Medical Director 37.50 X 214740 0 13498 Worku Zewdu Physician 37.50 X 186889 0 49315 3057755 3330556 991842 41 0 1 0 Custom Healthcare Solutions LLC 228 East 45th Street 12th Floor New York NY 10017 Staffing Agency 395724 ONX USA LLC 4842 Solution CTR Chicago IL 60677 IT Dept Services 381969 Robison Energy LLC PO Box 120 New York NY 10008 Oil and Natural Gas Service 270294 Scwartz Sladkus Reich 270 Madison Ave 9th Floor New York NY 10016 Legal Services 214228 Affinity Rehabilitation LLP 307 International Dr Suite 100 Hunt Valley MD 21030 Rehab Services 192319 7 93099 2591500 96406 40000 2821005 Residents 623000 80347807 80347807 Adult day care 621400 6227817 6227817 Ancillary services 623990 511764 511764 Other programs 623990 145034 145034 87232422 153591 153591 6617202 6571445 45757 45757 45757 90252775 87232422 0 199348 X 2814423 552263 2262160 36239840 33959096 2280744 6378273 6064487 313786 8255431 7925607 329824 4400619 4057029 343590 1295311 715152 580159 291613 83940 207673 158595 158595 16330 16330 19016 19016 8879178 7618914 1260264 12675 12675 4658899 4460456 198443 381969 381969 2240863 1944693 296170 97211 70636 26575 10347 10347 624736 622741 1995 2379115 2379115 1156411 38604 1117807 Assessment 3607990 3607990 Patient food 2194478 2187644 6834 Dues to nursing home as 141338 88373 52965 86254661 76758709 9495952 0 906960 4688577 245249 1006546 295273 258685 20323613 17369820 173193 199813 70231 187500 131356460 83082131 50925660 48274329 6502569 6807036 3403146 2577355 55864038 49861173 138709932 131230834 12822737 7562864 564341 638971 3824360 35734362 36349899 52945800 44551734 X 76720217 77295507 3867728 4207406 5176187 5176187 85764132 86679100 138709932 131230834 X 3998114 115845 564624 -3763615 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 1457 0 1 14873 16330 0 Part II-B, Line 1: Lobbying reported on line 1j is in connection with amounts paid for membership dues to CCLC, LeadingAge New York, CCLC, and GNYHA for lobbying activities. These were not direct expenditures of the organization. In addition, to membership dues, line 1g refers to expenses that are related to the time spent and travel by CEO. 0 1 X 8614714 306879 203328 8718265 8801917 674579 861782 8614714 8680534 138383 17000 8801917 6543842 2291412 154720 8680534 5425861 100800 1017181 6543842 0.40630 0.59370 0 1 1 24251330 19177570 5073760 107105130 63904561 43200569 48274329 Due from related organizations 22313356 Beneficial interest in related organization 24525961 Cash-escrow 3021856 49861173 Accrued pension payable 30194859 Estimated liabilities to third parties 430553 Security deposits 562606 Refundable advance 3021856 Capital lease payable 2140025 36349899 X 86585989 115845 -3763615 -3647770 90233759 19016 19016 90252775 86235645 0 86235645 19016 19016 86254661 Part IV, Line 2b: The organization is required to place resident funds into a separate interest-bearing account. All deposits are considered the property of the resident and may not be commingled with personal monies or become an asset of the organization. Upon cessation of each resident's stay at the nursing home, the resident fund deposit is returned to the resident or a family member. Part V, Line 4: The endowment consists of three individual donor-restricted endowment funds established to fund research, patient and community services. Jewish Home Lifecare, Manhattan has a beneficial interest in Fund for the Aged, Inc., related organization. The income on permanently restricted net assets is being used for health programs, staff development, and therapeutic recreation and resident services. Jewish Home Lifecare, Manhattan has a beneficial interest in Fund for the Aged, Inc., related organization. The income on permanently restricted net assets is being used for recreation and resident services. Part X, Line 2: Jewish Home Lifecare, Manhattan and Subsidiaries have determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending December 31, 2013 and subsequent remain subject to examination by applicable taxing authorities. Part XI, Line 2d - Other Adjustments: Change in beneficial interest in related organization 2,144,071. Adjustment to pension liability funded status -651,115. Loss on write-off abandoned project costs -5,256,571. X 1 1 0 1 0 0 0 0 0 1 0 Audrey S Weiner President and CEO 270173 346824 140122 179878 515197 661364 143084 183679 8154 10467 1076730 1382212 0 0 Thomas J Gilmartin Chief Administrative Officer 117598 172899 80964 119036 11551 16982 63925 93984 12394 18223 286432 421124 11008 16185 Elliot J Hagler Chief Financial Officer 76758 149876 0 0 453 887 0 0 4129 8063 81340 158826 0 0 Jacob Victory Chief Operating Officer 77106 150555 0 0 106 206 0 0 2247 4387 79459 155148 0 0 Tammy L Marshal Chief Experience Officer 202544 0 15000 0 450 0 15520 0 11526 0 245040 0 0 0 Gabrielle K Genauer Vice President Legal 62862 122743 0 0 53 103 0 0 9291 18142 72206 140988 0 0 Audrey Wathen Senior VP Human Resources 77738 151790 38610 75390 1290 2520 5635 11004 4461 8710 127734 249414 0 0 Bruce Nathanson Senior VP Marketing 123917 73716 0 0 1241 738 7843 4666 14052 8358 147053 87478 0 0 Marie Rosenthal Administrator 262157 0 13000 0 1290 0 19215 0 11561 0 307223 0 0 0 Nancy Stoddard Vice President IT 84030 164075 8467 16533 671 1309 6391 12477 10868 21221 110427 215615 0 0 Firouzeh Naima Director of Finance 63163 123331 0 0 437 853 4658 9095 4023 7855 72281 141134 0 0 Regina Melly VP Business Development 85893 167713 42336 82664 234 456 6227 12159 0 0 134690 262992 0 0 Maryanne Morgan Director of Finance 56848 110999 5080 9920 234 456 4240 8279 7406 14460 73808 144114 0 0 Robert Lanfranchi IT Director 67566 131928 8467 16533 234 456 0 0 0 0 76267 148917 0 0 Svetlana DeBellis VP Managed Care 67051 130922 6943 13557 152 298 5007 9776 11550 22553 90703 177106 0 0 Victoria Izraylevsky Director of Human Resources 64651 126235 3387 6613 102 198 4890 9548 11389 22237 84419 164831 0 0 Melissa L Martin Medical Director 214521 0 0 0 219 0 11585 0 1913 0 228238 0 0 0 Worku Zewdu Physician 184909 0 0 0 1980 0 12974 0 36341 0 236204 0 0 0 Part I, Line 1a 1) Tax indemnification and gross-up payments 2) Audrey S. Weiner 3) The amounts were treated as taxable compensation Part I, Line 3 The salaries for the executives are determined by the parent company, Jewish Home Lifecare. The methods utilized include a Compensation Committee, independent compensation consultants, who perform independent compensation studies, and review approval of the recommendations of the Compensation Committee by the board. Part I, Line 4b Audrey S. Weiner participated in a supplemental defined benefit retirement plan. The accrual for the year was $307,913. During 2016, Audrey vested in the plan and as a result $1,166,997 was included in Ms. Weiner's W-2 reportable compensation. Thomas J. Gilmartin participated in a supplemental defined contribution retirement plan. During 2016, Mr. Gilmartin's vesting in the plan resulted in an additional $27,193 of W-2 reportable compensation for Mr. Gilmartin and $139,059 of non-taxable benefit, which is included in retirement and other deferred compensation column in Schedule J. Part I, Line 7 The bonuses are based upon employees achieving goals set at the beginning of the year. The bonus is recommended and approved by the Compensation Committee chaired by the Chair of the Board of Directors of The New Jewish Home. Form 990, Part III, line 2 In September 2016, the adult day care program of Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx was transferred to Jewish Home Lifecare, Manhattan's license. Form 990, Part VI, Section A, line 3 Management responsibilities are fulfilled by administrative personnel employed by a related entity, JHL Corporate Services, Inc. In 2016, costs incurred by JHL Corporate Services, Inc. were allocated to individual Jewish Home Lifecare's entities in accordance with expense-based methodology. The organization periodically reviews the method by which administrative overhead expenses are allocated. Form 990, Part VI, Section A, line 4 The organization amended its by-laws for the number and composition of the board members and the quorum requirements and to ensure consistency in the affiliates' by-laws. Jewish Home Lifecare, parent organization, and its related organizations have filed appropriate authorizations to conduct business under variations of "The New Jewish Home" name. Form 990, Part VI, Section A, line 6 The sole member of the organization is Jewish Home Lifecare, a New York not-for-profit corporation. Form 990, Part VI, Section A, line 7a Jewish Home Lifecare may elect one or more members of the governing body. Form 990, Part VI, Section B, line 11b A draft of the completed return is reviewed by Management. Any comments arising from the review are discussed and if required, changes are made. The draft is submitted to the Audit and Compliance Committee of The New Jewish Home and Subsidiaries for its review and approval. Once the Audit and Compliance Committee has completed its review, copies of the returns are provided to all board members. Form 990, Part VI, Section B, line 12c Annually all Board members, officers, and key employees are provided a copy of the conflict of interest policy and are asked to review the policy and to disclose any potential or actual conflicts that may have occurred since the last disclosure. The Audit and Compliance Committee of the Board reviews the disclosures as summarized by the Compliance department. All identified conflicts of interest are discussed and either approved or rejected by the Board. If the Board of Directors or the Governance Committee determines that a conflict of interest exists, the Director with the conflict may not take part in the decision process to which the conflict relates. Such disclosure and the fact that the Director did not vote or participate in the deliberations is recorded in the relevant minutes. Form 990, Part VI, Section B, line 15 Annually, the Chairman of the Board of Jewish Home Lifecare, in consultation with the Compensation Committee, reviews and evaluates the President/CEO, officers and key employees' performance against a series of goals and objectives for the year. In establishing compensation levels for the President/CEO, officers and key employees, the Board Chair and the Compensation Committee of the Board use performance and periodic compensation surveys of other similar type organizations, completed by an external consultant, to inform their decisions. Minutes of the meeting are maintained in a confidential file. The meeting of the compensation committee at which this took place was held in May 2016. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and financial statements are available to the public upon request. Form 990, Part IX, line 11g Temporary help: Program service expenses 0. Management and general expenses 213,406. Fundraising expenses 0. Total expenses 213,406. Therapists: Program service expenses 760,165. Management and general expenses 0. Fundraising expenses 0. Total expenses 760,165. Physician fees: Program service expenses 423,252. Management and general expenses 0. Fundraising expenses 0. Total expenses 423,252. LPN'S: Program service expenses 2,431,797. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,431,797. RN'S: Program service expenses 475,413. Management and general expenses 0. Fundraising expenses 0. Total expenses 475,413. Repairs and Maintenance services: Program service expenses 454,344. Management and general expenses 0. Fundraising expenses 0. Total expenses 454,344. Other contracts: Program service expenses 3,073,943. Management and general expenses 1,046,858. Fundraising expenses 0. Total expenses 4,120,801. Form 990, Part XI, line 9: Change in beneficial interest in related organization 2,144,071. Adjustment for pension liability funded status -651,115. Reserve on amounts due from related organizations Loss on write-off of abandoned project costs -5,256,571. Form 990, Part XII, Line 2c: The Audit and Compliance Committee of the organization has the oversight responsibility for the audit of the organization's financial statements. As part of the financial statement audit process, the Audit and Compliance Committee is responsible to: 1. Select the independent audit firm 2. Review and approve audit scope and fees 3. Oversee the financial reporting process 4. Ensure open communications between management, audit firm, and the Audit and Compliance Committee 5. Review of independent audit firm's annual performance 6. Meet in Executive Session (absent management) with the audit firm to discuss any potential concerns with management's performance Jewish Home Lifecare 120 West 106th Street New York NY 10025 133267073 Provides care for the elderly NY 501(c)(3) 12, type I N/A 0 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 120 West 106th Street New York NY 10025 237071900 Provides care for the elderly NY 501(c)(3) 10 Jewish Home Lifecare 0 Fund for the Aged Inc 120 West 106th Street New York NY 10025 133603516 Solicit and distribute contributions for care to the elderly NY 501(c)(3) 7 Jewish Home Lifecare 0 Jewish Home Lifecare Sarah Neuman Center Westchester 845 Palmer Avenue Mamaroneck NY 10543 133620568 Provides care for the elderly NY 501(c)(3) 10 Jewish Home Lifecare 0 Kittay House Jewish Home Lifecare Inc 100 West Kingsbridge Road Bronx NY 10468 132619576 Provides housing to the elderly NY 501(c)(3) 10 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 0 Lifecare Property Holding Corp 120 West 106th Street New York NY 10025 205945618 Owns property NY 501(c)(2) n/a Jewish Home Lifecare 0 Harry and Jeanette Weinberg Riverdale HouseHousing Development Fund Co Inc 120 West 106th Street New York NY 10025 133865179 Provides subsidized housing for the elderly NY 501(c)(3) 10 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 0 Kenneth Gladstone Building Housing Development Fund Company Inc 120 West 106th Street New York NY 10025 134078893 Provides subsidized housing for the elderly NY 501(c)(3) 10 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 0 Harry and Jeanette Weinberg Gardens Housing Development Fund Company Inc 120 West 106th Street New York NY 10468 204981328 Provides subsidized housing for the elderly NY 501(c)(3) 7 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 0 JHL Corporate Services Inc 120 West 106th Street New York NY 10025 263385174 Management services DE 501(c)(3) 12, type I Jewish Home Lifecare 0 Jewish Home Lifecare Community Services Inc 120 West 106th Street New York NY 10025 270158524 Provides community services NY 501(c)(3) 10 Jewish Home Lifecare 0 156 West 106th Street Holding Corp 120 West 106th Street New York NY 10025 270308650 Owns property NY 501(c)(2) n/a Jewish Home Lifecare 0 Jewish Home Lifecare University Avenue Assisted Living Inc 120 West 106th Street New York NY 10025 273960910 Construction and operation of University Avenue Assisted Living facility DE 501(c)(3) 10 Jewish Home Lifecare 0 Geriatric Career Development Program Inc 120 West 106th Street New York NY 10025 462452619 To operate programs for at-risk youth DE 501(c)(3) 7 Jewish Home Lifecare 0 2614 Kingsbridge Corp 120 West 106th Street New York NY 10025 132749776 Provides parking facilities NY N/A C 0 Jewish Home Lifecare Home Assistance Personnel Inc 120 West 106th Street New York NY 10025 133267068 Provides long term home health care NY N/A C 0 JHHA Medical Group PC 120 West 106th Street New York NY 10025 133364558 Provides health care services NY N/A C 0 102 West 107th Street Corp 120 West 106th Street New York NY 10025 132760057 Provides parking facilities NY N/A C 0 Jewish Home Lifecare Spectrum Services Inc 120 West 106th Street New York NY 10025 453563804 Holding company for for-profit affiliates NY N/A C 0 0 0 1 0 1 0 0 0 0 1 0 0 1 1 1 1 1 0 0