2017-11-14T06:01:04-06:00 2016-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2016-01-01 133620568 Jewish Home Lifecare Sarah Neuman Center Westchester JEWI 9146986005 845 Palmer Avenue Mamaroneck NY 10543 Elliot J Hagler CFO 9146986005 2017-11-13 1 Aaron Shapiro P01333816 2128674000 38.98.118.70 2017-11-13 12:57:30 ES P D7076C0EC39B17C3336BFEA465ABF20A32036F2A 73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900 2016 2017-02-10 21:41:12Z Elliot J Hagler 845 Palmer Avenue Mamaroneck NY 10543 43853623 0 X www.jewishhome.org X 1990 NY Jewish Home Lifecare (d.b.a The New Jewish Home) Westchester, Sarah Neuman Center, 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 37 523 127 0 0 3070695 814232 44404123 43023808 17597 15583 0 0 47492415 43853623 0 0 0 0 29790107 29979012 0 0 0 13870300 14668938 43660407 44647950 3832008 -794327 43619041 46746837 32518025 33088540 11101016 13658297 X Jewish Home Lifecare, Sarah Neuman Center, Westchester (d/b/a The New Jewish Home, Sarah Neuman) ("Sarah Neuman"), is a not-for-profit organization whose mission is to support the health, individuality and dignity of the individuals for whom we care. We are creating a tailored continuum of care that is person-directed at every level. Our goal is to enable each individual to live safely and productively in our facility or in their own home in the community. 0 0 38235732 41931501 See Schedule OSarah Neuman, located at 845 Palmer Avenue in Mamaroneck, NY, is a 301-bed nursing home and rehabilitation center providing long-term care/skilled nursing, post-acute care and rehabilitation, telehealth, Alzheimer's disease/memory care, adult day care programs, pain management and palliative care, social services, religious and lifestyle activities and Home Away from Home respite care.Sarah Neuman is continuing its large scale renovation to bring the principles of the Green House model of person-directed care to Westchester though the establishment of Small House communities. The Green House model radically transforms the traditional long-term care facility into a supportive home environment that focuses on the needs of the individual rather than the operational needs of the institution. The structure of the Small House communities is necessary to fully realize person-directed care: creating meaningful life and a real home for elders, and to empower the workforce. This model not only supports the physical well-being of elders, but also their individuality and dignity. To date three Small Houses have been completed with plans to open four additional Small Houses. 1520125 1092307 See Schedule OSarah Neuman's Adult Day Programs provide healthcare and an engaging community for clients living in their own homes or with family. The Medical Adult Day programs are 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.Social Day Care Program provides services in a caring, engaging, and secure environment to community-based elders with Dementia or Alzheimer's disease. Services are offered during daytime and nighttime hours, including assistance with personal care, meals and snacks along with a variety of activities and wellness programs. Sarah Neuman is the first program in Westchester to offer Night Care services. The Program served 64 participants in 2016.For more information on Sarah Neuman, visit www.jewishhome.org. 39755857 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 0 0 0 1 62 0 523 1 0 0 0 0 0 0 0 0 0 0 X 38 37 1 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 0.00 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 5.50 32.00 X X 314075 1799483 345384 Thomas J Gilmartin Chief Administrative Officer 6.00 31.50 X 81664 437366 188526 Elliot J Hagler Chief Financial Officer 6.00 31.50 X 39855 188119 12192 Jacob Victory Chief Operating Officer 6.00 31.50 X 39855 188118 6634 Gabrielle K Genauer Vice President Legal 6.00 31.50 X 32475 153286 27433 Audrey Wathen Senior VP Human Resources 6.00 31.50 X 60723 286615 29810 Bruce Nathanson Senior VP Marketing 6.00 31.50 X 13087 186525 34919 Sandra Mundy Administrator 37.50 X 292829 0 17615 Nancy Stoddard Vice President IT 6.00 31.50 X 48092 226993 50957 Firouzeh Naima Director of Finance 6.00 31.50 X 32830 154954 25631 Regina Melly VP Business Development 6.00 31.50 X 66311 312985 18386 Maryanne Morgan Director of Finance 6.00 31.50 X 32087 151450 34385 Robert Lanfranchi IT Director 6.00 31.50 X 39368 185816 0 Svetlana DeBellis VP Managed Care 6.00 31.50 X 38273 180650 48886 Victoria Izraylevsky Director of Human Resources 6.00 31.50 X 35172 166014 48064 Richard Mato Director of Finance 6.00 31.50 X 31875 150455 0 Olivia B Ibe Director of Nursing 37.50 X 232706 0 19085 1431277 4768829 907907 13 0 1 0 Affinity Rehabilitation 10600 York Rd Ste 105 Cockeysville MD 21030 Rehabiliation Services 2115006 Pearl Care Medical Staffing LLC PO Box 823473 Philadelphia PA 19182 Employment Agency 186242 Schwartz Sladkus Reich 270 Madison Ave 9th Floor New York NY 10016 Legal Services 103450 3 93099 717684 3449 814232 Residents 623000 40602342 40602342 Grant income 623000 1183196 1183196 Adult day care 621400 1092307 1092307 Ancillary services 623000 145963 145963 43023808 15583 15583 43853623 43023808 0 15583 1190688 310444 880244 19402916 17917734 1485182 2380921 2144258 236663 4525422 4345369 180053 2479065 2307744 171321 2024833 1735553 289280 209553 106003 103550 81864 2785 79079 4626 4626 265 265 1415210 1303032 112178 5526 5526 2805656 2639698 165958 442747 442747 1171652 1026871 144781 51111 44397 6714 4939 4939 301439 301439 2351570 2351570 601885 48091 553794 Assessment 2177688 2177688 Patient food 960212 956804 3408 Dues to nursing homes a 58162 36377 21785 44647950 39755857 4892093 0 480067 606793 99668 88316 233599 72435 11024189 8990251 158487 153687 67395914 42809423 23110130 24586491 391662 410835 8121239 11838029 43619041 46746837 5126004 5860304 297280 478788 8622586 7162727 18472155 19586721 32518025 33088540 X 9825968 12519857 1195048 1058440 80000 80000 11101016 13658297 43619041 46746837 X -794327 25920 278408 3047280 X X 0 1 X 1 0 X 625362 677510 2848196 3070695 814232 8035995 42208516 41380580 41802776 44404123 43023808 212819803 42833878 42058090 44650972 47474818 43838040 220855798 0 0 0 220855798 4442 2570 9305 17597 15583 49497 4442 2570 9305 17597 15583 49497 42838320 42060660 44660277 47492415 43853623 220905295 0.99980 0.99980 0.00020 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 4626 0 0 4626 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, and HEP Lobbying expenses. These were not direct expenditures of the organization. 0 1 X 80000 80000 80000 80000 80000 80000 80000 80000 80000 80000 1.00000 0 1 1 644383 644383 46649306 28097605 18551701 19467136 14711818 4755318 635089 635089 24586491 Beneficial interest in related organization 11838029 11838029 Due to related organizations 11403473 Pension payable 7821273 Estimated liabilities to third parties 290480 Swap liability 71495 19586721 X 43834434 25920 25920 43808514 265 44844 45109 43853623 48424482 3776797 3776797 44647685 265 265 44647950 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: Jewish Home Lifecare, Sarah Neuman Center, Westchester 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; research and education; and other services. Part X, Line 2: The Home has 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 4b - Other Adjustments: realized loss 32,270. bad debt 12,574. Part XII, Line 2d - Other Adjustments: Change in beneficial interest in related organization 3,716,790. Gain on swap agreement 60,007. X 1 1 0 1 0 0 0 0 0 1 0 Audrey S Weiner President and CEO 91686 525311 47552 272448 174837 1001724 48557 278206 2767 15854 365399 2093543 0 0 Thomas J Gilmartin Chief Administrative Officer 45707 244790 31468 168532 4489 24044 24845 133064 4817 25800 111326 596230 4754 22439 Elliot J Hagler Chief Financial Officer 39621 187013 0 0 234 1106 0 0 2131 10061 41986 198180 0 0 Jacob Victory Chief Operating Officer 39801 187860 0 0 54 258 0 0 1160 5474 41015 193592 0 0 Gabrielle K Genauer Vice President Legal 32448 153157 0 0 27 129 0 0 4796 22637 37271 175923 0 0 Audrey Wathen Senior VP Human Resources 40127 189401 19930 94070 666 3144 2909 13730 2303 10868 65935 311213 0 0 Bruce Nathanson Senior VP Marketing 12957 184676 0 0 130 1849 820 11689 1469 20941 15376 219155 0 0 Sandra Mundy Administrator 167500 0 125000 0 329 0 17615 0 0 0 310444 0 0 0 Nancy Stoddard Vice President IT 43375 204730 4371 20629 346 1634 3299 15569 5610 26479 57001 269041 0 0 Firouzeh Naima Director of Finance 32604 153890 0 0 226 1064 2404 11349 2077 9801 37311 176104 0 0 Regina Melly VP Business Development 44337 209269 21853 103147 121 569 3214 15172 0 0 69525 328157 0 0 Maryanne Morgan Director of Finance 29344 138503 2622 12378 121 569 2189 10330 3823 18043 38099 179823 0 0 Robert Lanfranchi IT Director 34876 164618 4371 20629 121 569 0 0 0 0 39368 185816 0 0 Svetlana DeBellis VP Managed Care 34610 163363 3584 16916 79 371 2584 12199 5962 28141 46819 220990 0 0 Victoria Izraylevsky Director of Human Resources 33372 157514 1748 8252 52 248 2524 11914 5879 27747 43575 205675 0 0 Richard Mato Director of Finance 31235 147431 0 0 640 3024 0 0 0 0 31875 150455 0 0 Olivia B Ibe Director of Nursing 130763 0 101000 0 943 0 10383 0 8702 0 251791 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 VI, Section A, line 2 Lynn Oberlander and Jill Oberlander have a family relationship. 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, a copy of the draft return was provided to all board members prior to filing with IRS. 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 XI, line 9: Change in beneficial interest in related organization 3,716,790. Adjustment to pension liability -202,969. Write-off of abandoned project costs -481,704. Gain on swap agreement 60,007. Realized loss -32,270. Bad debt -12,574. 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 Manhattan 120 West 106th Street New York NY 10025 131624033 Provides care for the elderly NY 501(c)(3) 3 Jewish Home Lifecare 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 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 Corporation 100 West Kingsbridge Road Bronx NY 10468 132749776 Provides parking facilities NY N/A C 0 Jewish Home Lifecare Home Assistance Personnel Inc 2900 Exterior Street Bronx NY 10468 133267068 Provides long term home health care NY N/A C 0 JHHA Medical Group PC 100 West Kingsbridge Road Bronx NY 10468 133364558 Provides health care services NY N/A C 0 102 West 107th Street Corporation 102 West 107th 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