2016-05-11T08:08:33-05:00 2015-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 36 SOUTH CHARLES ST 18TH FLOOR BALTIMORE MD 21201 990 2014-07-01 520591485 KESWICK MULTI-CARE CENTER INC KESW 4102358860 700 W 40TH STREET BALTIMORE MD 21211 ERIC TURNBAUGH CFO 4102358860 2016-05-11 1 JAMES E CRISP P00025401 4106855512 2016-05-04 2014 2016-08-17 19:52:53Z ERIC TURNBAUGH 700 W 40TH STREET BALTIMORE MD 21211 39182031 0 X WWW.KESWICK-MULTICARE.ORG X 1883 MD LONG TERM HEALTH CARE FOR SENIORS 16 16 572 118 198662 -454730 5233498 6731348 30850135 32355525 586 1109 84680 94049 36168899 39182031 0 0 0 0 20700986 22112930 0 0 0 16189271 18468639 36890257 40581569 -721358 -1399538 29280840 27627648 18978133 20684157 10302707 6943491 X LONG TERM HEALTH CARE FOR SENIORS 1 0 31106571 30089139 NURSING HOME CARE - KESWICK SUPPORTS INDIVIDUALS TO MAINTAIN THEIR HIGHEST POSSIBLE QUALITY OF LIFE AS THEY FACE THE CHALLENGES OF AGING, CHRONIC DISEASES, REHABILITATION, AND DISABILITY. IN DOING SO, KESWICK PROVIDES A BROAD SPECTRUM OF SOCIAL AND HEALTHCARE SERVICES IN A CARING, DIGNIFIED, AND RESPECTFUL MANNER. CURRENTLY WE SERVE APPROXIMATELY 242 PERSON PER DAY WHICH IS COMPRISED OF 159 PERSONS PER DAY IN LONG TERM-TERM CARE AND APPROXIMATELY 83 PERSONS PER DAY IN SUBACUTE REHABILITATION SERVICES. EACH RESIDENT'S DAILY SCHEDULE IS AN OUTCOME OF THEIR INDIVIDUAL MEDICAL CARE PLAN GOALS AND OBJECTIVES. 2378475 1524465 MEMORY CARE ASSISTED LIVING - KESWICK PROVIDES A 26-BED MEMORY CARE ASSISTED LIVING PROGRAM FOR THOSE PEOPLE DIAGNOSED WITH DEMENTIA AND WHO NEED SOME ASSISTANCE WITH THEIR ACTIVITIES OF DAILY LIVING. THE GOAL OF THE PROGRAM IS TO ENABLE EACH PERSON TO REACH HIS OR HER HIGHEST LEVEL OR FUNCTION. OUR RECREATIONAL THERAPY TAKES IT CUE FROM THE WORLD-RENOWNED MONTESSORI TEACHING METHOD, IT IS AN APPROACH THAT FOCUSES ON INSTILLING A FEELING OF SUCCESS AND WORTHINESS. 612304 434286 HEALTH CARE DELIVERY - ADULT DAY CARE PROVIDES A NONINSTITUTIONAL & AMBULATORY PROGRAM CONSISTING OF A VARIETY OF HEALTHCARE, SOCIAL, & RELATED SUPPORT SERVICES FOR OLDER & CHRONICALLY ILL PERSONS. SERVICES ARE PROVIDED DURING THE DAY IN GROUP SETTINGS TO INDIVIDUALS WHO RETURN TO THEIR RESIDENCES IN THE EVENINGS. THE PROGRAM ALLOWS INDIVIDUALS WHO ARE NOT TOTALLY INDEPENDENT TO REMAIN IN THE COMMUNITY & RECEIVE THE SUPPORT NEEDED TO FUNCTION AT THEIR OPTIMAL LEVEL WHILE IMPROVING THEIR OVERALL QUALITY OF LIFE. THE PROGRAM ALSO PROVIDES THE NEEDED RESPITE FOR CAREGIVERS & ALLOWS CAREGIVERS TO CONTINUE TO WORK WHILE PARTICIPANTS RECEIVE THE NEEDED CARE AND MONITORING. ADDITIONALLY, THE PROGRAM PROVIDES SUPPORT GROUPS TO HELP CAREGIVERS THROUGH THE TRANSITION PROCESS TO INSTITUTIONAL CARE WHEN NEEDED. 80537 COMMUNITY HEALTH SERVICES -KESWICK HAS CREATED A COMMUNITY HEALTH RESOURCE DIVISION (CHRD) THE GOAL OF WHICH IS TO DEVELOP AN INTEGRATED HEALTH RESOURCE FOR OLDER ADULTS AND THEIR CAREGIVERS THAT INCREASES THEIR ABILITY TO LIVE AT HOME AND MEET THEIR HEALTH GOALS. THE KESWICK CHRD STRATEGIES INCLUDE DELIVERING A CHRONIC DISEASE PREVENTION AND MANAGEMENT PROGRAM WITH A FOCUS ON DIABETES AND COGNITIVE FUNCTIONING; PROVIDING EFFECTIVE CARE TRANSITION COORDINATION TO HELP ENABLE CLIENTS TO LIVE AT HOME AND STAY HEALTHY FOR AS LONG AS POSSIBLE; AND, ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH THROUGH EFFECTIVE PARTNERSHIPS AND DIVERSE PROGRAM EXPERIENCES. 80537 34177887 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 67 0 1 572 1 1 1 0 0 0 0 0 0 0 0 0 X 16 16 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 ROBERT J AUMILLER PRESIDENT 2.00 X X 0 0 0 JAMES R SEBA VICE PRESIDENT 2.00 X X 0 0 0 EDMOND B NOLLEY JR SECRETARY/2ND VP 2.00 X X 0 0 0 GRAYLIN E SMITH TREASURER 2.00 X X 0 0 0 CRAIG S HORNER DIRECTOR 2.00 X 0 0 0 JESSE J HARRIS PHD DIRECTOR 2.00 X 0 0 0 LENWOOD M IVEY PHD DIRECTOR 2.00 X 0 0 0 MICHAEL A MEREDITH DIRECTOR 2.00 X 0 0 0 T EDGIE RUSSELL III DIRECTOR 2.00 X 0 0 0 CATHERINE J BOYNE DIRECTOR 2.00 X 0 0 0 JOHN H WEST III DIRECTOR 2.00 X 0 0 0 SUSAN DONOVAN PHD DIRECTOR 2.00 X 0 0 0 MARY W CARTER DIRECTOR 2.00 X 0 0 0 RON DIEGELMAN DIRECTOR 2.00 X 0 0 0 MATT M ROCKSTROH DIRECTOR 2.00 X 0 0 0 JOHN C WEISS III DIRECTOR 2.00 X 0 0 0 CARMEL ROQUES CEO 40.00 X 235825 0 28232 MARY JEAN HERRON CFO 40.00 X 154608 0 17861 LYNN GORDON DIRECTOR OF PLANNING ANALY 40.00 X 144536 0 22717 CARROLL SIMMONS DIRECTOR OF BLDG SVCS 40.00 X 113076 0 16566 MELINDA BRANDT EXECUTIVE DIR. 40.00 X 150301 0 7695 FLORENCE DADA NURSING SUPERVISOR 40.00 X 146823 0 9631 ANDREW BYRD EXECUTIVE DIR. 40.00 X 143991 0 7829 1089160 0 110531 7 1 1 0 ASSISTED REHAB INCORPORATED PO BOX 490 LISBON MD 21765 THERAPY SERVICES 3319102 UNIDINE CORPORATION 1000 WASHINGTON ST SUITE 510 BOSTON MA 02118 FOOD SERVICE 1734475 DECISIVE DATA SYSTEMS LLC 3445-C BOX HILL ABINGDON MD 21009 IT CONSULTANT 365611 AINSLEY & CO 720 S MONTFORD AVEUNUE SUITE 101 BALTIMORE MD 21224 MARKETING CONSULTANT 343509 DYNAMED SOLUTIONS 8182 LARK BROWN ROAD SUITE 330 ELKRIDGE MD 21075 IT CONSULTANT 228466 12 6672627 58721 6731348 MEDICARE/MEDICAID PYMTS 623000 28042958 28042958 SKILLED NURSING SERVICES 623000 3638289 3638289 MEDICAL ADULT DAY CARE 623000 366643 366643 MANAGEMENT FEES 541610 126391 126391 PATIENT SERVICES 623000 108973 108973 72271 72271 32355525 1109 1109 MISCELLANEOUS 623000 94049 94049 94049 39182031 32047890 198662 204131 424468 424468 17733303 15705788 2027515 470907 454633 16274 2635740 2543938 91802 848512 686912 161600 174381 9670 164711 74818 74818 303628 367 303261 3933260 3707445 225815 962316 928945 33371 20884 10868 10016 57938 22145 35793 620288 598851 21437 2305938 2227514 78424 522389 504335 18054 CONTRACT LABOR 7203146 6073220 1129926 PROVIDER TAX 1368968 1368968 BAD DEBT EXPENSE 518038 518038 RESIDENT PROGRAMS 126366 99554 26812 276281 85664 190617 40581569 34177887 6403682 0 2021068 935570 3038385 3908654 224026 421140 53798520 32445344 21873934 21353176 540394 369516 1583033 639592 29280840 27627648 4504349 2664581 72720 0 11520000 11520000 161281 155508 2719783 6344068 18978133 20684157 X 10203471 6852563 5000 0 94236 90928 10302707 6943491 29280840 27627648 X -1399538 -1959678 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 35514 683941 688167 31288 0 94236 -3308 90928 83770 10466 94236 78381 5389 83770 82090 -3709 78381 70842 11248 82090 1.00000 1 0 43809927 25125489 18684438 9078018 6565879 2512139 910575 753976 156599 21353176 SECURITY DEPOSITS 4317 ACCRUED SALARIES AND VACATION 845815 DEFERRED COMPENSATION 82757 ANNUITY PAYABLE 600 ACCRUED PENSION 1721738 INTEREST RATE SWAP ARRANGEMENT 1299325 LOAN FROM AFFILIATE 2389516 6344068 X 38294749 5785345 5785345 32509404 6672627 6672627 39182031 42572744 1991175 1991175 40581569 0 40581569 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 -- $90,928 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 -4,486,264. CHANGE IN BENEFICIAL INT IN IRREV TRUST -3,308. RELATED PARTY REVENUE 10,274,917. PART XI, LINE 4B - OTHER ADJUSTMENTS: RELATED PARTY CONTRIBUTIONS ELIMINATED 6,672,627. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE OF RELATED ENTITY IN CONS. AUDIT 34,805. CHANGE IN INTEREST RATE SWAP 281,581. INCREASE IN MINIMUM PENSION LIABILITY 1,674,789. X X X X 1 0 0 0 0 0 0 0 0 CARMEL ROQUES CEO 235825 0 0 0 0 0 14498 0 13734 0 264057 0 0 0 MARY JEAN HERRON CFO 154608 0 0 0 0 0 9163 0 8698 0 172469 0 0 0 LYNN GORDON DIRECTOR OF PLANNING ANALY 144536 0 0 0 0 0 8983 0 13734 0 167253 0 0 0 MELINDA BRANDT EXECUTIVE DIR. 150301 0 0 0 0 0 7695 0 0 0 157996 0 0 0 FLORENCE DADA NURSING SUPERVISOR 146823 0 0 0 0 0 4930 0 4701 0 156454 0 0 0 ANDREW BYRD EXECUTIVE DIR. 143991 0 0 0 0 0 3808 0 4021 0 151820 0 0 0 PART I, LINE 4A ANDREW BYRD RECEIVED A SEVERANCE PAYMENT OF $18,464. A MARYLAND HEALTH & HIGHER 520936091 574217G41 2007-08-09 11520000 TO REFINANCE COSTS OF ACQUISITION 0 0 0 A 11520000 0 0 1 1 A 0 0 0 0 0 0 0 0 0 A 1 PART IV ARBITRAGE THIS PART IS NOT APPLICABLE. FORM 990, PART III, LINE 2 COMMUNITY HEALTH SERVICES -KESWICK HAS CREATED A COMMUNITY HEALTH RESOURCE DIVISION (CHRD) THE GOAL OF WHICH IS TO DEVELOP AN INTEGRATED HEALTH RESOURCE FOR OLDER ADULTS AND THEIR CAREGIVERS THAT INCREASES THEIR ABILITY TO LIVE AT HOME AND MEET THEIR HEALTH GOALS. THE KESWICK CHRD STRATEGIES INCLUDE DELIVERING A CHRONIC DISEASE PREVENTION AND MANAGEMENT PROGRAM WITH A FOCUS ON DIABETES AND COGNITIVE FUNCTIONING; PROVIDING EFFECTIVE CARE TRANSITION COORDINATION TO HELP ENABLE CLIENTS TO LIVE AT HOME AND STAY HEALTHY FOR AS LONG AS POSSIBLE; AND, ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH THROUGH EFFECTIVE PARTNERSHIPS AND DIVERSE PROGRAM EXPERIENCES. FORM 990, PART VI, SECTION B, LINE 11 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 MANAGEMENT REVIEW 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 -3,308. INCREASE IN MINIMUM PENSION LIABILITY -1,674,789. INCREASE IN THE VALUE OF INTEREST RATE SWAP -281,581. KESWICK AT HOME LLC 700 W 40TH STREET BALTIMORE MD 21211 205872464 IN HOME NURSING CARE AIDS AND CARE MGMT SERVICES MD -167421 21612 N/A KESWICK MANAGEMENT LLC 700 W 40TH STREET BALTIMORE MD 21211 205872391 MANAGEMENT SERVICES MD -287309 710405 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 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KESWICK FOUNDATION INC C 6672627 FMV KESWICK FOUNDATION INC E 2389516 FMV