2015-11-12T20:07:56-06:00 2014-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2014-01-01 204981328 Harry and Jeanette Weinberg Gardens Housing Development Fund Company Inc HARR 2128705000 120 West 106th Street New York NY 10025 Audrey S Weiner President and CEO 2128705000 2015-11-10 1 Aaron Shapiro P01333816 2128674000 2014 2016-02-25 16:41:14Z Audrey S Weiner 120 West 106th Street New York NY 10025 681226 0 X www.jewishhome.org X 2006 NY The purpose of Harry and Jeanette Weinberg Gardens is to provide safe, affordable independent living for income-eligible older adults. 8 4 17 4 0 0 0 0 684710 680153 1533 1073 0 0 686243 681226 0 0 0 0 98658 91010 0 0 0 855438 897822 954096 988832 -267853 -307606 15534095 14802503 13756968 13332982 1777127 1469521 X The purpose of Harry and Jeanette Weinberg Gardens is to provide safe, affordable independent living for income-eligible older adults. 0 0 865754 680153 See Schedule OLocated on Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx, this affiliate is a Housing and Urban Development (HUD) 202 senior apartment residence, and is the third such building constructed by the organization. The Harry & Jeanette Weinberg Gardens housed 84 tenants in 2014; the 71 one-bedroom apartment building features community spaces, on-site laundry, a spacious landscaped deck and 24 hour security. All apartments have kitchens and are handicapped accessible. Tenants have access to healthcare programs and services offered at Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx. The building, located at 2550 Webb Avenue, Bronx, NY, opened in 2010 and was made possible in part by a grant from the Harry and Jeanette Weinberg Foundation, one of the largest private foundations in the United States. The Weinberg Foundation provides grants to not-for-profits that provide direct services to low-income and vulnerable individuals and families. 865754 1 0 0 0 0 0 0 0 0 0 1 0 0 0 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 1 0 17 1 0 0 0 0 0 0 0 0 0 0 X 8 4 0 1 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X Thomas J Gilmartin 2128704933 120 West 106th Street New York NY 10025 David Freeman Chair 0.30 4.20 X X 0 0 0 Frank F Spitalny Director 0.10 1.20 X 0 0 0 Lynn Oberlander Director 0.10 5.30 X 0 0 0 Lucille Gladstone Director 0.10 1.20 X 0 0 0 Bridget Gallagher Director/Sr. VP Comm. Services 0.10 44.90 X 0 361644 67732 Rita Morgan Secretary/Administrator of Bronx 0.10 32.90 X X 0 298556 193595 Audrey S Weiner President and CEO 0.10 46.80 X X 0 3480646 51281 Thomas J Gilmartin CAO and Treasurer 0.10 51.90 X X 0 569283 105868 Robert S Davis Vice President of Finance 0.10 48.90 X 0 274510 66038 Audrey Wathen Senior VP Human Resources 0.10 47.90 X 0 219802 29399 Bruce Nathanson Senior VP Marketing 0.10 41.90 X 0 187499 45382 Nancy Stoddard Vice President IT 0.10 43.90 X 0 238793 46645 Firouzeh Naima Director of Finance 0.10 40.90 X 0 181755 26234 Dale Cooper Associate General Counsel 0.10 40.90 X 0 163085 29379 Regina Melly VP Business Development 0.10 37.40 X 0 208690 15080 Maryanne Morgan Director of Finance 0.10 41.90 X 0 152119 32988 Elizabeth Weingast VP of Clinical Excellence 0.10 41.90 X 0 145651 56885 Candace Rubinoff-Hirschberg VP Admisssions 0.10 35.90 X 0 165547 20837 Robert Lanfranchi Director of IT Tech Services 0.10 45.90 X 0 189874 10880 Thomas Mathew Director of Finance 0.10 47.90 X 0 144867 42533 Svetlana DeBellis VP Managed Care 0.10 37.90 X 0 176306 30946 0 7158627 871702 0 0 1 0 0 Rental income 532000 680153 680153 680153 1073 1073 681226 680153 0 1073 X 77147 60990 16157 5155 3604 1551 8708 6089 2619 40800 40800 471 471 34712 34712 151812 151812 30353 23403 6950 179132 179096 36 1274 1274 438067 438067 Miscellaneous admin. ex 18508 18508 Miscellaneous operating 1666 1666 Miscellaneous taxes,lic 1027 1027 988832 865754 123078 0 563080 91158 447244 588720 1831 7316 3302 2234 15950042 1842356 14512733 14107686 5905 5389 15534095 14802503 552035 116064 3633 3764 12977200 12977200 224100 235954 13756968 13332982 X 1777127 1469521 1777127 1469521 15534095 14802503 -307606 0 X X 0 1 X 1 1 1 X 1224735 1224735 71029 686736 687903 684710 680153 2810531 1295764 686736 687903 684710 680153 4035266 0 0 0 4035266 21 106 1135 1533 1073 3868 21 106 1135 1533 1073 3868 17 48066 48083 1295785 686859 737104 686243 681226 4087217 0.98730 0.98740 0.00090 0.00070 X Schedule A, Part III, Line 12, Explanation of Other Income: Special Claims Revenue - 2011 Amount: $ 17. 2012 Amount: $ 48,066. 1 1 15097140 1601596 13495544 39507 10299 29208 813394 230461 582933 14107686 Due to related organizations 218121 Tenant deposits held in trust 17833 235954 X 690910 9684 9684 681226 0 681226 998516 9684 9684 988832 0 988832 Part X, Line 2: The housing company has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending December 31, 2011 and subsequent remain subject to examination by applicable taxing authorities. Part XI, Line 2d - Other Adjustments: Administrative rent-free unit 9,684. Part XII, Line 2d - Other Adjustments: Administrative rent-free unit 9,684. 0 1 0 0 0 0 0 0 0 Bridget Gallagher Director/Sr. VP Comm. Services 0 325349 0 0 0 36295 0 52187 0 15545 0 429376 0 35641 Rita Morgan Secretary/Administrator of Bronx 0 297038 0 0 0 1518 0 0 0 193595 0 492151 0 184601 Audrey S Weiner President and CEO 0 594160 0 0 0 2886486 0 30457 0 20824 0 3531927 0 458831 Thomas J Gilmartin CAO and Treasurer 0 442308 0 0 0 126975 0 49790 0 56078 0 675151 0 125733 Robert S Davis Vice President of Finance 0 273820 0 0 0 690 0 18850 0 47188 0 340548 0 0 Audrey Wathen Senior VP Human Resources 0 215992 0 0 0 3810 0 16004 0 13395 0 249201 0 0 Bruce Nathanson Senior VP Marketing 0 185519 0 0 0 1980 0 14302 0 31080 0 232881 0 0 Nancy Stoddard Vice President IT 0 237552 0 0 0 1241 0 18041 0 28604 0 285438 0 0 Firouzeh Naima Director of Finance 0 180465 0 0 0 1290 0 13354 0 12880 0 207989 0 0 Dale Cooper Associate General Counsel 0 161105 0 0 0 1980 0 11399 0 17980 0 192464 0 0 Regina Melly VP Business Development 0 208000 0 0 0 690 0 15080 0 0 0 223770 0 0 Maryanne Morgan Director of Finance 0 151438 0 0 0 681 0 11338 0 21650 0 185107 0 0 Elizabeth Weingast VP of Clinical Excellence 0 145201 0 0 0 450 0 11647 0 45238 0 202536 0 0 Candace Rubinoff-Hirschberg VP Admisssions 0 165235 0 0 0 312 0 9662 0 11175 0 186384 0 0 Robert Lanfranchi Director of IT Tech Services 0 189220 0 0 0 654 0 10880 0 0 0 200754 0 0 Thomas Mathew Director of Finance 0 142887 0 0 0 1980 0 8967 0 33566 0 187400 0 0 Svetlana DeBellis VP Managed Care 0 176029 0 0 0 277 0 0 0 30946 0 207252 0 0 Part I, Line 4b Audrey S. Weiner participated in a supplemental defined benefit retirement plan. The accrual for the year was $11,607. During 2014, Audrey vested in the plan and as a result $2,877,922 was included in Ms. Weiner's W-2 reportable compensation. Thomas J. Gilmartin participated in a supplemental defined contribution retirement plan. The accrual for the year was $30,940. During 2014, Mr. Gilmartin vesting in the plan resulted in an additional $125,733 of W-2 reportable compensation for Mr. Gilmartin. Robert S. Davis participated in a supplemental defined contribution retirement plan. Bridget Gallagher participated in a supplemental defined contribution retirement plan. The accrual for the year was $33,337. During 2014, Ms. Gallagher's vesting in the plan resulted in an additional $35,641 of W-2 reportable compensation for Ms. Gallagher. Rita Morgan participated in a supplemental defined contribution retirement plan. During 2014, Ms. Morgan's vesting in the plan resulted in an additional $184,601 of W-2 non-taxable compensation for Ms. Morgan. Form 990, Part VI, Section A, line 3 The Board of Directors of Weinberg Gardens has outsourced the management of the property to a property management company which is responsible for the collection of rents, payment of bills, making periodic inspections of the building, making any necessary repairs to the building, preparing monthly financial statements and submitting them to the owner. Form 990, Part VI, Section A, line 4 The organization amended its by-laws to comply with New York Not-for-Profit Revitalization Act. Form 990, Part VI, Section A, line 6 The sole member of the organization is Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx 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 11 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 Jewish Home Lifecare 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 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 Maintenance contract: Program service expenses 29,557. Management and general expenses 0. Fundraising expenses 0. Total expenses 29,557. Security contract: Program service expenses 122,255. Management and general expenses 0. Fundraising expenses 0. Total expenses 122,255. 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) 11, type ii 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) 9 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) 9 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) 9 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 0 WK Diagnostic and Treatment Center 100 West Kingsbridge Road Bronx NY 10468 133527664 Provides healthcare services NY 501(c)(3) pf Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 0 Jewish Home Lifecare Receivership Corp 120 West 106th Street New York NY 10025 133500285 Manages housing organizations NY 501(c)(3) 11, type i Jewish Home Lifecare 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) 9 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) 9 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) 11, type i Jewish Home Lifecare 0 Lifecare Manhattan Property Holding Corp 120 West 106th Street New York NY 10025 263070863 Owns property DE 501(c)(3) 11, type i Jewish Home Lifecare Manhattan 0 Jewish Home Lifecare Community Services Inc 120 West 106th Street New York NY 10025 270158524 Provides community services NY 501(c)(3) 9 Jewish Home Lifecare 0 Jewish Home Lifecare Development Corp 120 West 106th Street New York NY 10025 262054641 Owns property NY 501(c)(3) 11, type i Jewish Home Lifecare Manhattan 0 Lifecare Manhattan Supporting Corp 120 West 106th Street New York NY 10025 262634853 Owns property DE 501(c)(3) 11, type i Jewish Home Lifecare Manhattan 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) 9 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 10th Street New York NY 10025 132749776 Provides parking facilities NY N/A C 0 Jewish Home Lifecare Home Assistance Personnel Inc 120 West 10th Street New York NY 10025 133267068 Provides long term home health care NY N/A C 0 JHHA Medical Group PC 120 West 10th Street New York NY 10025 133364558 Provides health care services NY N/A C 0 102 West 107th Street Corp 120 West 10th Street New York NY 10025 132760057 Provides parking facilities NY N/A C 0 Jewish Home Lifecare Spectrum Services Inc 120 West 10th Street New York NY 10025 453563804 Holding company for for-profit affiliates NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0