2025-11-15T18:41:23-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-01-01 131740497 WARTBURG HOME OF THE EVANGELICAL LUTHERAN CHURCH WART 9146990800 WARTBURG PLACE MOUNT VERNON NY 10552 DAVID GENTNER PRESIDENT/CEO 9146990800 2025-11-15 1 1 MELISSA MODELSON P01603524 9143818900 2025-11-14 2024 2025-03-06 01:10:19Z DAVID GENTNER WARTBURG PLACE MOUNT VERNON NY 10552 15824860 0 X WWW.WARTBURG.ORG X 1985 NY WARTBURG PROVIDES MINISTRIES OF HEALING AND HOPE THROUGH COMPREHENSIVE SERVICES THAT NURTURE BODY, AND SPIRIT. 15 15 422 115 0 0 2226885 692819 20592725 14663420 2035777 189290 178809 214581 25034196 15760110 37685 19631 0 0 18841184 13906316 0 0 374278 11084316 9873491 29963185 23799438 -4928989 -8039328 40699683 41407473 24935712 33718434 15763971 7689039 WARTBURG OFFERS INTEGRATED, COMPREHENSIVE SENIOR CARE SERVICES PROVIDING A WIDE RANGE OF SERVICES TO BOTH RESIDENTS AND PEOPLE IN THEIR HOMES, FROM AWARD-WINNING NURSING HOME CARE TO INPATIENT AND OUTPATIENT REHABILITATION, HOME CARE AND ADULT DAY CARE SERVICES. 0 0 15783923 19631 13343018 THE SKILLED NURSING PROGRAM PROVIDES VARIOUS LEVELS OF LONG-TERM CARE BASED ON THE INDIVIDUAL'S NEEDS. IT ALSO INCLUDES SHORT TERM SUB-ACUTE REHABILITATION SERVICES DESIGNED FOR ADULTS WHO ARE RECOVERING FROM INJURY, SURGERY OR DISEASE. THE SKILLED NURSING PROGRAM HAS SERVICED 532 ADULTS PROVIDING APPROXIMATELY 19,798 DAYS OF CARE THROUGHOUT 2024. 1169891 0 1320402 THE ORGANIZATION OFFERS OTHER OUTPATIENT SERVICES AND RESPITE CARE. IN ADDITION, THE ORGANIZATION HAS AN ADULT DAY CARE PROGRAM THAT HAS BOTH A MEDICAL AND SOCIAL MODEL. THE MEDICAL MODEL HAS A DAILY CAPACITY OF 80 REGISTRANTS, WHILE THERE IS NO LIMIT ON THE SOCIAL MODEL. 16953814 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 79 0 422 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOSEPH SESSA 9146990800 WARTBURG PLACE MOUNT VERNON NY 10552 AMANDUS J DERR CHAIR EMERITUS 0.50 3.50 X X 0 0 0 ROBERT RANIERI CHAIR 0.50 3.50 X X 0 0 0 FLOYD V MYERS VICE CHAIR 0.50 3.50 X X 0 0 0 MICHAEL HOLDEN VICE CHAIR 0.50 3.50 X X 0 0 0 THOMAS A ROTH SECRETARY 0.50 3.50 X X 0 0 0 MARGARET ANDERSON BOARD MEMBER 0.50 3.50 X 0 0 0 ANDREA ANSORGE BOARD MEMBER 0.50 3.50 X 0 0 0 REV ROBERT BOEHLER BOARD MEMBER 0.50 3.50 X 0 0 0 REV SARAH PAYNE BROWN BOARD MEMBER 0.50 3.50 X 0 0 0 MAE R CARPENTER BOARD MEMBER 0.50 3.50 X 0 0 0 JULIET GRAHAM BOARD MEMBER 0.50 3.50 X 0 0 0 NANCY HARDY BOARD MEMBER THRU AUG 2024 0.50 3.50 X 0 0 0 EAMON KELLY BOARD MEMBER 0.50 3.50 X 0 0 0 PHILIP ROTHMAN BOARD MEMBER 0.50 3.00 X 0 0 0 BONNIE SCHWARTZ BOARD MEMBER 0.50 3.00 X 0 0 0 JUDY WILLIAMS-DAVIS BOARD MEMBER 0.50 3.50 X 0 0 0 DAVID GENTNER PRESIDENT/CEO 25.26 9.74 X 522110 0 90025 JOSEPH M SESSA CFO 25.26 9.74 X 286224 0 31020 ROBERT B WELSER CIO 32.07 2.93 X 182593 0 5508 BRIDGET ZIMMERMANN SNF ADMINISTRATOR 35.00 0.00 X 170239 0 49845 IYABO YUSUF DIRECTOR OF NURSING 35.00 0.00 X 164900 0 18414 AMANSHAH BABWAH BUDGET DIRECTOR 35.00 0.00 X 159678 0 4401 CELMA DUMAGUING DIRECTOR OF ACCOUNTING 35.00 0.00 X 149349 0 3101 FRANCIS POLCARI MEDICAL DIRECTOR 21.00 0.00 X 149160 0 4694 1784253 0 207008 21 0 1 0 MORRISON MANAGEMENT SPECIALIST 400 NORTHRIDGE ROAD SANDY SPRINGS GA 30350 FOOD SERVICES 981969 US SECURITY ASSOCIATES INC PO BOX 828854 PHILADELPHIA PA 19182 SECURITY SERVICES 720058 PREFERRED THERAPY SOLUTIONS LLC PO BOX 69363 BALTIMORE MD 21264 THERAPY SERVICES 711963 PHARMSCRIPT LLC 150 PIERCE ST SOMERSET NJ 08873 PHARMACY SERVICES 354976 AUFGANG ARCHITECTS 74 LAFAYETTE AVENUE SUITE 301 SUFFERN NY 10901 ARCHITECT SERVICES 292500 12 126873 272697 293249 692819 MEDICARE 623000 8916101 8916101 MEDICAID 623000 3128533 3128533 MEDICAID VAP FUNDING 623000 1388835 1388835 PRIVATE PAY AND OTHER PATIENT REV 623000 1229951 1229951 14663420 189290 189290 14400 3298 11102 11102 11102 20991 126873 61452 -40461 -40461 PURCHASE SERVICE AGREEMENT 900099 240460 240460 OTHER INCOME 900099 2651 2651 VENDING MACHINE COMMISSIONS 900099 829 829 243940 15760110 14663420 0 403871 X 19631 19631 1117480 863465 238564 15451 8701116 6723262 1857552 120302 981326 813675 154083 13568 836164 699353 125250 11561 2270230 1881090 357752 31388 121245 121245 408011 408011 119196 119196 19875 19875 2586478 1749266 836512 700 127791 30514 97277 647609 618315 29294 46606 46606 741442 581638 159804 14225 9361 4427 437 4980 1457 2843 680 194714 194714 1202041 1202041 738130 738130 PURCHASED & CONTRACTED 1039492 931024 108468 BAD DEBT EXPENSE 682639 9250 673389 PRESCRIPTION DRUGS 339188 339188 NYS CASH RECEIPT ASSMNT 332331 332331 507498 390553 109931 7014 23799438 16953814 6471346 374278 5150 14839 151875 123088 2187720 1493736 6408512 6563553 470632 405598 69612620 44661871 25249613 24950749 378178 421243 5848003 7434667 40699683 41407473 7604040 7913933 135514 311695 89819 56288 6154 17100185 25436518 24935712 33718434 X 15328321 7237092 435650 451947 15763971 7689039 40699683 41407473 X -8039328 -33669 -1935 X X 0 1 X 1 0 X 4655615 3392041 1785988 2226885 692819 12753348 26447123 22969944 23619385 20592725 14663420 108292597 31102738 26361985 25405373 22819610 15356239 121045945 44393 56485 52688 24511 178077 0 44393 56485 52688 24511 178077 120867868 209113 332376 251134 288622 203690 1284935 209113 332376 251134 288622 203690 1284935 620644 650561 301753 241211 243940 2058109 31932495 27344922 25958260 23349443 15803869 124388989 0.97170 0.97310 0.01030 0.00900 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 30,830. 2021 AMOUNT: $ 16,559. 2024 AMOUNT: $ 2,651. PURCHASED SERVICES AGREEMENT - 2020 AMOUNT: $ 579,766. 2021 AMOUNT: $ 632,853. 2022 AMOUNT: $ 300,346. 2023 AMOUNT: $ 239,756. 2024 AMOUNT: $ 240,460. VENDING MACHINE COMMISSIONS - 2020 AMOUNT: $ 3,128. 2021 AMOUNT: $ 1,149. 2022 AMOUNT: $ 1,407. 2023 AMOUNT: $ 1,455. 2024 AMOUNT: $ 829. FLU SHOTS - 2020 AMOUNT: $ 4,900. OPTUM ADVANTAGE INCENTIVE - 2020 AMOUNT: $ 1,800. YOGA REVENUE - 2020 AMOUNT: $ 220. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 19875 19875 0 PART II-B, LINE 1: AMOUNTS REPORTED ON LINE 1I REPRESENTS THE PORTION OF MEMBERSHIP DUES PAID BY THE ORGANIZATION TO PROFESSIONAL ASSOCIATIONS AND SIMILAR ORGANIZATIONS ATTRIBUTABLE TO LOBBYING ACTIVITIES. 0 1 X 378117 43062 421179 333530 44587 378117 440324 -106794 333530 401863 38461 440324 371032 30831 401863 0.00000 0.43730 0.56270 1 0 99675 99675 54499586 32393802 22105784 9382285 9097034 285251 5631074 3171035 2460039 24950749 DUE FROM AFFILIATED ORGANIZATIONS 5924961 INSURANCE RECOVERY 1072000 DEPOSITS 118775 DUE FROM THIRD PARTY PAYORS 13327 DUE FROM BUYER 305604 7434667 DUE TO THIRD PARTY PAYORS 1999514 DUE TO AFFILIATED ORGANIZATIONS 22365004 PROFESSIONAL AND SIMILAR LIABILITIES 1072000 25436518 X 15106617 -33669 107815 74146 15032471 727639 727639 15760110 23181549 64750 64750 23116799 682639 682639 23799438 PART IV, LINE 2B: RESIDENTS' FUNDS ARE HELD BY THE HOME ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT ALLOWANCES RECEIVED BY RESIDENTS AS WELL AS OTHER RESIDENTS' FUNDS DEPOSITED WITH THE HOME FOR SAFEKEEPING. THESE FUNDS ARE DISBURSED BY THE HOME AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE. PART V, LINE 4: THE HOME IS NAMED AS BENEFICIARY IN A PERPETUAL TRUST. THE ASSETS OF THIS TRUST ARE HELD BY OTHERS IN PERPETUITY AND THE TRUST INCOME IS MADE AVAILABLE TO THE HOME. THE HOME'S SHARE OF THE ESTIMATED FAIR VALUE OF THE ASSETS IN THE TRUST HAS BEEN REPORTED AS BENEFICIAL INTEREST IN PERPETUAL TRUSTS IN NET ASSETS WITH DONOR RESTRICTIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. ANNUAL DISTRIBUTIONS FROM THE TRUSTS ARE TO BE USED TO SUPPORT THE OPERATIONS OF THE HOME. THE HOME IS ALSO NAMED AS A 3% INCOME BENEFICIARY AND A 12.5% BENEFICIAL INTEREST IN A CHARITABLE REMAINDER TRUST. THE HOME'S SHARE OF THE ESTIMATED FAIR VALUE OF THE ASSETS IN THE TRUST HAS BEEN REPORTED AS BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS AND AS NET ASSETS WITH DONOR RESTRICTIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS.QUARTERLY INCOME DISTRIBUTIONS FROM THE TRUST ARE TO BE USED TO SUPPORT THE OPERATIONS OF THE HOME. PART X, LINE 2: THE HOME RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE HOME HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE HOME IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 8B 3,298. FUNDRAISING EVENT EXPENSES REPORTED ON PART VIII, LINE 9B 61,452. CHANGE IN VALUE OF BENEFICIAL TRUSTS HELD BY THIRD PARTIES 43,062. CHANGE IN VALUE OF ASSETS OF POOLED INCOME FUND 3. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 682,639. WRITE-OFF OF UNCOLLECTIBLE PLEDGE 45,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 8B 3,298. FUNDRAISING EVENT EXPENSES REPORTED ON PART VIII, LINE 9B 61,452. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 682,639. JAZZ IN JUNE 144797 124373 20424 26771 563 20538 8780 ANNUAL FESTIVAL 3067 2500 567 622 4178 147864 126873 20991 27393 563 20538 12958 61452 -40461 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DAVID GENTNER PRESIDENT/CEO 491458 0 20000 0 10652 0 5274 0 84751 0 612135 0 0 0 JOSEPH M SESSA CFO 277572 0 0 0 8652 0 2892 0 28128 0 317244 0 0 0 BRIDGET ZIMMERMANN SNF ADMINISTRATOR 170025 0 0 0 214 0 1761 0 48084 0 220084 0 0 0 ROBERT B WELSER CIO 180101 0 0 0 2492 0 1824 0 3684 0 188101 0 0 0 IYABO YUSUF DIRECTOR OF NURSING 161891 0 0 0 3009 0 1650 0 16764 0 183314 0 0 0 AMANSHAH BABWAH BUDGET DIRECTOR 158429 0 0 0 1249 0 1593 0 2808 0 164079 0 0 0 FRANCIS POLCARI MEDICAL DIRECTOR 149160 0 0 0 0 0 1518 0 3176 0 153854 0 0 0 CELMA DUMAGUING DIRECTOR OF ACCOUNTING 147785 0 0 0 1564 0 0 0 3101 0 152450 0 0 0 PART I, LINE 1A DAVID GENTNER RECEIVED A HOUSING ALLOWANCE OF $30,000, WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (D). THIS IS TREATED AS NONTAXABLE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS WARTBURG MT. VERNON INC. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE CORPORATION SHALL BE ELECTED BY THE MEMBER AT THE ANNUAL MEETING OF THE MEMBER. IN ADDITION, VACANCIES OCCURRING ON THE BOARD OF DIRECTORS OF THE CORPORATION, FOR ANY REASON, MAY ONLY BE FILLED BY THE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B ACTION BY THE VOTE OF AT LEAST TWO-THIRDS OF THE ENTIRE BOARD OF DIRECTORS OF THE CORPORATION AND BY THE CONCURRING VOTE OF TWO-THIRDS OF THE ENTIRE BOARD OF DIRECTORS OF THE MEMBER AT THEIR ANNUAL MEETING, REGULAR MEETING OR SPECIAL MEETING HELD UPON NOTICE OF THE PROPOSED ACTION SHALL BE REQUIRED FOR: - AMENDMENT OF THE CERTIFICATE OF INCORPORATION OF THE CORPORATION - AMENDMENT OF THE BY-LAWS OF THE CORPORATION - THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION - MERGER OR CONSOLIDATION OF THE CORPORATION IN ACCORDANCE WITH ARTICLE IX OF THE NOT-FOR-PROFIT CORPORATION LAW - NON-JUDICIAL DISSOLUTION OF THE CORPORATION IN ACCORDANCE WITH ARTICLE X OF THE NOT-FOR-PROFIT CORPORATION LAW - AUTHORIZATION FOR AMENDMENT OF THESE BY-LAWS TO PROVIDE THAT THE QUORUM OR VOTING REQUIREMENT FOR THE TRANSACTION OF ANY ITEM OF BUSINESS BE GREATER THAN THAT WHICH IS REQUIRED BY THE NOT-FOR-PROFIT CORPORATION LAW FORM 990, PART VI, SECTION B, LINE 11B WARTBURG HOME OF THE EVANGELICAL LUTHERAN CHURCH HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ADOPTED A CONFLICT OF INTEREST POLICY TO ENSURE A UNIFORM POLICY EXISTS FOR COVERED PERSONS AND THAT EFFECTIVE COMMUNICATION AND DECISION MAKING COURSE REGARDING POTENTIAL CONFLICTS OF INTEREST. COVERED PERSONS, AS DEFINED BY THE POLICY, REFERS TO DIRECTORS AND OFFICERS OF THE ORGANIZATION, AS WELL AS EMPLOYEES, CONSULTANTS AND OTHER PERSONS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION'S AFFAIRS. ANNUALLY, COVERED PERSONS ARE REQUIRED TO COMPLETE A FORM "QUESTIONNAIRE CONCERNING FINANCIAL INTERESTS AND AFFIRMATION RE: CONFLICT OF INTEREST POLICY". POTENTIAL CONFLICTS ARE EVALUATED BY THE BOARD OF DIRECTORS OR AN APPROPRIATE COMMITTEE OF THE BOARD. PERSONS IDENTIFIED WITH A CONFLICT MAY BE EXCLUDED FROM VOTING ON/MAKING A DECISION REGARDING A TRANSACTION/ARRANGEMENT WHICH CREATES THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE WARTBURG ALIGNS ITS COMPENSATION PHILOSOPHY WITH THE OVERALL MISSION AND BUSINESS STRATEGY OF THE ORGANIZATION. EMPLOYEES ARE COMPENSATED FAIRLY WITHOUT REGARD TO AGE, SEX, RACE, COLOR, RELIGION, CREED, NATIONAL ORIGIN, DISABILITY (INCLUDING PREGNANCY DISABILITY), VETERAN OR MILITARY STATUS, MARITAL STATUS, SEXUAL ORIENTATION, CITIZENSHIP STATUS, IN ACCORDANCE WITH ALL APPLICABLE LAWS AND REGULATIONS, AND AS OUTLINED IN HUMAN RESOURCE POLICY. THE COMPENSATION PHILOSOPHY IS DESIGNED TO PROVIDE COMPETITIVE COMPENSATION POSITIONING COMPARED TO PEER GROUPS/OTHER HEALTHCARE ORGANIZATIONS SIMILAR IN SIZE AND PROGRAM OFFERING. IT CONSIDERS EXTERNAL MARKET DATA AGAINST INTERNAL STRUCTURE, RECOGNIZES THE UNIQUE RELATIVE VALUE OF EACH FUNCTION, REWARDS, INDIVIDUAL PERFORMANCE, WHILE BEING FINANCIALLY SUSTAINABLE OVER TIME. IT IS REVIEWED ON AN AS NEEDED BASIS BY WARTBURG'S PERSONNEL & COMPENSATION COMMITTEE OF THE BOARD AND IS SUBJECT TO SUCH BUDGETARY CONSIDERATIONS AS BUSINESS CONDITIONS MAY CREATE. THE WARTBURG HAS ENGAGED THE SERVICES OF ASTRON SOLUTIONS, A NATIONAL EMPLOYEE COMPENSATION AND BENEFITS FIRM, TO REVIEW EXECUTIVE AND SENIOR MANAGEMENT COMPENSATION. DATA USED IN DETERMINING MARKET MID RANGE IS DERIVED FROM REPORTS ISSUED BY ASTRON USING REPUTABLE TOP-TIER SURVEY HOUSES AS WELL AS LOCAL, INDUSTRY, AND ASSOCIATION SPECIFIC SOURCES. WORLD AT WORK STANDARDS ARE FOLLOWED IN THE SELECTION AND USE OF THE COMPENSATION SURVEYS TO ASSURE RELIABILITY AND VALIDITY OF DATA SOURCES. IN ADDITION, MARKET DATA IS MATCHED AGAINST JOB CONTENT AND DESCRIPTIONS, NOT JOB TITLES, AND BY THE USE OF WARTBURG'S JOB FACTOR ANALYSIS TOOL. EXEMPTION DECISIONS ARE MADE IN ACCORDANCE WITH FAIR LABOR STANDARD ACT REQUIREMENTS. IT IS OUR ORGANIZATION'S DESIRE TO PAY A COMPETITIVE BASE SALARY ALIGNED TO MARKET VALUE AND TO OFFER A COMPENSATION PACKAGE WHICH INTEGRATES OTHER TOTAL COMPENSATION OFFERINGS SUCH AS PAID TIME OFF, HEALTH COVERAGE, TUITION REIMBURSEMENT, ETC. "COMPETITIVE" IS DEFINED AS MARKET 50TH PERCENTILE. MARKET PARITY/MID RANGE DECISIONS ARE BASED ON FACTORS SUCH AS EDUCATION, SUBJECT EXPERTISE, LEVEL OF PERFORMANCE, AS WELL AS LEVEL OF STRATEGIC IMPACT/VALUE TO THE LONG-TERM GOALS OF THE ORGANIZATION. AS BUSINESS CONDITIONS WARRANT AND BASED ON THE STRATEGIC NEEDS OF THE ORGANIZATION, WITH BOARD APPROVAL, AN EMPLOYEE'S BASE SALARY MAY BE SUPPLEMENTED WITH INCENTIVE-BASED PAY AND/OR OTHER TOTAL COMPENSATION ARRANGEMENTS. APPROVAL OF COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS IS UNDERTAKEN ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, FORM 990, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 11G THERAPISTS: PROGRAM SERVICE EXPENSES 1,043,169. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,043,169. CONSULTANTS: PROGRAM SERVICE EXPENSES 624,029. MANAGEMENT AND GENERAL EXPENSES 566,440. FUNDRAISING EXPENSES 700. TOTAL EXPENSES 1,191,169. RNS & LPNS: PROGRAM SERVICE EXPENSES 33,083. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,083. OTHER FEES: PROGRAM SERVICE EXPENSES 19,450. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,450. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 126,876. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,876. PHYSICIANS FEES: PROGRAM SERVICE EXPENSES 29,535. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,535. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 29,196. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,196. MDS SUPPORT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 114,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 114,000. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL TRUSTS HELD BY THIRD PARTIES 43,062. CHANGE IN ASSETS OF POOLED INCOME FUND 3. WRITE-OFF OF UNCOLLECTIBLE PLEDGE -45,000. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. WARTBURG SENIOR HOUSING INC WARTBURG PLACE MT VERNON NY 10552 134043128 OPERATE AN ASSISTED LIVING FACILITY NY 501(C)(3) LINE 10 WARTBURG MT VERNON INC 0 WARTBURG MT VERNON INC WARTBURG PLACE MT VERNON NY 10552 133621265 SUPPORT SERVICES FOR THE WARTBURG ENTITIES NY 501(C)(3) LINE 12B, II N/A 0 WARTBURG RESIDENTIAL COMMUNITY INC WARTBURG PLACE MT VERNON NY 10552 133695648 LOW INCOME HOUSING NY 501(C)(3) LINE 10 WARTBURG MT VERNON INC 0 WARTBURG FOUNDATION WARTBURG PLACE MT VERNON NY 10552 133621266 SUPPORT THE WARTBURG ENTITIES NY 501(C)(3) LINE 7 WARTBURG HOME OF THE EVANGELICAL LUTHERN CHURCH 1 LOHMAN VILLAGE HOUSING DEVELOPMENT FUND CORPORATION WARTBURG PLACE MT VERNON NY 10552 383994147 OPERATE APARTMENT FACILITY FOR THE ELDERLY NY 501(C)(4) WARTBURG RESIDENTIAL COMMUNITY 0 WARTBURG MANAGEMENT SERVICES WARTBURG PLACE MT VERNON NY 10552 811903312 PROVIDE MANAGEMENT AND ADMIN SERVICES TO ADULT CARE FACILITIES NY 501(C)(3) LINE 12B, II WARTBURG MT VERNON INC 0 WARTBURG REALTY INC WARTBURG PLACE MT VERNON NY 10552 874772633 OPERATE APARTMENT FACILITY FOR THE ELDERLY NY 501(C)(3) LINE 10 WARTBURG MT VERNON INC 0 FRIEDRICHS SUPPORTIVE HOUSING LLC 1 WARTBURG PLACE MT VERNON NY 10522 453530097 APARTMENT COMPLEX FOR LOW-INCOME SENIORS NY WARTBURG RESIDENTIAL COMMUNITY INC RELATED 0 0 WALTEMADE MM LLC 1 WARTBURG PLACE MT VERNON NY 10522 994608513 APARTMENT COMPLEX FOR LOW-INCOME SENIORS NY WARTBURG RESIDENTIAL COMMUNITY INC RELATED 0 0 WALTEMADE OWNER LLC 1 WARTBURG PLACE MT VERNON NY 10522 994589323 APARTMENT COMPLEX FOR LOW-INCOME SENIORS NY WARTBURG RESIDENTIAL COMMUNITY INC RELATED 0 0 FRIEDRICHS HOUSING MM INC 1 WARTBURG PLACE MT VERNON NY 10552 453539822 MANAGING MEMBER OF FRIEDRICHS SUPPORTIVE HOUSING LLC NY THE WARTBURG RESIDENTIAL COMMUNITY INC C 0 WARTBURG FRIEDRICHS HOUSING DEVELOPMENT FUND CORPORATION 1 WARTBURG PLACE MT VERNON NY 10552 454205282 DEVELOP A NONPROFIT HOUSING PROJECT FOR PERSONS OF LOW INCOME NY THE WARTBURG RESIDENTIAL COMMUNITY INC C 0 WARTBURG MLTC 1 WARTBURG PLACE MT VERNON NY 10552 464047295 PERFORM STUDIES, SURVEYS AND PLANNING FOR DEVELOPMENT OF MANAGED LT CARE NY WARTBURG MT VERNON INC C 0 WALTEMADE HDFC 1 WARTBURG PLACE MT VERNON NY 10552 331348041 DEVELOP A NONPROFIT HOUSING PROJECT FOR PERSONS OF LOW INCOME NY THE WARTBURG RESIDENTIAL COMMUNITY INC C 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 WARTBURG FOUNDATION C 272697 COST WARTBURG FOUNDATION L 84215 COST