2014-11-17T12:43:36-06:00 2013-12-31 454051133 Freed Maxick CPAs PC 800 Liberty Bldg 420 Main Street Buffalo NY 142023508 990 2013-01-01 160743058 JEWISH HOME OF ROCHESTER JEWI 5854277760 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 deborah mcilveen CFO 5854277760 2014-11-06 1 Mary Madonia P00405803 7168472651 2013 2015-11-30 17:44:51Z Daniel I Katz 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 45807424 0 X www.jewishseniorlife.org X 1920 NY To enhance the quality of life, health, and well-being of Jewish older adults, their families, and others in our community, consistent with the values and traditions of our Jewish heritage. 6 5 930 130 0 0 1831443 2364679 42578384 42195112 183802 319992 997897 887762 45591526 45767545 159996 155000 0 0 28752634 27826929 0 0 0 16173841 16285361 45086471 44267290 505055 1500255 45172874 45668453 23724164 20490452 21448710 25178001 X To improve the health, well being, and quality of life of our Jewish Community's elderly, as well as that of our general community, being mindful of the values implicit in our Jewish Heritage. 0 0 37352603 155000 39718887 Revenue from ResidentsPlease see Schedule O 534175 2883043 Adult Day CarePlease see Schedule O 206073 149803 Outpatient TherapyPlease see Schedule OThe Adult Day Health Care Program at the Jewish Home is a medical model program that serves adults with special physical and psychosocial needs. Encouraged by staff to increase their self-esteem, social interactions and independence, members who participate in the Adult Day Health Program are better able to remain with their caregivers in the community.As the largest provider of adult day health services in the area, we assist up to 84 members each day, 7:30 am to 5:00 pm weekdays. Our Early Bird program also provides breakfast.Our people look out for one another just like family. We also welcome those who seek activities and social interaction with peers.Because we're associated with a long-term care facility, our members can take advantage of additional programs to stimulate mind and body. Our staff has received certified dementia training through the Alzheimer's Association.Services include:Assistance with daily medication Personal care and hygiene Nursing Physical, speech, and occupational therapies A hot noon meal that can accommodate special diets Foot care Activity programs Transportation within Monroe County 38092851 1 1 0 1 0 0 0 0 1 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 172 0 930 1 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X Deborah McIlveen 5854277760 2021 Winton Road South Rochester NY 14618 Mark Kolko Chairman 0.30 1.20 X X 0 0 0 Hon John J Ark Vice Chairman 0.30 1.20 X X 0 0 0 Ted Axelrod Vice Chairman 0.30 1.20 X X 0 0 0 Michael H Cooper Treasurer 0.30 1.20 X X 0 0 0 Sharon E Underberg Esq Secretary 0.30 1.20 X X 0 0 0 Daniel I Katz President & CEO 35.00 5.00 X X 304135 43448 106468 Deborah McIlveen Senior VP of Finance & CFO 35.00 5.00 X 146409 20916 25927 Dr Karyn Leible VP of Medical Services 39.00 1.00 X 243206 6236 364 Michael King Senior VP of Operations & COO 34.00 6.00 X 161251 28456 39519 Lisa Vargish Physician 40.00 0.00 X 168016 0 0 Bernard Shore Physician 40.00 0.00 X 159029 0 10360 Joel Weiss VP of Foundation 40.00 0.00 X 145862 0 1426 Travis Masonis VP of IT 38.00 2.00 X 118644 6244 8182 Jacqueline Belasco-Stone VP of Marketing 19.90 20.20 X 59353 60256 9232 1505905 165556 201478 14 0 1 1 Morrison Management Specialists 5801 Peachtree Dunwoody Road Atlanta GA 30342 Dining Services 1570909 Medical Motor Service One Mustard Street Rochester NY 14609 Transportation Services 641003 Aid to Hospitals Inc PO Box 24590 Rochester NY 14624 Laundry Services 397513 Perkins Eastman Architects PC 115 Fifth Avenue New York NY 10003 Architectural Services 264707 ADP Inc PO Box 842875 Boston MA 022842875 Payroll Services 151501 8 100603 2264076 2364679 Resident Revenue 623000 39162278 39162278 Adult Day Care 621400 2883031 2883031 Outpatient Therapy 621400 149803 149803 42195112 320203 320203 18271 0 18271 18271 18271 39668 39879 -211 -211 -211 Miscellaneous 900099 177152 12 177140 House Calls 621610 172446 172446 Deli Income 624210 143825 8095 135730 376068 376068 869491 45767545 42751733 0 651133 155000 155000 843718 243283 600435 21495846 19170033 2325813 735789 735789 3185720 3022020 163700 1565856 834295 731561 28738 28738 100497 100497 86100 86100 14270 14270 2846105 2204678 641427 146152 11756 134396 222717 93735 128982 10594 10260 334 45599 8886 36713 570 540 30 805157 699690 105467 2790823 2425254 365569 372473 341105 31368 NYS Assessment 2468231 2468231 Dietary Food / Paper 1566255 1566255 Bad Debt 1367506 1367506 Pharmacy 731223 731223 2682351 1974574 707777 44267290 38092851 6174439 0 1250 1250 1285652 988898 4790277 5478335 7102482 7295846 61150 62720 1111235 1332310 59578486 34311476 26074917 25267010 2809492 2689275 1936419 2552809 45172874 45668453 9979390 7767827 146428 614293 169792 157491 12728554 11938928 700000 11913 23724164 20490452 X 16614940 19653608 1774615 2193999 3059155 3330394 21448710 25178001 45172874 45668453 X 1500255 270989 1958047 X X 0 1 X 1 1 1 X 1387399 1287232 3859950 1831443 2364679 10730703 36391441 39983966 41805596 43166679 42751733 204099415 535432 615598 500632 391332 312870 2355864 38314272 41886796 46166178 45389454 45429282 217185982 0 0 0 217185982 506325 248543 220149 229170 338474 1542661 506325 248543 220149 229170 338474 1542661 38820597 42135339 46386327 45618624 45767756 218728643 0.99290 0.97960 0.00710 0.00950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 36528 0 1 1417 37945 0 Part II-B, Line 1: Part II-B, Line 1(I) Lobbying reported is in connection with an amount paid for membership dues to Leading Age. Part II-B, Line 1(G) Fee paid to Hinman Straub for legislative and regulatory representation. 0 1 X 3059157 250 278701 7712 3330396 2740714 354960 -36517 3059157 763983 1977652 -25 896 2740714 763983 763983 646234 117749 763983 1.00000 1 0 396882 396882 14441024 9821467 4619557 21198594 16063348 5135246 23541986 8426661 15115325 25267010 Other Securities 2689275 F 2689275 Other Receivables 111877 Due to/from Foundation 356829 Other Long Term Assets 559272 Due to/from Senior Housing 1455471 Due to/from Alzheimers 91 Due to/from JSL Community Services 11151 Estimated Third-Party Payor Settlements 34337 Due to/from JSL Companion Services 23781 2552809 Due to Jewish Senior Life 11913 11913 X 47996581 270989 1958047 2229036 45767545 0 45767545 44267290 0 44267290 0 44267290 Part IV, Line 2b: Resident funds and security deposits are maintained in bank accounts that are separate from the Home's accounts. Interest earned on these funds is credited to the resident's accounts. Part V, Line 4: Permanently restricted net assets generate income to be spent on employee awards, nursing scholarships, purchases to enhance the lifestyle of the residents of the home, geriatric medicine, research, education, as well as general and specific needs of the home. Part X, Line 2: The nursing home is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code, and accordingly, is exempt from Federal income taxes on related income pursuant to Section 501(a) of the Code. Accordingly, no provision for income taxes has been reflected in the accompanying financial statements. The nursing home accounts for uncertain tax positions in accordance with US GAAP, which requires the recognition and measurement of uncertain tax positions that the nursing home has taken or expects to take in the Home's tax returns. The Home is no longer subject to federal and NYS income tax examination for years prior to 2010. Part XI, Line 2d - Other Adjustments: Minimum Pension Liability Adjustment 1,958,047. 1 Jewish Senior Life Inc 2021 Winton Road South Rochester NY 14618 223409164 501(C)(3) 155000 General Support 1 Form 990, Line 2 All grants and assistance are structured as part of the budget process and approved by the Jewish Home's Board of Directors. Monthly monitoring of this process takes place as part of the monthly finacial review and appropriate reconciliation and review is completed between intercompany transactions. X X X X 0 1 0 0 0 0 0 0 0 Daniel I Katz President & CEO 304135 43448 0 0 0 0 87063 12438 6096 871 397294 56757 0 0 Deborah McIlveen Senior VP of Finance & CFO 146409 20916 0 0 0 0 21438 3063 1248 178 169095 24157 0 0 Dr Karyn Leible VP of Medical Services 243206 6236 0 0 0 0 0 0 355 9 243561 6245 0 0 Michael King Senior VP of Operations & COO 161251 28456 0 0 0 0 27625 4875 5966 1053 194842 34384 0 0 Lisa Vargish Physician 168016 0 0 0 0 0 0 0 0 0 168016 0 0 0 Bernard Shore Physician 141629 0 0 0 17400 0 0 0 10360 0 169389 0 0 0 Part I, Line 4b Daniel Katz, CEO, accrued deferred compensation of $86,900 in 2013 under the organization's Section 457(f) Plan. Part VII, Line 1A: Deborah McIlveen CFO received compensation from the Jewish Home of Rochester, EIN# 16-0743058 a related organization. A portion of her compensation was allocated to other related organizations and $11,713 was allocated to the Jewish Senior Life Foundation EIN #22-2263845 an unrelated organization. Form 990, Part VI, Section A, line 6 Jewish Senior Life is the sole corporate member of the filing organization. Form 990, Part VI, Section A, line 7a The sole corporate member approves the nominations of all of the Board members of the filing organization. Form 990, Part VI, Section B, line 11 The Form 990 is reviewed in detail by an independent outside accountant and by the Audit committee prior to submission. A copy of the 990 is available to all Board Members upon request. Form 990, Part VI, Section B, line 12c Each director, officer, member of a committee with Board-delegated powers, and key employees annually sign the Conflict of Interest Policy. If a conflict arises and disclosure of the financial interest is made, the interested persons will leave the Board or committee meeting while the financial interest is discussed and voted upon. The remaining Board or committee members will decide if a conflict of interest exists. If appropriate, the Chairperson of the Board or committee will appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. The Board will then determine with the organization if they can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to conflict of interest. If the Board or committee has reasonable cause to believe that an interested person has failed to disclose actual or possible conflicts of interest, it will inform the interested person of the basis for such belief and afford him or her an opportunity to explain the alleged failure to disclose. If the Board determines that the person has in fact failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action. Form 990, Part VI, Section B, line 15 JHR is represented under JSL which has formed a Compensation Committee comprised of the Chairs of each of the subsidiaries to review and determine the annual compensation packages for the senior management team. On a regular basis the Compensation Committee obtains from a third party consultant, a compensation survey that determines the market rates for each of the positions and then determines what if any adjustments should be made to salaries. This same Compensation Committee, on an annual basis determines what the variable compensation goals should be and whether or not they have been met. This meeting took place in October 2013. Form 990, Part VI, Section C, line 19 The Jewish Home of Rochester publishes its financial information as part of the annual report which is widely distributed and available upon request. The Jewish Home of Rochester will provide upon request its conflict of interest policy as well as any appropriate governing documents. Form 990, Part VII: The organization does not compensate its board members. Form 990, Part XI, line 9: Adjustment to minimum pension liability and post-retirement benefit costs 1,958,047. Form 990, Part XII, Line 2C An audit committee comprised of members of the JSL Board, a related entity, has been created with the purpose of selecting the independent audit firm to oversee the annual audit and to accept or amend the audit report as presented. The audit committee meets independently with the independent audit firm on an annual basis. This process has not changed from the prior year. Jewish Senior Life 2021 Winton Road South Rochester NY 14618 223409164 Parent Company NY 501 (c) (3) 11, type 1 N/A 0 JHR Senior Housing Inc 2021 Winton Road South Rochester NY 14618 161482447 Independent Living Facility NY 501 (c) (3) 9 N/A 0 JHR Enriched Housing Inc 2021 Winton Road South Rochester NY 14618 161546905 Assisted Living Facility NY 501 (c) (3) 9 N/A 0 JSL Community Services Inc 2021 Winton Road South Rochester NY 14618 352404430 Day Retreat for Memory Loss Support NY 501 (c) (3) 9 N/A 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0