2014-11-13T10:50:46-06:00 2013-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE NEW YORK NY 10017 990 2013-01-01 131623854 THE JEWISH GUILD FOR THE BLIND JEWI 2127696200 15 WEST 65TH STREET NEW YORK NY 10023 ELLIOT J HAGLER CHIEF FINANCIAL OFFICER 2127696200 2014-11-10 1 ISRAEL TANNENBAUM P01589203 2128674000 2013 2015-11-30 17:44:51Z JEWISH GUILD HEALTHCARE ALAN R MORSE 15 WEST 65TH STREET NEW YORK NY 10023 127277478 0 X WWW.LIGHTHOUSEGUILD.ORG X 1914 NY PROVIDE SERVICES AND EXPAND ACCESS TO CARE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED, INCLUDING THOSE WITH MULTIPLE DISABILITIES OR CHRONIC MEDICAL CONDITIONS. 10 8 96 33 0 0 7278794 3701816 53588343 66483907 2964073 7047963 290834 964146 64122044 78197832 578037 218204 0 0 44730529 52821818 0 0 1202368 9064151 12694401 54372717 65734423 9749327 12463409 153720933 177781480 22677403 21100449 131043530 156681031 X TO HELP PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED AS WELL AS THOSE WITH MULTIPLE DISABILITIES OR CHRONIC MEDICAL CONDITIONS, LEAD PRODUCTIVE, DIGNIFIED AND FULFILLING LIVES. 0 0 56131319 65273604 SEE SCHEDULE OGUILDNET, A SUBSIDIARY OF THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE (GUILD), OFFERS HEALTH PLANS THROUGH WHICH OVER 17,500 PEOPLE 18 AND OLDER WITH CHRONIC MEDICAL CONDITIONS RECEIVED MANAGED LONG-TERM CARE SERVICES IN 2013. GUILDNET PROVIDES SERVICES THROUGH CAPITATED ARRANGEMENTS WITH MEDICAID AND MEDICARE TO PEOPLE THROUGHOUT MANHATTAN, BROOKLYN, BRONX, QUEENS, STATEN ISLAND, WESTCHESTER AND NASSAU AND SUFFOLK COUNTIES. GUILDNET IS A RECOGNIZED LEADER IN ITS FIELD AND HAS SPECIFIC EXPERTISE IN WORKING WITH VISUALLY IMPAIRED INDIVIDUALS IN NEED OF COMMUNITY-BASED LONG TERM CARE SERVICES.GUILDNET OFFERS THREE HEALTH PLANS TO MANAGE EVERY MEDICAL AND HEALTHCARE NEED, ESPECIALLY FOR PEOPLE WHO ARE VISUALLY IMPAIRED. GUILDNET MLTC HELPS PEOPLE WHO ARE 18 OR OLDER AND ELIGIBLE FOR MEDICAID AND WHO HAVE LONG TERM HEALTHCARE NEEDS. A CARE MANAGEMENT TEAM WORKS WITH THE PERSON AND THEIR DOCTOR TO DEVELOP A CARE PLAN THAT HELPS THEM REMAIN SAFELY AT HOME.GUILDNET GOLD OFFERS A MEDICARE ADVANTAGE PRESCRIPTION DRUG PLAN FOR PEOPLE 18 OR OLDER, WHO HAVE BOTH MEDICARE AND MEDICAID AND HAVE LONG TERM HEALTHCARE NEEDS. ALL MEDICARE SERVICES AS WELL AS NEW YORK STATE COVERED MEDICAID SERVICES ALLOW PEOPLE TO REMAIN SAFELY IN THEIR HOMES. FOR MOST MEDICARE SERVICES, PEOPLE MAY USE ANY PROVIDER THAT ACCEPTS MEDICARE.GUILDNET HEALTH ADVANTAGE OFFERS A MEDICARE ADVANTAGE PRESCRIPTION DRUG PLAN FOR PEOPLE 18 OR OLDER WHO HAVE BOTH MEDICARE AND MEDICAID. GUILDNET STAFF WILL MANAGE BOTH MEDICARE AND MEDICAID BENEFITS AND IN MOST CASES THE PERSON MAY USE ANY PROVIDER THAT ACCEPTS MEDICARE.GUILDNET HAS BEEN APPROVED BY NEW YORK STATE TO INITIATE A FIDA PROGRAM - A FULLY INTEGRATED DUAL ADVANTAGE HEALTH PLAN FOR INDIVIDUALS WITH MEDICAID AND MEDICARE WITH AN EXPANDED PACKAGE OF SERVICES, INCLUDING BEHAVIORAL HEALTHCARE. AT THE CLOSE OF 2013, THE TOTAL GUILDNET MEMBER MONTHS WERE 159,138. 2739510 1200437 SEE SCHEDULE OTHE GUILD'S VISION REHABILITATION SERVICES HELP PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED TO REGAIN FUNCTION AND MAXIMIZE USABLE VISION TO DEVELOP SKILLS AND STRATEGIES TO REMAIN SAFE, INDEPENDENT AND ACTIVE AT ANY STAGE OF LIFE. SERVICES INCLUDE:ACADEMIC SKILLS SERVICES THAT HELP STUDENTS AND ADULTS WHO ARE BLIND OR VISUALLY IMPAIRED PREPARE FOR TESTS AND COLLEGE, AND LEARN ACADEMIC LIFE SKILLS, INCLUDING REMEDIAL INSTRUCTION MATH, SPELLING, GRAMMAR, READING COMPREHENSION, VOCABULARY, AND WRITING SKILLS, ADVANCE INSTRUCTION FOR SAT AND GRE PREPARATION, AND ENGLISH AS A SECOND LANGUAGE. THE GUILD IS AN OFFICIAL GED TEST SITE.ADAPTIVE TECHNOLOGY TRAINING ON STATE-OF-THE-ART COMPUTERS, ADAPTIVE AND MAINSTREAM SOFTWARE, SCANNERS AND PRINTERS THAT HELP PEOPLE OF ALL AGES WHO ARE BLIND OR VISUALLY IMPAIRED OBTAIN AND MAINTAIN THEIR TECHNOLOGY GOALS. PROGRAMS FOR STUDENTS INCLUDE A 10-WEEK PROGRAM THAT TEACHES COMPUTER SKILLS ON WEEKENDS AND PROVIDES EACH STUDENT WITH A COMPUTER AT NO COST, AND A PROGRAM THAT PREPARES COLLEGE BOUND STUDENTS TRANSITIONING FROM HIGH SCHOOL, OR PURSUING HIGHER EDUCATION AS AN ADULT, TO MEET THE DEMANDS OF COLLEGE WORK.INDEPENDENT LIVING SKILLS HELP PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED TO LIVE AS INDEPENDENTLY AS POSSIBLE, INCLUDING INDIVIDUAL AND GROUP INSTRUCTION IN DAILY LIVING ACTIVITIES SUCH MEAL PREPARATION, MANAGING FINANCES, CLOTHING CARE, BASIC HYGIENE, ETC.LOW VISION REHABILITATION SERVICES THAT HELP PEOPLE WHO ARE VISUALLY IMPAIRED ACHIEVE THE HIGHEST LEVEL OF FUNCTION AND INDEPENDENCE BY EVALUATING THEIR FUNCTIONAL VISION AS PART OF A LOW VISION EXAMINATION, AND PRESCRIBING AND PROVIDING TRAINING IN THE USE OF LOW VISION DEVICES SUCH AS SPECIAL HIGH-POWERED GLASSES, MAGNIFIERS AND TELESCOPES.ORIENTATION AND MOBILITY INSTRUCTION THAT HELPS PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED TO NAVIGATE FAMILIAR AND UNFAMILIAR PLACES, INDOORS AND OUT, TO TRAVEL SAFELY AND WITH CONFIDENCE THEREFORE INCREASING THE INDIVIDUAL'S INDEPENDENCE. 702168 9866 SEE SCHEDULE OTRAINING: WE PROVIDE TRAINING TO PROMOTE IMPROVED CARE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED AS WELL AS THOSE AT RISK. HEALTHCARE PROFESSIONAL TRAINING INCLUDES ONLINE CONTINUING EDUCATION, CUSTOMIZED WORKSHOPS, OBSERVERSHIPS AND CLINICAL TRAINING, TO NURSES, OCCUPATIONAL THERAPISTS, SOCIAL WORKERS, OPTOMETRISTS AND OPHTHALMOLOGY RESIDENTS WORKING IN ALL HEALTHCARE SETTINGS. JEWISH GUILD HEALTHCARE HAS AN ESTABLISHED RELATIONSHIP WITH AOTA, A NATIONALLY RECOGNIZED PROFESSIONAL ASSOCIATION OF MORE THAN 35,000 OCCUPATIONAL THERAPISTS, OCCUPATIONAL THERAPY ASSISTANTS, AND OCCUPATIONAL THERAPY STUDENTS. CAREGIVER INFORMATION HELPS CAREGIVERS, INCLUDING THOSE WHO WORK IN HOSPITALS, OUTPATIENT CLINICS, ASSISTED LIVING FACILITIES, AND NURSING HOMES, TO PROVIDE EFFECTIVE CARE TO PEOPLE WITH VISION LOSS.DIABETES PREVENTION PROMOTES HEALTHY LIVING TO PREVENT THE ONSET OF DIABETES AND AVOID DIABETES-RELATED VISION LOSS. 1326546 218204 THE GUILDSCHOLAR PROGRAM PROVIDES SCHOLARSHIPS TO HELP TO LEGALLY BLIND HIGH SCHOOL STUDENTS MAKE A SUCCESSFUL TRANSITION TO COLLEGE, AND ATTEND COLLEGES OR UNIVERSITIES THAT MIGHT OTHERWISE BE BEYOND THEIR FINANCIAL REACH. IN THE LAST NINE YEARS, MORE THAN $1,500,000 IN SCHOLARSHIPS HAS BEEN AWARDED TO 122 STUDENTS FROM 34 STATES.PROGRAM EXPENSES FOR 2013 WERE $241,456RESEARCH AWARDS: OUR RESEARCH AWARDS HAVE LONG SUPPORTED BREAKTHROUGHS IN VISION LOSS AND VISION CARE BY RECOGNIZING AND REWARDING RESEARCH IN VISION SCIENCE.THE GUILD'S BRESSLER PRIZE IN VISION SCIENCE RECOGNIZES A PROFESSIONAL IN THE FIELD OF VISION SCIENCE WHOSE LEADERSHIP, RESEARCH, AND SERVICE HAVE RESULTED IN IMPORTANT ADVANCEMENTS IN THE TREATMENT OF EYE DISEASE OR REHABILITATION OF PEOPLE WITH VISION LOSS. IN LESS THAN A DECADE, THE BRESSLER PRIZE HAS BECOME ONE OF VISION SCIENCE'S MOST RECOGNIZED AWARDS. EACH YEAR, A SYMPOSIUM IN NEW YORK BRINGS TOGETHER THE CURRENT WINNER WITH COLLEAGUES FROM AROUND THE WORLD TO ADVANCE VISION SCIENCE AND CREATE NETWORKING OPPORTUNITIES. THE OBERDORFER AWARD IS HELD AT THE ANNUAL MEETING OF THE ASSOCIATION FOR RESEARCH IN VISION AND OPHTHALMOLOGY (ARVO), HONORING MICHAEL OBERDORFER, A LONG-TIME PROGRAM OFFICER AT NEI, WHO WAS INSTRUMENTAL IN HELPING LOW VISION REHABILITATION RECEIVE PROPER RECOGNITION AND FUNDING BY NATIONAL EYE INSTITUTE.PROGRAM EXPENSES FOR 2013 WERE $279,767THE CHILDREN'S VISION HEALTH PROGRAM OFFERS TELEPHONE SUPPORT GROUPS FOR PARENTS OF CHILDREN WITH VISION LOSS. PARENTS FROM 42 STATES, COLOMBIA, AND CANADA PARTICIPATE IN WEEKLY SUPPORT GROUPS WHERE THEY RECEIVE EMOTIONAL SUPPORT FROM EACH OTHER AND INFORMATION FROM PROFESSIONAL FACILITATORS AND EXPERTS IN THE FIELD. THE PROGRAM ALSO INCLUDES TELE-SUPPORT GROUPS FOR SPANISH-SPEAKING PARENTS, COLLEGE-BOUND HIGH SCHOOL STUDENTS, AND PRE-TEEN/TEEN SIGHTED SIBLINGS. PROGRAM EXPENSES FOR 2013 WERE $312,354FOOD SERVICE EXPENSE TOTALED $267,716 AND OTHER PROGRAM EXPENSES TOTALED $225,253 1326546 218204 60899543 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 46 0 96 1 0 0 0 0 0 1 1 0 0 0 0 X 10 8 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CT FL GA IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X ELLIOT J HAGLER CPA 2127697806 15 WEST 65TH STREET NEW YORK NY 10023 ALAN R MORSE CHIEF EXECUTIVE OFFICER 12.60 27.40 X X 401254 796521 158064 MARK G ACKERMANN PRESIDENT - EFFECTIVE 12/23/13 0.50 39.50 X X 0 571274 101742 JAMES M DUBIN CHAIRMAN 5.00 9.00 X X 0 0 0 LAWRENCE E GOLDSCHMIDT DEPUTY CHAIR 0.50 4.50 X X 0 0 0 ROBERT B OKUN SECRETARY 0.50 4.50 X X 0 0 0 JOSEPH A RIPP VICE CHAIRMAN - EFFECTIVE 12/23/13 0.50 4.50 X X 0 0 0 SARAH E SMITH TREASURER - EFFECTIVE 12/23/13 0.50 4.50 X X 0 0 0 JONATHAN M WAINWRIGHT DEPUTY CHAIR - EFFECTIVE 12/23/13 0.50 4.50 X X 0 0 0 PAULINE RAIFF DIRECTOR 0.50 4.50 X 0 0 0 RONALD G WEINER DIRECTOR 0.50 4.50 X 0 0 0 KIM ALFONSO DIRECTOR - THROUGH 12/23/13 0.50 1.00 X 0 0 0 RACHEL Z BRIER DIRECTOR - THROUGH 12/23/13 0.50 0.50 X 0 0 0 CAROL T FINLEY DIRECTOR - THROUGH 12/23/13 0.50 0.50 X 0 0 0 DAVID R GREENBAUM DIRECTOR - THROUGH 12/23/13 0.50 0.50 X 0 0 0 NEIL S JANOVIC DIRECTOR - THROUGH 12/23/13 0.50 0.50 X 0 0 0 THOMAS G KAHN DIRECTOR - THROUGH 12/23/13 0.50 0.50 X 0 0 0 FRANCINE LEINHARDT DIRECTOR - THROUGH 12/23/13 0.50 0.50 X 0 0 0 ANDREW H MARKS DIRECTOR - THROUGH 12/23/13 0.50 0.50 X 0 0 0 SUSAN MENDIK TARKINOW DIRECTOR - THROUGH 12/23/13 0.50 0.50 X 0 0 0 JANE RITTMASTER DIRECTOR - THROUGH 12/23/13 0.50 0.50 X 0 0 0 BETH A ROGERS DIRECTOR - THROUGH 12/23/13 0.50 0.50 X 0 0 0 CHARLES BLUM SVP & GENERAL COUNSEL 18.00 22.00 X 38352 38352 0 KELLYANNE CAIVANO SENIOR VP FINANCE 3.70 36.30 X 25575 235523 58912 IRMA EVANS ASSISTANT SECRETARY-EFF. 12/23/13 0.50 39.50 X 0 71813 10050 ELLIOT J HAGLER CHIEF FINANCIAL OFFICER 3.70 36.30 X 36611 337150 105122 ROBERT HOAK SVP, DEVELOPMENT-EFF. 12/23/13 0.50 39.50 X 0 318502 51465 PHILIP ROSENTHAL CHIEF OPERATING OFFICER 19.20 20.80 X 244935 265349 370667 SARAH SPICEHANDLER ASSISTANT SECRETARY 28.90 11.10 X 60105 20035 38240 MAURA SWEENEY SVP PROGRAMS & SVCS - EFF. 12/23/13 0.50 39.50 X 0 380505 33757 CATHLEEN WIRTS SVP STRATEGY, MARKETING & COMM. 23.60 16.40 X 164295 86538 54542 ROY G COLE DIRECTOR VISION PROGRAM DEVELOPMENT 40.00 X 182468 0 15636 MELISSA FARBER VICE PRESIDENT - HUMAN RESOURCES 5.00 35.00 X 21147 149046 70304 BARBARA KLEIN DIRECTOR OF DEVELOPMENT 35.30 4.70 X 155648 20525 35803 BRUCE A MASTALINSKI CHIEF COMPLIANCE OFFICER 2.60 37.50 X 21469 315167 51876 SARA PITTERMAN AVP FINANCE 3.90 36.10 X 14059 129470 54269 1365918 3735770 1210449 7 0 1 0 PINNACLE CONSULTING GROUP INC 75 LANE ROAD SUITE 406 FAIRFIELD NJ 07004 IT SERVICES 5836366 LEVINSONBLOCK LLC 25 TERRACE PLACE BROOKLYN NY 11218 MARKETING 1437141 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE NEW YORK NY 10036 LEGAL 1409013 SAFETY BUILDING CLEANING CORP 5 WEST 37TH STREET NEW YORK NY 10018 CLEANING SERVICES 721182 JPC CONTRACTING 287 NORTHERN BOULEVARD GREAT NECK NY 11021 CONSTRUCTION 635902 22 253919 3447897 108084 3701816 MANAGEMENT SERVICES 561000 65273604 65273604 CBVH CONTRACT 624310 1200437 1200437 SIGHTCARE 900099 9866 9866 66483907 1963599 1963599 2847 2847 4263510 3845751 417759 417759 417759 50184712 45100348 5084364 5084364 5084364 115034 253919 133547 -18513 -18513 WORKERS COMPENSATION INSURANCE RE 900099 541981 541981 MISCELLANEOUS 900099 20072 20072 562053 78197832 66483907 0 8012109 53204 53204 165000 165000 1160718 72259 1025626 62833 38220830 36946468 832158 442204 3080502 3002582 49490 28430 7315673 7176728 57816 81129 3044095 2945067 63661 35367 74079 15078 58327 674 17154 10101 5012 2041 78000 78000 351127 351127 2981989 2681392 207702 92895 393681 26978 365903 800 1130085 859640 96000 174445 5132270 5064856 47353 20061 1874751 1572999 208621 93131 187717 130993 53248 3476 78226 2679 75460 87 51 51 86745 48593 19372 18780 164833 124926 37585 2322 RENTAL OF MAILING LIST 143693 143693 65734423 60899543 3632512 1202368 4637956 1635740 6286867 11487893 370182 165044 181924 244780 32328 26198 346257 752604 53612606 35627753 17972167 17984853 58792413 72470958 47872267 47398503 17228572 25614907 153720933 177781480 17171422 16090149 76783 76000 864568 692636 4564630 4241664 22677403 21100449 X 116173872 142129476 6452315 6107561 8417343 8443994 131043530 156681031 153720933 177781480 X 12463409 8048289 5125803 X X 0 1 X 1 0 X 4094157 5602904 7953164 7278794 3701816 28630835 43202116 45226766 47116504 53588343 66483907 255617636 47296273 50829670 55069668 60867137 70185723 284248471 0 0 0 284248471 4673483 5621538 5134916 6938577 6229956 28598470 4673483 5621538 5134916 6938577 6229956 28598470 10325 10325 322251 29116 7472 6348 562053 927240 52292007 56490649 60212056 67812062 76977732 313784506 0.90590 0.89730 0.09110 0.09460 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2009 AMOUNT: $ 322,251. 2010 AMOUNT: $ 29,116. 2011 AMOUNT: $ 7,472. 2012 AMOUNT: $ 6,348. 2013 AMOUNT: $ 562,053. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78000 103715 78000 103715 65656423 719525551 65734423 719629266 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 14335 12456 78076 78000 182867 250000 250000 250000 250000 1000000 1500000 8755502 25253 456513 508752 8728516 9114702 23776 180509 563485 8755502 9114072 132651 132021 9114702 8794657 838056 518641 9114072 7368325 75000 1352644 1312 8794657 0.97000 0.03000 0 0 1162500 1162500 40830711 27811453 13019258 16668 2380 14288 8044697 5682016 2362681 3558030 2131904 1426126 17984853 ALTERNATIVE INVESTMENTS 47398503 F 47398503 RECEIVABLE FROM AFFILIATES 23532521 OTHER ASSETS 2082386 25614907 PAYABLE TO ESTABLISH INSTITUTE FOR VISION AND AGING AND GUILD RESEARCH CTR 2660143 ANNUITY OBLIGATIONS 1496254 OTHER LIABILITIES 85267 4241664 X 723545691 8048289 637650697 645698986 77846705 351127 351127 78197832 664541963 599158667 599158667 65383296 351127 351127 65734423 PART V, LINE 4: INVESTMENTS IN PERPETUITY, THE INCOME FROM WHICH IS EXPENDABLE TO SUPPORT ACTIVITIES OF THE ORGANIZATION $ 8,224,842. ENDOWMENTS REQUIRING A PORTION OF INCOME TO BE ADDED TO ORIGINAL GIFT $219,152 AND THE REMAINDER EXPENDABLE TO SUPPORT ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: THE GUILD HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2010 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARIES' REVENUE 637,829,557. LOSS ON ANNUITY OBLIGATIONS -178,860. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARIES' EXPENSES 599,158,667. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 41409884 0 0 0 0 0 0 41409884 0 41409884 1 0 1 1 0 0 THEATRE EVENT 257089 170425 86664 51149 44049 3471 FASHION SHOW 75629 57459 18170 18214 4864 2460 1 36235 26035 10200 9240 100 368953 253919 115034 78603 48913 6031 133547 -18513 1 JGB EDUCATION SERVICES 15 WEST 65TH STREET NEW YORK NY 10023 133419981 501(C)(3) 16540 FOR PROGRAM OPERATIONS JGB REHABILITATION COPORATION 15 WEST 65TH STREET NEW YORK NY 10023 133439035 501(C)(3) 36664 FOR PROGRAM OPERATIONS 2 MERIT SCHOLARSHIP 17 165000 SCHEDULE I, PART I, LINE 2 SCHOLARSHIPS - A SCHOLARSHIP COMMITTEE REVIEWS SCHOLARSHIP APPLICATIONS FROM LEGALLY BLIND HIGH SCHOOL APPLICANTS TO SELECT THE RECIPIENTS. THE COMMITTEE CONSIDERS SAT AND/OR ACT TEST SCORES, STUDENT TRANSCRIPTS, LETTER OF RECOMMENDATIONS, STATEMENTS AND OTHER SUPPORTING DOCUMENTATION TO SELECT THE MOST OUTSTANDING CANDIDATES. GRANTS TO SUBSIDIARIES - INCOME EARNED ON DONOR RESTRICTED ENDOWMENT FUNDS ARE GRANTED BY THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE TO ITS SUBSIDIARIES WHOSE PROGRAMS FULFILL THE RESTRICTED PURPOSES. X X X X X 1 1 0 0 0 0 0 1 0 ALAN R MORSE CHIEF EXECUTIVE OFFICER 276690 549251 108875 216125 15689 31145 39460 78331 13491 26782 454205 901634 0 0 MARK G ACKERMANN PRESIDENT - EFFECTIVE 12/23/13 0 369879 0 199219 0 2176 0 70400 0 31342 0 673016 0 0 KELLYANNE CAIVANO SENIOR VP FINANCE 24111 222037 1175 10825 289 2661 3222 29667 2549 23474 31346 288664 0 0 ELLIOT J HAGLER CHIEF FINANCIAL OFFICER 33671 310079 2449 22551 491 4520 3880 35732 4793 60717 45284 433599 0 0 ROBERT HOAK SVP, DEVELOPMENT-EFF. 12/23/13 0 235538 0 82500 0 464 0 22258 0 29207 0 369967 0 0 PHILIP ROSENTHAL CHIEF OPERATING OFFICER 233412 252866 3360 3640 8163 8843 282880 12663 17604 57520 545419 335532 0 0 MAURA SWEENEY SVP PROGRAMS & SVCS - EFF. 12/23/13 0 285330 0 94575 0 600 0 23455 0 10302 0 414262 0 0 CATHLEEN WIRTS SVP STRATEGY, MARKETING & COMM. 159204 83857 4585 2415 506 266 21347 11244 14378 7573 200020 105355 0 0 ROY G COLE DIRECTOR VISION PROGRAM DEVELOPMENT 180532 0 0 0 1936 0 13136 0 2500 0 198104 0 0 0 MELISSA FARBER VICE PRESIDENT - HUMAN RESOURCES 20295 143047 808 5692 44 307 2856 20133 4600 42715 28603 211894 0 0 BARBARA KLEIN DIRECTOR OF DEVELOPMENT 154008 20307 0 0 1640 218 11153 1470 20479 2701 187280 24696 0 0 BRUCE A MASTALINSKI CHIEF COMPLIANCE OFFICER 20956 307643 0 0 513 7524 1947 28588 1361 19980 24777 363735 0 0 SARA PITTERMAN AVP FINANCE 14047 129361 0 0 12 109 903 8318 3693 41355 18655 179143 0 0 PART I, LINES 4A-B SCHEDULE J, PART I, LINE 4A SEVERANCE FOR PHILIP ROSENTHAL, CHIEF OPERATING OFFICER, WAS ACCRUED AND REPORTED ON THE 2013 990, SCHEDULE J PART II, COLUMN C, AS DEFERRED COMPENSATION. THE SEVERANCE WILL BE PAID IN 2014 AND REPORTED ON HIS W2 AS WELL AS THE 2014 990 AS COMPENSATION REPORTED AS DEFERRED IN PRIOR FORM 990. SCHEDULE J, PART I, LINE 4B 457(F) DEFERRED COMPENSATION PLAN: THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE - ALAN R. MORSE - $84,291 LIGHTHOUSE INTERNATIONAL - MARK G. ACKERMANN - $50,000 PART I, LINE 7 AS PART OF THE COMPENSATION FOR 2013, THE COMPENSATION COMMITTEE GRANTED BONUSES TO THE EXECUTIVE STAFF, BASED ON ITS REVIEW OF THEIR PERFORMANCE, AS DOCUMENTED IN THE MINUTES OF THE COMMITTEE. X 1 108084 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B IS REFERRING TO THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE DECEMBER 23, 2013, THE BY-LAWS OF THE CORPORATION WERE AMENDED TO DESIGNATE LGI PROGRAMS, LLC AS THE SOLE MEMBER OF THE CORPORATION. IN ADDITION, CHANGES WERE MADE TO THE DUTIES AND COMPOSITION OF THE ORGANIZATIONS OFFICERS, QUORUM REQUIREMENTS OF THE DIRECTORS AND THE SCOPE OF DUTIES OF VARIOUS BOARD COMMITTEES. FORM 990, PART VI, SECTION A, LINE 6 EFFECTIVE DECEMBER 23, 2013 LGI PROGRAMS, LLC BECAME THE SOLE MEMBER OF THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE. SIMULTANEOUSLY, LIGHTHOUSE GUILD INTERNATIONAL, INC., A 501(C)(3) NOT-FOR-PROFIT CORPORATION, BECAME THE SOLE MEMBER OF LGI PROGRAMS, LLC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER ELECTS THE BOARD MEMBERS OF THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT AND REVIEWED BY THE ORGANIZATION'S OUTSIDE AUDITORS. THE FORM IS THEN REVIEWED IN DETAIL BY A COMMITTEE OF THE BOARD. AFTER ITS APPROVAL, A COPY OF THE FORM IS DISTRIBUTED TO THE FULL BOARD FOR REVIEW PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND ALL STAFF ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY. WHEN THERE IS A CHANGE IN THIS INFORMATION, THEY ARE REQUIRED TO COMPLETE AN UPDATED FORM. ALL CONFLICTS OF INTEREST ARE REPORTED IN WRITING TO THE PRESIDENT. THE PRESIDENT MAY THEN REQUEST THAT SUCH INTEREST OR ACTIVITY BE DISPOSED OF, DISCONTINUED OR LIMITED. OFFICERS, DIRECTORS AND DEPARTMENT DIRECTORS COMPLETE CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF GUILD AND AFFILIATE BOARD MEMBERS, REVIEWS SALARY DATA FROM COMPARABLE ORGANIZATIONS THAT HAS BEEN REVIEWED BY OUR AUDITORS AND ATTORNEYS FOR ACCURACY, COMPLETENESS AND COMPLIANCE WITH APPLICABLE REGULATIONS AND STATUTORY REQUIREMENTS. BASED UPON THEIR REVIEW OF THIS DATA, AND OTHER RELEVANT INFORMATION INCLUDING SPECIFIC JOB PERFORMANCE, THE COMMITTEE DETERMINES APPROPRIATE COMPENSATION FOR THE CEO, AND OTHER SENIOR EXECUTIVES AT A MEETING AT WHICH THE AUDITORS AND ATTORNEYS ARE PRESENT. MINUTES OF THE COMMITTEE'S MEETINGS ARE MAINTAINED. THIS PROCESS WAS CONDUCTED IN 2013. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE ON THE GUILD'S WEBSITE. A COPY OF THE FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT 7,012,263. LOSS ON ANNUITY OBLIGATION -178,860. MERGER COSTS -1,707,600. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT AND SELECTION OF THE INDEPENDENT ACCOUNTANTS. THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION A, LINE 1A: MANY OF THE GUILD'S SERVICES ARE PROVIDED WITH AND THROUGH SUBSIDIARIES EACH OF WHICH FILES THEIR OWN FORM 990. THE GUILD'S SUBSIDIARIES ARE: JGB HEALTH FACILITIES CORP, JGB REHABILITATION CORP, JGB EDUCATION SERVICES, GUILDNET, INC., GREATER BOSTON GUILD FOR THE BLIND, INC., GREATER BOSTON DIABETES SOCIETY, INC.AND JGB MENTAL HEALTH AND MENTAL RETARDATION SERVICES, INC. IN ADDITION, THE GUILD IS THE CLASS C, CONTROLLING MEMBER OF NATIONAL ASSOCIATION OF PARENTS OF CHILDREN WITH VISUAL IMPAIRMENTS, INC. JEWISH GUILD HEALTHCARE'S CLINIC IS PART OF JGB REHABILITATION CORP'S ARTICLE 28 DIAGNOSTIC AND TREATMENT CENTER (DTC), AND PROVIDES COMPREHENSIVE, INTEGRATED MEDICAL AND VISION CARE SERVICES. A MULTIDISCIPLINARY TEAM OF MEDICAL DOCTORS, ENDOCRINOLOGISTS, PHYSIATRISTS, OPTOMETRISTS, PHYSICAL THERAPISTS, OCCUPATIONAL THERAPISTS, NURSES AND OTHERS PROVIDE AND COORDINATE SERVICES DESIGNED TO ADDRESS THE NEEDS OF PEOPLE WITH VISION LOSS AS WELL AS THOSE WITH OTHER MEDICAL CONDITIONS SUCH AS ASTHMA, DIABETES, TRAUMATIC BRAIN INJURY, STROKE, OR OTHER DISABLING CONDITIONS. THE CLINIC PROVIDED SERVICES TO APPROXIMATELY 1,484 INDIVIDUALS IN 2013. THE MAXINE AND JOHN M. BENDHEIM CENTER FOR DIABETES CARE PROVIDES COMPREHENSIVE DIABETES CARE TO PEOPLE WITH HAVE OR WHO MAY BE AT SIGNIFICANT RISK FOR VISION LOSS AS A CONSEQUENCE OF DIABETES. THE ADA RECOGNIZED DIABETES SELF-MANAGEMENT EDUCATION PROGRAM HELPS PEOPLE WITH DIABETES AND VISION LOSS MANAGE THEIR DISEASE, STAY HEALTHY, AND PRESERVE REMAINING VISION. JGB MENTAL HEALTH AND MENTAL RETARDATION SERVICES, INC.'S BEHAVIORAL HEALTH SERVICES HELP PEOPLE WITH VISION LOSS AND THEIR FAMILIES ADDRESS THE ANXIETY AND DEPRESSION OFTEN EXPERIENCED WHEN LOSING VISION. OUR MULTI-DISCIPLINARY PSYCHIATRIC CLINIC REMAINS THE ONLY ONE OF ITS KIND IN THE COUNTRY, PROVIDING SOCIAL SERVICES, SUPPORT GROUPS, CRISIS INTERVENTION, INDIVIDUAL AND GROUP THERAPY, PSYCHOPHARMACOLOGY, MEDICAL COORDINATION AND LIAISON, SHORT TERM PROBLEM RESOLUTION, CASE MANAGEMENT, PSYCHOLOGICAL REHABILITATION CASE READINESS, TREATMENT MONITORING, AND MAINTENANCE FOR PEOPLE WITH CHRONIC MENTAL ILLNESS. OUR MENTAL HEALTH DAY TREATMENT PROGRAM HELPS PEOPLE WITH PSYCHIATRIC DIAGNOSES REMAIN IN THE COMMUNITY AND PREVENTS PSYCHIATRIC HOSPITALIZATION. IT PROVIDES CASE MANAGEMENT, GROUP THERAPY, CRISIS INTERVENTION, PSYCHOPHARMACOLOGY, MEDICAL COORDINATION AND LIAISON, SKILL-BUILDING FOR THE MANAGEMENT OF PSYCHIATRIC SYMPTOMS AND INITIATING BEHAVIORAL CHANGES THAT PROMOTE POSITIVE ACTION, HEALTH AND WELL-BEING. OUR DEVELOPMENTAL DISABILITIES DAY TREATMENT PROGRAM PROVIDES ADULTS WHO ARE BLIND OR VISUALLY IMPAIRED AND HAVE DEVELOPMENTAL DISABILITIES AND LIVE IN THE COMMUNITY, WITH FUNCTIONAL LIFE SKILLS, PSYCHOLOGICAL SERVICES AND OTHER ACTIVITIES THAT HELP MAXIMIZE INDEPENDENCE. SERVICES INCLUDE FUNCTIONAL LIFE SKILLS, ORIENTATION AND MOBILITY, PSYCHOLOGICAL SERVICES, PHYSICAL, OCCUPATIONAL, SPEECH AND LANGUAGE THERAPY, COUNSELING, SUPPORT GROUPS, ADAPTIVE PHYSICAL EDUCATION, MUSIC AND RECREATION. BEHAVIORAL HEALTH SERVICES WERE PROVIDED TO APPROXIMATELY 845 INDIVIDUALS IN 2013. JGB HEALTH FACILITIES CORP'S ADULT DAY HEALTH CARE PROGRAM, GUILDCARE, ADDRESSES THE MEDICAL NEEDS OF ADULTS WHO HAVE VISION IMPAIRMENT AS WELL AS AT LEAST ONE OTHER CHRONIC MEDICAL CONDITION. THE PROGRAM PROVIDES COMPREHENSIVE SERVICES ON-SITE, INCLUDING, NURSING, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, VISION REHABILITATION, RECREATIONAL AND THERAPEUTIC ACTIVITIES, SOCIAL WORK, AND NUTRITIONAL COUNSELING, ALL OF WHICH ALLOW CLIENTS TO LIVE HEALTHIER AND MORE INDEPENDENT LIVES WHILE LIVING IN THEIR OWN HOMES AND COMMUNITIES. TRANSPORTATION AND TWO MEALS ARE PROVIDED. THIS PROGRAM SERVES PEOPLE AT 5 LOCATIONS IN NEW YORK STATE -- ALBANY, BUFFALO, NEW YORK CITY, NIAGARA FALLS, AND YONKERS. APPROXIMATELY 750 INDIVIDUALS ATTENDED GUILDCARE IN 2013. FOR MORE THAN 60 YEARS, THE HARRIET AND ROBERT HEILBRUNN SCHOOL HAS SERVED STUDENTS AGES 5 TO 21 WHO ARE BLIND OR VISUALLY IMPAIRED AND HAVE MULTIPLE ADDITIONAL DISABILITIES, AND WHOSE NEEDS CANNOT BE MET IN THE PUBLIC SCHOOL SYSTEM. OUR THERAPEUTIC PROGRAMS AND ACADEMIC CURRICULUM HELP THEM DEVELOP THEIR SKILLS AND ABILITIES TO THE GREATEST EXTENT POSSIBLE AND ENABLE THEM TO MORE FULLY PARTICIPATE AS CONTRIBUTING MEMBERS OF THEIR FAMILIES AND COMMUNITIES. THERE WERE 54 STUDENTS IN 2013. NATIONAL ASSOCIATION OF PARENTS OF CHILDREN WITH VISUAL IMPAIRMENTS, INC. (NAPVI) PROVIDES INFORMATION AND RELATED SERVICES FOR PARENTS OF VISUALLY IMPAIRED CHILDREN VIA TELEPHONE, MAILINGS, NEWSLETTERS AND CONFERENCES. NAPVI NETWORKS AND ADVOCATES THROUGH A COMBINATION OF NEWSLETTERS, TELEPHONE CONTACTS, MAIL CORRESPONDENCE, WORKSHOPS, PUBLICATIONS, NATIONAL FAMILY CONFERENCES AND THROUGH ITS AMERICAN FOUNDATION FOR THE BLIND/LAVELLE FUND FOR THE BLIND HOSTED WEBSITE CALLED FAMILY CONNECT. FORM 990, SCHEDULE R, PART V THE GUILD HAS MANAGEMENT AGREEMENTS WITH RELATED ORGANIZATIONS TO PROVIDE ALL NECESSARY MANAGEMENT AND SALARIED STAFFING SERVICES AS WELL AS USE OF FACILITIES, EQUIPMENT AND OTHER ASSETS. ALL TRANSACTIONS ARE REPORTED AT FMV. FORM 990, PART VII, SECTION A EXPLANATION REGARDING OFFICERS AND DIRECTORS COMPENSATION: THE COMPENSATION AMOUNTS REPRESENT THE PORTION OF COMPENSATION REPORTED BY THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE. ADDITIONAL AMOUNTS HAVE BEEN RECOGNIZED BY SUBSIDIARIES OF THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE. EXPLANATION REGARDING HIGHEST COMPENSATED EMPLOYEES: THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE, AS PARENT ORGANIZATION TO ITS SUBSIDIARIES: JGB HEALTH FACILITIES CORPORATION, JGB REHABILITATION CORPORATION, JGB EDUCATION SERVICES, GUILDNET, INC., GREATER BOSTON GUILD FOR THE BLIND, INC., GREATER BOSTON DIABETES SOCIETY INC., JGB MENTAL HEALTH AND MENTAL RETARDATION SERVICES, INC. AND NATIONAL ASSOCIATION OF PARENTS OF CHILDREN WITH VISUAL IMPAIRMENTS, INC. IS THE EMPLOYER OF ALL SALARIED PERSONS PROVIDING SERVICES TO THE CORPORATION AND ITS SUBSIDIARIES. MASSACHUSETTS GUILD FOR THE BLIND LLC 15 WEST 65TH STREET NEW YORK NY 10023 131623854 PROVIDE TRAINING & SUPPORT TO THE VISUALLY IMPAIRED OR LEGALLY BLIND MA THE JEWISH GUILD FOR THE BLIND DBA JEWISH GUILD HEALTHCARE LGI SERVICES LLC 15 WEST 65TH STREET NEW YORK NY 10023 464232802 PROVIDE SERVICES & EXPAND ACCESS TO CARE FOR THE BLIND OR VISUALLY IMPAIRED NY THE JEWISH GUILD FOR THE BLIND DBA JEWISH GUILD HEALTHCARE JGB HEALTH FACILITIES CORPORATION 15 WEST 65TH STREET NEW YORK NY 10023 132795647 ADULT DAY HEALTH CARE PROGRAMS NY 501 (C) (3) 9 THE JEWISH GUILD FOR THE BLIND DBA JEWISH GUILD HEALTHCARE 1 JGB REHABILITATION CORPORATION 15 WEST 65TH STREET NEW YORK NY 10023 133439035 OUTPATIENT MEDICAL CLINIC NY 501 (C) (3) 9 THE JEWISH GUILD FOR THE BLIND DBA JEWISH GUILD HEALTHCARE 1 JGB EDUCATION SERVICES 15 WEST 65TH STREET NEW YORK NY 10023 133419981 PRIVATE NONRESIDENTIAL SCHOOL NY 501 (C) (3) 2 THE JEWISH GUILD FOR THE BLIND DBA JEWISH GUILD HEALTHCARE 1 GUILDNET INC 15 WEST 65TH STREET NEW YORK NY 10023 133936057 MANAGED LONG TERM CARE HEALTH PLANS NY 501 (C) (3) 9 THE JEWISH GUILD FOR THE BLIND DBA JEWISH GUILD HEALTHCARE 1 GREATER BOSTON GUILD FOR THE BLIND INC 15 WEST 65TH STREET NEW YORK NY 10023 042103893 EDUCATION, TRAINING & SUPPORT TO THE VISUALLY IMPAIRED OR LEGALLY BLIND MA 501 (C) (3) 9 THE JEWISH GUILD FOR THE BLIND DBA JEWISH GUILD HEALTHCARE 1 GREATER BOSTON DIABETES SOCIETY INC 15 WEST 65TH STREET NEW YORK NY 10023 042232419 PUBLIC EDUCATION - DIABETES PREVENTION & MANAGEMENT MA 501 (C) (3) 9 GREATER BOSTON GUILD FOR THE BLIND INC 0 JGB MENTAL HEALTH AND MENTAL RETARDATION SERVICES INC 15 WEST 65TH STREET NEW YORK NY 10023 201480790 PSYCHIATRIC CLINIC AND DAY TREATMENT PROGRAMS FOR BLIND/VISUALLY IMPAIRED NY 501 (C) (3) 9 THE JEWISH GUILD FOR THE BLIND DBA JEWISH GUILD HEALTHCARE 1 NATIONAL ASSOCIATION OF PARENTS OF CHILDREN WITH VISUAL IMPAIRMENTS INC 15 WEST 65TH STREET NEW YORK NY 10023 742095442 INFORMATION & EDUCATION FOR PARENTS OF CHILDREN WITH VISUAL IMPAIRMENTS MA 501 (C) (3) 9 THE JEWISH GUILD FOR THE BLIND DBA JEWISH GUILD HEALTHCARE 1 LIGHTHOUSE INTERNATIONAL 15 WEST 65TH STREET NEW YORK NY 10023 131096620 FIGHTING VISION LOSS THROUGH PREVENTION, TREATMENT & EMPOWERMENT NY 501 (C) (3) 7 LIGHTHOUSE GUILD INTERNATIONAL INC 0 LIGHTHOUSE GUILD INTERNATIONAL INC 15 WEST 65TH STREET NEW YORK NY 10023 464215298 PROVIDE FULL SPECTRUM OF INTEGRATED VISION & HEALTHCARE SERVICES NY 501 (C) (3) 9 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 JGB HEALTH FACILITIES CORP A 325150 CASH JGB REHABILITATION CORPORATION A 264591 CASH JGB EDUCATION SERVICES A 585843 CASH GUILDNET INC A 1421580 CASH JGB MENTAL HEALTH AND MENTAL RETARDATION SERVICES INC A 649033 CASH NATIONAL ASSOCIATION OF PARENTS OF CHILDREN WITH VISUAL IMPAIRMENTS INC A 1322 CASH SCHEDULE R, PART V THE GUILD HAS MANAGEMENT AGREEMENTS WITH RELATED ORGANIZATIONS TO PROVIDE ALL NECESSARY MANAGEMENT AND SALARIED STAFFING SERVICES AS WELL AS USE OF FACILITIES, EQUIPMENT AND OTHER ASSETS. ALL TRANSACTIONS ARE REPORTED AT FMV.