2013-11-12T08:04:05-06:00 2012-12-31 454051133 FREED MAXICK CPAS PC 800 LIBERTY BLDG 420 MAIN ST BUFFALO NY 142023508 990 2012-01-01 160743058 JEWISH HOME OF ROCHESTER JEWI 5854277760 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 DEBORAH MCILVEEN 5854277760 2013-11-07 1 MARY MADONIA P00405803 7168472651 2012 2016-02-24 21:20:13Z DANIEL I KATZ 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 45733136 0 X WWW.JEWISHSENIORLIFE.ORG X 1920 NY AT THE JEWISH HOME OF ROCHESTER, WE ARE DEDICATED TO MEETING THE PHYSICAL, EMOTIONAL, MENTAL, AND SPIRITUAL NEEDS OF OUR RESIDENTS THROUGH NURSING, MEDICAL, RECREATIONAL THERAPY, SOCIAL WORK, AND SPIRITUAL CARE SERVICES. OUR FAMILY AMONG FAMILIES CULTURE TREATS YOUR FAMILY MEMBER AS WE DO OUR OWN. OUR RESIDENTS QUALITY OF LIFE IS OF THE UTMOST IMPORTANCE. THIS IS THEIR HOME AND WE DO ALL WE CAN TO MAKE IT WARM, COMFORTABLE, AND ENGAGING FOR THE PEOPLE WHO LIVE HERE AS WELL AS WELCOMING TO THEIR FAMILIES AND VISITORS. 5 4 920 120 0 0 3859950 1831443 41437392 42578384 177918 183802 851106 997897 46326366 45591526 159996 159996 0 0 28045643 28752634 0 0 0 16412562 16173841 44618201 45086471 1708165 505055 47924017 45172874 28442554 23724164 19481463 21448710 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 38461195 159996 39968444 REVENUE FROM RESIDENTSPLEASE SEE SCHEDULE O 557766 2901796 ADULT DAY CAREPLEASE SEE SCHEDULE O 322085 296439 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 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 39341046 1 1 0 1 0 0 0 0 0 1 1 0 0 0 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 1 146 0 920 1 0 0 0 0 0 0 0 0 0 0 X 5 4 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 0.30 0.00 X X 0 0 0 HON JOHN J ARK 0.30 0.00 X X 0 0 0 MICHAEL H COOPER 0.30 0.00 X X 0 0 0 SHARON E UNDERBERG ESQ 0.30 0.00 X X 0 0 0 LAURENCE C GLAZER 0.30 0.00 X X 0 0 0 TED AXELROD 0.30 0.00 X 0 0 0 STUART BOYAR 0.30 0.00 X 0 0 0 RICHARD BROVITZ 0.30 0.00 X 0 0 0 HOWARD R CRANE 0.30 0.00 X 0 0 0 LISA ELLIOT PHD 0.30 0.00 X 0 0 0 ZACHARY R FREEDMAN MD 0.30 0.00 X 0 0 0 JULIAN GOLDSTEIN 0.30 0.00 X 0 0 0 MICHAEL D HAYMES 0.30 0.00 X 0 0 0 CHARLES B KAPLAN 0.30 0.00 X 0 0 0 ELLEN ROSEN KONAR 0.30 0.00 X 0 0 0 HOWARD D KRAVETZ 0.30 0.00 X 0 0 0 SHERMAN F LEVEY ESQ 0.30 0.00 X 0 0 0 DR STEVEN LEVINSON 0.30 0.00 X 0 0 0 LINDA E LOWENSTEIN 0.30 0.00 X 0 0 0 DAN S MORGENSTERN 0.30 0.00 X 0 0 0 BETTY G OPPENHEIMER 0.30 0.00 X 0 0 0 RACHEL N ROSEN 0.30 0.00 X 0 0 0 SUSAN ROTHENBERG 0.30 0.00 X 0 0 0 RANDY SCHUSTER 0.30 0.00 X 0 0 0 MAURICE E VARON MD 0.30 0.00 X 0 0 0 JEREMY J WOLK 0.30 0.00 X 0 0 0 SUSAN C GORDON 0.30 0.00 X 0 0 0 LEON J GOSSIN 0.30 0.00 X 0 0 0 MICHAEL D GROSSMAN 0.30 0.00 X 0 0 0 PERRY M JACOBSTEIN 0.30 0.00 X 0 0 0 GERALD ZAKALIK 0.30 0.00 X 0 0 0 STEVEN GERSZ ESQ 0.30 0.00 X 0 0 0 JULIAN M GORDON 0.30 0.00 X 0 0 0 DR MARTIN NACMAN 0.30 0.00 X 0 0 0 RUTH B ROSENBERG 0.30 0.00 X 0 0 0 DAVID G ROSS 0.30 0.00 X 0 0 0 DR MORRIS SHAPIRO 0.30 0.00 X 0 0 0 MYRON SILVER 0.30 0.00 X 0 0 0 MORRIS H WEINSTEIN 0.30 0.00 X 0 0 0 DANIEL I KATZ 35.00 5.00 X X 261536 37362 46432 DEBORAH MCILVEEN 35.00 5.00 X 132136 18877 17739 DR KARYN LEIBLE 39.50 0.50 X 215204 5518 312 MIKE KING 40.00 0.00 X 174641 0 23104 ANNE OLINGER 40.00 0.00 X 176368 0 4524 LAUREL PFEIL 40.00 0.00 X 173503 0 6442 BERNARD SHORE 40.00 0.00 X 168319 0 10447 LISA VARGISH 40.00 0.00 X 167650 0 0 JACQUELINE STONE 25.00 15.00 X 29745 89234 8345 1499102 150991 117345 12 0 1 1 MORRISON MANAGEMENT SPECIALISTS 5801 PEACHTREE DUNWOODY ROAD ATLANTA GA 30342 DINING SERVICES 2403650 MEDICAL MOTOR SERVICE ONE MUSTARD STREET ROCHESTER NY 14609 TRANSPORTATION SERVICES 598984 LECESSE CONSTRUCTION CO 75 THRUWAY PARK DRIVE HENRIETTA NY 14586 CONSTRUCTION 506646 AID TO HOSPITALS INC PO BOX 24590 ROCHESTER NY 14624 LAUNDRY SERVICES 427087 ADP INC PO BOX 842875 BOSTON MA 022842875 PAYROLL SERVICES 151629 9 103540 1727903 1831443 RESIDENT REVENUE 623000 39383381 39383381 ADULT DAY CARE 621400 2900305 2900305 OUTPATIENT THERAPY 621400 294698 294698 42578384 210900 210900 18270 0 18270 18270 18270 114512 141610 -27098 -27098 -27098 MISCELLANEOUS 900099 285380 1491 283889 HOUSE CALLS 621610 132863 132863 0 DELI INCOME 624210 114106 6663 107443 447278 447278 979627 45591526 43166679 0 593404 159996 159996 793209 216074 577135 21460052 19240113 2219939 1490526 1490526 3450544 2916368 534176 1558303 1313559 244744 68972 68972 153305 153305 75215 75215 15310 15310 3158378 2443322 715056 90149 12199 77950 229510 57227 172283 219838 4855 214983 36000 36000 20016 7385 12631 4372 4372 880502 769829 110673 2817929 2463736 354193 355752 327011 28741 NYS ASSESSMENT 2363159 2363159 BAD DEBT 1390818 1390818 DIETARY FOOD / PAPER 1366579 1366579 PHARMACY 712664 712664 2215373 1976282 239091 45086471 39341046 5745425 0 1250 1250 560484 1285652 4181433 4790277 7361248 7102482 52390 61150 1173895 1111235 57726252 31651335 27792664 26074917 5830097 2809492 970556 1936419 47924017 45172874 12825367 9979390 116667 146428 13503711 12728554 1996809 869792 28442554 23724164 X 15264351 16614940 1476398 1774615 2740714 3059155 19481463 21448710 47924017 45172874 X 505055 1462192 X X 0 1 X 1 1 1 X 1690547 1387399 1287232 3859950 1831443 10056571 34421075 36391441 39983966 41805596 43166679 195768757 36111622 37778840 41271198 45665546 44998122 205825328 0 0 0 205825328 798394 506325 248543 220149 229170 2002581 798394 506325 248543 220149 229170 2002581 250719 535432 615598 500632 391332 2293713 37160735 38820597 42135339 46386327 45618624 210121622 0.97960 0.97450 0.00950 0.01280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 36325 0 1 1265 37590 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: LOBBYING REPORTED IS IN CONNECTION WITH AN AMOUNT PAID FOR MEMBERSHIP DUES TO LEADING AGE. PART IV, SUPPLEMENTAL INFORMATION: PART II-B, LINE 1(G) FEE PAID TO HINMAN STRAUB FOR LEGISLATIVE AND REGULATORY REPRESENTATION. 2740714 354960 -36517 3059157 763983 1977652 25 896 2740714 763983 763983 646234 117749 763983 646234 646234 1.00000 0 0 396882 396882 14441024 9473534 4967490 20725577 15036208 5689369 22162769 7141593 15021176 26074917 REFUNDABLE ADVANCE FEES 169792 LINE OF CREDIT 700000 869792 X 47053718 1462192 1462192 45591526 0 45591526 45086471 0 45086471 0 45086471 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE 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 HOME ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH US GAAP, WHICH REQUIRES THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS THAT THE 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 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: MINIMUM PENSION LIABILITY ADJUSTMENT 1,462,192. 0 JEWISH SENIOR LIFE INC 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 223409164 501(C)(3) 159996 GENERAL SUPPORT X X X 0 1 0 0 0 1 0 0 0 DANIEL I KATZ 261536 37362 0 0 0 0 34520 4931 6108 873 302164 43166 0 0 DEBORAH MCILVEEN 132136 18877 0 0 0 0 14438 2063 1083 155 147657 21095 0 0 DR KARYN LEIBLE 215204 5518 0 0 0 0 0 0 304 8 215508 5526 0 0 MIKE KING 174641 0 0 0 0 0 16500 0 6604 0 197745 0 0 0 ANNE OLINGER 175632 0 736 0 0 0 0 0 4524 0 180892 0 0 0 LAUREL PFEIL 173097 0 406 0 0 0 0 0 6442 0 179945 0 0 0 BERNARD SHORE 151813 0 16506 0 0 0 0 0 10447 0 178766 0 0 0 LISA VARGISH 167244 0 406 0 0 0 0 0 0 0 167650 0 0 0 PART I, LINE 4B DANIEL KATZ, CEO, ACCRUED DEFERRED COMPENSATION OF $22,951 IN 2012 UNDER THE ORGANIZATION'S SECTION 457(F) PLAN. PART I, LINE 6 THE EXECUTIVE COMPENSATION COMMITTEE ON AN ANNUAL BASIS DETERMINES WHETHER ESTABLISHED GOALS HAVE BEEN MET AND WHETHER THE VARIABLE COMPENSATION SHOULD BE PAID TO SENIOR MANAGEMENT. SUPPLEMENTAL INFORMATION PART III DEBORAH MCILVEEN CFO RECEIVES COMPENSATION FROM JEWISH HOME OF ROCHESTER, EIN# 16-0743058. A PORTION OF HER COMPENSATION IS ALLOCATED TO RELATED ORGANIZATIONS AND $10,571 WAS ALLOCATED TO THE JEWISH HOME 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. THE HOME'S BOARD HAS REPRESENTATION ON THIS COMMITTEE. A COPY OF THE 990 IS AVAILABLE TO ALL BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, A 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 WAS COMPLETED IN 2012. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ADJUSTMENT TO MINIMUM PENSION LIABILITY AND POST-RETIREMENT BENEFIT COSTS 1,462,192. FORM 990, PART XII, LINE 2C AN AUDIT COMMITTEE APPOINTED BY THE JSL BOARD 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. THE JEWISH HOME OF ROCHESTER IS REPRESENTED ON THIS JSL AUDIT COMMITTE THROUGH PARTICIPATION OF TWO BOARD MEMBERS. 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 HOUSING NY 501 (C) (3) 9 N/A 0 JHR ENRICHED HOUSING INC 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 161546905 ASSISTED LIVING HOUSING NY 501 (C) (3) 9 N/A 0 JSL COMMUNITY SERVICES INC 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 352404430 MEMORY CARE NY 501 (C) (3) 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0