2013-11-13T19:51:27-06:00 2012-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2012-01-01 237071900 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx JEWI 7185790500 100 West Kingsbridge Road Bronx NY 10468 Audrey S Weiner 7185790500 2013-10-22 1 FREDERICK H ROTHMAN P01275277 2128674000 2012 2016-02-25 16:41:14Z Audrey S Weiner 100 West Kingsbridge Road Bronx NY 10468 128226541 0 X www.jewishhome.org X 1968 NY Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx is a not-for-profit organization whose mission is to support the health, individuality and dignity of the individuals for whom we care. We maintain a continuum of care that is person-centered at every level. Our goal is to help each individual to live safely and productively whether they choose to live on our facility or in their own home in the community. Every program and service at Jewish Home Lifecare Bronx strives to achieve this goal with dignity and compassion. 13 12 1407 283 0 0 2155947 1573755 126697722 126640231 18943 12555 0 0 128872612 128226541 0 0 0 0 79036458 80389518 0 0 0 53773504 51475756 132809962 131865274 -3937350 -3638733 83945336 89222561 71243439 81878721 12701897 7343840 X Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx is a not-for-profit organization whose mission is to support the health, individuality and dignity of the individuals for whom we care. We maintain a continuum of care that is person-centered at every level. Our goal is to help each individual to live safely and productively whether they choose to live on our facility or in their own home in the community. Every program and service at Jewish Home Lifecare Bronx strives to achieve this goal with dignity and compassion. 0 0 96542377 98121138 See Schedule OLocated on historic Kingsbridge Road, Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx, is an 816-bed long-term care and rehabilitation facility providing: Alzheimer's/dementia special care communities including the nationally acclaimed Norma and Joseph Saul Alzheimer's disease community, licensed home health care, adult day healthcare programs, telehealth, care management, social services, religious and lifestyle activities, palliative care, in-house hemodialysis, the Swallowing Center and the Guild Institute for the Blind & Visually Impaired.Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx believes that elders are entitled to live their lives with dignity and meaning. In support of this principle, we provide the highest quality clinical and professional care to those we serve. Additionally, we offer life-enhancing activities including cultural, social and educational programs and off-site trips. An on-site computer center, cafe and award-winning gardens are also popular among residents and families. Religious services and spiritual activities are conducted for persons of all denominations. Visitors are always welcome; we are child and pet-friendly too.The Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx, is the largest affiliate campus and one of the largest employers in the borough. The nursing home and its affiliated programs served 1,724 individuals in 2012 and employed 1,701 staff, 73% of whom reside in the borough. Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx runs the Geriatric Career Development program (GCD) to provide high school students at risk for dropping out with educational skills to complete high school and matriculate to college as well as career skills that will enable them to be employed in the healthcare industry.The 7-year old GCD program is an innovative program that allows Bronx and Manhattan high school students to gain first-hand experience and training in the field of aging. GCD addresses the critical shortage of students studying to enter the field of healthcare by providing students a head start on careers in nursing and medicine. A meaningful experience with an elder mentor helps students gain compassion and understanding. In 2012, 176 students participated in the GCD program and all graduating seniors have gone on to college. To date, 335 students have participated in the GCD program. The GCD program has received critical acclaim from the media and has received multiple recognition awards and grants from the NYC Department for the Aging and other city agencies.in 2012, 269 adult and youth volunteers from throughout the bronx gave almost 36,000 hours of service to residents and patients. Many programs and amenities would not be available without assistance from the volunteer force. For more information about the Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx, visit www.jewishhome.org 15657976 16995751 See Schedule OThe Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx division's Adult Day Health Care programs provide healthcare and an engaging community for clients living in their own homes or with family. 438 clients attended Bronx Adult Day Care sessions in 2012.Social Day Care Program clients spend the day in a caring, engaging and secure environment. Services include assistance with personal care, meals and snacks along with a variety of activities and wellness programs. Professional staff consists of Certified Recreation Specialists and Certified Nursing Assistants licensed by New York State.Medical Adult Day programs are for individuals with chronic health conditions. These programs offer ongoing healthcare services and coordination with personal physicians, nutritious meals along with daily programs and activities. The program is staffed by skilled nurses, physical, occupational and speech therapists along with certified nursing assistants that provide help with personal needs.Both programs use telehealth kiosks to help clients monitor their personal health indicators, educate them about important issues such as weight and nutrition, medication management and blood pressure and to provide early detection of symptoms.For more information, visit jewishhome.org 6838078 8349665 See Schedule OThe Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx division's Adult Day Health Care programs provide healthcare and an engaging community for clients living in their own homes or with family. 438 clients attended Bronx Adult Day Care sessions in 2012.Social Day Care Program clients spend the day in a caring, engaging and secure environment. Services include assistance with personal care, meals and snacks along with a variety of activities and wellness programs. Professional staff consists of Certified Recreation Specialists and Certified Nursing Assistants licensed by New York State.Medical Adult Day programs are for individuals with chronic health conditions. These programs offer ongoing healthcare services and coordination with personal physicians, nutritious meals along with daily programs and activities. The program is staffed by skilled nurses, physical, occupational and speech therapists along with certified nursing assistants that provide help with personal needs.Both programs use telehealth kiosks to help clients monitor their personal health indicators, educate them about important issues such as weight and nutrition, medication management and blood pressure and to provide early detection of symptoms.For more information, visit jewishhome.org 3221187 3173677 3221187 3173677 122259618 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 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 1 0 0 0 1 103 0 1407 1 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X Robert S Davis 2128705973 100 West Kingsbridge Road Bronx NY 10468 Michael Luskin 3.00 0.30 X X 0 0 0 Samantha M Gordon 1.50 X X 0 0 0 Edward A Greenberg 1.50 0.20 X X 0 0 0 Audrey S Weiner 17.00 31.00 X X 271864 479188 46667 Peter Arencibia 1.00 X 0 0 0 Cheryl G Fried 1.00 X 0 0 0 Lucille Gladstone 1.00 0.50 X 0 0 0 Susan Glickman 1.00 X 0 0 0 Elizabeth Grayer 1.00 0.70 X 0 0 0 David Haas 1.00 2.20 X 0 0 0 William Kummel 1.00 X 0 0 0 Arthur Lawrence Levin MD 1.00 X 0 0 0 Elizabeth Pagel Serebransky 1.00 X 0 0 0 Susan Switzer 1.00 X 0 0 0 Lynn Oberlander 1.00 3.60 X 0 0 0 Thomas J Gilmartin 19.00 31.00 X 187136 301125 97404 Arlene Richman 23.50 23.50 X 55434 55435 29555 Rita Morgan 39.00 3.00 X 342522 21864 60306 Bruce Nathanson 9.00 35.00 X 41804 154522 38303 Nancy Stoddard 20.00 27.00 X 94132 126911 31998 Firouzeh Naima 18.50 24.50 X 74541 100495 25133 Dale Cooper 18.00 23.00 X 69043 93085 20933 Brenda Burton 41.00 X 193570 0 24547 Laurie Posner 43.00 X 264797 0 29957 Robert S Davis 20.00 28.00 X 113876 153913 77918 Audrey Wathen 20.00 27.00 X 95925 129327 26243 John Best 51.00 X 170150 0 18377 Kathlyn Hagen 41.00 X 157762 0 19798 Bridget Gallagher 16.00 30.00 X 113001 220531 56462 Mark Levy 20.50 20.50 X 120296 120295 15658 Marie Rosenthal 14.50 35.50 X 56348 137956 30644 Regina Melly 18.00 24.00 X 95684 129003 14428 Maria Camargo 42.00 X 229720 0 22234 Worku Zewdu 48.00 X 220065 0 40945 Emily Yuberg 40.00 X 191648 0 24353 Renee Hofman 22.00 22.00 X 90267 90266 37587 Helen Landicho 42.00 X 190888 0 41310 3440473 2313916 830760 51 0 1 0 Jewish Home Lifecare Home Assistance Pe 2900 Exterior Street Bronx NY 10463 Home health aide 6087537 Jewish Home Lifecare Transportation Ser 100 West Kingsbridge Road Bronx NY 10468 Transportation services 1321725 Morrison Management Service 4721 Morrison Drive Suite 300 MOBILE AL 36609 Dietary 1223389 Shared Textile 161 So Macquesten Pkwy Mt Vernon NY 10550 Laundry services 1208586 Green Key Resources 475 Park Avenue South New York NY 10016 Temporary help 827272 30 106168 1258033 209554 1573755 residents 623000 98121138 98121138 long term home healthcare 621610 16995751 16995751 Adult day care 621400 8349665 8349665 other programs 623990 2677996 2677996 ancillary revenue 621990 495681 495681 126640231 12555 12555 128226541 126640231 0 12555 X 2864001 1348380 1515621 51835669 49105286 2730383 7245204 6348016 897188 14172004 13969182 202822 4272640 3937509 335131 670566 493276 177290 482084 280631 201453 193715 193715 62635 11750 50885 19805300 18554590 1250710 99042 81266 17776 5328888 4994829 334059 4167387 3946333 221054 446944 406380 40564 50511 37965 12546 10337 10337 5931555 5931555 1804558 414800 1389758 Assessment 5739934 5739934 Patient food 4699695 4684576 15119 Bad debt 1715019 1715019 Other direct expenses 146498 144789 1709 121088 103215 17873 131865274 122259618 9605656 0 652695 2301355 14828593 14677738 52344 39824 15640868 19482183 428090 388776 371212 1067422 147225054 104562219 42980133 42662835 8991401 8602428 83945336 89222561 33293123 40287063 21899137 19269346 400000 400000 15651179 21922312 71243439 81878721 X 11287965 5894273 1413932 1449567 12701897 7343840 83945336 89222561 X -3638733 -1719324 X X 0 1 X 1 1 1 X 740374 448250 592136 2155947 1573755 5510462 127490757 122689175 125142270 126697722 126640231 628660155 128231131 123137425 125734406 128853669 128213986 634170617 0 0 0 634170617 182386 36747 16753 18943 12555 267384 182386 36747 16753 18943 12555 267384 128413517 123174172 125751159 128872612 128226541 634438001 0.99960 0.99870 0.00040 0.00130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 11750 0 1 50885 62635 0 Explanation of Lobbying Activities: Part II-B, Line 1: Lobbying reported is in connection with amounts paid for membership dues to CCLC, LeadingAge, LeadingAge New York, Home Care Association, and GNYHA for lobbying activities. These were not direct expenditures of the organization. In addition, the amount of expenditures represents expenses related to lobbying activities for the time spent and travel by CEO. 1 1350000 1350000 101740007 68828636 32911371 42981474 35733583 7247891 1153573 1153573 42662835 Beneficial interest in related organization 8602428 8602428 Estimated liabilities to third parties 10779882 Resident funds 763714 Deferred revenue 55155 Due to related organizations 10323561 21922312 X 134335596 7824074 7824074 126511522 1715019 1715019 128226541 139391400 9241145 9241145 130150255 1715019 1715019 131865274 Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending for the years December 31, 2009 and subsequent remain subject to examination by applicable taxing authorities. Part XI, Line 2d - Other Adjustments: Revenue from subsidiaries 7,527,236. Change in beneficial interest in related organization 296,838. Part XI, Line 4b - Other Adjustments: Bad debt 1,715,019. Part XII, Line 2d - Other Adjustments: Expenses from subsidiaries 7,224,983. Adjustment to pension liability funded status 2,016,162. Part XII, Line 4b - Other Adjustments: Bad debt 1,715,019. X 1 1 0 1 0 0 0 0 0 1 0 Audrey S Weiner 213667 376609 54297 95703 3900 6876 11900 20975 4992 8800 288756 508963 0 0 Thomas J Gilmartin 162884 262101 19164 30836 5088 8188 23887 38438 13445 21634 224468 361197 0 0 Rita Morgan 317776 20284 0 0 24746 1580 48352 3086 8336 532 399210 25482 0 0 Bruce Nathanson 38726 143147 2662 9838 416 1537 2976 11001 5180 19146 49960 184669 0 0 Nancy Stoddard 84853 114400 8730 11770 549 741 6318 8517 7309 9854 107759 145282 0 0 Firouzeh Naima 74001 99768 0 0 540 727 5543 7473 5160 6957 85244 114925 0 0 Dale Cooper 68494 92344 0 0 549 741 4381 5907 4533 6112 77957 105104 0 0 Brenda Burton 192280 0 0 0 1290 0 14252 0 10295 0 218117 0 0 0 Laurie Posner 263507 0 0 0 1290 0 15625 0 14332 0 294754 0 0 0 Robert S Davis 113684 153271 0 0 192 642 19654 26498 13528 18238 147058 198649 0 0 Audrey Wathen 88694 119578 6388 8612 843 1137 6579 8869 4597 6198 107101 144394 0 0 John Best 169850 0 0 0 300 0 9621 0 8756 0 188527 0 0 0 Kathlyn Hagen 151628 0 0 0 6134 0 11150 0 8648 0 177560 0 0 0 Bridget Gallagher 87481 170727 6776 13224 18744 36580 15083 29436 4046 7897 132130 257864 0 0 Mark Levy 93452 93452 15000 15000 11844 11843 0 0 7829 7829 128125 128124 0 0 Marie Rosenthal 51813 126854 4350 10650 185 452 3858 9444 5029 12313 65235 159713 0 0 Regina Melly 84748 114258 10646 14354 290 391 6144 8284 0 0 101828 137287 0 0 Maria Camargo 227740 0 0 0 1980 0 13586 0 8648 0 251954 0 0 0 Worku Zewdu 218775 0 0 0 1290 0 13824 0 27121 0 261010 0 0 0 Emily Yuberg 189668 0 0 0 1980 0 13947 0 10406 0 216001 0 0 0 Renee Hofman 89622 89621 0 0 645 645 5416 5415 13378 13378 109061 109059 0 0 Helen Landicho 188908 0 0 0 1980 0 13394 0 27916 0 232198 0 0 0 Part I, Line 1a 1) Gross-up payments 2) Mark Levy 3) The amounts were treated as taxable compensation Part I, Line 3 The salaries for the executives are determined by the parent company, Jewish Home Lifecare. The methods utilized include a compensation committee, independent compensation consultants, written employment contracts, compensation surveys or studies, and approval by the compensation committee of the board. Part I, Line 4b Audrey S. Weiner participated in a supplemental defined benefit retirement plan. The accrual for the year was $14,750. Thomas J. Gilmartin participated in a supplemental defined contribution retirement plan. The accrual for the year was $44,200 and received payments of $12,034. Robert S. Davis participated in a supplemental defined contribution retirement plan. The accrual for the year was $28,027. Bridget Gallagher participated in a supplemental defined contribution retirement plan. The accrual for the year was $26,394 and received payments of $54,874. Rita Morgan participated in a supplemental defined contribution retirement plan. The accrual for the year was $33,313 and received payments of $24,346. Part I, Line 7 The bonus is based upon President and CEO and Chief Administrative Officer achieving goals set at the beginning of the year. the bonus is recommended and approved by the compensation committee and the chair of the Board of Directors of Jewish Home Lifecare. Form 990, Part VI, Section A, line 6 The sole member of the organization is Jewish Home Lifecare, a New York not-for-profit corporation. Form 990, Part VI, Section B, line 11 Draft of the completed return is reviewed by Management. Any comments arising from the review are discussed and if required, changes are made to the draft. The draft is submitted to the Audit Committee of Jewish Home Lifecare and Subsidiaries for its review and approval. Once the Audit 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 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 Trustees or the Governance Committee determines that a conflict of interest exists, the Trustee with the conflict may not take part in the decision process to which the conflict relates. Such disclosure and the fact that the Trustee did not vote or participate in the deliberations shall be recorded in the relevant minutes. Form 990, Part VI, Section B, line 15 Annually, the Chairman of the Board, in consultation with the Compensation Committee, reviews and evaluates the President/CEO, officers and key employees' performance against a series of goals and objectives for the year. In establishing compensation levels for the CEO/President, officers and key employees, the Board Chair and the Compensation Committee of the Board use performance and periodic compensation surveys of other similar type organizations, completed by an external consultant, to inform their decisions. Minutes of the meeting are maintained in a confidential file. The meeting of the compensation committee at which this took place was on November 12, 2012. 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. Other Fees Form 990, Part IX, line 11g Therapists and nurses fees: Program service expenses 18,554,590. Management and general expenses 1,250,710. Fundraising expenses 0. Total expenses 19,805,300. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: change in beneficial interest in related organization 296,838. adjustment to pension liability -2,016,162. Audit Reveiw FORM 990, PART XII, LINE 2C The audit committe of the organization has the oversight responsibility for the audit of its financial statements. As part of the financial statement audit process, the aduit 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 audit committee 5. Review of independent audit firm's annual 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 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 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 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 DE 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 Harry and Jeanette Weinberg Gardens Housing Development Fund Company Inc 120 West 106th Street New York NY 10468 204981328 Provides subsidized housing for the elderly NY 501(c)(3) 7 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 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 the assisted living facility DE 501(c)(3) 9 Jewish Home Lifecare 0 Jewish Home Lifecare Managed Care Inc 120 West 106th Street New York NY 10025 461073156 Provides healthcare services NY 501(c)(3) 9 Jewish Home Lifecare 0 2614 Kingsbridge Corp 120 West 106th Street New York NY 10025 132749776 Provides parking garage NY N/A C 0 Jewish Home Lifecare Home Assistance Personnel Inc 120 West 106th Street New York NY 10025 133267068 Provides long term home health care NY N/A C 0 JHHA Medical Group PC 120 West 106th Street New York NY 10025 133364558 Provides health care services NY N/A C 0 102 West 107th Street Corp 120 West 106th Street New York NY 10025 132760057 Provides parking garage NY N/A C 0 Jewish Home Lifecare Spectrum Services Inc 120 West 106th Street New York NY 10025 453563804 Holding company for for-profit affiliates NY N/A C 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 Jewish Home Lifecare Home Assistance Personnel Inc M 6347733 cost Jewish Home Lifecare Transportation Services LLC M 1496505 cost