2011-11-10T21:09:55-06:00 2010-12-31 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2010-01-01 160743058 JEWISH HOME OF ROCHESTER JEWI 5854277760 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 DEBORAH MCILVEEN 5854277760 2011-11-10 1 FREDERICK H ROTHMAN 2128674000 2010 2016-03-07 17:11:31Z DANIEL I KATZ 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 42135339 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, AND WELCOMING TO THEIR FAMILIES AND VISITORS. 27 27 922 215 0 0 1387399 1287232 36391441 39983966 271621 230273 535432 615868 38585893 42117339 0 0 0 0 25936450 26803194 0 0 0 13277784 15142178 39214234 41945372 -628341 171967 49212663 48754882 26785193 27277140 22427470 21477742 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 30342286 37255022 SEE SCHEDULE OAT HOME SERVICES PROVIDES A VARIETY OF HOME MAINTENANCE, SAFETY AND CONVENIENCE SERVICES TO PEOPLE WHO CHOOSE TO REMAIN INDEPENDENT IN THEIR OWN HOMES. OUR GOAL IS TO ASSIST SENIORS AND THEIR FAMILIES WITH MANY OF THE CHORES THAT GO ALONG WITH HOME OWNERSHIP, AS WELL AS MAINTAINING A SAFE AND COMFORTABLE LIVING ENVIRONMENT. OUR SERVICES INCLUDE:HOME MAINTENANCE AND REPAIRS HANDYMAN SERVICES AND SENIOR SAFETY HOUSEKEEPING / HOUSE CLEANING CASUAL LABOR, ODD JOBS, SEASONAL PROJECTS LAWN AND YARD MAINTENANCE / SNOW PLOWING HOME DELIVERED MEALS VIA KOSHER2GO EMERGENCY RESPONSE SYSTEMS MANY OF THESE SERVICES ARE PERFORMED BY OUR OWN EMPLOYEES AND ASSOCIATES, WHO HAVE ALL BEEN SCREENED, ARE BONDED AND INSURED, AND UPHOLD THE JEWISH SENIOR LIFE CUSTOMER SERVICE STANDARDS AND VALUES. BECAUSE WE ARE ABLE TO OFFER THESE SERVICES DIRECTLY TO YOU, OUR PRICES ARE TYPICALLY UP TO 84% LESS THAN WHAT YOU WOULD PAY FOR A LOCAL FRANCHISED CONTRACTOR. 948782 80502 SEE SCHEDULE OOUTPATIENT REHABILITATION THE OUTPATIENT REHABILITATION CENTER PROVIDES MULTI-DISCIPLINARY REHABILITATION SERVICES FOR ADULTS, SENIORS AND MEDICALLY-COMPLEX PATIENTS, ASSISTING THEM IN REMAINING INDEPENDENT IN THEIR OWN HOMES. OUR INDIVIDUALIZED TREATMENT PROGRAMS INCLUDE:PHYSICAL THERAPY OCCUPATIONAL THERAPY SPEECH AND LANGUAGE THERAPY MASSAGE THERAPY NEUROLOGICAL REHABILITATION LOW VISION AND FUNCTIONAL VISION SERVICES INCONTINENCE THERAPY TRANSPORTATION AVAILABLE WITHIN MONROE COUNTY OUTPATIENT REHABILITATION IS PROUD TO OFFER BIONESS, AN AWARD-WINNING AND INNOVATIVE REHABILITATION TECHNOLOGY DESIGNED TO BENEFIT INDIVIDUALS WHO HAVE BEEN AFFLICTED WITH NEUROLOGICAL DISORDERS, INCLUDING STROKE, MULTIPLE SCLEROSIS, TRAUMATIC BRAIN INJURY, CEREBRAL PALSY AND SPINAL CORD INJURY. BIONESS USES LOW-LEVEL ELECTRICAL STIMULATION TO HELP PEOPLE REGAIN MOBILITY AND INDEPENDENCE, TO IMPROVE QUALITY OF LIFE AND PRODUCTIVITY. WELLNESS PROGRAM SENIOR FITNESS IS AN EXERCISE AND WELLNESS PROGRAM DESIGNED TO ENHANCE THE QUALITY OF LIFE FOR SENIORS BY INCREASING INDEPENDENCE AND THE ABILITY TO BETTER PERFORM THE ACTIVITIES OF DAILY LIVING. USING SENIOR-FRIENDLY EXERCISE MACHINES, RESISTANCE TUBES, EXERCISE BALLS AND LIGHT WEIGHTS IN A SMALL GROUP SETTING AND UNDER THE DIRECTION OF A CERTIFIED FITNESS SPECIALIST, OUR RESIDENTS ARE ACCOMPLISHING POSITIVE OUTCOMES.WITH AN INITIAL EVALUATION AND ASSESSMENT, THE PLAN FOCUSES ON AREAS THAT PROVIDE THE GREATEST BENEFIT: MUSCULAR STRENGTH AND ENDURANCE, STABILITY, BALANCE, FLEXIBILITY AND CARDIOVASCULAR HEALTH. KOSHER2GO IS A UNIQUE MEAL SERVICE PREPARED UNDER RABBINIC SUPERVISION, OFFERING KOSHER MEALS FOR HOME DELIVERY OR PICKUP. FROM SIMPLE CAESAR SALADS TO ELEGANT FISH, MEAT OR CHICKEN ENTREES, KOSHER2GO PROVIDES A DELICIOUS ALTERNATIVE TO HOME PREPARATION OF KOSHER FOOD. WE OFFER FULL DINNER MENUS THAT INCLUDE ONE ENTRE, SOUP OR SALAD AND TWO SIDES. 4521748 2648442 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 65 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 35812816 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 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 0 0 0 0 1 188 0 1 922 1 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X DEBORAH MCILVEEN 5857846485 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 MR STEVEN GERSZ 0.30 X X 0 0 0 MR MARK KOLKO 0.30 X X 0 0 0 MRS SUSAN GORDON 0.30 X X 0 0 0 DR MAURICE E VARON 0.30 X X 0 0 0 MRS ROBIN WEINTRAUB 0.30 X 0 0 0 MR STUART I BOYAR 0.30 X 0 0 0 MR TED L AXELROD 0.30 X 0 0 0 MRS EILEEN FISHMAN 0.30 X 0 0 0 DR ZACHARY FREEDMAN 0.30 X 0 0 0 MR LEON GOSSIN 0.30 X 0 0 0 MR MICHAEL D GROSSMAN 0.30 X 0 0 0 MR PERRY M JACOBSTEIN 0.30 X 0 0 0 MR CHARLES B KAPLAN 0.30 X 0 0 0 MR HOWARD D KRAVETZ 0.30 X 0 0 0 MS LINDA E LOWENSTEIN 0.30 X 0 0 0 DR STEVEN LEVINSON 0.30 X 0 0 0 MR DAN S MORGENSTERN 0.30 X 0 0 0 MR HOWARD R CRANE 0.30 X 0 0 0 MRS BETTY OPPENHEIMER 0.30 X 0 0 0 MS CAROLYN G NUSSBAUM 0.30 X 0 0 0 MS RACHEL N ROSEN 0.30 X 0 0 0 MS ELLEN ROSEN KONAR 0.30 X 0 0 0 MR JAMES B SILVERMAN 0.30 X 0 0 0 MR GERALD ZAKALIK 0.30 X 0 0 0 MR RANDY SCHUSTER 0.30 X 0 0 0 MRS SHARON E UNDERBERG 0.30 X 0 0 0 MR JEREMY J WOLK 0.30 X 0 0 0 DEBORAH MCILVEEN 31.00 X 123556 35871 10122 DANIEL I KATZ 31.00 X 239826 69626 21606 MICHAEL KING 40.00 X 165336 0 16858 DR BRIAN HEPPARD 40.00 X 235552 0 5542 BERNARD SHORE 40.00 X 213230 0 20745 LARS LARSSON 40.00 X 168493 0 5373 LISA VARGISH 40.00 X 160220 0 85 1306213 105497 80331 12 0 1 0 MORRISON SENIOR DINING 5801 PEACHTREE DUNWOODY ROAD ATLANTA GA 30342 DINING SERVICES 2147380 LECESSE CONSTRUCTION CO 75 THRUWAY PARK DRIVE HENRIETTA NY 14586 CONSTRUCTION 1129588 MEDICAL MOTORS ONE MUSTARD STREET ROCHESTER NY 14609 TRANSPORTATION SERVICES 532104 ADP INC PO BOX 7247-0372 PHILADELPHIA PA 191700372 PAYROLL SERVICE 175410 MCARDLE RAMERMAN INC 693 EAST AVE ROCHESTER NY 14607 CONSULTING 150850 5 70000 114026 1103206 1287232 REVENUE FROM RESIDENTS 623000 37255022 37255022 ADULT DAYCARE 621400 2648442 2648442 HOME SERVICES 623990 80502 80502 39983966 230273 230273 18270 18000 270 270 270 MISCELLANEOUS 900099 407889 407889 DELI INCOME 624210 60273 60273 BEAUTICIAN 900099 51694 51694 95742 95742 615598 42117339 39983966 0 846141 387972 387972 21172900 18318991 2853909 878290 761477 116813 1940660 1642381 298279 2423372 2059866 363506 2105304 2105304 160837 160837 87931 87931 46579 46579 2115 2115 1690080 1189336 500744 3990413 3852844 137569 1958647 1664850 293797 61037 28756 32281 2065675 1755824 309851 NYS ASSESSMENT 1893109 1893109 OTHER 740207 199834 540373 BAD DEBT 340244 340244 41945372 35812816 6132556 0 900 1200 342631 511090 1330844 1401936 6824460 9346151 67558 63295 1369826 1273632 55222515 26451106 28859796 28771409 9869357 6865571 547291 520598 49212663 48754882 6586354 8310509 233333 14848691 14197455 5350148 4535843 26785193 27277140 X 21079800 20057203 583687 656556 763983 763983 22427470 21477742 49212663 48754882 X 171967 -1121695 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 23312 0 1 23267 46579 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: LOBBYING REPORTED IS IN CONNECTION WITH AN AMOUNT PAID FOR MEMBERSHIP DUES TO NYAHSA. PART IV, SUPPLEMENTAL INFORMATION: PART II-B, LINE 1(G) FEE PAID TO HINMAN STRAUB FOR LEGISLATIVE AND REGULATORY REPRESENTATION. 763983 763983 646234 117749 763983 646234 646234 1.00000 0 0 396882 396882 14452331 8781380 5670951 19056590 12975546 6081044 21316712 4694180 16622532 28771409 PATIENT FUNDS AND DEPOSITS 193141 ESTIMATED LIABILITIES DUE TO THIRD PARTIES 4027702 LINE OF CREDIT 315000 4535843 42117339 41945372 171967 36425 2115 -1160235 -1121695 -949728 42260183 36425 106419 142844 42117339 0 42117339 42049676 106419 106419 41943257 2115 2115 41945372 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS GENERATE INCOME TO BE SPENT ON EMPLOYEE AWARDS AND NURSING SCHOLARSHIPS; PURCHASES TO ENHANCE THE LIFESTYLE OF THE RESIDENTS OF THE HOME; GERIATRIC MEDICINE, RESEARCH AND EDUCATION; GENERAL AND SPECIFIC NEEDS OF THE HOME. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: JEWISH HOME OF ROCHESTER, INC. ADOPTED THE PROVISION PERTAINING TO UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX RETURNS FOR THE YEARS DECEMBER 31, 2007 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: ADJUSTMENT TO MINIMUM PENSION LIABILITY AND POSTRETIREMENT BENEFIT COSTS -1,159,974. LOSS ON DISPOSAL OF ASSETS -261. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 18,000. ACCOUNTS PAYABLE DISCOUNTS NETTED AGAINST EXPENSES 88,419. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 18,000. ACCOUNTS PAYABLE DISCOUNTS NETTED AGAINST EXPENSES 88,419. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 2,115. X X X 0 0 0 0 0 0 0 1 0 DEBORAH MCILVEEN 115061 33405 8495 2466 0 0 5919 1718 1926 559 131401 38148 0 0 DANIEL I KATZ 218513 63439 21313 6187 0 0 10941 3176 5804 1685 256571 74487 0 0 MICHAEL KING 153085 0 12251 0 0 0 6956 0 9902 0 182194 0 0 0 DR BRIAN HEPPARD 215909 0 19643 0 0 0 4594 0 948 0 241094 0 0 0 BERNARD SHORE 213230 0 0 0 0 0 13108 0 7637 0 233975 0 0 0 LARS LARSSON 167071 0 1422 0 0 0 0 0 5373 0 173866 0 0 0 LISA VARGISH 160220 0 0 0 0 0 0 0 85 0 160305 0 0 0 PART I, LINE 7 EXECUTIVE COMPENSATION COMMITTEE ON AN ANNUAL BASIS DETERMINES WHETHER OR NOT THE GOALS HAVE BEEN MET AND WHAT THE BONUS SHOULD BE. FORM 990, PART VI, SECTION B, LINE 11 EACH 990 IS REVIEWED IN DETAIL WITH THE AUDIT COMMITTEE PRIOR TO SUBMISSION. THE HOME'S BOARD HAS REPRESENTATION ON THIS COMMITTEE. THE FINAL DRAFT IS SENT TO THE FULL BOARD PRIOR TO FILING. 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 CORPORATION 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 15A 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 2009. FORM 990, PART VI, SECTION C, LINE 19 JHR PUBLISHES ITS FINANCIAL INFORMATION AS PART OF THE ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED AND AVAILABLE UPON REQUEST. JHR WILL PROVIDE UPON REQUEST ITS CONFLICT OF INTEREST POLICY AS WELL AS ANY APPROPRIATE GOVERNING DOCUMENTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 36,425. INVESTMENT EXPENSES: 2,115. ADJUSTMENT TO MINIMUM PENSION LIABILITY AND POSTRETIREMENT BENEFIT COSTS -1,159,974. LOSS ON DISPOSAL OF ASSETS -261. TOTAL TO FORM 990, PART XI, LINE 5: -1,121,695. FORM 990, PART XI, LINE 2C AN AUDIT COMMITTEE APPOINTED BY THE JSL BOARD HAS BEEN CREATED WITH THE PURPOSE TO SELECT THE INDEPENDENT FIRM, TO OVERSEE THE ANNUAL AUDIT AND TO ACCEPT OR AMEND THE AUDIT REPORTS AS PRESENTED. THE AUDIT COMMITTEE MEETS INDEPENDENTLY WITH THE INDEPENDENT AUDIT FIRM ON AN ANNUAL BASIS. THE JEWISH HOME OF ROCHESTER HAS REPRESENTATIONN ON THIS COMMITTEE. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. ALLOCATION OF HOURS FORM 990, PART VII DEBORAH MCILVEEN: 6 HOURS ALLOCATED TO RELATED ORGANIZATIONS AND 3 HOURS TO UNRELATED ORGANIZATION DANIEL I KATZ: 6 HOURS ALLOCATED TO RELATED ORGANIZATIONS AND 3 HOURS TO UNRELATED ORGANIZATION DESCRIPTION OF ORGANIZATIONS MISSIONS FORM 990, PART III. LINE 1 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. FORM 990, PART VI, SECTION A, LINE 10 EACH 990 IS REVIEWED IN DETAIL WITH THE AUDIT COMMITTEE OF JEWISH SENIOR LIFE PRIOR TO SUBMISSION. THE HOME'S BOAD HAS REPRESENTATION ON THIS COMMITTEE. JEWISH SENIOR LIFE 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 223409164 PARENT COMPANY NY 501 (C) (3) 11, TYPE 1 N/A 0 JEWISH HOME OF ROCHESTER SENIOR HOUSING INC 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 161482447 INDEPENDENT LIVING HOUSING NY 501 (C) (3) 9 N/A 0 JEWISH HOME OF ROCHESTER ENRICHED HOUSING INC 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 161546905 ASSISTED LIVING HOUSING NY 501 (C) (3) 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0