2011-11-15T07:48:34-06:00 2010-12-31 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2010-01-01 131623854 THE JEWISH GUILD FOR THE BLIND JEWI 2127696200 15 WEST 65TH STREET NEW YORK NY 10023 ELLIOT J HAGLER 2127696200 2011-11-14 1 FREDERICK H ROTHMAN 2128674000 2010 2016-03-07 17:11:31Z ELLIOT J HAGLER 15 WEST 65TH STREET NEW YORK NY 10023 81884155 0 X WWW.JGB.ORG X 1914 NY ASSIST PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED, AND WHO MAY HAVE ADDITIONAL DISABILITIES, ACHIEVE LIVES OF DIGNITY AND INDEPENDENCE 17 16 98 28 0 0 4094157 5602904 43202116 45226766 -4387701 2168068 412306 219652 43320878 53217390 1022004 165000 0 0 39320039 38581827 0 0 1124462 8055538 9220499 48397581 47967326 -5076703 5250064 121727960 137331044 34002755 15724747 87725205 121606297 X ASSIST PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED, AND WHO MAY HAVE ADDITIONAL DISABILITIES, ACHIEVE LIVES OF DIGNITY AND INDEPENDENCE 0 0 23394124 42376622 A GUILD SUBSIDIARY, GUILDNET, IS A MANAGED LONG-TERM CARE PLAN THAT PROVIDES COORDINATED HEALTH AND HOME CARE SERVICES FOR BLIND AND VISUALLY IMPAIRED ADULTS WITH CHRONIC HEALTH PROBLEMS. THE PROGRAM'S REACH EXTENDS THROUGHOUT MANHATTAN, BROOKLYN, THE BRONX, QUEENS, NASSAU AND SUFFOLK COUNTIES. GUILDNET IS A CAPITATED MEDICAID FUNDED PROGRAM KEEPING NEW YORKERS IN THEIR OWN HOMES AND COMMUNITIES WHILE DEFERRING THE NEED FOR MORE RESTRICTIVE CARE. GUILDNET ALSO OFFERS A MEDICARE SPECIAL NEEDS PROGRAM FOR MEDICAID RECIPIENTS WHO ARE MEDICARE-ELIGIBLE PERSONS WHO ARE IN NEED OF MORE COMPLETE MEDICAL BENEFITS.IN ADDITION TO ACTIVELY RECRUITING MEDICAID ELIGIBLE PEOPLE, SPECIALISTS ON THE GUILDNET STAFF ASSIST PEOPLE IN PREPARING THE NECESSARY GOVERNMENT MANDATED PAPERWORK TO COMPLETE THE APPLICATION IN THE MEDICAID APPLICATION PROCESS. 2740463 1112074 THE GUILD'S TRAINING AND REHABILITATION PROGRAMS FOR BLIND AND VISUALLY IMPAIRED PERSONS INCLUDE COMMUNICATIONS AND COMPUTER SKILLS INCLUDING MASTERING THE ABILITY TO ACCESS INTERNET. A PROGRAM FOR TEENAGE STUDENTS LEARNING COMPUTER SKILLS IS CONDUCTED ON WEEKENDS TO AVOID INTERRUPTION WITH THE REGULAR SCHOOL ACTIVITIES. AT THE COMPLETION OF THE 10 WEEK PROGRAM, THE GUILD PROVIDES EACH STUDENT HIS/HER OWN COMPUTER, AT NO COST.THE GUILD ALSO PREPARES COLLEGE BOUND STUDENTS FOR COLLEGE CAMPUS WITH A PROGRAM THAT ORIENTS STUDENTS TO COLLEGE LIFE AND EASES THE TRANSITION FROM HIGH SCHOOL.ADAPTIVE SKILLS TRAINING INCLUDES THE SAFE AND EFFICIENT PREPARATION OF FOOD IN THE KITCHEN AS WELL AS OTHER ACTIVITIES OF DAILY LIVING INCLUDING DRESSING AND BATHING SAFELY THAT ARE NECESSARY EVERY DAY ACTIVITIES. ORIENTATION AND MOBILITY SKILLS ARE TAUGHT INDOOR AND ON CITY SIDEWALKS FOR SAFE AND INDEPENDENT TRAVEL.VOCATIONAL EVALUATION AND JOB SKILLS TRAINING INCLUDING HOW TO SUCCESSFULLY APPLY FOR EMPLOYMENT ARE A MAJOR PART OF HELPING BLIND PEOPLE TO FIND WORK OR HELPING A PERSON WHO IS LOSING HIS VISION KEEP A JOB. 706554 28910 THE GUILD'S SIGHTCARE PROGRAM OFFERS EDUCATION AND TRAINING FOR HEALTHCARE PERSONNEL, INFORMAL CAREGIVERS, COMMUNITY SERVICE PROVIDERS, AND PEOPLE WHO HAVE VISION LOSS OR ARE AT RISK FOR VISION LOSS, AS WELL AS ENVIRONMENTAL CONSULTATION AND ASSISTANCE IN MEETING ACCESSIBILITY REQUIREMENTS. THROUGH SIGHTCARE, THOSE PROVIDING CARE TO INDIVIDUALS IN HEALTHCARE FACILITIES AND OTHER SERVICE SETTING SETTINGS AROUND THE COUNTRY, ARE LEARNING HOW TO PROVIDE BETTER AND MORE INTEGRATED SERVICES FOR THE VISUALLY IMPAIRED PEOPLE THEY SERVE. 1301912 165000 1709160 GUILDSCHOLAR $266,861, FOOD SERVICES $277,715, BRESSLER FUND $281,713, CHILDREN HEALTH INITIATIVE $258,077 AND OTHER PROGRAMS $217,546. 1301912 165000 1709160 28143053 1 1 0 1 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 30 0 1 98 1 0 0 0 0 0 1 1 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ 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 11.30 X X 245513 509911 125517 JAMES M DUBIN 2.00 X X 0 0 0 LAWRENCE E GOLDSCHMIDT 0.30 X X 0 0 0 PAULINE RAIFF 0.30 X X 0 0 0 MARC S SOLOMON 0.30 X X 0 0 0 RACHEL BRIER 0.30 X 0 0 0 CAROL T FINLEY 0.30 X 0 0 0 DAVID R GREENBAUM 0.30 X 0 0 0 NEIL S JANOVIC 0.30 X 0 0 0 THOMAS G KAHN 0.30 X 0 0 0 ANDREW H MARKS 0.30 X 0 0 0 SUSAN MENDIK 0.30 X 0 0 0 ROBERT B OKUN 0.30 X 0 0 0 STANLEY H PANTOWICH 0.30 X 0 0 0 JANE RITTMASTER 0.30 X 0 0 0 BETH A ROGERS 0.30 X 0 0 0 RONALD G WEINER 0.30 X 0 0 0 ELLIOT J HAGLER 4.20 X 36950 273515 75169 CATHLEEN WIRTS 35.00 X 216803 0 31954 SARAH SPICEHANDLER 24.50 X 52093 22325 31939 BRUCE MASTALINSKI 1.80 X 15452 293587 34709 KELLYANNE CAIVANO 4.00 X 23715 175552 43120 ROY G COLE 35.00 X 171022 0 12189 MELISSA FARBER 5.00 X 24020 146511 39071 LARRY CARR 1.60 X 7877 160207 13870 793445 1581608 407538 4 0 1 0 PINNACLE CONSULTING GROUP INC 75 LANE ROAD SUITE 406 FAIRFIELD NJ 07004 IT SERVICES 4242847 SAFETY BUILDING CLEANING CORP 5 WEST 37TH STREET NEW YORK NY 10018 CLEANING SERVICES 650931 LOEB & TROPER LLP 655 THIRD AVENUE NEW YORK NY 10017 AUDITING/CONSULTANTS 287815 ADS ADVERTISING & MAILING SERVICES LTD 105 ANN STREET NEWBURGH NY 12550 MAILING SERVICES 247042 PROSKAUER ROSE LLP 11 TIMES SQUARE NEW YORK NY 10036 LEGAL FEES 184455 6 174104 5428800 23103 5602904 MANAGEMENT SERVICES 561000 42376622 42376622 INTEREST SUB LOANS 900099 1709160 1709160 CBVH CONTRACT 624310 1112074 1112074 SIGHTCARE 900099 28910 28910 45226766 1702907 1702907 3125 3125 3915506 3738420 177086 177086 177086 25280236 24815075 465161 465161 465161 123595 174104 113270 10325 10325 INSURANCE RECOVERY 900099 16986 16986 MISCELLANEOUS 900099 12130 12130 29116 53217390 45226766 0 2387720 165000 165000 653388 653388 27402781 18759424 8186158 457199 2617738 1852389 730724 34625 5253652 3838999 1350241 64412 2654268 1826787 788357 39124 110814 47474 62102 1238 28371 18526 5615 4230 14335 14335 1358982 1358982 966755 181304 685015 100436 333523 86334 247189 705414 247370 333826 124218 3436856 129674 3279894 27288 1664831 767779 804221 92831 65748 40433 22907 2408 24096 11872 12224 6709 6709 98015 54854 26838 16323 144845 15983 126739 2123 RENTAL OF MAILING LIST 111833 111833 AWARDS 40000 40000 CLIENT TRANSPORTATION 37502 37502 BANK CHARGES 34326 34326 FILING FEES 10337 10337 27207 21349 4347 1511 47967326 28143053 18699811 1124462 68934 967762 8301022 2798100 320148 112730 409477 340290 16815 34253 295146 297195 50342494 30149098 22150383 20193396 38266089 47592715 44254678 49166667 7645268 15827936 121727960 137331044 27500231 10083741 218437 1000 1666664 1111108 4617423 4528898 34002755 15724747 X 72482296 106599367 6133669 5897116 9109240 9109814 87725205 121606297 121727960 137331044 X 5250064 28631028 X X 0 1 1 X 0 X 6022125 5533387 5678142 4094157 5602904 26930715 6022125 5533387 5678142 4094157 5602904 26930715 26930715 5778223 7174596 5500656 4673483 5621538 28748496 6848 2471 6635 400519 152711 569184 56248395 189663007 0.47880 0.47500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14335 14335 47952991 47967326 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 47900 95779 95650 14335 253664 250000 250000 250000 250000 1000000 1500000 8794657 838056 518641 9114072 7368325 75000 1352644 1312 8794657 9723948 75000 -2436389 7362559 1.00000 0 0 1162500 1162500 40125604 23073548 17052056 6871657 5188243 1683414 2182733 1887307 295426 20193396 INVESTMENT IN LIMITED PARTNERSHIP 17474388 F HEDGE FUNDS 31692279 F 49166667 RECEIVABLE FROM AFFILIATES 11305908 OTHER ASSETS 4522028 15827936 PAYABLE TO ESTABLISH INSTITUTE FOR VISION AND AGING AND GUILD RESEARCH CTR 2660143 ANNUITY OBLIGATIONS 1651545 OTHER LIABILITIES 217210 4528898 53217390 47967326 5250064 7830244 20800784 28631028 33881092 327380938 7830244 267692286 275522530 51858408 1358982 1358982 53217390 298348443 251740099 251740099 46608344 1358982 1358982 47967326 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INVESTMENTS IN PERPETUITY, THE INCOME FROM WHICH IS EXPENDABLE TO SUPPORT ACTIVITIES OF THE ORGANIZATION $ 8,893,301. ENDOWMENTS REQUIRING A PORTION OF INCOME TO BE ADDED TO ORIGINAL GIFT $216,513. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2007 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER OF NON-STATUTORY FROM GUILDNET 18,000,000. PENSION ADJUSTMENT 2,872,247. LOSS ON ANNUITY OBLIGATION -71,463. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARIES' REVENUE 267,763,749. LOSS ON ANNUITY OBLIGATIONS -71,463. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARIES' EXPENSES 251,740,099. THEATRE EVENTS 233866 141891 91975 45282 43320 5096 YOUNG VISIONARIES 30891 22791 8100 550 2 32942 9422 23520 8914 10108 297699 174104 123595 54196 43320 15754 113270 10325 1 MERIT SCHOLARSHIP 17 165000 OTHER INFORMATION: PART IV: A SCHOLARSHIP COMMITTEE, CONSISTING MOSTLY OF INDIVIDUALS INDEPENDENT OF THE ORGANIZATION, REVIEWS SCHOLARSHIP APPLICATIONS TO SELECT THE RECIPIENTS. THE COMMITTEE REVIEWS SAT SCORES, STUDENT TRANSCRIPTS, LETTER OF RECOMMENDATIONS, STATEMENTS AND OTHER SUPPORTING DOCUMENTATION TO SELECT THE MOST DESERVING CANDIDATES. X X X X X 0 0 0 0 0 0 0 0 0 ALAN R MORSE 244534 507877 0 0 979 2034 5814 12076 34979 72648 286306 594635 0 0 ELLIOT J HAGLER 36771 272188 0 0 179 1327 2129 15761 4796 52483 43875 341759 0 0 CATHLEEN WIRTS 216148 0 0 0 655 0 15334 0 16620 0 248757 0 0 0 BRUCE MASTALINSKI 15379 292195 0 0 73 1392 895 16996 841 15977 17188 326560 0 0 KELLYANNE CAIVANO 23688 175350 0 0 27 202 1614 11951 2215 27340 27544 214843 0 0 ROY G COLE 170074 0 0 0 948 0 12189 0 0 0 183211 0 0 0 MELISSA FARBER 23975 146240 0 0 45 271 1578 9628 3925 23940 29523 180079 0 0 LARRY CARR 7838 159422 0 0 39 785 645 13117 5 103 8527 173427 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE IRS FORM 990 IS PREPARED BY THE STAFF AND REVIEWED IN DETAIL BY A COMMITTEE OF THE BOARD, AFTER IT HAS BEEN REVIEWED BY OUR OUTSIDE AUDITORS. AFTER ITS APPROVAL, THE FORM IS MADE AVAILABLE TO THE FULL BOARD. 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. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE COMPENSATION COMMITTEE RECEIVES A SALARY SURVEY OF COMPARABLE ORGANIZATIONS, THAT HAS BEEN REVIEWED BY OUR AUDITORS AND ATTORNEYS FOR ACCURACY, COMPLETENESS AND COMPLIANCE WITH APPLICABLE REGULATIONS AND STATUTORY REQUIREMENTS. BASED UPON THE SURVEY, AND ANY OTHER RELEVANT INFORMATION INCLUDING JOB PERFORMANCE, THE COMMITTEE ARRIVES AT ANNUAL SALARIES FOR THE CEO, THREE EXECUTIVE VICE PRESIDENTS AND SENIOR VICE PRESIDENT AT A MEETING AT WHICH THE AUDITORS AND ATTORNEYS ARE PRESENT. MINUTES OF THE COMMITTEE'S MEETINGS ARE MAINTAINED. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 7,830,244. TRANSFER OF NON-STATUTORY FROM GUILDNET 18,000,000. PENSION ADJUSTMENT 2,872,247. LOSS ON ANNUITY OBLIGATION -71,463. TOTAL TO FORM 990, PART XI, LINE 5: 28,631,028. FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT AND SELECTION OF INDEPENDENT ACCOUNTANTS. THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. FORM 990, PART III, 1 MANY OF THE GUILD'S SERVICES ARE PROVIDED WITH AND THROUGH IT'S SUBSIDIARIES EACH OF WHICH FILE THEIR OWN FORM 990. THE GUILD'S SUBSIDIARIES ARE: JGB HEALTH FACILITIES CORP, JGB REHABILITATION CORP, IN TOUCH NETWORKS, INC., JGB EDUCATION SERVICES, GUILDNET, INC., GREATER BOSTON GUILD FOR THE BLIND, INC., JGB MENTAL HEALTH AND MENTAL RETARDATION SERVICES, INC., GREATER BOSTON DIABETES SOCIETY, INC. 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. ADDITIONAL AMOUNTS HAVE BEEN RECOGNIZED BY SUBSIDIARIES OF THE JEWISH GUILD FOR THE BLIND. EXPLANATION REGARDING HIGHEST COMPENSATED EMPLOYEES: THE JEWISH GUILD FOR THE BLIND, AS PREDECESSOR ORGANIZATION TO ITS SUBSIDIARIES: JGB HEALTH FACILITIES CORPORATION, JGB REHABILITATION CORPORATION, IN TOUCH NETWORKS, INC., JGB EDUCATION SERVICES, GUILDNET, INC., GREATER BOSTON GUILD FOR THE BLIND, INC. AND JGB MENTAL HEALTH AND MENTAL RETARDATION SERVICES, INC. IS THE EMPLOYER OF ALL SALARIED PERSONS PROVIDING SERVICES TO THE CORPORATION AND ITS SUBSIDIARIES. FORM 990, PART VII, SECTION A, COLUMN E HOURS PROVIDED TO RELATED ENTITIES: ALAN R. MORSE 23.7 HOURS JAMES M. DUBIN 2.4 HOURS LAWRENCE E. GOLDSCHMIDT 2.4 HOURS PAULINE RAIFF 2.4 HOURS MARC S. SOLOMON 2.4 HOURS ELLIOT J. HAGLER 30.8 HOURS SARAH SPICEHANDLER 10.5 HOURS BRUCE MASTALINSKI 33.2 HOURS KELLYANNE CAIVANO 31.0 HOURS MELISSA FARBER 30.0 HOURS LARRY CARR 33.4 HOURS 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. JGB HEALTH FACILITIES CORP 15 WEST 65TH STREET NEW YORK NY 10023 132795647 ADULT DAY HEALTH CARE PROGRAMS NY 501(C)(3) 9 N/A 0 JGB REHABILITATION CORPORATION 15 WEST 65TH STREET NEW YORK NY 10023 133439035 OUTPATIENT REHAB FACILITY & DTC FOR BLIND/VISUALLY IMPAIRED NY 501(C)(3) 9 N/A 0 IN TOUCH NETWORKS INC 15 WEST 65TH STREET NEW YORK NY 10023 237396618 RADIO READING SERVICE FOR THE BLIND/VISUALLY IMPAIRED NY 501(C)(3) 7 N/A 0 JGB EDUCATION SERVICES 15 WEST 65TH STREET NEW YORK NY 10023 133419981 PRIVATE NONRESIDENTIAL SCHOOL, PRESCHOOL & EARLY INTERVENTION NY 501(C)(3) 2 N/A 0 GUILDNET INC 15 WEST 65TH STREET NEW YORK NY 10023 133936057 MANAGED LONG TERM CARE PLAN NY 501(C)(3) 9 N/A 0 GREATER BOSTON GUILD FOR THE BLIND INC 1980 CENTRE ST WEST ROXBURY MA 02132 042103893 REHABILITATIVE TRAINING & SUPPORTING SVCS TO BLIND ADULTS AGED 50 OR OVER. MA 501(C)(3) 9 N/A 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 N/A 0 GREATER BOSTON DIABETES SOCIETY INC 1980 CENTRE ST WEST ROXBURY MA 02132 042232419 PUBLIC EDUCATION - DIABETES. PREVENTION & MANAGEMENT MA 501(C)(3) 9 N/A 0 0 0 1 1 0 0 0 0 1 0 0 0 0 1 0 1 0 0