MONTEFIORE HOUSING CORPORATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MONTEFIORE HOUSING CORPORATION (EIN 31-1501393)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202621359349306052
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:50:55-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311501393 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTEFIORE HOUSING CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 6142043970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 WEST NEW ENGLAND AVE 300 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODI NADERHOFF | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6142043970 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEILS OF BAINBRIDGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HARRY SINGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 WEST NEW ENGLAND AVE 300 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,332,424 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE WEILS PROVIDES THE FINEST IN RESIDENTIAL, NURSING, AND DEMENTIA CARE, WITH SERVICES AND AMENITIES AT THE HIGHEST STANDARDS OF EXCELLENCE. THE WEILS IS DEDICATED TO ENHANCING THE DISTINCTIVE LIFESTYLE OF ITS RESIDENTS ABOVE ALL. THE WEILS' STAFF OF HEALTHCARE PROFESSIONALS IS COMMITTED TO HELPING RESIDENTS PROMOTE AND MAINTAIN THEIR PHYSICAL, EMOTIONAL, MENTAL, AND SPIRITUAL HEALTH AND INDEPENDENCE. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 170 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $781,346 | PYContributionsGrantsAmt |
| CY Contributions Grants | $56,237 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,238,018 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,649,384 | CYProgramServiceRevenueAmt |
| PY Investment Income | $336 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,803,893 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,019,700 | PYTotalRevenueAmt |
| CY Total Revenue | $5,509,514 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,804,621 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,029,421 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,096,759 | PYOtherExpensesAmt |
| CY Other Expenses | $2,890,629 | CYOtherExpensesAmt |
| PY Total Expenses | $11,901,380 | PYTotalExpensesAmt |
| CY Total Expenses | $4,920,050 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,881,680 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $589,464 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,477,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,631,250 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,696,234 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $260,854 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,780,932 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,370,396 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WEILS PROVIDES THE FINEST IN RESIDENTIAL, NURSING, AND RESIDENTIAL CARE, WITH SERVICES AND AMENITIES AT THE HIGHEST STANDARDS OF EXCELLENCE. THE WEILS IS DEDICATED TO ENHANCING THE DISTINCTIVE LIFESTYLE OF ITS RESIDENTS. ABOVE ALL, THE WEILS' STAFF OF HEALTHCARE PROFESSIONALS IS COMMITTED TO HELPING RESIDENTS PROMOTE AND MAINTAIN THEIR PHYSICAL, EMOTIONAL, MENTAL, AND SPIRITUAL HEALTH AND INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $2,039,042 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,010,686 | RevenueAmt |
| Desc | THE WEILS OF BAINBRIDGE IS AN ASSISTED LIVING FACILITY WHICH CATERS TO THE NEEDS OF THE ELDERLY INCLUDING NURSING CARE, ACTIVITIES, PROGRAMS, AND OTHER DAILY TASKS (75 SUITES). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,442,936 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,188,329 | RevenueAmt |
| Desc | THE REHAB PAVILION AT THE WEILS IS A REHAB FACILITY FOR POST HOSPITAL PATIENTS WHO NEED ADDITIONAL NURSING CARE AND THERAPY TO REGAIN THEIR STRENGTH BEFORE RETURNING HOME. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $329,006 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $450,369 | RevenueAmt |
| Desc | THE MEMORY CARE UNIT, AKA ROBINSON RESIDENCE, AT THE WEILS OFFERS A SAFE, NURTURING AND HOME-LIKE ENVIRONMENT WITH ACTIVITIES AND NURSING CARE FOR THOSE WITH EARLY-TO-MID STAGE DEMENTIA AND ALZHEIMER'S (18 SUITES). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,810,984 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | Yes (1) | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 170 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH NADERHOFF | PersonNm |
| Phone | 6142043970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 WEST NEW ENGLAND AVENUE SUITE | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| HARRY SINGER | |||||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARC SILVERSTEIN | |||||||||
| TRUSTEE; SECRETARY 12/20/2023 | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JUDY WILLENSKY | |||||||||
| TRUSTEE- PART YEAR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LARRY MACK | |||||||||
| TRUSTEE 12/20/23;ASSOC TREAS 4/21/24 | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ADAM WIEDER | |||||||||
| TREASURER AS OF 4/21/2024 | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JODI NADERHOFF | |||||||||
| CFO AS OF 5/15/23 | 0.00 | 40.00 | Yes (X) | $0 | $380,171 | $11,982 | |||
| DIANE LILIESTEDT | |||||||||
| PRESIDENT & COO AS OF 2/22/23 | 0.00 | 40.00 | Yes (X) | $0 | $326,558 | $16,747 | |||
| NICOLE GANDEE | |||||||||
| ADMINISTRATOR | 40.00 | 0.00 | $120,739 | $0 | $12,061 | Yes (X) | |||
| ISABELITA HOWELLS | |||||||||
| RN | 40.00 | 0.00 | $116,032 | $0 | $12,122 | Yes (X) | |||
| JAMES NEWBROUGH | |||||||||
| PRESIDENT & CEO THRU 2/21/23 | 0.00 | 40.00 | $0 | $581,378 | $8,693 | Yes (X) | |||
| BRENDA SATTERFIELD | |||||||||
| CHIEF FINANCIAL OFFICER THRU 5/26/23 | 0.00 | 40.00 | $0 | $176,088 | $14,419 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $236,771 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,464,195 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $76,024 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTELYCARE INC | |||||
| PO BOX 200413 | PITTSBURGH | PA | 15251 | NURSING STAFF | $845,423 |
| ROLF MARTIN LANG LLP | |||||
| PO BOX 72194 | CLEVELAND | OH | 441920002 | LEGAL SERVICES | $117,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,527 | RelatedOrganizationsAmt |
| Government Grants | $54,710 | GovernmentGrantsAmt |
| Total Contributions | $56,237 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ASSISTED LIVING REVENUE | 623000 | $1,987,414 | $1,987,414 |
| REHAB PAVILLION REVENUE | 623000 | $1,223,340 | $1,223,340 |
| MEMORY CARE REVENUE | 623000 | $438,630 | $438,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,649,384 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,803 | TotalRevenueColumnAmt |
| Exclusion | $126,803 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $18,500,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $16,822,910 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,677,090 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,677,090 | TotalRevenueColumnAmt |
| Exclusion | $1,677,090 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,509,514 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,649,384 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,803,893 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,865,097 | TotalAmt |
| Program Services | $1,451,792 | ProgramServicesAmt |
| Management And General | $413,305 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,661 | TotalAmt |
| Program Services | $25,423 | ProgramServicesAmt |
| Management And General | $7,238 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,663 | TotalAmt |
| Program Services | $102,486 | ProgramServicesAmt |
| Management And General | $29,177 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,850 | TotalAmt |
| Management And General | $358,850 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,431 | TotalAmt |
| Program Services | $4,651 | ProgramServicesAmt |
| Management And General | $780 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,259 | TotalAmt |
| Program Services | $20,128 | ProgramServicesAmt |
| Management And General | $3,131 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,241 | TotalAmt |
| Program Services | $339,341 | ProgramServicesAmt |
| Management And General | $56,900 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,082 | TotalAmt |
| Management And General | $28,082 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,479 | TotalAmt |
| Program Services | $267,420 | ProgramServicesAmt |
| Management And General | $46,059 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,893 | TotalAmt |
| Program Services | $386,433 | ProgramServicesAmt |
| Management And General | $85,460 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,390 | TotalAmt |
| Program Services | $7,390 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,388 | TotalAmt |
| Program Services | $244,400 | ProgramServicesAmt |
| Management And General | $4,988 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,836 | TotalAmt |
| Program Services | $445,130 | ProgramServicesAmt |
| Management And General | $63,706 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,919 | TotalAmt |
| Program Services | $59,501 | ProgramServicesAmt |
| Management And General | $10,418 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIETARY SUPPLIES AND EQ | $456,889 | $456,889 | |
| ORGANIZATION & MEMBERSH | $972 | $972 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,920,050 | TotalAmt |
| Program Services | $3,810,984 | ProgramServicesAmt |
| Management And General | $1,109,066 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,442 | BOYAmt |
| EOY | $1,628,066 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,031 | BOYAmt |
| EOY | $2,207,288 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,506,752 | BOYAmt |
| EOY | $795,896 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,201 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,904 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,006,556 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,280 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,477,166 | BOYAmt |
| EOY | $4,631,250 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,440,239 | BOYAmt |
| EOY | $234,482 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,103 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,721,410 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,482 | BOYAmt |
| EOY | $26,372 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,696,234 | BOYAmt |
| EOY | $260,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,780,932 | BOYAmt |
| EOY | $4,370,396 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,780,932 | BOYAmt |
| EOY | $4,370,396 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,477,166 | BOYAmt |
| EOY | $4,631,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $589,464 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| MONTEFIORE HOME | ||||
| 340714360 | 10 | Yes (1) | $0 | $0 |
| MENORAH PARK CENTER FOR SENIOR LIVING | ||||
| 340714443 | 10 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1: | MENORAH PARK CENTER FOR SENIOR LIVING BECAME A SUPPORTED ORGANIZATION OF THE MONTEFIORE HOUSING CORPORATION WHEN THE MONTEFIORE HOUSING CORPORATION'S SOLE MEMBER, THE MONTEFIORE HOME, SIGNED AN AFFILIATION AGREEMENT WITH MENORAH PARK CENTER FOR SENIOR LIVING EFFECTIVE 7/1/2020. MENORAH PARK CENTER FOR SENIOR LIVING IS A SUPPORTED ORGANIZATION DESIGNATED BY CLASS. |
| PART I, LINE 12G, COLUMN IV: | MENORAH PARK CENTER FOR SENIOR LIVING IS A RELATED ORGANIZATION OF THE FILING ORGANIZATION AND SERVES AS THE PARENT ENTITY FOR THE RELATED GROUP. |
| PART I, LINE 12G, COLUMN IV: | MANAGEMENT SERVICES ARE PERFORMED FOR MENORAH PARK CENTER FOR SENIOR LIVING. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED THIRD PARTY SETTLEMENTS | Desc |
| Amt | $26,372 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,372 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES NEWBROUGH | ||||||||||||||
| PRESIDENT & CEO THRU 2/21/23 | $0 | $116,130 | $0 | $0 | $0 | $465,248 | $0 | $4,489 | $0 | $4,204 | $0 | $590,071 | $0 | $0 |
| JODI NADERHOFF | ||||||||||||||
| CFO AS OF 5/15/23 | $0 | $205,171 | $0 | $175,000 | $0 | $0 | $0 | $0 | $0 | $11,982 | $0 | $392,153 | $0 | $0 |
| DIANE LILIESTEDT | ||||||||||||||
| PRESIDENT & COO AS OF 2/22/23 | $0 | $254,878 | $0 | $71,500 | $0 | $180 | $0 | $7,315 | $0 | $9,432 | $0 | $343,305 | $0 | $0 |
| BRENDA SATTERFIELD | ||||||||||||||
| CHIEF FINANCIAL OFFICER THRU 5/26/23 | $0 | $157,353 | $0 | $18,025 | $0 | $710 | $0 | $6,654 | $0 | $7,765 | $0 | $190,507 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | JAMES NEWBROUGH, FORMER CEO OF MENORAH PARK (A RELATED ORGANIZATION), RECEIVED SEVERANCE PAYMENTS TOTALING $464,243. |
| PART I, LINE 7 | EMPLOYEES OF THE ORGANIZATION THAT ARE INVOLVED WITH DIRECT CARE OF RESIDENTS MAY RECEIVE BONUS AND INCENTIVE COMPENSATION FOR PICKING UP EXTRA SHIFTS BEYOND THEIR NORMAL SCHEDULE SO THAT THE FACILITY IS APPROPRIATELY STAFFED AT ALL TIMES. ADMINISTRATIVE EMPLOYEES MAY RECEIVE BONUS COMPENSATION FOR ATTAINING CERTAIN ORGANIZATIONAL GOALS AS DETERMINED BY THE CEO OR BOARD OF TRUSTEES. |
| PART I, LINE 3 | THE RELATED ORGANIZATION, MENORAH PARK CENTER FOR SENIOR LIVING, DOES THE COMPENSATION REVIEW FOR THE CEO. METHODS FOR REVIEW INCLUDE A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | ASSISTED LIVING, MEMORY CARE AND SKILLED NURSING FACILITY | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2023-12-29 | DistributionDt |
| Fair Market Value Of Asset | $18,500,000 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | ACTUAL COST | MethodOfFMVDeterminationTxt |
| EIN | 341560243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZA JENNINGS SENIOR CARE NETWORK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26376 JOHN ROAD | AddressLine1Txt |
| City | OLMSTED TOWNSHIP | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | 0 | DirectorOfSuccessorInd |
| Employee Of Successor | Yes (1) | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | 0 | AssetsDistributedInd |
| Required To Notify AG | 0 | RequiredToNotifyAGInd |
| Attorney General Notified | 0 | AttorneyGeneralNotifiedInd |
| Liabilities Paid | 0 | LiabilitiesPaidInd |
| Bonds Outstanding | 0 | BondsOutstandingInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2E: | EXPLANATION OF INVOLVEMENT: SUBSTANTIALLY ALL EMPLOYEES WERE HIRED AS EMPLOYEES OF THE PURCHASING ORGANIZATION. |
| PART I | THE FILING ENTITY IS CURRENTLY IN THE PROCESS OF WINDING DOWN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE BOARD OF TRUSTEES OF MONTEFIORE HOUSING CORPORATION ENTERED INTO AN ASSET PURCHASE AGREEMENT WITH AN UNRELATED THIRD-PARTY TO SELL SUBSTANTIALLY ALL ASSETS OF MONTEFIORE HOUSING CORPORATION AND TRANSFERRED OPERATIONAL CONTROL OF THE ENTITY TO THE UNRELATED THIRD PARTY. THE SALE OF ASSETS CLOSED ON DECEMBER 29, 2023. THE SECURED DEBT OBLIGATIONS OF MONTEFIORE HOUSING CORPORATION WERE PAID IN FULL ON THE CLOSING DATE. |
| FORM 990, PART VI, SECTION A, LINE 6 | MENORAH PARK CENTER FOR SENIOR LIVING IS THE MEMBER OF MONTEFIORE HOME. MONTEFIORE HOME IS THE MEMBER OF THIS FILING ENTITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | MENORAH PARK CENTER FOR SENIOR LIVING IS THE MEMBER OF MONTEFIORE HOME. MONTEFIORE HOME IS THE MEMBER OF THIS FILING ENTITY. THROUGH MEMBER RELATIONS, MENORAH PARK CENTER FOR SENIOR LIVING HAS THE RIGHT FOR BOARD APPOINTMENTS AND REMOVALS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MENORAH PARK CENTER FOR SENIOR LIVING IS THE MEMBER OF MONTEFIORE HOME. MONTEFIORE HOME IS THE MEMBER OF THIS FILING ENTITY. THROUGH MEMBER RELATIONS, MENORAH PARK CENTER FOR SENIOR LIVING HAS THE RIGHT HAS THE RIGHT FOR CERTAIN GOVERNANCE DECISIONS SUCH AS SALE AND/OR DISSOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A SUB-COMMITTEE OF THE MENORAH PARK CENTER FOR SENIOR LIVING AUDIT COMMITTEE (A RELATED ORGANIZATION) AND AN INDEPENDENT CPA FIRM, AS THE BOARD DESIGNEES, REVIEW THE FORM 990 PRIOR TO SUBMISSION. SENIOR MANAGEMENT REVIEWS AND APPROVES THE FORM WHILE COMPLETING AND OVERSEEING THE PROCESS FOR COMPLETION. THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE RETURN PRIOR TO FILING THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE MONTEFIORE HOUSING CORPORATION SENDS A COPY OF ITS CONFLICT OF INTEREST POLICY TO ALL TRUSTEES, OFFICERS, COMMITTEE MEMBERS AND KEY EMPLOYEES. THESE "KEY INDIVIDUALS" ARE REQUIRED TO DISCLOSE ANY TRANSACTIONS WHERE THE INTERESTS OF THE MONTEFIORE HOUSING CORPORATION AND THE KEY INDIVIDUAL (OR SPOUSE OR OTHER FAMILY MEMBER OF THE KEY INDIVIDUAL) COULD POTENTIALLY BE IN CONFLICT. THE CONFLICT OF INTEREST POLICY IS RENEWED ANNUALLY AT THE INITIAL MEETING OF THE BOARD OF TRUSTEES FOLLOWING THE MONTEFIORE HOUSING CORPORATION'S ANNUAL MEETING, AND EACH KEY INDIVIDUAL IS PROVIDED WITH A COPY OF THE POLICY UPON COMMENCEMENT OF HIS OR HER POSITION AS SUCH KEY INDIVIDUAL. NON-COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY COULD RESULT IN DISCIPLINARY ACTION INCLUDING REMOVAL FROM ASSOCIATION WITH MONTEFIORE HOUSING CORPORATION. THE CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED BY THE COMPLIANCE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15 | MENORAH PARK (A RELATED ORGANIZATION) HAS A STANDING COMPENSATION COMMITTEE TO ANNUALLY REVIEW FOR REASONABLENESS WITH SIMILAR ORGANIZATIONS, THE SALARIES OF THE EXECUTIVE DIRECTOR AND TOP LEVEL, KEY MANAGEMENT STAFF OF THE ORGANIZATION. THE COMPENSATION COMMITTEE USES PUBLISHED SURVEYS AND PURCHASED COMPENSATION COMPARISON INFORMATION TO REVIEW AND STUDY REASONABLEMENTS AND COMPETITIVENESS OF MENORAH PARK EXECUTIVE SALARIES WITH SIMILAR HEALTHCARE ORGANIZATIONS. AN EMPLOYEE'S SENIORITY AND PERFORMANCE ARE ALSO REVIEWED DURING SALARY DETERMINATION. DISCUSSIONS AND DECISIONS OF THE COMPENSATION COMMITTEE ARE DOCUMENTED IN THEIR MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE MONTEFIORE HOUSING CORPORATION MAINTAINS COPIES OF ALL GOVERNING DOCUMENTS AND FINANCIAL REPORTS. COPIES OF THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, FOR THE SAME PERIOD OF TIME AS SET FORTH IN IRC SECTION 6104(D). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MENORAH PARK CENTER FOR SENIOR LIVING | |||||||||||
| 425 WEST NEW ENGLAND AVE SUITE 300 | WINTER PARK | FL | 32789 | 340714443 | SKILLED NURSING FACILITY | OH | 501(C)3 | LINE 10 | N/A | 0 | |
| MENORAH PARK FOUNDATION | |||||||||||
| 25701 SCIENCE PARK DR | BEACHWOOD | OH | 44122 | 341778478 | FUNDRAISING | OH | 501(C)3 | LINE 7 | Yes (1) | MENORAH PARK CENTER FOR SENIOR LIVING | |
| MONTEFIORE HOME | |||||||||||
| 425 WEST NEW ENGLAND AVE SUITE 300 | WINTER PARK | FL | 32789 | 340714360 | SKILLED NURSING FACILITY | OH | 501(C)3 | LINE 10 | Yes (1) | MENORAH PARK CENTER FOR SENIOR LIVING | |
| MENORAH PARK WOMEN'S & MEN'S ASSOCIATION | |||||||||||
| 425 WEST NEW ENGLAND AVE SUITE 300 | WINTER PARK | FL | 32789 | 201321718 | VOLUNTEERS | OH | 501(C)3 | LINE 12C, III-FI | Yes (1) | MENORAH PARK CENTER FOR SENIOR LIVING | |
| MONTEFIORE FOUNDATION | |||||||||||
| 25701 SCIENCE PARK DR | BEACHWOOD | OH | 44122 | 341788055 | FUNDRAISING | OH | 501(C)3 | LINE 7 | Yes (1) | MONTEFIORE HOME | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |