2026-05-15T10:50:55-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2023-07-01 311501393 MONTEFIORE HOUSING CORPORATION MONT 6142043970 425 WEST NEW ENGLAND AVE 300 WINTER PARK FL 32789 JODI NADERHOFF CFO 6142043970 2026-05-13 1 1 X AMY CIMINELLO P00796388 6148493000 2026-05-13 2023 2025-03-06 01:10:19Z X THE WEILS OF BAINBRIDGE HARRY SINGER 425 WEST NEW ENGLAND AVE 300 WINTER PARK FL 32789 22332424 0 X X 1996 OH 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. X 4 4 170 27 0 0 781346 56237 9238018 3649384 336 1803893 0 0 10019700 5509514 0 0 0 0 5804621 2029421 0 0 0 6096759 2890629 11901380 4920050 -1881680 589464 18477166 4631250 14696234 260854 3780932 4370396 X 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. 0 1 2039042 0 2010686 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). 1442936 0 1188329 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. 329006 0 450369 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). 3810984 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 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 44 0 1 170 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X JUDITH NADERHOFF 6142043970 425 WEST NEW ENGLAND AVENUE SUITE WINTER PARK FL 32789 HARRY SINGER CHAIRMAN 1.00 1.00 X X 0 0 0 MARC SILVERSTEIN TRUSTEE; SECRETARY 12/20/2023 1.00 1.00 X X 0 0 0 JUDY WILLENSKY TRUSTEE- PART YEAR 1.00 1.00 X X 0 0 0 LARRY MACK TRUSTEE 12/20/23;ASSOC TREAS 4/21/24 1.00 1.00 X X 0 0 0 ADAM WIEDER TREASURER AS OF 4/21/2024 1.00 1.00 X X 0 0 0 JODI NADERHOFF CFO AS OF 5/15/23 0.00 40.00 X 0 380171 11982 DIANE LILIESTEDT PRESIDENT & COO AS OF 2/22/23 0.00 40.00 X 0 326558 16747 NICOLE GANDEE ADMINISTRATOR 40.00 0.00 X 120739 0 12061 ISABELITA HOWELLS RN 40.00 0.00 X 116032 0 12122 JAMES NEWBROUGH PRESIDENT & CEO THRU 2/21/23 0.00 40.00 X 0 581378 8693 BRENDA SATTERFIELD CHIEF FINANCIAL OFFICER THRU 5/26/23 0.00 40.00 X 0 176088 14419 236771 1464195 76024 2 1 1 0 INTELYCARE INC PO BOX 200413 PITTSBURGH PA 15251 NURSING STAFF 845423 ROLF MARTIN LANG LLP PO BOX 72194 CLEVELAND OH 441920002 LEGAL SERVICES 117332 2 1527 54710 56237 ASSISTED LIVING REVENUE 623000 1987414 1987414 REHAB PAVILLION REVENUE 623000 1223340 1223340 MEMORY CARE REVENUE 623000 438630 438630 3649384 126803 126803 18500000 16822910 1677090 1677090 1677090 5509514 3649384 0 1803893 1865097 1451792 413305 32661 25423 7238 131663 102486 29177 358850 358850 5431 4651 780 23259 20128 3131 396241 339341 56900 28082 28082 313479 267420 46059 471893 386433 85460 7390 7390 249388 244400 4988 508836 445130 63706 69919 59501 10418 DIETARY SUPPLIES AND EQ 456889 456889 ORGANIZATION & MEMBERSH 972 972 4920050 3810984 1109066 0 209442 1628066 12031 2207288 1506752 795896 18201 0 259904 0 0 0 16006556 0 454000 0 10280 0 18477166 4631250 3440239 234482 267103 0 10721410 0 267482 26372 14696234 260854 X 3780932 4370396 3780932 4370396 18477166 4631250 589464 0 X 0 0 0 X X 2 MONTEFIORE HOME 340714360 10 1 0 0 MENORAH PARK CENTER FOR SENIOR LIVING 340714443 10 0 0 0 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ESTIMATED THIRD PARTY SETTLEMENTS 26372 26372 1 0 0 0 0 0 0 1 0 JAMES NEWBROUGH PRESIDENT & CEO THRU 2/21/23 0 116130 0 0 0 465248 0 4489 0 4204 0 590071 0 0 JODI NADERHOFF CFO AS OF 5/15/23 0 205171 0 175000 0 0 0 0 0 11982 0 392153 0 0 DIANE LILIESTEDT PRESIDENT & COO AS OF 2/22/23 0 254878 0 71500 0 180 0 7315 0 9432 0 343305 0 0 BRENDA SATTERFIELD CHIEF FINANCIAL OFFICER THRU 5/26/23 0 157353 0 18025 0 710 0 6654 0 7765 0 190507 0 0 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. ASSISTED LIVING, MEMORY CARE AND SKILLED NURSING FACILITY 2023-12-29 18500000 ACTUAL COST 341560243 ELIZA JENNINGS SENIOR CARE NETWORK 26376 JOHN ROAD OLMSTED TOWNSHIP OH 44138 501(C)(3) 0 1 0 0 0 0 0 0 0 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. 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). 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 MENORAH PARK CENTER FOR SENIOR LIVING 1 MONTEFIORE HOME 425 WEST NEW ENGLAND AVE SUITE 300 WINTER PARK FL 32789 340714360 SKILLED NURSING FACILITY OH 501(C)3 LINE 10 MENORAH PARK CENTER FOR SENIOR LIVING 1 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 MENORAH PARK CENTER FOR SENIOR LIVING 1 MONTEFIORE FOUNDATION 25701 SCIENCE PARK DR BEACHWOOD OH 44122 341788055 FUNDRAISING OH 501(C)3 LINE 7 MONTEFIORE HOME 1 0 0 1 0 0 1 0 0 0 0 1 0 1 0 0 1 0 0 0