2026-05-15T10:34:42-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2023-07-01 340714360 THE MONTEFIORE HOME 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 HARRY SINGER 425 WEST NEW ENGLAND AVE 300 WINTER PARK FL 32789 31633110 0 X X 1882 OH MONTEFIORE PROVIDES A COMPREHENSIVE SYSTEM OF SUPPORT SERVICES RELATED TO HEALTHCARE NEEDS THROUGHOUT THE AGING PROCESS. GUIDED BY JEWISH VALUES, MONTEFIORE IS DEDICATED TO A STANDARD OF EXCELLENCE AND PERSONALIZED CARE, ENABLING INDIVIDUALS TO LIVE WITH DIGNITY AND SECURITY AND AS INDEPENDENTLY AS THEY ARE ABLE. X 4 4 443 80 0 0 6340544 476648 18121435 10888935 45 -8055948 69961 241794 24531985 3551429 0 0 0 0 15270107 7387631 0 0 0 11178913 6328200 26449020 13715831 -1917035 -10164402 28589426 3913579 20132781 5676123 8456645 -1762544 X MONTEFIORE PROVIDES A COMPREHENSIVE SYSTEM OF SUPPORT SERVICES RELATED TO HEALTHCARE NEEDS THROUGHOUT THE AGING PROCESS. GUIDED BY JEWISH VALUES, MONTEFIORE IS DEDICATED TO A STANDARD OF EXCELLENCE AND PERSONALIZED CARE, ENABLING INDIVIDUALS TO LIVE WITH DIGNITY AND SECURITY AND AS INDEPENDENTLY AS THEY ARE ABLE. 0 1 9160752 0 7697813 NURSING HOME CARE: THE MONTEFIORE HOME PROVIDES NURSING HOME CARE AND THERAPY FOR THE AGED AND ILL. MONTEFIORE STRIVES TO BE RECOGNIZED AS THE CENTER OF EXCELLENCE FOR PROMOTION OF WELLNESS TREATMENT AND CARE OF ILLNESS, AND ATTAINMENT OF THE HIGHEST POSSIBLE QUALITY OF LIFE FOR THE AGING COMMUNITY. 2634195 0 3191122 HOSPICE: MONTEFIORE HOSPICE SEEKS TO BRING PAIN MANAGEMENT AND SYMPTOM CONTROL, AS WELL AS ULTIMATE CARING AND COMPASSION TO THOSE WITH A LIFE-LIMITING ILLNESS, THEIR CAREGIVERS, FAMILIES AND LOVED ONES. WE PROVIDE OUR SIGNATURE CARE IN THE PATIENT'S OWN HOME, OUR INPATIENT UNIT OR IN OTHER HEALTHCARE FACILITIES. 11794947 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 59 0 1 443 1 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 JODI NADERHOFF 6142043970 425 WEST NEW ENGLAND AVE SUITE 300 WINTER PARK FL 32789 LARRY MACK TRUSTEE; ASSOC TREASURER 4/21/2024 1.00 1.00 X X 0 0 0 HARRY SINGER CHAIRMAN 1.00 1.00 X X 0 0 0 MARC SILVERSTEIN TRUSTEE; SECRETARY AS OF 12/20/2023 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 IDELLE WOLF TRUSTEE; TREAS, ON LEAVE 12/19/2023 1.00 1.00 X 0 0 0 JUDY WILENSKY TRUSTEE- PART YEAR 1.00 1.00 X 0 0 0 GREG MARCUS ASSOCIATE TREASURER THRU 12/19/2023 1.00 1.00 X X 0 0 0 HOWARD EPSTEIN SECRETARY- PART YEAR 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 JAMI KILLIAN-CENTRA DIRECTOR OF NURSING 40.00 0.00 X 140049 0 15499 ALEXANDER BEYLINSON MEDICAL DIRECTOR - HOSPICE 40.00 0.00 X 240481 0 0 JULIE SEED NURSE PRACTITIONER 40.00 0.00 X 140865 0 17525 BANGALY DOUKOURE NURSE RN 40.00 0.00 X 132419 0 0 ILETA RANDALL NURSE RN 40.00 0.00 X 117778 0 25830 BRENDA SATTERFIELD CHIEF FINANCIAL OFFICER THRU 5/26/23 0.00 40.00 X 0 176088 14419 JAMES NEWBROUGH PRESIDENT & CEO THRU 2/21/23 0.00 40.00 X 0 581378 8693 771592 1464195 110695 5 1 1 0 INTELYCARE INC PO BOX 200413 PITTSBURGH PA 15251 NURSING STAFF 529145 ROLF GOFFMAN MARTIN LANG LLP PO BOX 72194 CLEVELAND OH 441920002 LEGAL SERVICES 400710 EHTL LLC DBA EADIE HILL TRIAL LAWYERS 3100 E 45TH STREET SUITE 400 CLEVELAND OH 44127 LEGAL SETTLEMENT 285000 BRICKER GRAYDON LLP 100 S THIRD STREET COLUMBUS OH 43215 LEGAL SERVICES 177307 BONEZZI SWITZER POLITO & PERRY CO LPA 1300 E 9TH STREET CLEVELAND OH 441141501 LEGAL SERVICES 114794 6 189734 273339 13575 476648 NURSING HOME 623000 7697813 7697813 HOSPICE 624190 3191122 3191122 10888935 9515 9515 20000000 28065463 -8065463 -8065463 -8065463 31436 16218 15218 15218 INSURANCE SETTLEMENT 900099 165444 165444 BEAUTY SHOP 900099 11153 11153 VENDING 900099 1670 1670 48309 48309 226576 3551429 10888935 0 -7814154 6317402 4927574 1389828 298769 233040 65729 360708 281352 79356 410752 320387 90365 1143058 977772 165286 315377 315377 60263 57382 2881 818158 779050 39108 30184 30184 108881 103502 5379 4541 4323 218 339656 322673 16983 74063 64435 9628 458 398 60 229495 220315 9180 769409 732708 36701 203639 193457 10182 MEDICAL, DIETARY, MAINT 1026617 1026617 BED, PROPERTY, AND SALE 551735 551735 DIETARY SERVICES 346776 346776 BAD DEBT EXPENSE 305890 305890 13715831 11794947 1920884 0 1065391 658406 2 2 4652087 2870613 164229 0 102651 379734 0 0 20278637 0 94950 4824 2087000 0 144479 0 28589426 3913579 12378081 5207590 40861 0 6537917 0 1175922 468533 20132781 5676123 X 8373088 -1762544 83557 0 8456645 -1762544 28589426 3913579 X -10164402 -54787 X 0 0 0 X 1689665 2150171 2439029 6340544 476648 13096057 30043025 22500764 17592979 18121435 10888935 99147138 31732690 24650935 20032008 24461979 11365583 112243195 0 0 0 112243195 44344 265174 3614 45 9515 322692 44344 265174 3614 45 9515 322692 148101 86364 46513 69961 241794 592733 31925135 25002473 20082135 24531985 11616892 113158620 0.99190 0.99370 0.00290 0.00280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ESTIMATED THIRD PARTY SETTLEMENTS 468533 468533 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 ALEXANDER BEYLINSON MEDICAL DIRECTOR - HOSPICE 240000 0 0 0 481 0 0 0 0 0 240481 0 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 JULIE SEED NURSE PRACTITIONER 140865 0 0 0 0 0 6109 0 11416 0 158390 0 0 0 JAMI KILLIAN-CENTRA DIRECTOR OF NURSING 137306 0 2500 0 243 0 0 0 15499 0 155548 0 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 NURSING HOME 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. SKILLED NURSING FACILITY AND HOSPICE SERVICE AGENCY 2023-12-19 20000000 ACTUAL COST KING DAVID POST ACUTE NURSING AND REHABILITATION LLC 27100 CEDAR RD BEACHWOOD OH 44122 0 1 0 0 0 1 1 0 0 PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: SUBSTANTIALLY ALL EMPLOYEES OF THE MONTEFIORE HOME 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 MONTEFIORE HOME HAS SUFFERED ONGOING LOSSES FROM OPERATIONS SINCE FISCAL YEAR ENDED JUNE 30, 2020, PRIMARILY AS A RESULT OF THE COVID-19 PANDEMIC AND THE RESULTANT IMPACT OF SIGNIFICANTLY HIGHER LABOR AND SUPPLY COSTS COMBINED WITH LOWER OCCUPANCY. ADDITIONALLY, ON JUNE 30, 2023, MONTEFIORE WAS IN VIOLATION OF THE FINANCIAL AND REPORTING COVENANTS ASSOCIATED WITH ITS SECURED DEBT OBLIGATIONS. AS A RESULT OF THESE CONDITIONS, THE BOARD OF TRUSTEES APPROVED AN ASSET SALE. MONTEFIORE ENTERED INTO AN ASSET PURCHASE AGREEMENT WITH AN UNRELATED THIRD-PARTY TO SELL SUBSTANTIALLY ALL ASSETS OF THE MONTEFIORE HOME AND TRANSFERRED OPERATIONAL CONTROL OF THE ENTITY TO THE THIRD-PARTY. THE SALE OF ASSETS WAS CLOSED ON DECEMBER 19, 2023. THE SECURED DEBT OBLIGATIONS OF MONTEFIORE 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 THIS FILING ENTITY. FORM 990, PART VI, SECTION A, LINE 7A 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 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 HOME 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 HOME 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 HOME'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 HOME. 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 MONTEFIORE HOME 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). FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY -54,787. 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 HOUSING CORPORATION 425 WEST NEW ENGLAND AVE SUITE 300 WINTER PARK FL 32789 311501393 ASSISTED LIVING AND SKILLED NURSING FACILITY OH 501(C)3 LINE 12B, II MONTEFIORE HOME 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 0 0 0 0 0 0 0 1 0 0 0 0 0 0