2024-05-15T14:18:51-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 232083077 MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE AND SUBSIDIARIES MADL 2153711800 261 OLD YORK RD SUITE 630 JENKINTOWN PA 19046 GREG SMITH PRESIDENT & EXECUTIVE DIRECTOR 2153711800 2024-05-15 1 GREG SMITH XXX-XX-XXXX 0 X KERRI N BOGDA CPA P00760402 7177404863 2024-05-15 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ROBIN BRANDIES 261 OLD YORK RD SUITE 630 JENKINTOWN PA 19046 23084285 1 1 2436 X WWW.ABRAMSONCENTER.ORG X 1866 PA NURSING/PERSONAL CARE, SHORT- TERM REHAB, HOSPICE, HOME CARE, ADULT DAYCARE, DIALYSIS, COUNSELING 104 104 195 126 0 0 6551327 7441326 16607958 9456612 26950 3597995 1229213 1156287 24415448 21652220 0 0 0 0 18518224 11965780 0 0 357449 15390306 7003764 33908530 18969544 -9493082 2682676 46825255 46834155 6181582 3244394 40643673 43589761 X THE MISSION OF THE MADLYN & LEONARD ABRAMSON CENTER FOR JEWISH LIFE (DBA "ABRAMSON SENIOR CARE") IS TO ENHANCE THE QUALITY OF LIFE FOR SENIORS AND THEIR FAMILY CAREGIVERS BY ENSURING THAT SENIORS RECEIVE EXCEPTIONAL HEALTH CARE SERVICES AND SUPPORT TO ENABLE THEM TO AGE IN PLACE SAFELY AND INDEPENDENTLY. 0 0 16388535 9456612 THE MADLYN & LEONARD ABRAMSON CENTER FOR JEWISH LIFE (DBA "ABRAMSON SENIOR CARE") PROVIDES CHARITABLE COMMUNITY-BASED HEALTHCARE SERVICES AND PSYCHOSOCIAL SUPPORTS FOR THE ELDERLY. ABRAMSON OPERATES THE HEALTHY BRAIN AND MEMORY CLINIC AND A MEMBERSHIP PHYSICIAN PRACTICE IN THE BRYN MAWR MEDICAL OFFICE BUILDING ADJACENT TO BRYN MAWR HOSPITAL. THE CLINIC PROVIDES MEMORY LOSS COUNSELING AND SUPPORTIVE SERVICES. THE TRANSITIONAL CARE CENTER (TCC) AT LANKENAU MEDICAL CENTER OPERATES A 35 BED FACILITY. IN ADDITION, ABRAMSON OPERATES A HOSPICE PROGRAM, A HOME HEALTH CARE AGENCY, AND PHYSICIAN PRACTICES.IN PRIOR YEARS, THE CORPORATION OFFERED A MEDICAL ADULT DAY CARE PROGRAM IN PHILADELPHIA, PENNSYLVANIA. THE PROGRAM HAS NOT BEEN OPEN SINCE MARCH OF 2020 DUE TO THE PANDEMIC.THE ABRAMSON CENTER CONTINUES ITS HISTORIC MISSION OF SERVING AS A SAFETY NET FOR ELDERLY JEWS NEEDING LONG-TERM CARE WHO ARE WITHOUT FINANCIAL MEANS THROUGHOUT THEIR HOME CARE AND OTHER BUSINESS UNITS THAT ABRAMSON CENTER MAINTAINS AND STILL OPERATES.SKILLED NURSING CARETHE TRANSITIONAL CARE CENTER (TCC) AT LANKENAU MEDICAL CENTER SERVES THE NEEDS OF PATIENTS WHO NEED POST-ACUTE REHABILITATION AFTER DISCHARGE FROM A HOSPITAL STAY BEFORE THE PATIENT IS READY TO RETURN HOME.HOSPICETHE ABRAMSON HOSPICE, LAUNCHED IN JANUARY 2008, IS A NONSECTARIAN PROGRAM SERVING SENIORS RESIDING ON THE CENTER'S CAMPUS AS WELL AS ADULTS LIVING IN THEIR OWN HOMES OR IN OTHER SENIOR COMMUNITIES, OR IN HOSPITALS. THE ABRAMSON HOSPICE SERVES PEOPLE WITH HIGH-QUALITY, MULTI-DISCIPLINARY HOSPICE SERVICES. WE ALSO PROVIDE BEREAVEMENT SERVICES TO THOSE IN NEED, EVEN IF THEY WERE NOT CLIENTS OF THE PROGRAM. AN IMPORTANT FEATURE THAT SETS THE ABRAMSON HOSPICE APART FROM OTHER HOSPICE PROGRAMS IS ITS MISSION TO PROVIDE SERVICES AND SPECIALLY TRAINED STAFF WHO ARE UNIQUELY INFORMED ABOUT AND SENSITIVE TO THE NEEDS OF JEWISH CLIENTS AND UNDERSTANDING OF JEWISH CULTURE, TRADITIONS, AND OBSERVANCES. HOME CAREABRAMSON HOME CARE WAS ESTABLISHED IN DECEMBER 2010 THROUGH THE ACQUISITION (ASSET PURCHASE) OF AN EXISTING HOME CARE AGENCY BASED IN ELKINS PARK, PA. ABOUT FOUR YEARS AGO, THE CENTER MOVED THE HOME CARE OFFICE FROM ELKINS PARK, PA TO JENKINTOWN, PA BUT THE OFFICE STILL HOSTS THE ADMINISTRATIVE ACTIVITIES OF THE HOME CARE LINE OF BUSINESS INCLUDING SCHEDULING AND BILLING. ABRAMSON HOME CARE IS A NONSECTARIAN PROGRAM SERVING SENIORS RESIDING IN THEIR OWN HOMES. ABRAMSON HOME CARE SERVES PEOPLE WITH HIGH-QUALITY CARE WITH A TEAM OF WELL-TRAINED STAFF INCLUDING REGISTERED NURSES (RN), LICENSED PRACTICAL NURSES (LPN), CERTIFIED NURSING ASSISTANTS (CNA), HOME HEALTH AIDES, PHYSICAL THERAPISTS, OCCUPATIONAL THERAPISTS, SPEECH THERAPISTS, SOCIAL WORKERS, DIETICIANS, HOMEMAKERS AND COMPANIONS. ABRAMSON HOME CARE OFFERS SERVICES TO MEDICARE PARTICIPANTS, MEDICAL ASSISTANCE PARTICIPANTS AND PRIVATE DUTY CARE. AN IMPORTANT FEATURE THAT DIFFERENTIATES ABRAMSON HOME CARE FROM OTHER HOME CARE AGENCIES IS ITS MISSION TO PROVIDE SERVICES AND SPECIALLY TRAINED STAFF WHO ARE UNIQUELY INFORMED ABOUT AND SENSITIVE TO THE NEEDS OF JEWISH CLIENTS AND UNDERSTANDING OF JEWISH CULTURE, TRADITIONS, AND OBSERVANCES. HOWEVER, ABRAMSON HOME CARE HONORS THE RELIGIOUS PREFERENCES OF ALL CLIENTS. ABRAMSON HOME CARE PROVIDED OVER 22,000 HOURS OF HOME CARE SERVICES TO CLIENTS WHO QUALIFIED FOR MEDICAL ASSISTANCE. IN ADDITION TO THE AVAILABILITY OF REGISTERED NURSES, THE FACILITY ALSO FEATURES ACCESS TO A NURSE PRACTITIONER SO THAT CLIENTS CAN RECEIVE ASSISTANCE WITH MEDICAL NEEDS. 16388535 1 1 0 0 0 0 0 0 1 1 1 0 0 1 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 0 0 1 1 0 0 0 1 28 0 195 1 0 0 0 0 0 0 0 0 0 0 0 0 X 104 104 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X ROBIN BRANDIES 2153711882 261 OLD YORK RD SUITE 630 JENKINTOWN PA 19046 LORRAINE DROBNY CHAIR 0.15 0.00 X X 0 0 0 JAMES M MEYER VICE CHAIR 0.15 0.00 X X 0 0 0 MARC L FELGOISE VICE CHAIR 0.15 0.00 X X 0 0 0 MORRIS GOCIAL VICE CHAIR 0.15 0.00 X X 0 0 0 NEIL J MODEL VICE CHAIR 0.15 0.00 X X 0 0 0 SAUL V REIBSTEIN VICE CHAIR 0.15 0.00 X X 0 0 0 SCOTT BARSKY TREASURER 0.15 0.00 X X 0 0 0 STEWART SINGER ASSOCIATE SECRETARY 0.15 0.00 X X 0 0 0 MINDY BETH WEXLER SECRETARY 0.15 0.00 X X 0 0 0 AMY N COHEN TRUSTEE 0.05 0.00 X 0 0 0 ARNOLD H KRAMER PAST CHAIR 0.15 0.00 X 0 0 0 BARBARA KLEGER TRUSTEE 0.15 0.00 X 0 0 0 BARBARA M LINCOW HONORARY VICE CHAIR 0.15 0.00 X X 0 0 0 BARRY COOPERBERG TRUSTEE 0.05 0.00 X 0 0 0 BERNARD P DISHLER TRUSTEE 0.05 0.00 X 0 0 0 BETH DRAPKIN TRUSTEE 0.15 0.00 X 0 0 0 BETH G REISBOARD TRUSTEE 0.05 0.00 X 0 0 0 BRUCE A GOODMAN TRUSTEE 0.05 0.00 X 0 0 0 BRUCE GOLDSTEIN TRUSTEE 0.05 0.00 X 0 0 0 BUBBLES SEIDENBERG TRUSTEE 0.05 0.00 X 0 0 0 CARL W SCHNEIDER TRUSTEE 0.15 0.00 X 0 0 0 CAROL MANN TRUSTEE 0.05 0.00 X 0 0 0 CHRISTOPHER A SCHELL TRUSTEE 0.15 0.00 X 0 0 0 DANIEL BLEZNAK TRUSTEE 0.05 0.00 X 0 0 0 DAVID AXELROD TRUSTEE 0.05 0.00 X 0 0 0 DAVID HOROWITZ TRUSTEE 0.05 0.00 X 0 0 0 DAVID R CUTLER TRUSTEE 0.05 0.00 X 0 0 0 DEBRA MAGERMAN TRUSTEE 0.05 0.00 X 0 0 0 DEVORAH KENDALL TRUSTEE 0.05 0.00 X 0 0 0 DONALD A BERG TRUSTEE 0.15 0.00 X X 0 0 0 DOROTHY WASSERMAN TRUSTEE (UNTIL 7/9/22) 0.05 0.00 X 0 0 0 ELLEN B FARBER TRUSTEE 0.05 0.00 X 0 0 0 GARY B RUBIN TRUSTEE 0.05 0.00 X 0 0 0 GARY SENDER TRUSTEE 0.06 0.00 X 0 0 0 GEOFFREY DUFFINE TRUSTEE 0.05 0.00 X 0 0 0 GERALD C SEGAL TRUSTEE 0.15 0.00 X 0 0 0 GLENN D BLUMENFELD TRUSTEE 0.05 0.00 X 0 0 0 GREGORY S MARX TRUSTEE 0.05 0.00 X 0 0 0 HARRIET SILBERMAN TRUSTEE 0.05 0.00 X 0 0 0 HARVEY GOLDBERG PAST CHAIR 0.15 0.00 X 0 0 0 HOWARD A CUTLER TRUSTEE 0.15 0.00 X 0 0 0 HYMAN KAHN TRUSTEE 0.05 0.00 X 0 0 0 IAN M COMISKY TRUSTEE 0.05 0.00 X 0 0 0 IRVING N STEIN TRUSTEE 0.05 0.00 X 0 0 0 J BRETT STUDNER TRUSTEE 0.05 0.00 X 0 0 0 JACQUELINE P KANE TRUSTEE 0.05 0.00 X 0 0 0 JANE L DIAMOND TRUSTEE 0.15 0.00 X 0 0 0 JAY LEVITT TRUSTEE 0.05 0.00 X 0 0 0 JAY M BORNSTEIN TRUSTEE 0.15 0.00 X 0 0 0 JEROME HELLMANN TRUSTEE 0.05 0.00 X 0 0 0 JILL C ZIPIN TRUSTEE 0.05 0.00 X 0 0 0 JOHN BIRNHAK TRUSTEE 0.05 0.00 X 0 0 0 JONATHAN MANDELL TRUSTEE 0.05 0.00 X 0 0 0 JOSEPH M YOHLIN PAST CHAIR 0.15 0.00 X X 0 0 0 KAREN B KRAMER TRUSTEE 0.15 0.00 X 0 0 0 KAREN SCHECTER DAYNO TRUSTEE 0.05 0.00 X 0 0 0 KATHY COHEN TRUSTEE (UNTIL 11/25/22) 0.05 0.00 X 0 0 0 L SCOTT LEVIN MD TRUSTEE 0.05 0.00 X 0 0 0 LARRY J RAPPOPORT TRUSTEE 0.15 0.00 X 0 0 0 LORI ISRAELITE TRUSTEE 0.05 0.00 X 0 0 0 LOUIS W FRYMAN TRUSTEE 0.05 0.00 X 0 0 0 LYDIA HAMMER TRUSTEE 0.06 0.00 X 0 0 0 LYNNE PIERCE TRUSTEE 0.05 0.00 X 0 0 0 MALCOLM B JACOBSON TRUSTEE 0.05 0.00 X 0 0 0 MARC HARRIS GINSBURG TRUSTEE 0.05 0.00 X 0 0 0 MARGIE SHERR TRUSTEE 0.05 0.00 X 0 0 0 MARJORIE ACTMAN TRUSTEE 0.05 0.00 X 0 0 0 MARK FISHMAN TRUSTEE 0.05 0.00 X 0 0 0 MARK HARRIS ROSENFELD TRUSTEE 0.05 0.00 X 0 0 0 MARK R ESKIN TRUSTEE 0.05 0.00 X 0 0 0 MARK S BLASKEY TRUSTEE 0.05 0.00 X 0 0 0 MARTIN L TRICHON TRUSTEE 0.05 0.00 X 0 0 0 MELVIN DION TRUSTEE 0.05 0.00 X 0 0 0 MELVYN PAUL RICHTER HONORARY VICE CHAIR 0.15 0.00 X X 0 0 0 MICHAEL B STEINBERG PAST CHAIR (UNTIL 12/19/22) 0.05 0.00 X 0 0 0 MICHELLE PASTERNAK TRUSTEE 0.05 0.00 X 0 0 0 MICHELLE YELLIN TRUSTEE 0.05 0.00 X 0 0 0 MITCHELL S GOLDENBERG TRUSTEE 0.15 0.00 X 0 0 0 MURRAY SPAIN TRUSTEE 0.05 0.00 X 0 0 0 NEAL R PEARLSTINE TRUSTEE (UNTIL 5/20/23) 0.05 0.00 X 0 0 0 NED CARP TRUSTEE 0.05 0.00 X 0 0 0 PAUL C ASTOR TRUSTEE 0.05 0.00 X 0 0 0 PETER FRIEDMAN TRUSTEE 0.05 0.00 X 0 0 0 PHYLLIS MALISSA FINKELSTEIN TRUSTEE 0.05 0.00 X 0 0 0 RENEE G H SACKEY ESQ TRUSTEE 0.05 0.00 X 0 0 0 RICHARD A SCHMELTZER HONORARY VICE CHAIR 0.15 0.00 X X 0 0 0 RICHARD B PEARL PAST CHAIR (UNTIL 8/5/22) 0.15 0.00 X 0 0 0 RICHARD G FRANKEL TRUSTEE 0.05 0.00 X 0 0 0 RICHARD J FERST TRUSTEE 0.05 0.00 X 0 0 0 RICHARD KOLLENDER TRUSTEE 0.05 0.00 X 0 0 0 RICHELLE D HITTINGER TRUSTEE 0.05 0.00 X 0 0 0 ROBERT D KATZ TRUSTEE 0.05 0.00 X 0 0 0 RONALD P LASSIN TRUSTEE 0.05 0.00 X 0 0 0 RONALD P PERILSTEIN TRUSTEE (UNTIL 5/20/23) 0.15 0.00 X 0 0 0 S TY STEINBERG TRUSTEE 0.05 0.00 X 0 0 0 SAMUEL M GOLDSTEIN TRUSTEE 0.05 0.00 X 0 0 0 SANDI GOLDSTEIN TRUSTEE 0.05 0.00 X 0 0 0 SANDRA WEISS TRUSTEE 0.05 0.00 X 0 0 0 SETH J LEHR PAST CHAIR 0.15 0.00 X 0 0 0 SHEREE BLOCH TRUSTEE 0.05 0.00 X 0 0 0 SHIRLEY G PEARLSTINE HONORARY VICE CHAIR 0.15 0.00 X X 0 0 0 STEFI LEVIN TRUSTEE 0.06 0.00 X 0 0 0 STUART KURTZ TRUSTEE 0.05 0.00 X 0 0 0 SUSAN PANITCH TRUSTEE 0.05 0.00 X 0 0 0 SYLVIA KREITHEN TRUSTEE 0.05 0.00 X 0 0 0 WENDY TWING TRUSTEE 0.05 0.00 X 0 0 0 WILLIAM PERILSTEIN PAST CHAIR 0.15 0.00 X 0 0 0 WILLIAM SCHWARTZ PAST CHAIR 0.15 0.00 X 0 0 0 HOWARD J DAVIS TRUSTEE 0.15 0.00 X 0 0 0 FRED WOLFSON TRUSTEE 0.15 0.00 X 0 0 0 CAROL IRVINE CEO (UNTIL 12/31/22) 40.00 0.15 X 673598 0 30569 ROBIN BRANDIES VP OF DEV./PRES. (AS OF 4/30/23) 40.00 0.15 X 206792 0 20947 SEAN GREGSON PRESIDENT (UNTIL 4/30/23) 40.00 0.15 X 299784 0 24037 GREG SMITH CFO (UNTIL 5/19/23) 40.00 0.15 X 284479 0 26229 THOMAS MILLER VP OF COMMUN. SERV. (UNTIL 6/2/23) 40.00 0.00 X 158209 0 20235 JOY SHORE VP CASE MANAGEMENT 40.00 0.00 X 184851 0 14080 JENNIFER CLAVES MEDICAL DIRECTOR 40.00 0.00 X 469395 0 25238 AILEE STRAUSSER DIRECTOR, HUMAN RESOURCES 40.00 0.00 X 188060 0 22339 KATHERINE BURKHAUSER CONTROLLER 40.00 0.00 X 107681 0 3359 JEFFREY ELLIS MEDICAL DIRECTOR 40.00 0.00 X 232395 0 16011 JEAN HAAB PHYSICIAN 40.00 0.00 X 219743 0 14218 3024987 0 217262 35 0 1 0 NETSMART TECHNOLOGIES INC PO BOX 731519 PHILADELPHIA PA 19171 IT SOFTWARE AND SUPPORT 352908 FUNCTIONAL PATHWAYS 10133 SHERRILL BLVD KNOXVILLE TN 37932 PHYSICAL THERAPY SERVICES 302231 TECH-KEYS 461 OAK GLEN RD HOWELL TOWNSHIP NJ 74731 IT SUPPORT SERVICES 284540 INTELLITEC SOLUTIONS LLC 750 PRIDES CROSSING SUITE 100 NEWARK DE 19713 IT SOFTWARE SERVICES 175078 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT ST SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING & CONSULTING SERVICES 164030 9 6800000 94057 547269 7441326 NET RESIDENT/PATIENT REV 623000 9425893 9425893 ADULT DAYCARE CENTER 623000 15376 15376 PA NURSING HOME ASSESSMENT 623000 15343 15343 9456612 27148 27148 1000 0 1000 1000 1000 912 5002000 0 1432065 912 3569935 3570847 3570847 RELATED ORG ADMIN REVENUE 900099 1100000 1100000 IT SERVICE REVENUE 900099 50062 50062 REBATES 900099 2233 2233 2992 2992 1155287 21652220 9456612 0 4754282 X 3146057 2942557 151318 52182 6778128 6401623 159987 216518 137711 128802 6624 2285 701269 655910 33728 11631 1202615 1124825 57843 19947 187581 143749 43832 99502 76251 23251 391 391 2135252 1879662 253405 2185 2263356 1398267 860341 4748 179964 149964 30000 390929 390929 352332 249637 102695 MEDICAL SUPPLIES 736801 706973 27702 2126 TCC DISCONTINUED OPERA 241018 241018 HOSPICE DISCONTINUED OP 231425 231425 BAD DEBT EXPENSE 139386 139386 45827 45827 18969544 16388535 2223560 357449 983488 3549276 329033 223537 1655779 872 941 588994 863132 3172258 2545156 1914974 627102 2265535 2293187 217619 38868961 39276980 46825255 46834155 4947927 2737762 439562 125626 794093 381006 6181582 3244394 X 2617358 2213612 38026315 41376149 40643673 43589761 46825255 46834155 X 2682676 -30026 236825 56613 X 0 0 0 X 3994710 6855110 3433086 6551327 7341326 28175559 58957407 62907733 30119166 16607598 9456612 178048516 62952117 69762843 33552252 23158925 16797938 206224075 1003362 565648 193511 298050 2060571 0 1003362 565648 193511 298050 2060571 204163504 1416410 831608 385640 26814 28148 2688620 1416410 831608 385640 26814 28148 2688620 95300 17817 96747 209864 1503590 1200817 156801 1229213 1155287 5245708 65967417 71813085 34191440 24414952 17981373 214368267 0.95240 0.92970 0.01250 0.01450 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 31,327. 2019 AMOUNT: $ 1,974. 2020 AMOUNT: $ 12,195. 2021 AMOUNT: $ 2,189. 2022 AMOUNT: $ 5,225. CAFE/MEALS REVENUE - 2018 AMOUNT: $ 114,236. 2019 AMOUNT: $ 92,776. RESIDENT PERSONAL NEEDS - 2018 AMOUNT: $ 517,077. 2019 AMOUNT: $ 396,874. 2020 AMOUNT: $ 116,824. FUNDRAISING RECEIPTS - 2018 AMOUNT: $ 216,717. 2019 AMOUNT: $ 190,846. DIALYSIS JOINT VENTURE INCOME - 2018 AMOUNT: $ -98,831. 2019 AMOUNT: $ 102,786. 2020 AMOUNT: $ -59,143. PHYSICIAN REVENUE - 2018 AMOUNT: $ 74,940. 2019 AMOUNT: $ 90,013. 2020 AMOUNT: $ 86,925. AETNA PREMIUM RETURN - 2018 AMOUNT: $ 648,124. COVID RELIEF REVENUE - 2019 AMOUNT: $ 325,548. RELATED ORG ADMIN REVENUE - 2021 AMOUNT: $ 1,200,000. 2022 AMOUNT: $ 1,100,000. IT SERVICE REVENUE - 2021 AMOUNT: $ 17,583. 2022 AMOUNT: $ 50,062. VENDOR REFUNDS - 2021 AMOUNT: $ 9,441. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 13220498 988924 472486 13736936 15169404 -1528787 420119 13220498 12924714 250000 2454050 459360 15169404 12847474 530366 -24616 428510 12924714 12265779 410372 555115 383792 12847474 0.80440 0.14530 0.05030 0 1 0 723793 456213 267580 2448465 2088943 359522 627102 BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 654514 CASH SURRENDER VALUE OF INSURANCE POLICIES 1170687 BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 37450199 DUE FROM FOUNDATION 1580 39276980 ACCRUED WORKERS COMPENSATION 381006 381006 PART IV, LINE 2B: RESIDENT TRUST FUNDS: THE ORGANIZATION HOLDS IN TRUST CERTAIN FUNDS ADVANCED BY THE RESIDENTS. THESE FUNDS ARE RECORDED AS ASSETS WHOSE USE IS LIMITED AND AS A CORRESPONDING LIABILITY. PART V, LINE 4: THE ENDOWMENT FUND ASSURES THE CONTINUITY OF THE CENTER'S MISSION TO CARE FOR THE ELDERLY FOR GENERATIONS TO COME AND IS MAINTAINED ACCORDING TO NATIONALLY ACCEPTED ENDOWMENT PRINCIPLES CONCERNING GROWTH, SPENDING, AND MANAGEMENT. DURING FY2021 THE ENDOWMENT FUND WAS TRANFERRED TO THE ABRAMSON SENIOR CARE FOUNDATION. X X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 CAROL IRVINE CEO (UNTIL 12/31/22) 484069 0 189529 0 0 0 15047 0 15522 0 704167 0 0 0 JENNIFER CLAVES MEDICAL DIRECTOR 308561 0 160834 0 0 0 10495 0 14743 0 494633 0 0 0 SEAN GREGSON PRESIDENT (UNTIL 4/30/23) 225574 0 74210 0 0 0 7616 0 16421 0 323821 0 0 0 GREG SMITH CFO (UNTIL 5/19/23) 214839 0 69640 0 0 0 7152 0 19077 0 310708 0 0 0 JEFFREY ELLIS MEDICAL DIRECTOR 192702 0 39693 0 0 0 6672 0 9339 0 248406 0 0 0 JEAN HAAB PHYSICIAN 198244 0 21499 0 0 0 6292 0 7926 0 233961 0 0 0 ROBIN BRANDIES VP OF DEV./PRES. (AS OF 4/30/23) 183626 0 23166 0 0 0 6204 0 14743 0 227739 0 0 0 AILEE STRAUSSER DIRECTOR, HUMAN RESOURCES 145796 0 42264 0 0 0 4930 0 17409 0 210399 0 0 0 JOY SHORE VP CASE MANAGEMENT 140169 0 44682 0 0 0 4834 0 9246 0 198931 0 0 0 THOMAS MILLER VP OF COMMUN. SERV. (UNTIL 6/2/23) 118132 0 40077 0 0 0 4077 0 16158 0 178444 0 0 0 PART I, LINE 1A THE CEO RECEIVES A TAX GROSS-UP PAYMENT FOR HER DISCRETIONARY CAR ALLOWANCE. THE CEO & VP OF DEVELOPMENT RECEIVES DISCRETIONARY AUTOMOBILE SPENDING ACCOUNTS. THE CEO, CFO, VP OF HUMAN RESOURCES, AND VP OF INFORMATION TECHNOLOGY RECEIVE A TAX GREOSS-UP PAYMENT RELATED TO LONG-TERM DISABILITY INSURANCE PREMIUMS. PART I, LINE 7 OFFICERS AND KEY EMPLOYEES ARE AWARDED BONUSES BASED ON SPECIFIC CRITERIA ESTABLISHED AT THE BEGINNING OF THE FISCAL YEAR. THESE BONUSES ARE BASED ON SPECIFIC QUALITATIVE AND QUANTITATIVE GOALS AND ARE NOT PAID IF THESE CRITERIA ARE NOT MET. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION ALSO HAS HONORARY TRUSTEES. THESE HONORARY TRUSTEES HAVE LIMITED VOTING RIGHTS AND ARE CONSEQUENTLY NOT LISTED ON PART VII. THE HONORARY TRUSTEES MAY ONLY VOTE ON THE FOLLOWING ISSUES: 1. ELECTION OR REMOVAL OF MEMBERS OF THE CORPORATION; 2. ELECTION OR REMOVAL OF OFFICERS, TRUSTEES OR HONORARY TRUSTEES OF THE CORPORATION; 3. THE PURCHASE, SALE, PLEDGE, LEASE OR EXCHANGE BY THE CORPORATION, OTHER THAN IN THE ORDINARY COURSE OF BUSINESS, OF PROPERTY AND ASSETS AT A COST EQUIVALENT TO OR GREATER THAN TWENTY PERCENT (20%) OF THE NET WORTH OF THE CORPORATION AS REFLECTED ON THE BALANCE SHEET MOST RECENT TO THE DATE OF SUCH PURCHASE; 4. THE MERGER, CONSOLIDATION OR OTHER BUSINESS COMBINATION INVOLVING THE CORPORATION AND ANY OTHER CORPORATION, PROFIT OR NOT-FOR-PROFIT, OR ENTITY; 5. THE ADOPTION OF ANY PLAN OR PROPOSAL FOR THE LIQUIDATION OR DISSOLUTION OF THE CORPORATION; 6. THE ADOPTION, ALTERATION, AMENDMENT OR REPEAL OF BYLAWS. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS (INCLUDING HONORARY TRUSTEES NOT REPORTED IN FORM 990, PART VII) HAVE FAMILY RELATIONSHIPS: SHIRLEY PEARLSTINE - BRUCE GOODMAN (SON) SHIRLEY PEARLSTINE - MINDY WEXLER (DAUGHTER) MINDY WEXLER - BRUCE GOODMAN (SIBLINGS) LEONARD ABRAMSON - RICHARD WOLFSON (SON IN LAW) LEONARD ABRAMSON - MARC FELGOISE (SON IN LAW) ARNOLD KRAMER - KAREN KRAMER (DAUGHTER IN LAW) PETER SPAIN - MURRAY SPAIN (FATHER) MICHAEL SILVERBERG - KAREN SILVERBERG (WIFE) JEFF LICHT - BARRY ABRAMSON (UNCLE) PHYLLIS GITLIN - AMY GITLIN (DAUGHTER) STANLEY GINSBURG - MARC H. GINSBURG (SON) CHRIS SCHELL - PHYLLIS FINKELSTEIN (MOTHER IN LAW) NEAL R. PEARLSTINE - SHIRLEY PEARLSTINE (STEP MOTHER) MINDY WEXLER - NEAL R. PEARLSTINE (BROTHER IN LAW) BRUCE GOODMAN - NEAL R. PEARLSTINE (BROTHER IN LAW) WILLIAM PERILSTEIN - RONALD PERILSTEIN (SON) MINDY WEXLER - STEFI LEVIN (AUNT) BRUCE GOODMAN - STEFI LEVIN (AUNT) BRUCE GOODMAN - CISSIE FRANTZ (AUNT) MINDY WEXLER - STEFI LEVIN (AUNT) MICHAEL STEINBERG - LORI ISRAELITE (COUSIN) MARK FISHMAN ANNABELLE FISHMAN (MOTHER) MANDELL, JONATHAN - MORTON MANDELL (FATHER) FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND IS THEN DISSEMINATED TO ALL TRUSTEES AND OFFICERS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ITS BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND REPORT ANY CONFLICTS. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND PROCEDURES ARE AS FOLLOWS: 1. THE CORPORATION RECOGNIZES THAT THE SKILLS, TALENTS AND RELATIONSHIPS OF ITS OFFICERS AND MEMBERS OF ITS BOARD OF TRUSTEES ARE AMONG ITS RICHEST ASSETS. THE CORPORATION ALSO IS AWARE THAT ACQUIRING GOODS OR SERVICES FROM, OR ENGAGING IN TRANSACTIONS WITH, ITS OFFICERS, TRUSTEES (AS USED IN THIS ARTICLE XII, ALL REFERENCES TO TRUSTEES SHALL BE DEEMED TO INCLUDE HONORARY TRUSTEES), MEMBERS OF THEIR FAMILIES OR ENTITIES IN WHICH THEY HAVE A FINANCIAL INTEREST OR WITH WHICH THEY ARE AFFILIATED (COLLECTIVELY SUCH PERSONS AND ENTITIES ARE REFERRED TO AS INTERESTED PARTIES) MAY CREATE AN APPEARANCE OF IMPROPRIETY. IN ORDER TO PROTECT THE CORPORATION AGAINST ANY IMPROPER APPEARANCE, THE CORPORATION WILL RESTRICT ITS BUSINESS DEALINGS WITH INTERESTED PARTIES AS FOLLOWS: 2. THE CORPORATION MAY ACQUIRE GOODS OR SERVICES FROM, OR OTHERWISE TRANSACT BUSINESS WITH, AN INTERESTED PARTY IF THE BOARD DETERMINES IN ITS JUDGMENT THAT THE GOODS OR SERVICES PROVIDED TO THE CORPORATION ARE, OR THE TRANSACTION IS, ON TERMS NO LESS ADVANTAGEOUS TO THE CORPORATION THAN THE TERMS AVAILABLE TO THE CORPORATION FROM THIRD PARTIES. MOREOVER, THE CORPORATION ANTICIPATES THAT ANY SUCH ACQUISITION MAY BE ON TERMS THAT ARE MORE ADVANTAGEOUS TO THE CORPORATION THAN THOSE GENERALLY EXTENDED BY THIRD PARTIES. IF AN INTERESTED PARTY OFFERS TERMS WHICH ARE AS ADVANTAGEOUS TO THE CORPORATION AS TERMS OFFERED BY ANOTHER VENDOR, THE CORPORATION MAY, BUT SHALL NOT BE REQUIRED TO, CONSIDER OTHER BENEFITS DERIVED BY IT FROM THE INTERESTED PARTY (E.G., PAST OR ANTICIPATED SERVICES RENDERED OR FINANCIAL SUPPORT) IN SELECTING BETWEEN OTHERWISE EQUALLY DESIRABLE VENDORS. 3. WHENEVER THE CORPORATION IS CONSIDERING ACQUIRING GOODS OR SERVICES FROM, OR ENTERING INTO A TRANSACTION WITH AN INTERESTED PARTY, THE DETAILS THAT CREATE THE INTERESTED PARTY RELATIONSHIP SHALL BE DISCLOSED TO THE CORPORATION IN WRITING. A COPY OF THE DISCLOSURE SHALL BE SUPPLIED TO THE CONFLICT OF INTEREST COMMITTEE (THE COMMITTEE) REFERRED TO BELOW. 4. THE CORPORATION SHALL ENTER INTO A TRANSACTION WITH AN INTERESTED PARTY (AN INTERESTED PARTY TRANSACTION) ONLY IF EITHER THE BOARD OF TRUSTEES (THE MAJORITY THEN SERVING) OR THE COMMITTEE (THE MAJORITY THEN SERVING) IS MADE AWARE OF THE INFORMATION REFERRED TO IN SUBSECTION 2 AND APPROVES THE TRANSACTION AS BEING FAIR TO AND IN THE BEST INTERESTS OF THE CORPORATION. ADDITIONALLY, THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO ACT FOR THE BOARD OF TRUSTEES IN GRANTING THE APPROVAL CONTEMPLATED BY THIS PARAGRAPH. FOR PURPOSES OF THE PRECEDING TWO SENTENCES, ANY TRUSTEE, EXECUTIVE COMMITTEE MEMBER OR COMMITTEE MEMBER WHO IS (OR HAS AN INTEREST IN OR IS RELATED TO) THE EXECUTIVE COMMITTEE MEMBER OR COMMITTEE MEMBER THEN SERVING (INCLUDING, WITHOUT LIMITATION, FOR THE PURPOSE OF DETERMINING A QUORUM), SHALL NOT PARTICIPATE IN THE VOTE ON THE TRANSACTION AND SHALL NOT ATTEND THE MEETING WHILE APPROVAL OF THE TRANSACTION IS CONSIDERED. NOTWITHSTANDING THE FOREGOING, HOWEVER, PRIOR APPROVAL OF THE BOARD OF TRUSTEES OR THE COMMITTEE SHALL NOT BE REQUIRED IF (A) EMERGENCY CIRCUMSTANCES MAKE SUCH APPROVAL IMPRACTICAL (IN WHICH EVENT THE TRANSACTION SHALL BE REPORTED TO THE BOARD OF TRUSTEES PROMPTLY AFTER FACT), OR (B) IF THE TRANSACTION FALLS BELOW A DE MINIMIS THRESHOLD ESTABLISHED BY THE BOARD OF TRUSTEES OR THE COMMITTEE. 5. THE BOARD SHALL CREATE A STANDING CONFLICT OF INTEREST COMMITTEE (THE COMMITTEE) CONSISTING OF MEMBERS OF THE BOARD TO WHICH THE BOARD DELEGATES RESPONSIBILITIES TO: A. DEVELOP PROCEDURES AND GUIDELINES (COLLECTIVELY CALLED POLICIES) REGARDING INTERESTED PARTY TRANSACTIONS. SUCH POLICIES SHALL BE REPORTED TO THE BOARD OF TRUSTEES. POLICIES ADOPTED BY THE COMMITTEE SHALL BE BINDING UPON THE CORPORATION UNLESS DISAPPROVED BY THE BOARD OF TRUSTEES; B. MONITOR TRANSACTIONS WITH INTERESTED PARTIES; C. MAKE SUCH RECOMMENDATIONS AS IT MAY DEEM APPROPRIATE FROM TIME TO TIME FOR ACTIONS TO BE TAKEN BY THE EXECUTIVE COMMITTEE OR THE BOARD OF TRUSTEES WITH RESPECT TO INTERESTED PARTY TRANSACTIONS; D. INTERPRET THIS ARTICLE OF THE BYLAWS; E. ESTABLISH SUCH CRITERIA AS IT MAY DEEM APPROPRIATE FOR DE MINIMIS TRANSACTIONS THAT NEED NOT BE APPROVED HEREUNDER; AND F. REPORT AT LEAST ONCE IN EACH CALENDAR YEAR TO THE BOARD OF TRUSTEES ON THE ACTIVITIES. POLICIES OF CONFLICT OF INTEREST COMMITTEE OF THE ABRAMSON CENTER APPROVED BY THE BOARD OF TRUSTEES MAY 11, 2011 THE CONFLICT OF INTEREST COMMITTEE OF THE ABRAMSON CENTER FOR JEWISH LIFE HEREBY ADOPTS THE FOLLOWING POLICIES PURSUANT TO ARTICLE XII, SECTION 5(A) OF THE CORPORATION'S BYLAWS. THE COMMITTEE WILL GENERALLY APPROVE AN INTERESTED PERSON RELATIONSHIP ONLY IF IT IS MORE ADVANTAGEOUS TO THE CENTER THAN IS OTHERWISE AVAILABLE FROM THIRD PARTIES IN THE COMMITTEE'S JUDGMENT, CONSIDERING PRICE AND ALL OTHER RELEVANT ASPECTS OF VALUE. SUPPLEMENTING BUT NOT LIMITING THE PROVISION OF THE BYLAWS, AN "INTERESTED PARTY" SHALL INCLUDE "FAMILY MEMBERS" OF AN INDIVIDUAL. FAMILY MEMBERS SHALL INCLUDE ONLY AN INDIVIDUAL'S SPOUSE, ANCESTORS (PARENTS, GRANDPARENTS, ETC.), BROTHERS AND SISTERS (WHETHER WHOLE OR HALF BLOOD), CHILDREN (WHETHER NATURAL OR ADOPTED), GRANDCHILDREN, GREAT-GRANDCHILDREN, AND SPOUSES OF BROTHERS, SISTERS, CHILDREN, GRANDCHILDREN, AND GREAT-GRANDCHILDREN. "INTERESTED PARTY" SHALL ALSO INCLUDE ANY ENTITY IN WHICH AN INDIVIDUAL AND HIS OR HER FAMILY MEMBERS TOGETHER HOLD AN EQUITY INTEREST OF 35% OR MORE. BEFORE A PERSON IS NOMINATED AS TRUSTEE OR HONORARY TRUSTEE, REASONABLE EFFORTS SHOULD BE MADE TO DETERMINE IF THE PERSON'S ELECTION WILL CREATE AN INTERESTED PARTY RELATIONSHIP. AMONG OTHER STEPS, THE PROSPECTIVE NOMINEE SHOULD BE REQUESTED TO REVIEW THE LIST OF THE CENTER'S VENDORS AND DISCLOSE ANY CONNECTION HE OR SHE HAS WITH ANY VENDOR OTHER THAN A CUSTOMER IN THE ORDINARY COURSE OF BUSINESS. IF THE POTENTIAL NOMINEE'S ELECTION WOULD CREATE AN INTERESTED PARTY RELATIONSHIP, THE PERSON SHOULD BE ENCOURAGED TO SUPPORT THE CENTER BY JOINING A COMMITTEE OR PARTICIPATING IN PROJECTS AS A VOLUNTEER BUT NOT BECOME A BOARD MEMBER. IF, NONETHELESS, IT APPEARS APPROPRIATE TO NOMINATE THE PERSON AS A BOARD MEMBER, THE PREFERENCE SHOULD BE TO NOMINATE HIM OR HER AS AN HONORARY TRUSTEE RATHER THAN A TRUSTEE. IN NO EVENT SHOULD A PERSON BE NOMINATED AFTER THE DATE OF THE ADOPTION OF THIS POLICY TO SERVE AS A TRUSTEE IF THE ANNUAL AMOUNT OF THE CENTER'S PAYMENTS TO THE RELATED ENTITY HAVE EXCEEDED OR ARE EXPECTED TO EXCEED $50,000; PROVIDED THAT STANDING TRUSTEES SHALL NOT BE BARRED FROM CONTINUING TO SERVE AS A TRUSTEE OR HONORARY TRUSTEE. BEFORE AN INTERESTED PARTY RELATIONSHIP IS APPROVED BY THE COMMITTEE, THE STAFF MEMBER OR COMMITTEE PROPOSING THE RELATIONSHIP SHALL ADVISE THE COMMITTEE IN WRITING OF THE REASON(S) FOR THE RECOMMENDATION, ANY ALTERNATIVES CONSIDERED AND THE DUE DILIGENCE USED TO DETERMINE THE RELEVANT FACTS. IF AN INTERESTED PARTY RELATIONSHIP IS APPROVED, THE CENTER SHALL CONDUCT A REQUEST FOR PROPOSAL (RFP) FOR ALTERNATIVE VENDORS FOR THE GOODS OR SERVICES INVOLVED AT LEAST ONCE EVERY TWO YEARS WHENEVER PRACTICAL. THE COMMITTEE RECOGNIZES THAT THERE MAY BE CIRCUMSTANCES WHERE CHANGING VENDORS ON THIS CYCLE IS IMPRACTICAL - E.G. WHERE COUNSEL IS ENGAGED TO REPRESENT THE CENTER IN A LITIGATION WHICH IS NOT CONCLUDED WITHIN TWO YEARS, AND IT WOULD BE INEFFICIENT AND IMPRACTICAL TO CHANGE COUNSEL DURING THE COURSE OF THE LITIGATION. A RELATIONSHIP SHALL NOT BE CONSIDERED AN INTERESTED PARTY RELATIONSHIP IF THE FOLLOWING CRITERIA ARE MET: (1) AN INTERESTED PARTY IS AN EMPLOYEE OF A PUBLICLY OWNED COMPANY (INCLUDING ITS DIRECT OR INDIRECT SUBSIDIARIES), OR A LARGE NON-PROFIT ENTITY SUCH AS A HOSPITAL SYSTEM OR BLUE CROSS AFFILIATE, THAT HAS TRANSACTIONS WITH THE CENTER (THE "VENDOR"), BUT IS NOT A DIRECTOR, OFFICER, TRUSTEE OR HOLDER OF A SIMILAR POSITION WITH THE VENDOR OR ITS RELEVANT BUSINESS UNIT; (2) THE INTERESTED PARTY DOES NOT PARTICIPATE IN CREATING OR SUPERVISING THE VENDOR'S RELATIONSHIP WITH THE CENTER AND RECEIVES NO COMPENSATION RELATING TO OR MEASURED BY SUCH RELATIONSHIP, AND (3) THE RELATIONSHIP WITH THE CENTER PROVIDES AND IS EXPECTED TO PROVIDE LESS THAN 1% OF THE VENDOR'S ANNUAL REVENUE. NOTWITHSTANDING THE FOREGOING, IF THE COMMITTEE BECOMES AWARE OF SUCH A RELATIONSHIP, THE COMMITTEE'S RECORDS SHALL NOTE THE RELEVANT INFORMATION. ALL INTERESTED PARTIES WITH WHOM RELATIONSHIPS ARE APPROVED SHALL BE ADVISED OF THE CENTER'S BYLAWS AND POLICIES RELATING TO INTERESTED PARTY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. MINUTES OF THE COMPENSATION COMMITTEE MEETINGS ARE MAINTAINED. COMPARABILITY DATA IS EMPLOYED AT THE TIME OF HIRE TO ENSURE EXECUTIVES' SALARIES REMAIN WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. CONTEMPORANEOUS DOCUMENTATION OF THE COMMITTEE'S DELIBERATION AND DECISION IS MAINTAINED FOR THE CEO POSITION. FOR OTHER KEY EMPLOYEES THE CENTER USES COMPARABILITY DATA TO DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,879,662. MANAGEMENT AND GENERAL EXPENSES 253,405. FUNDRAISING EXPENSES 2,185. TOTAL EXPENSES 2,135,252. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS 56,613. ABRAMSON AT HOME LLC 5 SENTRY PARKWAY EAST SUITE 100 BLUE BELL PA 19422 271312333 HOME HEALTH & GERIATRIC CARE PA 0 0 MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE MADLYN & LEONARD ABRAMSON CENTER FOR JEWISH LIFE WORKERS' COMPENSATION TRUS 5 SENTRY PARKWAY EAST SUITE 100 BLUE BELL PA 19422 232717561 PROVIDE WORKERS' COMPENSATION BENEFITS PA 501(C)(3) LINE 12A, I MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE 0 ABRAMSON SENIOR CARE FOUNDATION 5 SENTRY PARKWAY EAST SUITE 100 BLUE BELL PA 19422 834603779 HOLDS INVESTMENTS PA 501(C)(3) LINE 7 MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 ABRAMSON SENIOR CARE FOUNDATION C 6700000 COST ABRAMSON SENIOR CARE FOUNDATION Q 1200000 COST