2022-09-19T13:38:19-05:00 2021-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2021-01-01 131740003 METHODIST CHURCH HOME FOR THE AGED METH 7185485100 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 SANDRA RIVERA DIRECTOR OF FINANCE 7185485100 2022-09-19 1 SANDRA RIVERA XXX-XX-XXXX EVA MRUK P00543254 9143818900 2022-09-19 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z METHODIST HOME FOR NURSING AND REHABILTATION MARIA PEREZ 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 23488376 0 X WWW.METHODISTHOME.ORG X 1851 NY SEE SCHEDULE O 19 19 222 25 0 0 1853987 1933401 15898506 17279828 1919814 3800644 130465 4441 19802772 23018314 0 0 0 0 10113950 9822454 0 0 0 7272301 7977376 17386251 17799830 2416521 5218484 62168273 70291899 9990270 8983482 52178003 61308417 X SEE SCHEDULE O 0 0 15342392 0 17279828 SEE SCHEDULE OTHE HOME PROVIDED 33,644 DAYS OF CARE TO 552 RESIDENTS NEEDING SKILLED NURSING AND/OR REHABILITATION SERVICES. WE SEEK TO ACCOMPLISH OUR MISSION THROUGH: - COMPREHENSIVE SUPPORT SERVICES: WE ARE A FULL-SERVICE ORGANIZATION OFFERING SHORT AND LONG-TERM CARE, AND PHYSICAL AND SOCIAL REHABILITATION PROGRAMS CONDUCTED BY THE HIGHEST QUALITY MEDICAL AND CARE STAFF. - PERSON CENTERED CARE: WE FOCUS ON THE INTEREST OF THE INDIVIDUAL BY PROVIDING TAILORED CARE AIMED AT PROMOTING HEALTH, DIGNITY, AND INDEPENDENCE WITHIN A DIVERSE COMMUNITY OF PEOPLE - ONGOING IMPROVEMENT: THROUGH CONTINUAL ASSESSMENT OF CARE METHODS REGULAR TRAINING AND FACILITY AND EQUIPMENT UPGRADES, OUR HOME MAINTAINS ITS HIGH STANDARD BOTH TODAY AND IN THE FUTURE. - POSITIVE WORK ENVIRONMENT: BY FOSTERING AN ENVIRONMENT THAT PROMOTES CONFIDENCE, SELF-EXPRESSION AND LEARNING, WE EMPOWER EMPLOYEES TO GROW AND GAIN THE MUTUAL RESPECT OF THE RESIDENTS AND THEIR FAMILIES. - SERVING THE COMMUNITY: WITH OUR OUTREACH PROGRAMS TO LOCAL ORGANIZATIONS AND SCHOOLS, AND THE ACCESS PROVIDED TO OUR SERVICES, WE ARE COMMITTED TO BEING A CONSCIENTIOUS CONTRIBUTOR TO THE RIVERDALE COMMUNITY AND BEYOND. - WE ARE COMMITTED TO THE SAFETY AND WELL BEING OF OUR RESIDENTS BY MAINTAINING THE CLEANLINESS OF THE ENVIRONMENT WITH ENHANCED STATE OF THE ART CLEANING PROTOCOLS AND EQUIPMENT. 15342392 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 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 1 1 0 0 0 1 53 0 222 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X SANDRA RIVERA 7185485100 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 JULIE KLEIN PRESIDENT 1.00 0.10 X X 0 0 0 MELISSA BAUMAN VICE PRESIDENT 1.00 0.10 X X 0 0 0 SHERWIN CHUE TREASURER 1.00 0.10 X X 0 0 0 MARY BETH KETCHUM SECRETARY 1.00 0.10 X X 0 0 0 EVA BECKER DIRECTOR 1.00 0.00 X 0 0 0 ANN BRYANT DIRECTOR 1.00 0.00 X 0 0 0 SUSAN BYNUM DIRECTOR 1.00 0.00 X 0 0 0 ANN CARROLL DIRECTOR 1.00 0.00 X 0 0 0 PAULINE DANA-BASHIAN DIRECTOR 1.00 0.00 X 0 0 0 TRACEY GMOSER DIRECTOR 1.00 0.00 X 0 0 0 PAMELA HALLER DIRECTOR 1.00 0.00 X 0 0 0 LOIS HARR DIRECTOR 1.00 0.00 X 0 0 0 LAWRENCE HOUGH DIRECTOR 1.00 0.00 X 0 0 0 SHARON JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 BEN JORDAN DIRECTOR 1.00 0.00 X 0 0 0 DONALD T KIRBY DIRECTOR 1.00 0.00 X 0 0 0 REV VIOLET LD LEE PHD DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM WIESMAN DIRECTOR 1.00 0.00 X 0 0 0 JON YI DIRECTOR 1.00 0.00 X 0 0 0 MARY WHEAT MD DIRECTOR, THRU MARCH 2021 1.00 0.00 X 0 0 0 MARIA PEREZ CEO 36.25 0.10 X 347472 0 50685 SANDRA RIVERA DIRECTOR OF FINANCE 36.25 0.00 X 156774 0 7143 GENEVIEVE CASTILLO DIRECTOR OF NURSING 36.25 0.00 X 194732 0 12208 WALTER OBERMAN DIR. OF PLANT OPERATIONS 36.25 0.00 X 130958 0 44574 MINERVA FRIAS DIRECTOR OF REHABILITATION 40.00 0.00 X 128490 0 19496 RENE TILLO NURSING SUPERVISOR 36.25 0.00 X 125151 0 26864 CANDACE RUBINOFF-HIRSCHBERG DIR. OF STRATEGY AND ADMISSIONS 36.25 0.00 X 124503 0 22589 BEN DEGUZMAN REGISTERED NURSE 36.25 0.00 X 118323 0 0 1326403 0 183559 11 0 1 0 MORRISON MANAGEMENT 400 NORTHRIDGE ROAD SUITE 600 SANDY SPRINGS GA 30350 DIETARY & HOUSEKEEPING SERVICES 1088951 SPIEZLE ARCHITECTURE 1395 YARDVILLE HAMILTON SQUARE SUI HAMILTON NJ 08691 ARCHITECTURAL SERVICES 342516 MADISON SECURITY GROUP INC 2931 WESTCHESTER AVENUE BRONX NY 10461 SECURITY SERVICES 192573 RN STAFF INC PO BOX 823461 PHILADELPHIA PA 19182 NURSING SERVICES 164938 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 10528 AUDITING SERVICES 124900 11 1880986 52415 1933401 MEDICARE 623000 9255900 9255900 MEDICAID 623000 4805355 4805355 COMMERCIAL AND MANAGED CARE 623000 2184802 2184802 PRIVATE PATIENT REVENUE 623000 1033771 1033771 17279828 572839 572839 900 0 900 900 900 3697867 470062 3227805 3227805 3227805 MISCELLANEOUS INCOME 900099 3541 3541 3541 23018314 17279828 0 3805085 X 769014 206940 562074 6706793 6190802 515991 297234 276521 20713 1246838 1134309 112529 802575 707570 95005 140552 140552 130900 130900 6190 6190 101355 101355 3729852 3459875 269977 98417 84671 13746 204471 175914 28557 194563 167388 27175 421617 362729 58888 1766 1519 247 1656 1425 231 991062 854531 136531 573053 493014 80039 MEDICATIONS 493997 493997 NYS CASH RECEIPT ASSESS 470286 470286 MEDICAL SUPPLIES 205287 205287 BAD DEBT EXPENSE 147710 147710 64642 55614 9028 17799830 15342392 2457438 0 5694643 5051794 3643945 4546427 2904845 3110841 83863 83863 877852 1963477 36030979 15791842 19167924 20239137 25586068 30458195 3873929 4781161 30000 0 305204 57004 62168273 70291899 1270889 1359054 0 175729 46718 57004 2502963 4500000 6169700 2891695 9990270 8983482 X 49473783 58346047 2704220 2962370 52178003 61308417 62168273 70291899 X 5218484 3082883 829047 X X 0 1 X 1 0 X 280495 715184 2011832 1853987 1933401 6794899 16501454 17363391 16498779 15898506 17279828 83541958 16781949 18078575 18510611 17752493 19213229 90336857 0 0 0 90336857 397547 479166 513492 490418 573739 2454362 397547 479166 513492 490418 573739 2454362 126218 182111 3541 311870 17179496 18557741 19150321 18425022 19790509 93103089 0.97030 0.96440 0.02640 0.02540 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS - 2019 AMOUNT: $ 119,796. 2020 AMOUNT: $ 109,000. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 6,422. 2020 AMOUNT: $ 67,122. 2021 AMOUNT: $ 3,541. REFUNDS - 2020 AMOUNT: $ 783. CLASS ACTION SETTLEMENT - 2020 AMOUNT: $ 1,538. MEDICAL RECORDS - 2020 AMOUNT: $ 586. VENDING MACHINE - 2020 AMOUNT: $ 3,082. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 6190 6190 0 PART II-B, LINE 1: AMOUNTS REPORTED ON LINE 1I REPRESENTS THE PORTION OF MEMBERSHIP DUES PAID BY THE ORGANIZATION TO PROFESSIONAL ASSOCIATIONS AND SIMILAR ORGANIZATIONS ATTRIBUTABLE TO LOBBYING ACTIVITIES. 0 1 X 12925961 2145344 15071305 10979721 1946240 12925961 15979721 5000000 10979721 17065164 -742409 254754 88280 15979721 14378842 2823982 58960 78700 17065164 0.96680 0.03320 0 0 75000 75000 26583787 13701823 12881964 2799531 2090019 709512 6572661 6572661 20239137 ALTERNATIVE INVESTMENTS 2318791 F BENEFICIAL INTEREST IN TRUST 2462370 F 4781161 DUE TO THIRD PARTIES 31952 ASSET REMEDIATION OBLIGATION 342152 PROFESSIONAL AND SIMILAR LIABILITIES 1262000 CONSTRUCTION AND RETAINAGE PAYABLE 996157 MEDICARE ACCELERATED PAYMENTS 259434 2891695 X 25852132 3082883 3082883 22769249 101355 147710 249065 23018314 17550765 0 17550765 101355 147710 249065 17799830 PART IV, LINE 2B: RESIDENTS' SECURITY DEPOSITS AND OTHER FUNDS ARE HELD BY THE HOME ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT LIVING ALLOWANCES RECEIVED BY RESIDENTS AND OTHER RESIDENTS FUNDS DEPOSITED WITH THE HOME FOR SAFEKEEPING. RESIDENT ALLOWANCE FUNDS ARE DISBURSED BY THE HOME AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE. PART V, LINE 4: THE OVERALL INVESTMENT OBJECTIVES OF THE HOMES ENDOWMENT FUNDS IS TO PROVIDE THE GREATEST LEVEL OF SUPPORT FOR OPERATING EXPENSES AND CAPITAL MAINTENANCE OF THE HOME CONSISTENT WITH THE PRESERVATION OF PURCHASING POWER OF THE ENDOWMENT. PART X, LINE 2: THE HOME RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE HOME HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE HOME IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2018. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 147,710. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 147,710. X X X X 0 0 0 0 0 0 0 1 0 MARIA PEREZ CEO 308904 0 18000 0 20568 0 11200 0 39485 0 398157 0 0 0 GENEVIEVE CASTILLO DIRECTOR OF NURSING 180844 0 2000 0 11888 0 7861 0 4347 0 206940 0 0 0 WALTER OBERMAN DIR. OF PLANT OPERATIONS 128153 0 0 0 2805 0 5465 0 39109 0 175532 0 0 0 SANDRA RIVERA DIRECTOR OF FINANCE 151212 0 2000 0 3562 0 6271 0 872 0 163917 0 0 0 RENE TILLO NURSING SUPERVISOR 122906 0 0 0 2245 0 1174 0 25690 0 152015 0 0 0 PART I, LINE 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2021 WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2021 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. FORM 990, PART I, LINE 1: METHODIST HOME FOR NURSING AND REHABILITATION (THE HOME) IS DEDICATED TO PROVIDING A COMFORTABLE, INTIMATE HAVEN FOR MEN AND WOMEN IN NEED OF SKILLED MEDICAL, NURSING, AND REHABILITATION CARE. THE HOME'S SERVICES AND PROGRAMS PROMOTE HEALTH, DIGNITY AND INDEPENDENCE TO THOSE WE SERVE DIRECTLY AND TO OUR EXTENDED COMMUNITY. FORM 990, PART III, LINE 1: AS A NON-SECTARIAN, NON-PROFIT SKILLED NURSING FACILITY, THE HOME IS GROUNDED IN THE VISION OF SEVEN METHODIST WOMEN WHO FOUNDED IT IN 1850. WE ARE DEDICATED TO ENSURING THE BEST QUALITY OF LIFE OF INDIVIDUALS AFFECTED BY ILLNESS OR INJURY BY PROVIDING A RANGE OF SKILLED MEDICAL, NURSING AND REHABILITATION SERVICES. PERSONALIZED AND COMPASSIONATE CARE IS OFFERED WITHIN THE INTIMATE AND COMFORTABLE SETTING OF OUR HISTORIC DWELLING. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE. WHEN IT IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THAT PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE PRESIDENT OF THE BOARD OF DIRECTORS OR CHAIR OF A BOARD COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF DIRECTORS OR BOARD COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR AGREEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD USES SALARY SURVEYS, AS WELL AS 990'S OF OTHER ORGANIZATIONS AND PROFESSIONAL COMPENSATION CONSULTANTS FOR CEO COMPENSATION REVIEW. THE BOARD COMPARES THE SALARIES OF ITS LEADERSHIP AND TOP MANAGEMENT STAFF TO THOSE OF OTHER ORGANIZATIONS OF SIMILAR SIZE WITHIN THE SAME INDUSTRY. THE PROCESS IS APPROVED AND DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN DECEMBER 2021. THE CEO DETERMINES THE COMPENSATION REVIEW PROCESS FOR THE DIRECTOR OF FINANCE AND DIRECTOR OF NURSING. THE CEO REVIEWS PERFORMANCE AND SURVEY DATA. THE REVIEW AND APPROVAL BY THE PERSONNEL COMMITTEE OF THE BOARD IS INVOLVED WHEN NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 4499 MANHATTAN COLLEGE PARKWAY, BRONX, NY 10471 OR BY CALLING THE ORGANIZATION DIRECTLY AT 718-548-5100. FORM 990, PART IX, LINE 11G CONSULTANT FEES: PROGRAM SERVICE EXPENSES 45,933. MANAGEMENT AND GENERAL EXPENSES 7,456. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,389. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 22,705. MANAGEMENT AND GENERAL EXPENSES 3,686. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,391. SECURITY FEES: PROGRAM SERVICE EXPENSES 169,000. MANAGEMENT AND GENERAL EXPENSES 27,437. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 196,437. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 669,949. MANAGEMENT AND GENERAL EXPENSES 108,764. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 778,713. SPEECH THERAPY: PROGRAM SERVICE EXPENSES 122,907. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,907. PHYSICAL THERAPY: PROGRAM SERVICE EXPENSES 484,190. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 484,190. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 425,627. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 425,627. LABORATORY SERVICES: PROGRAM SERVICE EXPENSES 163,561. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 163,561. PHYSICIAN FEES, RNS, LPNS, ETC.: PROGRAM SERVICE EXPENSES 569,181. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 569,181. DENTAL FEES: PROGRAM SERVICE EXPENSES 31,432. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,432. FOOD AND HOUSEKEEPING SERVICES: PROGRAM SERVICE EXPENSES 755,390. MANAGEMENT AND GENERAL EXPENSES 122,634. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 878,024. FORM 990, PART XI, LINE 9: PENSION ADJUSTMENT TO REFLECT FUNDED STATUS 829,047. METHODIST CHURCH HOME FOR THE AGED IN THE CITY OF NEW YORK FUND 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 133905709 TO ASSIST AGED CARE CHARITABLE ORGANIZATIONS NY 501(C)(3) LINE 7 METHODIST CHURCH HOME FOR THE AGED 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0