2020-11-16T22:42:38-06:00 2019-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2019-01-01 134097985 WILLOW TOWERS INC WILL 9146322804 60 WILLOW DRIVE NEW ROCHELLE NY 10805 CHRISTINA L VILLANUEVA CFO 9146322804 2020-11-16 1 GARRETT M HIGGINS P00543209 9143818900 2020-11-13 71.167.161.70 2020-11-16 22:37:07 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5703FE066021D8CEE29D7406C1C220D1E656F509 2019 2021-01-29 14:40:06Z CHRISTINA L VILLANUEVA 60 WILLOW DRIVE NEW ROCHELLE NY 10805 12208304 0 X WWW.UHGC.ORG X 1999 NY ENABLING AND ENRICHING LIFE FOR SENIORS THROUGH COMMITTED AND DEDICATED CARE AND QUALITY SERVICE. 10 10 159 23 0 0 0 0 11961475 12144466 24984 46106 30606 17732 12017065 12208304 0 0 0 0 6734521 6767110 0 0 0 5170389 5219382 11904910 11986492 112155 221812 27355901 26646937 21443150 20512374 5912751 6134563 OUR MISSION AT WILLOW TOWERS, INC. (WILLOW TOWERS) IS TO ENRICH THE LOVES OF OUR RESIDENTS WITH OUR CONSISTENT COMMITMENT TO QUALITY AND SERVICE. 0 0 9507331 12144466 WILLOW TOWERS PROVIDES ASSISTED LIVING HOUSING FOR SENIORS. THERE ARE 126 APARTMENTS, INCLUDING STUDIO, ONE BEDROOM, AND TWO BEDROOM APARTMENTS. THE SENIOR HOUSING FACILITY, LOCATED IN NEW ROCHELLE, NEW YORK, IS DEDICATED TO HELPING SENIORS LIVE A LIFE OF INDIVIDUALITY AND PURPOSE. 9507331 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 32 0 159 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X RITA C MABLI 9146322804 60 WILLOW DRIVE NEW ROCHELLE NY 10805 RITA C MABLI PRESIDENT/ CEO 1.00 45.50 X 0 992998 67143 NORA O'BRIEN EXECUTIVE DIRECTOR 37.50 X 313870 0 46880 CHRISTINA L VILLANUEVA CFO 1.00 45.50 X 0 294985 31053 GRACE FERRI VP OF MARKETING 37.50 X 280005 0 35649 FLORAMAY YMALAY RN DIRECTOR OF PHOENIX MEMORY UNIT 37.50 X 150650 0 31794 DAVID MEZZAUCELLA DIRECTOR OF MAINTENANCE AND HOUSEKEEPING 37.50 X 108745 0 3306 JEANNETTE CASTILLO CONTROLLER 37.50 X 103104 0 15840 ROBERT I GREEN HON. CHAIRMAN 2.00 X X 0 0 0 MALCOLM H LAZARUS CHAIRMAN 2.00 10.00 X X 0 0 0 JAMES STAUDT VICE CHAIRMAN 2.00 6.00 X X 0 0 0 MARK A HARTMAN TREASURER 2.00 9.00 X X 0 0 0 ROSEMARY MCLAUGHLIN SECRETARY 2.00 6.00 X X 0 0 0 MICHAEL R ROZEN BOARD MEMEBER 2.00 10.00 X 0 0 0 ANTHONY NARDOZZI BOARD MEMEBER 2.00 5.00 X 0 0 0 DONALD DUBERSTEIN BOARD MEMEBER 2.00 8.00 X 0 0 0 CAROLYN T MURPHY BOARD MEMEBER 2.00 X 0 0 0 HARRIN PLATZNER BOARD MEMEBER 2.00 3.00 X 0 0 0 956374 1287983 231665 5 0 1 0 UNITED HEBREW GERIATRIC CENTER 391 PELHAM ROAD NEW ROCHELLE NY 10805 MANAGEMENT SERVICES 608079 DICARLO DISTRIBUTORS INC 1630 NORTH OCEAN AVE HOLTSVILLE NY 11742 FOOD VENDOR SERVICES 300211 2 RENTAL INCOME 531110 12144466 12144466 12144466 46106 46106 GUEST MEALS 900099 11132 11132 BEAUTY SALON 900099 6600 6600 17732 12208304 12144466 0 63838 858849 671758 187091 13615 10649 2966 4344710 3398259 946451 318956 249475 69481 716268 560236 156032 514712 402587 112125 608079 608079 6383 6383 15700 15700 562274 399093 163181 7649 7649 208999 150321 58678 20851 20851 1588113 1588113 8274 743 7531 86924 86625 299 9260 9260 1161636 1161636 101102 101102 FOOD 590110 588315 1795 REPAIRS AND MAINTENANCE 134277 133989 288 BAD DEBT EXPENSE 95000 95000 MISC OPERATING EXPENSES 14751 4430 10321 11986492 9507331 2479161 0 443401 522697 3314615 3386849 72862 90591 183882 187716 36552160 14169406 23229059 22382754 112082 76330 27355901 26646937 793053 783549 63950 80841 22423 26498 17560962 16591258 3002762 3030228 21443150 20512374 X 5912751 6134563 5912751 6134563 27355901 26646937 221812 0 X X 0 1 X 1 1 1 X 12163392 12042210 11805240 11961475 12144466 60116783 12163392 12042210 11805240 11961475 12144466 60116783 0 0 0 60116783 11840 16642 16861 24984 46106 116433 11840 16642 16861 24984 46106 116433 27440 23653 154987 30606 17732 254418 12202672 12082505 11977088 12017065 12208304 60487634 0.99390 0.99420 0.00190 0.00130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GUEST MEALS - 2015 AMOUNT: $ 22,891. 2016 AMOUNT: $ 17,353. 2018 AMOUNT: $ 24,756. 2019 AMOUNT: $ 11,132. BEAUTY SALON - 2015 AMOUNT: $ 2,525. 2016 AMOUNT: $ 6,300. 2018 AMOUNT: $ 5,850. 2019 AMOUNT: $ 6,600. LAUNDRY - 2015 AMOUNT: $ 2,024. LAWSUIT SETTLEMENT - 2017 AMOUNT: $ 150,000. CHANGE IN VALUE ANNUITY CONTRACT - 2017 AMOUNT: $ 4,987. 0 1 X 3000000 3000000 32159247 13090474 19068773 1292591 1035879 256712 100322 43053 57269 22382754 DUE TO RELATED PARTIES 3030228 3030228 X 12208304 0 12208304 0 12208304 11986492 0 11986492 0 11986492 PART IV, LINE 2B: WILLOW TOWERS IS THE CUSTODIAN OF RESIDENT FUNDS THAT ARE AVAILABLE TO THE RESIDENTS AT ALL TIMES. PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2016. 0 0 0 0 0 0 0 1 0 RITA C MABLI PRESIDENT/ CEO 0 872426 0 64400 0 56172 0 8356 0 58787 0 1060141 0 0 NORA O'BRIEN EXECUTIVE DIRECTOR 304015 0 0 0 9855 0 8356 0 38524 0 360750 0 0 0 CHRISTINA L VILLANUEVA CFO 0 285478 0 0 0 9507 0 8114 0 22939 0 326038 0 0 GRACE FERRI VP OF MARKETING 252327 0 19250 0 8428 0 8356 0 27293 0 315654 0 0 0 FLORAMAY YMALAY RN DIRECTOR OF PHOENIX MEMORY UNIT 145351 0 0 0 5299 0 4501 0 27293 0 182444 0 0 0 PART I, LINE 3 COMPENSATION TO THE PRESIDENT/CEO IS PAID BY A RELATED ORGRANIZATION, UNITED HEBREW GERIATRIC CENTER. THE SENIOR CHAIR AND THE SECRETARY OF THE BOARD SHALL CONSTITUTE AN AD-HOC COMPENSATION COMMITEE. THE SENIOR CHAIR IS EMPOWERED AND AUTHORIZED TO NEGOTIATE AN EMPLOYMENT AGREEMENT WITH THE PRESIDENT/CEO AND ANY MODIFICATIONS OR EXTENSIONS THERETO IN ACCORDANCE WITH TERMS AND CONDITIONS ESTABLISHED BY THE AD HOC COMPENSATION COMMITEE. ANY MEMEBER OF THE BOARD MAY REVIEW THE TERMS OF ALL SUCH EMPLOYMENT AGREEMENTS WITH THE SENIOR CHAIR. THE REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE IS DOCUMENTED IN THE MEETING MINUTES. THE LAST COMPENSATION REVIEW WAS PERFORMED IN OCTOBER 2019. PART I, LINE 7 THE BOARD DETERMINES EMPLOYEE BONUSES BASED ON PERFORMANCE DURING THE YEAR. THE FOLLOWING RECEIVED BONUSES INCLUDED IN THEIR 2019 W-2S: GRACE FERRI, VP OF MARKETING - $19,250 FREDERICK O'BRIEN HUSBAND OF EXECUTIVE DIRECTOR 13615 EMPLOYEE 0 FORM 990, PART VI, SECTION A, LINE 3 THE COMPANY HAS ENTERED INTO A PROPERTY MANAGEMENT AGREEMENT WITH AN AFFILIATED COMPANY, UNITED HEBREW GERIATRIC CENTER, WHICH PROVIDES FOR RENTAL MANAGEMENT, REPAIRS AND SUPERVISION. PROPERTY MANAGEMENT FEE EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2019 WAS $608,079. TWO INDIVIDUALS, THE PRESIDENT/CEO AND THE CFO, WERE COMPENSATED BY THE MANAGEMENT COMPANY. THEIR COMPENSATION IS LISTED ON PART VII. FORM 990, PART VI, SECTION B, LINE 11B WILLOW TOWERS 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, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. IF ANY ISSUES ARISE, THEY ARE FORWARDED TO THE AUDIT AND THE BOARD REVIEWS AFTER REVISIONS AND RESOLUTIONS. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, ANY PERSON WITH BOARD-DELEGATED POWERS, ANY OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS OR ANY EMPLOYEE OF THE CORPORATION, WHO HAS A DIRECT OR INDIRECT "FINANCIAL INTEREST OR "NON-FINANCIAL INTEREST" IS AN "INTERESTED PERSON". THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL OR NON-FINANCIAL INTEREST IN THE PROPOSED TRANSACTION OR ARRANGEMENT, AND MUST FURTHER DISCLOSE ALL MATERIAL FACTS TO THE FINANCE COMMITTEE. ABSENT FULL DISCLOSURE, NO TRANSACTION OR ARRANGEMENT SHALL BE MADE WITH THE PERSON OR ENTITY IN WHICH THE INTERESTED PERSON HAS AN INTEREST. IN THE CASE OF AN EMPLOYEE, THE EMPLOYEE SHOULD NOTIFY THE CEO, WHO WILL CONSULT WITH SUCH OTHERS AS MAY BE APPROPRIATE BEFORE BRINGING THE ISSUE TO THE FINANCE COMMITTEE. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING. AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING IMMEDIATELY AND SHALL NOT BE PRESENT DURING THE DISCUSSION OF, OR THE VOTE ON, THE PROPRIETY OF THE TRANSITION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE CEO AND CFO REVIEWS THE SALARIES ON 990S OF COMPARABLE NON-PROFIT ASSISTED LIVING FACILITIES IN ORDER TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND VP OF MARKETING. 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 ALSO 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UNITED HOME FOR AGED HEBREW DBA UNITED HEBREW GERIATRIC CENTER 391 PELHAM ROAD NEW ROCHELLE NY 10805 131663975 NURSING HOME NY 501(C)(3) LINE 10 N/A 0 UGC FOUNDATION INC 60 WILLOW DRIVE NEW ROCHELLE NY 10805 133930505 FUNDRAISING NY 501(C)(3) LINE 7 UNITED HEBREW GERIATRIC CENTER 0 SOUNDVIEW APARTMENTS HOUSING DEVELOPMENT FUND COMPANY 40 WILLOW DRIVE NEW ROCHELLE NY 10805 132955399 SENIOR HOUSING FACILITY NY 501(C)(3) PF UNITED HEBREW GERIATRIC CENTER 0 MEADOW LANE HOUSING DEVELOPMENT FUND COMPANY INC 391 PELHAM ROAD NEW ROCHELLE NY 10805 463825709 SENIOR HOUSING FACILITY NY 501(C)(3) LINE 10 UNITED HEBREW GERIATRIC CENTER 0 WILLOW GARDENS INC 391 PELHAM ROAD NEW ROCHELLE NY 10805 451019853 SENIOR HOUSING FACILITY NY 501(C)(3) LINE 10 UNITED HEBREW GERIATRIC CENTER 0 UNITED HEBREW OF NEW ROCHELLE CERTIFIED HOME HEALTH AGENCY 391 PELHAM ROAD NEW ROCHELLE NY 10805 464312396 HOME HEALTH AGENCY NY 501(C)(3) LINE 10 UNITED HEBREW GERIATRIC CENTER 0 AZOR CARE AT HOME 391 PELHAM ROAD NEW ROCHELLE NY 10805 814867272 HOME HEALTH AGENCY NY 501(C)(3) LINE 10 UNITED HEBREW GERIATRIC CENTER 0 AZOR HOME CARE 391 PELHAM ROAD NEW ROCHELLE NY 10805 134042739 HEALTH CARE SERVICES NY UGC FOUNDATION INC C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0