2019-11-13T18:34:19-06:00 2018-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2018-01-01 131663975 UNITED HOME FOR AGED HEBREWS UNIT 9146322804 391 PELHAM ROAD NEW ROCHELLE NY 10805 CHRISTINA L VILLANUEVA CFO 9146322804 2019-11-13 1 GARRETT M HIGGINS P00543209 9143818900 2019-11-13 65.51.112.58 2019-11-13 18:34:15 ES P 45D10729E84C80409783239EA0C370A8A08632B7 9616F4B14A694591D1E716C270910E6FA5556DA3 2018 2020-04-17 16:48:07Z UNITED HEBREW GERIATRIC CENTER CHRISTINA L VILLANUEVA 391 PELHAM ROAD NEW ROCHELLE NY 10805 47004598 0 X WWW.UHGC.ORG X 1920 NY UNITED HOME FOR AGED HEBREWS (UNITED HEBREW) OFFERS A RICH ARRAY OF SKILLED AND COMMUNITY BASED PROGRAMS AND SERVICES THAT ENCOURAGE AND SUPPORT A LIFE OF DIGNITY AND SPIRITUALITY AND PROMOTE THE HIGHEST QUALITY OF LIFE. 15 13 590 14 -1591 -1841 0 937504 44660464 45826506 77408 118745 468 -10178 44738340 46872577 0 0 0 0 30655206 29918875 0 0 0 15906867 16675177 46562073 46594052 -1823733 278525 55994969 54654932 53072784 51454221 2922185 3200711 X UNITED HEBREW IS A VIBRANT NOT-FOR-PROFIT, NON-SECTARIAN, MULTI-SERVICE SENIOR LIVING CAMPUS NESTLED ON 7.4 ACRES IN NEW ROCHELLE, NEW YORK. KNOWN FOR ITS CARING AND NURTURING ENVIROMENT, UNITED HEBREW HAS BEEN SERVING THE WESTCHESTER METROPOLITAN AREA SINCE 1919 WHEN IT BEGAN AS A SMALL FRAME HOUSE TO PROVIDE CARE FOR NINE ELDERLY JEWISH MEN. TODAY, HEBREW WORKS WITH OVER 600 CLIENTS DAILY THROUGH ITS RICH ARRAY OF SKILLED AND COMMUNITY-BASED PROGRAMS AND SERVICES, EMBRACING THE CHANGING NEEDS OF OUR CLIENTS EVERY STEP OF THE WAY. THROUGH OUR COMPREHENSIVE CARE OPTIONS, WE ENCOURAGE AND SUPPORT A LIFE OF DIGNITY AND SPIRITUALITY. UNITED HEBREW ADMINISTERS, AS PART OF ITS CORPORATE PURPOSE, THE PLANNING, COORDINATION AND SUPPORT OF THE DEVELOPMENT AND ADMINISTRATION OF HEALTH SERVICE SYSTEMS FOR THE COMMUNITY, BY PROVIDING CONSULTATIVE AND SUPPORT SERVICES TO ITS AFFILIATED ENTITIES. 0 0 39045802 44632813 SKILLED NURSING FACILITY - UNITED HEBREW IS A 296 BED NURSING HOME. IN 2018 UNITED HEBREW PROVIDED 104,412 DAYS OF CARE TO 1,269 PATIENTS.HERE IN WESTCHESTER COUNTY, RESIDENTS IN OUR NURSING HOME BENEFIT FROM A PERSONALIZED CARE PLAN DESIGNED BY OUR EXPERT, INTERDISCIPLINARY TEAM. OUR SKILLED NURSING STAFF FOSTERS THE HIGHEST QUALITY OF LIFE POSSIBLE BY PROVIDING MODERN CARE AROUND-THE-CLOCK, ASSISTANCE WITH DAILY LIVING, ENRICHMENT THROUGH STIMULATING ACTIVITIES, AND ENHANCED NUTRITION THROUGH DAILY MEALS AND SNACKS - ALL IN OUR CLEAN FACILITY. 989118 1193693 UNITED HEBREW ADMINISTERS, AS PART OF ITS CORPORATE PURPOSE, THE PLANNING, COORDINATION AND SUPPORT OF THE DEVELOPMENT AND ADMINISTRATION OF HEALTH SERVICE SYSTEMS FOR THE COMMUNITY, BY PROVIDING CONSULTATIVE AND SUPPORT SERVICES TO ITS AFFILIATED ENTITIES. 40034920 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 1 1 0 0 1 70 0 590 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X RITA C MABLI 9146322804 391 PELHAM RD NEW ROCHELLE NY 10805 RITA C MABLI PRESIDENT/ CEO 37.50 9.00 X X 914329 0 73460 MICHAEL R ROZEN SENIOR CHAIR 2.00 10.00 X X 0 0 0 JAMES STAUDT CHAIR 2.00 6.00 X X 0 0 0 MARK A HARTMAN VICE CHAIR 2.00 9.00 X X 0 0 0 PETER A TOMBACK VICE CHAIR 2.00 1.00 X X 0 0 0 PEARL QUARLES VICE CHAIR 2.00 5.00 X X 0 0 0 MALCOLM H LAZARUS TREASURER 2.00 10.00 X X 0 0 0 ROSEMARY MCLAUGHLIN SECRETARY 2.00 4.00 X X 0 0 0 DAVID A ALPERT BOARD MEMBER 2.00 X 0 0 0 DONALD DUBERSTEIN BOARD MEMBER 2.00 6.00 X 0 0 0 TOM FERRARA BOARD MEMBER 2.00 X 0 0 0 BRUCE GORDON BOARD MEMBER 2.00 1.00 X 0 0 0 LIZ HEALY BOARD MEMBER 2.00 X 0 0 0 HARRIAN PLATZNER BOARD MEMBER 2.00 3.00 X 0 0 0 STEVE SCHURKMAN BOARD MEMBER 2.00 X 0 0 0 CHRISTINA L VILLANUEVA CFO 37.50 9.00 X 274638 0 32937 ELAINE HEALY MEDICAL DIRECTOR 37.50 X 249231 0 7364 JEROME BAGAPORO CHIEF NURSING OFFICER 37.50 X 182294 0 46935 JOHN ZEISS ADMINISTRATOR 37.50 X 161731 0 29859 LISSY JOSEPH RN SUPERVISOR 37.50 X 166455 0 47573 GRACE ARONNE VP OF HUMAN RESOURCES 37.50 X 165664 0 4895 CHUN YIP HUI IT DIRECTOR 37.50 X 156808 0 47288 RANI GEORGE RN HEAD NURSE 37.50 X 151587 0 39866 JOANNE JACOB-APILLANES RN HEAD NURSE 37.50 X 148244 0 53434 PATRICIA MCCORMACK FORMER VP OF NURSING 0.00 X 147675 0 0 2718656 0 383611 25 1 1 0 BURKE REHABILITATION 785 MAMARONECK AVENUE WHITE PLAINS NY 10605 RESTORATIVE THERAPY SERVICES 1835459 PHARMSCRIPT 150 PIERCE STREET SOMERSET NJ 08873 PHARMACY RX SERVICES 779152 UNITEX APPAREL 401 S MACQUESTIN PARKWAY MT VERNON NY 10550 LAUNDRY SERVICES 219620 HODGSON RUSS LLP 140 PEARL STREETSUITE 100 BUFFALO NY 14202 LEGAL SERVICES 114553 4 52500 885004 937504 MEDICAID REVENUE 623000 23949499 23949499 MEDICARE REVENUE 623000 11694753 11694753 PRIVATE PATIENT REVENUE 623000 5475982 5475982 OTHER PATIENT REVENUE 623000 3512579 3512579 MANAGEMENT SERVICE REVENUE 541200 1193693 1193693 45826506 118745 118745 106775 132021 -25246 -25246 -1591 -23655 TV INCOME 900099 10660 10660 MISC. INCOME 900099 3562 3562 VENDING MACHINE INCOME 900099 846 846 15068 46872577 45826506 -1591 110158 1972777 1609889 362888 329131 274433 54698 18911660 15189071 3722589 1790176 1676747 113429 4190899 3925356 265543 2724232 2551620 172612 223847 223847 98500 98500 12929 12929 4186004 3537326 648678 11732 9914 1818 707639 608906 98733 37180 31418 5762 2962734 2782123 180611 56936 48113 8823 37880 32010 5870 3349413 3224195 125218 255695 216072 39623 NYS CASH RECEIPTS ASSES 1943978 1943978 MEDICAL SUPPLIES AND DR 1187381 1003380 184001 DIETARY EXPENSES 1005106 849351 155755 REPAIRS AND MAINTENANCE 473559 400175 73384 124664 120843 3821 46594052 40034920 6559132 0 1271382 1211563 9882233 11670488 5036073 4264032 288433 268035 70715351 40020052 33339021 30695299 603854 603854 5573973 5941661 55994969 54654932 6887922 5249564 406109 311778 44736112 43346125 1042641 2546754 53072784 51454221 X 2922185 3200711 2922185 3200711 55994969 54654932 278525 1 0 X X 0 1 X 1 0 X 115000 1010152 2325981 0 937504 4388637 38243427 48827236 41719389 44660464 45826506 219277022 38358427 49837388 44045370 44660464 46764010 223665659 0 0 0 223665659 179200 175722 180379 159488 169720 864509 179200 175722 180379 159488 169720 864509 234079 477710 282904 994693 16104 70313 30515 51478 15068 183478 38787810 50561133 44539168 44871430 46948798 225708339 0.99090 0.98260 0.00380 0.00420 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: TV INCOME - 2014 AMOUNT: $ 9,310. 2015 AMOUNT: $ 13,620. 2016 AMOUNT: $ 14,185. 2017 AMOUNT: $ 13,295. 2018 AMOUNT: $ 10,660. GIFT SHOP - 2014 AMOUNT: $ 1,881. 2015 AMOUNT: $ 1,552. MISC INCOME - 2014 AMOUNT: $ 4,913. 2015 AMOUNT: $ 55,141. 2016 AMOUNT: $ 16,330. 2017 AMOUNT: $ 37,548. 2018 AMOUNT: $ 3,562. VENDING MACHINE - 2017 AMOUNT: $ 635. 2018 AMOUNT: $ 846. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 12929 12929 0 PART II-B, LINE 1: UNITED HEBREW PAYS DUES TO CONTINUING CARE LEADERSHIP COALITION (CCLC), LEADING AGE, AND LOCAL 1199. IN ACCORDANCE WITH SECTION 6033(E) OF THE INERNAL REVENUE CODE, A PORTION OF THESE DUES ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES. 0 1 X 503194 270000 773194 784668 61207530 33912468 28079730 7617158 6107584 1509574 332801 332801 30695299 DUE FROM RELATED ORGANIZATIONS 5001983 OTHER RECEIVABLES 5400 INSURANCE RECOVERIES RECEIVABLE 580000 DUE FROM THIRD PARTY PAYORS 42500 RESIDENT FUNDS 311778 5941661 DUE TO THIRD PARTY PAYORS 1290924 DEFERRED COMPENSATION PAYABLE 675830 PROFESSIONAL AND SIMILAR LIABILITIES 580000 2546754 X 47004598 132021 132021 46872577 0 46872577 46726073 132021 132021 46594052 0 46594052 PART IV, LINE 2B: RESIDENT FUNDS ARE MAINTAINED IN BANK AND INVESTMENT ACCOUNTS SEPARATE FROM OPERATING ACCOUNTS. INTEREST EARNED ON RESIDENT FUNDS IS CREDITED TO THE RESIDENTS' ACCOUNTS. PART X, LINE 2: THE CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE CENTER HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE CENTER IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 132,021. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 132,021. X X X 0 0 0 0 0 0 0 1 0 RITA C MABLI PRESIDENT/ CEO 811317 0 64400 0 38612 0 8128 0 65332 0 987789 0 0 0 CHRISTINA L VILLANUEVA CFO 265803 0 0 0 8835 0 8114 0 24823 0 307575 0 0 0 ELAINE HEALY MEDICAL DIRECTOR 247653 0 0 0 1578 0 7364 0 0 0 256595 0 0 0 JEROME BAGAPORO CHIEF NURSING OFFICER 172151 0 10000 0 143 0 5386 0 41549 0 229229 0 0 0 JOHN ZEISS ADMINISTRATOR 160846 0 0 0 885 0 0 0 29859 0 191590 0 0 0 LISSY JOSEPH RN SUPERVISOR 162001 0 0 0 4454 0 4918 0 42655 0 214028 0 0 0 GRACE ARONNE VP OF HUMAN RESOURCES 159803 0 0 0 5861 0 4895 0 0 0 170559 0 0 0 CHUN YIP HUI IT DIRECTOR 139885 0 12500 0 4423 0 4633 0 42655 0 204096 0 0 0 RANI GEORGE RN HEAD NURSE 151063 0 0 0 524 0 12381 0 27485 0 191453 0 0 0 JOANNE JACOB-APILLANES RN HEAD NURSE 145144 0 0 0 3100 0 11970 0 41464 0 201678 0 0 0 PATRICIA MCCORMACK FORMER VP OF NURSING 0 0 0 0 147675 0 0 0 0 0 147675 0 0 0 PART I, LINE 7 THE BOARD DETERMINES EMPLOYEE BONUSES BASED ON PERFORMANCE DURING THE YEAR. THE FOLLOWING RECEIVED BONUSES INCLUDED IN THEIR 2018 W-2S: RITA C. MABLI, PRESIDENT/CEO - $64,400 JEROME BAGAPORO, CHIEF NURSING OFFCER - $10,000 CHUN YIP HUI, IT DIRECTOR - $12,500 NENITA MABLI SISTER-IN-LAW OF RITA MABLI, PRESIDENT/CEO 89084 EMPLOYMENT 0 KATHERINE HARTMAN DAUGHTER OF MARK HARTMAN, BOARD MEMBER 57330 EMPLOYMENT 0 KRYSTAL LEIGH VILLANUEVA SISTER OF CHRISTINA VILLANUEVA, CFO 104860 EMPLOYMENT 0 JOSEPH JAMES VILLANUEVA BROTHER OF CHRISTINA VILLANUEVA, CFO 77857 EMPLOYMENT 0 FORM 990, PART VI, SECTION B, LINE 11B UNITED HEBREW GERIATRIC CENTER 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 FORWARD 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 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 CFO'S COMPENSATION IS NEGOTIATED BY THE PRESIDENT/CEO. AN AD-HOC COMPENSATION COMMITTEE MEETING ALSO TAKES PLACE TO REVEW AND APPROVE THE COMPENSATION OF THE CFO. 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 2018. 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. UGC FOUNDATION INC 60 WILLOW DRIVE NEW ROCHELLE NY 10805 133930505 FUNDRAISING NY 501(C)(3) LINE 7 UNITED HEBREW GERIATRIC CENTER 1 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 1 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 1 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 1 MEADOW LANE HOUSING DEVELOPMENT FUND COMPANY 391 PELHAM ROAD NEW ROCHELLE NY 10805 463825709 ASSISTED LIVING FACILITY NY 501(C)(3) LINE 10 UNITED HEBREW GERIATRIC CENTER 1 WILLOW GARDENS 391 PELHAM ROAD NEW ROCHELLE NY 10805 451019853 ASSISTED LIVING FACILITY NY 501(C)(3) LINE 10 UNITED HEBREW GERIATRIC CENTER 1 WILLOW TOWERS INC 391 PELHAM ROAD NEW ROCHELLE NY 10805 134097985 ASSISTED LIVING FACILITY NY 501(C)(3) LINE 10 UGC FOUNDATION INC 1 AZOR HOME CARE INC 8 EAST PROSPECT AVENUE MT VERNON NY 10550 134042739 HEALTH CARE SERVICES NY UGC FOUNDATION INC C 0.09000 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 UGC FOUNDATION INC C 52500 COST UGC FOUNDATION INC Q 602218 COST SOUNDVIEW APARTMENTS HDFC L 110418 COST WILLOW GARDENS L 234938 COST AZOR HOME CARE L 222766 COST WILLOW TOWERS INC L 602678 COST