2019-05-14T16:03:05-07:00 2018-06-30 135381590 BDO USA LLP 32125 Solon Road Cleveland OH 44139 990 2017-07-01 311501393 MONTEFIORE HOUSING CORPORATION MONT 4405434221 One David N Myers Parkway Beachwood OH 441221162 Mark Weiss CFO 2169102640 2019-05-14 0 Jacob Cook P01240455 4402488787 2019-05-14 104.129.196.109 2017 2019-02-21 02:37:17Z The Weils of Bainbridge Mark Weiss 1 David Myers Pkwy Beachwood OH 44122 10670219 0 X www.theweils.org X 1996 OH The Weils provides the finest in residential, nursing, and dementia care, with services and amenities at the highest standards of excellence. The Weils is dedicated to enhancing the distinctive lifestyle of its residents above all. The Weils' staff of healthcare professionals is committed to helping residents promote and maintain their physical, emotional, mental, and spiritual health and independence. 5 5 229 36 0 3701 126962 8651 10231715 10659597 1919 1971 0 0 10360596 10670219 0 220000 0 0 4721925 5138428 0 0 0 4981421 5306363 9703346 10664791 657250 5428 20207956 19624030 15438711 14835818 4769245 4788212 The Weils provides the finest in residential, nursing, and residential care, with services and amenities at the highest standards of excellence. The Weils is dedicated to enhancing the distinctive lifestyle of its residents. Above all, The Weils' staff of healthcare professionals is committed to helping residents promote and maintain their physical, emotional, mental, and spiritual health and independence. 0 0 3857534 220000 5247956 The Weils of Bainbridge is an assisted living facility which caters to the needs of the elderly including nursing care, activities, programs, and other daily tasks (75 suites). 3453988 0 4024285 The Rehab Pavilion at The Weils is a rehab facility for post hospital patients who need additional nursing care and therapy to regain their strength before returning home. 1088831 0 1387356 The Memory Care Unit, aka Robinson Residence, at the Weils offers a safe, nurturing and home-like environment with activities and nursing care for those with early-to-mid stage dementia and Alzheimer's (18 suites). 0 0 0 8400353 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 50 0 1 229 1 1 1 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X Mark Weiss 2169102640 One David N Myers Pkwy Beachwood OH 441221101 Andrew Hoffmann Treasurer/Secretary 0.25 0 X X 0 0 0 Robert Lustig Vice Chair 0.25 0 X X 0 0 0 Lawrence Mack Chair 0.25 0 X X 0 0 0 Steven Willensky Immediate Past Chair 0.25 0 X X 0 0 0 Ira Goffman Montefiore Board Chair 0.25 0 X X 0 0 0 Seth Vilensky President/CEO 10 45 X 0 262582 15845 Mark Weiss VP/Administrator/CFO 10 45 X 0 247913 9821 Evan Lubline Administrator 40 0 X 117290 0 2549 117290 510495 28215 1 0 1 0 Morrison Management Specialists PO Box 102289 Atlanta GA 303682289 Dietary Management 1226167 1 0 0 0 8651 0 0 0 8651 Assisted Living Revenue 623000 5247956 5247956 0 0 Rehab Pavilion Revenue 623000 4024285 4024285 0 0 Memory Care Revenue 623000 1387356 1387356 0 0 0 0 0 0 10659597 1971 0 0 1971 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10670219 10659597 0 1971 220000 220000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4421967 3992762 429205 0 41826 37643 4183 0 341228 325995 15233 0 333407 300066 33341 0 1073953 0 1073953 0 7727 0 7727 0 16980 0 16980 0 0 0 0 0 0 0 0 0 0 0 99110 99110 0 0 124292 0 124292 0 688870 542343 146527 0 94321 0 94321 0 0 0 0 0 279436 279436 0 0 17952 6489 11463 0 0 0 0 0 0 0 0 0 340575 316735 23840 0 20777 0 20777 0 793003 737493 55510 0 225728 209927 15801 0 Dietary food, supplies, and equipment 1242888 1242888 0 0 Government mandated fees 134959 0 134959 0 All other expenses 145792 89466 56326 0 10664791 8400353 2264438 0 1469775 1496984 502056 503062 0 0 664909 563953 0 0 0 0 0 0 36774 35937 278336 250810 25314404 8830287 16942225 16484117 0 0 0 0 313881 289167 20207956 19624030 689432 611194 0 0 0 0 14593410 13991410 0 0 0 0 0 0 0 0 155869 233214 15438711 14835818 X 4769245 4788212 0 0 0 0 4769245 4788212 20207956 19624030 X 5428 0 0 0 0 13539 X 0 1 X 1 0 X 15550 630889 60439 126962 8651 842491 8357280 8474297 9945310 10231715 10659597 47668199 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8372830 9105186 10005749 10358677 10668248 48510690 0 0 0 0 0 0 99663 89968 67712 25610 75357 358310 99663 89968 67712 25610 75357 358310 48152380 1663 1747 1778 1919 1971 9078 0 0 0 0 0 0 1663 1747 1778 1919 1971 9078 0 0 0 0 0 0 0 0 0 0 0 0 8374493 9106933 10007527 10360596 10670219 48519768 0.99243 0.99031 0.00019 0.00019 X 0 3066200 3066200 0 19419026 6983909 12435117 0 851227 413134 438093 0 1977951 1433244 544707 0 0 0 0 16484117 0 Deposits 440559 Due Other Entities -207345 233214 X Schedule D, Part X, Line 2 The Home, the Foundation, and the Housing Corporation are tax-exempt under Section 501(c)(3) of the Internal Revenue Code and are therefore, not subject to tax under present Federal income tax laws. The Foundation is classified as an exempt organization under 509(a)(1). The Organization follows generally accepted accounting principles for uncertainty in income taxes. The Organization's income tax filings are subject to audit by various taxing authorities. In evaluating the Organizations activities, the Organization believes its position of tax-exempt status is current based on current facts and circumstances. The Organization has further assessed that there are no activities unrelated to the purpose of the Organization and therefore no unrelated business income tax is to be recognized. It is the policy of the Organization to include in operating expenses penalties and interest from taxing authorities included in operating expenses for the years ended June 30, 2018 and 2017. 1 The Montefiore Foundation 1 David Myers Pkwy Beachwood OH 44122 341788055 501(c)(3) 220000 0 General Support 1 0 Schedule I, Part I, Line 2 The Housing Corporation's Board of Directors meets periodically and reviews grants put forward. Once approved, funds are transferred to the Foundation. 0 0 0 0 0 0 0 0 0 Seth Vilensky President/CEO 0 259582 0 3000 0 0 0 7705 0 8140 0 278427 0 0 Mark Weiss VP/Administrator/CFO 0 245913 0 2000 0 0 0 7289 0 2532 0 257734 0 0 A Colorado Educational & Cultural Facilities Authority 840896727 2010-12-16 15400000 Refinancing existing debt 0 0 0 A 0 0 15400000 0 0 0 0 0 0 15400000 0 0 2010 0 0 1 1 A 0 0 0 0 0 0 0 1 0 1 A 0 0 0 1 1 0 0 0 1 Schedule K, Part IV, Line 2c-12/16/2010 15,400,000 Colorado Educational & Cultural Facilities Author It was determined in 2015 that no rebate is due. Form 990, Part VI, Section B, Line 11b Form 990 is prepared by accounting staff and is then reviewed by the CFO. Once review notes are cleared, the 990 is then reviewed by an independent auditor. The 990 is then presented to the appropriate Board. Form 990, Part VI, Section B, Line 12c On an annual basis, a conflict of interest questionnaire is sent out to be completed by each Board Member. During the year, if a conflict of interest arises, the matter would be discussed with the appropriate Board Member. Form 990, Part VI, Section C, Line 19 Documents are available to the public upon request. Form 990, Part XI, Line 9 Change in unfunded pension liability of $13,539. Montefiore Home 1 David N Myers Pkwy Beachwood OH 44122 340714360 Skilled Nursing OH 501(c)(3) 10 N/A 0 The Montefiore Foundation 1 David N Myers Pkwy Beachwood OH 44122 341788055 Fundraising OH 501(c)(3) 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 Extension granted to May 15, 2019.