2019-05-14T15:41:48-07:00 2018-06-30 135381590 BDO USA LLP 32125 Solon Road Cleveland OH 44139 990 2017-07-01 340714360 MONTEFIORE HOME MONT 2163609080 One David N Myers Parkway Beachwood OH 441221101 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 Seth Vilensky One David N Myers Parkway Beachwood OH 44122 31309297 0 X www.montefiorecare.org X 1882 OH Montefiore provides a comprehensive system of support services related to healthcare needs throughout the aging process. Guided by Jewish values, Montefiore is dedicated to a standard of excellence and personalized care, enabling individuals to live with dignity and security and as independently as they are able. 55 55 767 260 0 0 1793471 2618815 27964153 28277526 51493 126882 143613 169271 29952730 31192494 0 0 0 0 19800072 20833439 0 0 0 11664669 11600100 31464741 32433539 -1512011 -1241045 29464164 28323529 18579090 17175546 10885074 11147983 Montefiore provides a comprehensive system of support services related to healthcare needs throughout the aging process. Guided by Jewish values, Montefiore is dedicated to a standard of excellence and personalized care, enabling individuals to live with dignity and security and as independently as they are able. 0 0 21975419 0 23983098 Nursing Home Care: The Montefiore Home provides nursing home care and therapy for the aged and ill. Montefiore strives to be recognized as the center of excellence for promotion of wellness treatment and care of illness, and attainment of the highest possible quality of life for the aging community. 2013822 0 1819846 Homecare: From skilled nursing to physical therapy, Montefiore's Homecare professionals provide first rate healthcare services. Montefiore delivers compassionate, individualized healthcare right to the community. Montefiore's homecare specialists work with a patient's schedule to meet all their healthcare needs. Our homecare nurses and therapists act as case managers, coordinating with the physician and medical team to implement an individualized care plans for each patient. 2856482 0 2718853 Hospice: Montefiore Hospice seeks to bring pain management and symptom control, as well as ultimate caring and compassion to those with a life-limiting illness, their caregivers, families and loved ones. We provide our signature care in the patient's own home, our inpatient unit or in other heathcare facilities. 0 0 0 26845723 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 92 0 1 767 1 0 0 0 0 0 0 0 0 0 0 X 55 55 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X Mark Weiss 2169102640 One David N Myers Parkway Beachwood OH 441221101 Steven Willensky Board Member 0.1 0 X 0 0 0 Lawrence Mack Immediate Past Chair 0.1 0 X X 0 0 0 Ira Goffman Board Chair 0.1 0 X X 0 0 0 David Orlean Board Member 0.1 0 X 0 0 0 Ben Sheridan Vice Chair 0.1 0 X X 0 0 0 Margo Vinney Board Member 0.1 0 X 0 0 0 Idelle Wolf Assistant Secretary 0.1 0 X X 0 0 0 Bruce Cweiber Asst Vice Chair 0.1 0 X X 0 0 0 Andrew Hoffmann Board Member 0.1 0 X 0 0 0 Carol Clark Board Member 0.1 0 X 0 0 0 Evan Hirsch Board Member 0.1 0 X 0 0 0 Barry Miller Vice Chair 0.1 0 X X 0 0 0 Susan Rubin Vice Chair 0.1 0 X X 0 0 0 Cathy Stamler Secretary 0.1 0 X X 0 0 0 Daniel Zelman Assistant Treasurer 0.1 0 X X 0 0 0 Alvin Barkley Board Member 0.1 0 X 0 0 0 James Chessin Board Member 0.1 0 X 0 0 0 Donald Freedheim Board Member 0.1 0 X 0 0 0 Lois Goodman Board Member 0.1 0 X 0 0 0 Harley Gross Board Member 0.1 0 X 0 0 0 Mary Ann Hexter Board Member 0.1 0 X 0 0 0 Susan Hurwitz Foundation Board Chair 0.1 0 X X 0 0 0 Leonard Kaplan Board Member 0.1 0 X 0 0 0 Robert Lustig Board Member 0.1 0 X 0 0 0 Hal Myers Board Member 0.1 0 X 0 0 0 Dennis Roth Board Member 0.1 0 X 0 0 0 Alice Sayre Board Member 0.1 0 X 0 0 0 Donald Scherzer Board Member 0.1 0 X 0 0 0 Harvey Siegel Board Member 0.1 0 X 0 0 0 Naomi Singer Board Member 0.1 0 X 0 0 0 Sally Wertheim Board Member 0.1 0 X 0 0 0 Stanley Wertheim Board Member 0.1 0 X 0 0 0 Darrell Young Board Member 0.1 0 X 0 0 0 Irv Berliner Board Member 0.1 0 X 0 0 0 Alan Blumenthal Treasurer 0.1 0 X X 0 0 0 Jeffrey Davis Board Member 0.1 0 X 0 0 0 Melissa Davis Board Member 0.1 0 X 0 0 0 Scott Polster Board Member 0.1 0 X 0 0 0 Lisa Michel Board Member 0.1 0 X 0 0 0 Terry Young Board Member 0.1 0 X 0 0 0 Larry Apple Board Member 0.1 0 X 0 0 0 Steven Goldfarb Board Member 0.1 0 X 0 0 0 Marti Davis Board Member 0.1 0 X 0 0 0 Philip Goldberg Board Member 0.1 0 X 0 0 0 Kevin Gregory Board Member 0.1 0 X 0 0 0 David Hexter Board Member 0.1 0 X 0 0 0 Marcy Schwartz Board Member 0.1 0 X 0 0 0 Judy Wilensky Board Member 0.1 0 X 0 0 0 Scott Zimmerman Board Member 0.1 0 X 0 0 0 Brian Fox Board Member 0.1 0 X 0 0 0 Suri Goldman Board Member 0.1 0 X 0 0 0 Marla Petti Board Member 0.1 0 X 0 0 0 Andrew Randall Board Member 0.1 0 X 0 0 0 Bruce Rosenbaum Board Member 0.1 0 X 0 0 0 Brian Young Board Member 0.1 0 X 0 0 0 Mark Weiss CFO & VP of Operations 39 16 X 247913 0 9821 Seth Vilensky President and CEO 35 20 X 262582 0 15845 Carol Weiss VP of Human Resources 55 0 X 136952 0 15851 Jack Schoenbeck Director of Maintenance 50 0 X 107131 0 15173 754578 0 56690 4 0 1 0 American Medical Personnel 1428 Edison St NW Hartville OH 44632 Staffing 316399 HealthPro Rehabilitation 16600 Sprague Road Suite 365 Middleburg Hts OH 44130 Therapy Services 203824 Acendex 23250 Chagrin Blvd Cleveland OH 44122 Computer / Technology 202868 Medical Staffing Network PO Box 840292 Dallas TX 75284 Nursing Services 104941 McBee Associates PO Box 37135 Baltimore MD 21297 Billing / Coding 100273 5 351567 0 0 0 0 2267248 0 2618815 Nursing Home 623000 23738827 23738827 0 0 Hospice 624190 2718853 2718853 0 0 Homecare 621610 1819846 1819846 0 0 0 0 0 0 28277526 51882 0 0 51882 0 0 0 0 0 0 0 0 0 0 0 75000 0 0 0 75000 75000 75000 0 0 0 226348 116803 109545 109545 0 0 Other Revenue 900099 59726 59726 0 0 0 0 0 0 59726 31192494 28521797 0 51882 0 0 0 0 0 0 0 0 607661 124899 482762 0 16621395 15334779 1286616 0 0 0 0 0 527611 469574 58037 0 1566558 1394237 172321 0 1510214 1344090 166124 0 2231418 0 2231418 0 132129 0 132129 0 65301 0 65301 0 0 0 0 0 0 0 0 0 0 0 1367249 1342059 25190 0 118739 48631 70108 0 75481 13167 62314 0 487941 0 487941 0 0 0 0 0 712975 641677 71298 0 69135 69135 0 0 0 0 0 0 35149 9389 25760 0 210187 210187 0 0 0 0 0 0 1627749 1627749 0 0 530802 398102 132700 0 Medical, Dietary, Maintenance Supplies 2004846 2002501 2345 0 Bed, Property, and Sales Tax 1058210 1047355 10855 0 Administrative and Operating 556296 451699 104597 0 Bad Debt 316493 316493 0 0 32433539 26845723 5587816 0 1550 1550 134072 658167 0 0 4203321 3992112 0 0 0 0 0 0 69418 76574 175494 140888 47603195 28986818 19704457 18616377 0 0 5051287 4700358 0 0 0 0 124565 137503 29464164 28323529 3281842 3276345 0 0 6100 11825 8365000 7885000 41355 55082 0 0 0 0 0 0 6884793 5947294 18579090 17175546 X 10754534 11017443 106139 106139 24401 24401 10885074 11147983 29464164 28323529 X -1241045 292999 0 0 0 1210955 X 0 1 X 1 0 X 2891966 3144021 2007197 1793471 2618815 12455470 24082048 25225960 27390106 27964153 28277526 132939793 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 26974014 28369981 29397303 29757624 30896341 145395263 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 145395263 55094 53092 51165 51493 51882 262726 0 0 0 0 0 0 55094 53092 51165 51493 51882 262726 0 0 0 0 0 0 799505 37015 252797 143613 169271 1402201 27828613 28460088 29701265 29952730 31117494 147060190 0.98868 0.98376 0.00179 0.00214 X Schedule A, Part III, Line 12 Income is derived from Other Revenue of $169,271. 0 1 X 130540 0 0 0 0 0 130540 125229 0 12967 0 7006 650 130540 127999 3795 -2828 0 3107 630 125229 128754 2500 354 0 3001 608 127999 119825 0 12855 0 3363 563 128754 0.69 0.19 0.12 1 0 0 532827 532827 0 35347003 19930045 15416958 0 2442274 1514658 927616 0 7482512 5914721 1567791 0 1798579 1627394 171185 18616377 0 0 JFC Main Investment Fund - Pooled Funds at JFC 3839307 F JFC Money Fund - Pooled Funds at JFC 861051 F 4700358 0 Estimated Third Party Payables 989864 Line of Credit 300000 Accrued Pension Liability 4657430 5947294 X 31285803 292999 0 0 116803 409802 30876001 0 316493 316493 31192494 31022894 0 0 0 -1094152 -1094152 32117046 0 316493 316493 32433539 Schedule D, Part IV, Line 2b The Montefiore Home holds personal funds on behalf of the residents for use in the facility on outings, or for paying a resident's personal bills. Once discharged, all remaining fund balances are refunded to the resident or appropriate individual. Schedule D, Part V, Line 4 The Endowment Fund is designated for use in the organization's various Hospice Program activities. Schedule D, Part X, Line 2 The Home is tax-exempt under Section 501(c)(3) of the Internal Revenue Code and is, therefore, not subject to tax under present Federal Income tax laws. 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 Organization's 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 included in operating expenses penalties and interest assessed by income taxing authorities. There are no material penalties or interest from the taxing authorities included in operating expenses for the years ended June 30, 2018 and 2017. Schedule D, Part XI, Line 2d Cost of Goods Sold netted against revenue Schedule D, Part XI, Line 4b Bad Debt Netted with Revenue Schedule D, Part XII, Line 2d Decrease in unfunded pension liability $1,210,955, Cost of Goods Sold netted with revenue ($116,803) Schedule D, Part XII, Line 4b $316,493 - Bad Debt Expense X X X 0 1 0 0 0 0 0 0 0 Seth Vilensky President and CEO 259582 0 3000 0 0 0 7705 0 8140 0 278427 0 0 0 Mark Weiss CFO & VP of Operations 245913 0 2000 0 0 0 7289 0 2532 0 257734 0 0 0 Carol Weiss VP of Human Resources 134452 0 2500 0 0 0 3988 0 11863 0 152803 0 0 0 Schedule J, Part I, Line 3 Compensation is discussed by a Compensation Committee and CEO compensation is approved by the Compensation Committee. A written contract detailing compensation exists. Schedule J, Part I, Line 4 Carol Weiss $4,134 A Colorado Educational and Cultural Authority 840896727 196458ZY2 2005-02-24 13000000 Expansion and Renovation 0 0 0 A 0 0 13000000 0 0 0 281017 0 0 13000000 0 0 2005 0 0 1 1 A 0 0 0 0 0 0 0 1 A 0 0 0 0 1 0 0 0 1 A 1 Form 990, Part VI, Section A, Line 2 Form 990, Part VI, Section A, Line 2 - Ira Goffman who is a Board Chair for The Montefiore Home is a key employee at a law firm that Montefiore uses for healthcare law, administrative, regulatory, transactional, and collection services. Sally Wertheim and Stanley Wertheim, both Board Members, are husband and wife. Steve Willensky and Judy Willensky, both Board Members, are husband and wife. Jeffrey Davis and Marti Davis, both Board Members, are husband and wife. The wife of Ben Sheridan, Vice Chair, works for a marketing firm, Viva La Brand LLC, that does consulting work for Montefiore. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared by the organization's accounting staff, reviewed by the CFO, and reviewed by the organization's independent auditor. The complete and accurate 990 is presented to the Board for comments and/or corrections before filing. 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 B, Line 15 Beginning in early 2015, an outside vendor was hired to assist Montefiore with the search for a new CEO. Seth Vilensky was hired based upon that search and approval of the Board. On an annual basis, the Board Chair is responsible for the CEO's annual evaluation. At this time, recommendations can be made to the Compensation Committee concerning compensation and bonuses. The CEO is responsible for the annual evaluation and compensation levels of other key employees. Form 990, Part VI, Section C, Line 19 Public documents, including the Form 990, are made available upon request. Form 990, Part XI, Line 9 $1,210,955 represents the decrease in the unfunded pension liability. Montefiore Housing Corporation 1 David N Myers Pkwy Beachwood OH 44122 311501393 Assisted Living and Skilled Nursing Facility OH 501(c)(3) 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 Submitting the return based on deadlines provided by filing the automatic 6 month extension.