2018-11-12T15:44:18-06:00 2017-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2017-01-01 132631069 PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION PARK 7182892100 271-11 76TH AVENUE NEW HYDE PARK NY 110401433 ROBERT WERNER CFO/EVP OF OPERATIONS 7182892100 2018-11-12 1 GARRETT M HIGGINS P00543209 9143818900 2018-11-12 65.51.112.58 2018-11-12 15:44:16 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9616F4B14A694591D1E716C270910E6FA5556DA3 2017 2019-02-21 02:37:17Z MICHAEL ROSENBLUT 271-11 76TH AVENUE NEW HYDE PARK NY 110401433 88722199 0 X WWW.PARKERINSTITUTE.ORG X 1968 NY TO PROVIDE WITH COMPASSION AND DEDICATION SUPERIOR QUALITY HEALTH CARE AND REHABILITATION FOR ADULTS AND TO DIRECTLY OR INDIRECTLY COORDINATE ARRANGEMENTS AND PROVISION FOR COMPREHENSIVE HEALTH CARE AND SOCIAL SUPPORT SERVICES TO FRAIL ELDERLY AND OTHER INDIVIDUALS WHO MAY REQUIRE CHRONIC OR LONG TERM CARE, AND TO ENGAGE IN EDUCATIONAL ACTIVITIES RELATING TO SUCH ACTIVITIES. 16 16 1239 363 0 0 2093417 2768883 90959902 83619559 -82293 31262 1779621 1964538 94750647 88384242 105790 284986 0 0 61232711 62751519 0 0 0 35290724 33741181 96629225 96777686 -1878578 -8393444 160311521 162266346 84626031 85982408 75685490 76283938 X TO PROVIDE WITH COMPASSION AND DEDICATION SUPERIOR QUALITY HEALTH CARE AND REHABILITATION FOR ADULTS AND TO DIRECTLY OR INDIRECTLY COORDINATE ARRANGEMENTS AND PROVISION FOR COMPREHENSIVE HEALTH CARE AND SOCIAL SUPPORT SERVICES TO FRAIL ELDERLY AND OTHER INDIVIDUALS WHO MAY REQUIRE CHRONIC OR LONG TERM CARE, AND TO ENGAGE IN EDUCATIONAL ACTIVITIES RELATING TO SUCH ACTIVITIES. 0 0 73832780 76013056 SUB-ACUTE CARE/SHORT-TERM REHABILITATION AND LONG-TERM CARE/SKILLED MEDICAL AND NURSING CARESUB-ACUTE CARE/SHORT-TERM REHABILITATIONMORE THAN THIRTY YEARS AGO, PARKER JEWISH INSTITUTE PIONEERED SHORT-TERM REHABILITATION FOR OLDER ADULTS. TODAY, THE INSTITUTE'S UNIQUE RESTORATIVE THERAPY PROGRAM, REFLECTING THE LIFESTYLE DESIRED BY TODAY'S SENIORS, PROMOTES INDEPENDENCE AND RAPID RETURN TO HOME AFTER REHABILITATION FROM THE BROAD RANGE OF SURGICAL PROCEDURES, STROKE, AMPUTATION, INJURIES AND ILLNESS. THE SUB-ACUTE REHABILITATION PROGRAM OFFERS STATE-OF-THE-ART REHABILITATION AND CLINICALLY COMPLEX CARE IN A NURTURING ENVIRONMENT. DISTINGUISHED IN PATIENT CARE, RESEARCH AND TEACHING, THE MEDICAL DEPARTMENT INCLUDES PRIMARY CARE PHYSICIANS AS WELL AS SPECIALISTS AND A COMPLETE ROSTER OF CONSULTANTS.WE OFFER FAVORABLE NURSE TO PATIENT STAFFING RATIOS, AND A NURSING STAFF EXPERIENCED IN CARING FOR COMPLEX MEDICAL AND POST-SURGICAL NEEDS THAT MAY INCLUDE PNEUMONIA, CORONARY BYPASS SURGERY, CARDIO-THORACIC SURGERY, OR VASCULAR SURGERY. SPECIALIZED TREATMENTS HAVE BEEN DEVELOPED TO DEAL WITH TRACHEOTOMIES, I.V. THERAPY, PAIN MANAGEMENT, CHEMOTHERAPY AND WOUND CARE MANAGEMENT. THE STROKE AND NEUROLOGICAL REHABILITATION COMPONENT OF THE PROGRAM INCORPORATES THE MOST ADVANCED TECHNIQUES INTO INDIVIDUALIZED TREATMENT PLANS THAT RESULT IN BETTER OUTCOMES AND AN EARLIER DISCHARGE TO HOME.THE INTERDISCIPLINARY REHABILITATION TEAMS AT PARKER INCLUDE PHYSIATRISTS (PHYSICIANS WHO SPECIALIZE IN PHYSICAL MEDICINE AND REHABILITATION), AS WELL AS PHYSICAL, OCCUPATIONAL AND SPEECH THERAPISTS, RECREATION THERAPISTS, NUTRITIONISTS, AND SOCIAL WORKERS. THERE IS A FULLY EQUIPPED KITCHEN, BEDROOM AND BATHROOM FOR RE-TRAINING PURPOSES. STAFF ALSO FIT PROSTHETIC DEVICES, AND TRAIN PATIENTS IN THE USE OF ADAPTIVE EQUIPMENT.ADDITIONAL PATIENT CARE SERVICES AVAILABLE TO SUB-ACUTE CARE/SHORT TERM REHABILITATION PATIENTS INCLUDE:- FOOD SERVICE TO MEET SPECIAL DIETARY NEEDS- 24-HOUR LABORATORY SERVICES- 24-HOUR ON-SITE PHARMACY- CHAPLAINCY SERVICE LONG-TERM CARE/SKILLED MEDICAL AND NURSING CARELONG-TERM CARE AT PARKER EMPHASIZES THE IMPORTANCE OF A CARING ENVIRONMENT AND QUALITY OF LIFE. THE PROFESSIONAL STAFF DEVELOPS INDIVIDUALIZED CARE PLANS FOR EACH RESIDENT, AND INTERDISCIPLINARY TEAMS REGULARLY REVIEW PROGRESS. RESIDENTS AT PARKER ENJOY A HOME AWAY FROM HOME THAT OFFERS ADVANCED CARE AND TRADITIONAL CARING.THE MEDICAL STAFF AT PARKER IS ONE OF THE LARGEST, MOST HIGHLY TRAINED OF ANY SIMILAR FACILITY IN THE COUNTRY. PHYSICIANS ARE AVAILABLE 24-HOURS A DAY AND ARE ON-SITE 18 HOURS A DAY. AMONG ITS SPECIAL SERVICES, THE INSTITUTE PROVIDES ON-SITE CLINICS IN DENTISTRY, OPHTHALMOLOGY, EAR-NOSE-THROAT, RADIOLOGY, ORTHOPEDICS, PODIATRY AND AUDIOLOGY, AS WELL AS PSYCHOLOGY SERVICES. IN 2017, APPROXIMATELY 181,138 DAYS OF CARE WERE PROVIDED TO 2,140 PEOPLE.RESIDENTS ARE CARED FOR BY "THE PARKER NURSE" --A SPECIAL PROFESSIONAL WHO REFLECTS THE HIGHEST LEVELS OF SKILL AND COMPASSION, AND REGULARLY TAKES PART IN TRAINING TO ADVANCE SKILLS AND UPDATE KNOWLEDGE. UNDER THE SUPERVISION OF THE VICE PRESIDENT OF PATIENT CARE SERVICES, NURSE MANAGERS HAVE 24-HOUR RESPONSIBILITY FOR ALL ASPECTS OF RESIDENT CARE. REGISTERED NURSES ARE ON DUTY 24 HOURS TO PROVIDE SUPERVISION, TREATMENT AND MEDICATION. CERTIFIED NURSING ASSISTANTS PROVIDE PERSONAL CARE ASSISTANCE WHEN NECESSARY, AND ENCOURAGE INDEPENDENCE WHERE APPROPRIATE. PARKER'S CNAS ARE OFFERED REMARKABLE TRAINING OPPORTUNITIES TO REGULARLY UPDATE THEIR SKILLS. NURSES STAFF THE CONCIERGE/PATIENT LIAISON SERVICE THAT EASES THE TRANSITION OF RESIDENTS FROM HOME OR HOSPITAL TO A LONG TERM CARE SETTING.THE REHABILITATION POTENTIAL OF EACH RESIDENT IS EVALUATED UPON ADMISSION AND THROUGHOUT THEIR STAY AT PARKER. THE DEPARTMENT OF PHYSICAL MEDICINE AND REHABILITATION PROVIDES INDIVIDUALIZED PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY DEDICATED TO ENABLING EACH RESIDENT'S MAXIMUM LEVEL OF ACTIVITY.THE EXPERIENCED PROFESSIONALS OF PARKER'S SOCIAL WORK DEPARTMENT OFFER SUPPORT AND COUNSELING, HELPING RESIDENTS AND THEIR FAMILIES COPE WITH THE IMPACT OF AGING AND ILLNESS. ASSISTANCE IS PROVIDED FOR SOCIAL, FINANCIAL, PSYCHOLOGICAL AND FAMILY CONCERNS. THERAPEUTIC RECREATION SPECIALISTS PROVIDE THE SOCIAL, CREATIVE AND INTELLECTUAL STIMULATION SO VITAL TO A RESIDENT'S EMOTIONAL AND PHYSICAL WELL-BEING. A COMPUTER CENTER, LIVE ENTERTAINMENT, EXERCISE, GAMES, ARTS AND CRAFTS ARE AMONG THE VARIED OPTIONS OF A RECREATION PROGRAM THAT PROMOTES A HEALTHY LEISURE LIFE, 365 DAYS A YEAR.PARKER'S DIETARY STAFF IS RESPONSIBLE FOR THE PLANNING, PREPARATION AND DELIVERY OF NUTRITIOUS MEALS AND SNACKS. PARKER IS A CERTIFIED KOSHER FACILITY, AND IS HIGHLY REGARDED FOR ITS SUPERB, APPETIZING MEALS. A GROWING "BUFFET DINING" PROGRAM PROVIDES RESTAURANT-STYLE DINING FOR RESIDENTS, PART OF THE PROGRAM OF CULTURE CHANGE THAT FOSTERS PATIENT-CENTERED CARE AND A "HOME AWAY FROM HOME" ENVIRONMENT.THE DEPARTMENT OF PASTORAL SERVICES OFFERS SPIRITUAL COUNSELING. RELIGIOUS SERVICES ARE HELD FOR ALL MAJOR FAITHS. A "MEDITATION SUITE" IS PROVIDED FOR THE QUIET MOMENTS THAT A DIVERSE POPULATION OF FAMILIES MAY REQUIRE.PATIENTS MAY BEGIN THE ADMISSIONS PROCESS 24 HOURS PER DAY 7 DAYS PER WEEK THROUGH PARKER'S WEBSITE AT WWW.PAKERINSTITUTE.ORG AS WELL AS, THROUGH THE PARKER APP, AVAILABLE FOR MOBILE PHONES AND TABLETS FOR ANY OF ITS PROGRAMS. 3183893 2026297 LONG TERM HOME HEALTH CARE & CERTIFIED HOME HEALTH CARE PARKER'S LONG TERM HOME HEALTH CARE PROGRAM COMBINES THE COMFORTS OF HOME WITH THE EXPERT AND EXPERIENCED CARE OF PARKER'S SKILLED NURSING FACILITY. THE PROGRAM HAS BEEN IN EXISTENCE SINCE 1985.CERTIFIED HOME HEALTH CARE SERVICES ARE INTERMITTENT SKILLED CARE, PROVIDED UNDER THE DIRECTION OF MD ORDERS. HOME HEALTH CARE SERVICES ARE COORDINATED WITH INTERDISCIPLINARY TEAM MEMBERS TO ENSURE THE MOST EFFICIENT PLAN FOR THE PATIENTS' SAFE TRANSITION AND STAY IN THE COMMUNITY.PARTICIPANTS IN THIS PROGRAM RECEIVE INDIVIDUALIZED NURSING, MEDICAL AND REHABILITATION SERVICES THAT ALLOW THEM TO MAINTAIN MAXIMUM INDEPENDENCE AND REMAIN IN THE COMFORT OF THEIR HOMES.OUR CERTIFIED HOME HEALTH AGENCY IS LICENSED IN BROOKLYN, BRONX, QUEENS, NASSAU, SUFFOLK AND WESTCHESTER COUNTIES. REFERRALS MAY BE MADE FROM AN ACUTE CARE OR LONG TERM CARE FACILITY, COMMUNITY, OR DIRECTLY FROM HOME.HOME CARE SERVICES INCLUDE:-COMPREHENSIVE ASSESSMENT BY A REGISTERED NURSE-INDIVIDUALIZED NURSING CARE PLANS-PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY-SOCIAL WORK AND NUTRITION-HOME HEALTH AIDES-DISCHARGE PLANNING-SPECIALIZED SERVICES ARE AVAILABLE SUCH AS INFUSION AND WOUND CARE-24-HOUR TELEPHONE AVAILABILITYTHE CERTIFIED HOME HEALTH CARE PROGRAM PROVIDED SERVICES TO 549 PATIENTS IN 2017. 2278473 2727533 COMMUNITY / INPATIENT HOSPICECOMMUNITY / INPATIENT HOSPICE AT PARKER JEWISH INSTITUTE PROVIDES COMFORT, RELIEF, AND PEACE OF MIND TO INDIVIDUALS WITH ADVANCED OR LIFE-LIMITING ILLNESS AND THEIR FAMILIES. WE ARE AN INTIMATE AND UNIQUE PROGRAM THAT PROVIDES PERSONALIZED CARE TO ENSURE YOUR COMFORT, ENHANCE YOUR QUALITY OF LIFE, PRESERVE YOUR DIGNITY, AND RESPECT YOUR CHOICES.WE ARE HERE FOR YOU 24-HOURS-A-DAY, 7-DAYS-A-WEEKAS AN ILLNESS PROGRESSES, IT CAN BE DIFFICULT TO MAKE CHOICES ABOUT CARE OR KNOW WHAT TO EXPECT. OUR COMPASSIONATE TEAM CAN HELP YOU EXPLORE YOUR OPTIONS. WE RESPECT YOUR RIGHT TO CHOOSE WHICH SERVICES ARE BEST, AS WELL AS WHEN AND WHERE YOU RECEIVE CARE.WORKING WITH YOU, YOUR CARE TEAM WILL PARTNER WITH YOUR CAREGIVERS AND PERSONAL DOCTOR TO DEVELOP A CARE PLAN TAILORED TO YOUR NEEDS AND GOALS.YOUR SERVICES MAY INCLUDE:-MEDICAL CARE, INCLUDING ALL MEDICATION, SUPPLIES, AND EQUIPMENT NECESSARY TO MANAGE YOUR SYMPTOMS AND RELIEVE PHYSICAL DISCOMFORT-GUIDANCE ON WHAT TO EXPECT AS YOUR CONDITION CHANGES-COUNSELING FOR EMOTIONAL AND SPIRITUAL SUPPORT-HELP WITH PRACTICAL ISSUES, SUCH AS ADVANCE CARE PLANNING, MEDICAL DECISION-MAKING, AND PREPARING FOR THE FUTURE.YOU'LL HAVE 24/7 ACCESS TO CARE AND SERVICES. WE'RE HERE TO SUPPORT YOU HOWEVER AND WHENEVER YOU NEED, INCLUDING CONNECTING YOU TO SERVICES THAT THE PARKER JEWISH INSTITUTE HAS LONG BEEN A LEADER IN PROVIDING. THE HOSPICE PROGRAM PROVIDED 13,600 DAYS OF CARE IN 2017 FOR 201 PATIENTS AND THEIR FAMILIES.SOCIAL DAY CARE CENTER AT PARKER (ON MADISON)THE SOCIAL DAY CARE CENTER PROVIDES SENSITIVITY AND STIMULATION FOR PARTICIPANTS AS WELL AS RELIEF AND SUPPORT FOR 20 PERSONS AND FAMILIES PER YEAR. 2908179 284986 2852673 AMBULETTEIN 2017 LAKEVILLE AMBULETTE SUPPLIED 13,367 TRIPS FOR PATIENTS OF THE NURSING HOME TO ATTEND MEDICAL APPOINTMENTS, HOME VISITS AND THERAPEUTIC RECREATION EVENTS. LAKEVILLE PROVIDES TRANSPORTATION FOR DIALYSIS PATIENTS TO AND FROM THEIR DIALYSIS TREATMENT APPOINTMENTS AND OUTPATIENTS TO AND FROM THEIR DAY PROGRAMS.PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION SERVES AS AN INVESTOR AND OWNER IN A COLLABORATIVE LIMITED LIABILITY PARTNERSHIP, AGEWELL NEW YORK LLC THROUGH ITS DISREGARDED ENTITY, PARKERCARE NEW YORK, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY. AGEWELL NEW YORK LLC OPERATES A NEW YORK STATE MEDICAID MANAGED LONG TERM CARE PLAN ("MLTCP"), MEDICARE ADVANTAGE PLAN AND PROMOTES MANAGED LONG TERM HEALTH CARE FOR A BROAD SECTION OF THE COMMUNITY ON A CHARITABLE BASIS. 2908179 284986 2852673 82203325 1 1 0 1 0 0 0 0 1 1 1 0 1 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 238 0 1239 1 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 NY X X ROBERT WERNER 7182892100 271-11 76TH AVENUE NEW HYDE PARK NY 11040 PETER SEIDEMAN CHAIRMAN 1.00 2.60 X X 0 0 0 LEONARD TANZER IMMEDIATE PAST CHAIR 1.00 2.10 X X 0 0 0 MICHAEL L DENHOFF VICE CHAIR 1.00 2.10 X X 0 0 0 PHILIP KAPLAN VICE CHAIR 1.00 2.10 X X 0 0 0 JERRY LANDSBERG VICE CHAIR 1.00 2.60 X X 0 0 0 ROBERT STERLING ASSISTANT SECRETARY 1.00 1.10 X X 0 0 0 FRANCES KATZ ASSISTANT TREASURER 1.00 2.10 X X 0 0 0 GARY GRANOFF ASSISTANT TREASURER 1.00 2.10 X X 0 0 0 NINA KOPPELMAN TREASURER 1.00 2.10 X X 0 0 0 SHERYL SILVERSTEIN DMD SECRETARY 1.00 2.10 X X 0 0 0 ALAN B KATZ TRUSTEE (THRU 09/2017) 1.00 1.10 X 0 0 0 ALVIN MURSTEIN TRUSTEE 1.00 1.10 X 0 0 0 DANIEL STERLING TRUSTEE (THRU 09/2017) 1.00 1.10 X 0 0 0 FREDERIC BAUMGARTEN TRUSTEE 1.00 1.10 X 0 0 0 HOWARD BORIS TRUSTEE 1.00 1.10 X 0 0 0 JAMES LEVIN TRUSTEE (THRU 09/2017) 1.00 1.10 X 0 0 0 LEE CHARLES TRUSTEE 1.00 1.10 X 0 0 0 STEVEN WAGNER ESQ TRUSTEE (THRU 09/2017) 1.00 1.10 X 0 0 0 WILLIAM ACKERMAN TRUSTEE 1.00 1.10 X 0 0 0 BARBARA KURSHAN COLEMAN TRUSTEE 1.00 2.10 X 0 0 0 TARYN TANZER TRUSTEE 1.00 2.10 X 0 0 0 MICHAEL N ROSENBLUT PRESIDENT/CEO 41.00 14.00 X 1042420 0 117917 ROBERT M WERNER CFO/EVP FOR OPERATIONS 40.00 9.00 X 441810 0 72121 CONN FOLEY MD MEDICAL DIRECTOR 50.00 X 405834 0 38755 GINGER PORTNOY VP FOR DEVELOPMENT THRU MAY 2017 1.00 37.50 X 0 185551 8343 WILLIAM PASCOCELLO SR VP FOR HEALTH SERVICES 46.00 5.00 X 295688 0 56930 TARA BUONOCORE-RUT VP BUSINESS DEVELOPMENT 50.00 X 335629 0 63642 COLLEEN ARIOLA VP PATIENT SERVICES 50.00 X 206647 0 24324 NEENA SHAH MD PHYSICIAN 40.00 X 192255 0 18286 IGOR ISRAEL MD ASSOCIATE MEDICAL DIRECTOR 40.00 X 201771 0 28238 KUL ANAND MD ATTENDING PHYSICIAN 40.00 X 209190 0 27889 KATHLEEN DARMSTADT ASSOCIATE VP FOR FINANCE 45.00 5.00 X 202499 0 53902 GEORGIENE KENNY VP OF QUALITY ASSURANCE 30.00 10.00 X 188739 0 19586 3722482 185551 529933 52 0 1 0 THERADYNAMICS REHAB MANAGEMENT LLC 255 CROSSWAYS PARK DRIVE WOODBURY NY 11797 OT, PT AND SPEECH SERVICES 2607016 CUSTOM COMPUTER SPECIALISTS INC 70 SUFFOLK COURT HAUPPAUGE NY 11788 IT SERVICES 1067858 CONSILIUM PARTNERS 360 LLC 3349 MONROE AVENUE SUITE 340 ROCHESTER NY 14618 HR SERVICES 490544 UNITEX TEXTILE RENTAL SERVICES 401 SO MACQUESTENT PKWY MT VERNON NY 10550 LAUNDRY SERVICES 475473 NORTH SHORE-LIJ SYSTEMS 10 NEVADA DRIVE LAKE SUCCESS NY 11042 LAB TESTING SERVICES 421875 56 222027 849696 1441594 255566 2768883 MEDICAID REVENUE 623000 48626650 48626650 MEDICARE REVENUE 623000 23835171 23835171 PRIVATE PATIENT 623000 5040142 5040142 OTHER PATIENT REVENUE 623000 3478436 3478436 MANAGEMENT INCOME AGEWELL 623000 2478300 2478300 160860 160860 83619559 15857 15857 122 122 68375 3240 65135 65135 65135 350000 334717 15283 15283 15283 REIMBURSEMENT FROM AFFILIATE 900099 1394152 1394152 OTHER INCOME 900099 201894 201894 CAFETERIA INCOME 900099 122244 122244 181113 181113 1899403 88384242 83619559 0 1995800 284986 284986 3101717 1427449 1674268 40392217 36010204 4382013 5188331 4630951 557380 8428300 7211121 1217179 5640954 4804706 836248 199509 199509 141535 141535 11234 11234 5744416 5278272 466144 275633 200 275433 1789639 830773 958866 1495502 24291 1471211 2973496 2847368 126128 274965 272102 2863 112438 27806 84632 75860 75860 5193700 4915121 278579 1809728 103622 1706106 DRUGS-PRESCRIPTION AND 3245578 3245578 NYS CASH RECEIPTS ASSES 3086001 3086001 DIETARY 2076653 2076653 MEDICAL SUPPLIES 1778273 1778273 3457021 3271988 185033 96777686 82203325 14574361 0 127877 169504 10366 10906 517060 728588 17224505 18018567 499091 381630 620330 615279 160177241 92201052 65863335 67976189 196937 1701146 2133459 1849201 23025232 20718397 50093329 50096939 160311521 162266346 18729655 16199170 32232349 36589502 126878 125615 621269 337410 32915880 32730711 84626031 85982408 X 72306157 73657745 2114810 1361670 1264523 1264523 75685490 76283938 160311521 162266346 X -8393444 -458941 5617661 3833172 X X 0 1 X 1 1 1 X 682036 803846 1374481 2093417 2768883 7722663 108506201 95773624 94813647 90959902 83619559 473672933 109188237 96577470 96188128 93053319 86388442 481395596 0 0 0 481395596 214151 81802 55360 66304 84354 501971 214151 81802 55360 66304 84354 501971 688134 1377586 1861312 1811249 1899403 7637684 110090522 98036858 98104800 94930872 88372199 489535251 0.98340 0.98660 0.00100 0.00130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 42,285. 2014 AMOUNT: $ 117,549. 2015 AMOUNT: $ 35,545. 2016 AMOUNT: $ 90,564. 2017 AMOUNT: $ 201,894. CAFETERIA - 2013 AMOUNT: $ 165,564. 2014 AMOUNT: $ 147,562. 2015 AMOUNT: $ 137,358. 2016 AMOUNT: $ 123,876. 2017 AMOUNT: $ 122,244. BARBER AND BEAUTY - 2013 AMOUNT: $ 24,731. 2014 AMOUNT: $ 23,059. 2015 AMOUNT: $ 21,983. 2016 AMOUNT: $ 23,668. 2017 AMOUNT: $ 19,983. ALZHEIMER BATH MEALS - 2013 AMOUNT: $ 51,292. MEDICAL RECORDS INCOME - 2013 AMOUNT: $ 13,178. 2014 AMOUNT: $ 18,103. 2015 AMOUNT: $ 22,393. 2016 AMOUNT: $ 17,835. 2017 AMOUNT: $ 11,902. VENDING MACHINES - 2013 AMOUNT: $ 30,080. 2014 AMOUNT: $ 10,143. 2015 AMOUNT: $ 12,790. 2016 AMOUNT: $ 7,503. 2017 AMOUNT: $ 8,274. PURCHASE DISCOUNTS REBATES - 2013 AMOUNT: $ 8,554. 2014 AMOUNT: $ 6,149. 2015 AMOUNT: $ 10,412. 2016 AMOUNT: $ 14,064. 2017 AMOUNT: $ 27,092. RECOVERY OF BAD DEBT - 2013 AMOUNT: $ 61,544. 2014 AMOUNT: $ 37,533. 2015 AMOUNT: $ 85,667. 2016 AMOUNT: $ 17,453. 2017 AMOUNT: $ 282. INSURANCE RECOVERY - 2013 AMOUNT: $ 3,237. 2014 AMOUNT: $ 4,387. ALZHEIMER APPLICATIONS - 2013 AMOUNT: $ 600. ENERGY CURTAILMENT INCOME - 2013 AMOUNT: $ 34,542. 2014 AMOUNT: $ 28,819. 2015 AMOUNT: $ 18,222. 2016 AMOUNT: $ 5,952. FOOD SERVICES - 2013 AMOUNT: $ 9,815. 2014 AMOUNT: $ 3,151. 2015 AMOUNT: $ 4,381. 2016 AMOUNT: $ 3,098. 2017 AMOUNT: $ 5,373. PARKING - 2013 AMOUNT: $ 8,675. 2014 AMOUNT: $ 144,998. 2015 AMOUNT: $ 126,612. 2016 AMOUNT: $ 118,711. 2017 AMOUNT: $ 108,207. TV RENTAL INCOME - 2014 AMOUNT: $ 31,835. REIMBURSEMENT FROM AFFILIATE - 2013 AMOUNT: $ 234,037. 2014 AMOUNT: $ 804,298. 2015 AMOUNT: $ 1,385,949. 2016 AMOUNT: $ 1,388,525. 2017 AMOUNT: $ 1,394,152. 0 0 0 0 0 0 0 0 1 11234 11234 0 PART II-B, LINE 1: COSTS ARE INCURRED AS PART OF DUES PAID TO NURSING HOME INDUSTRY ORGANIZATIONS. 0 1 X 175295 175295 175295 175295 175295 175295 175295 175295 175295 175295 1.00000 0 0 516666 516666 88988063 53903601 35084462 42427100 37552295 4874805 28245412 745156 27500256 67976189 INVESTMENT IN AGEWELL LLC 20718397 F 20718397 EQUITY INTEREST IN PARKER JEWISH FOUNDATION 43471810 AMBULETTE LICENSE FEE 250000 OTHER ASSETS 466589 PROFESSIONAL LIABILITIES INSURANCE RECOVERIES RECEIVABLE 5684276 DUE FROM AFFILIATES 8699 DEFERRED COMPENSATION RECEIVABLE 215565 50096939 DEFERRED COMPENSATION PAYABLE 338026 ACCRUED PENSION LIABILITY 11857011 DUE TO THIRD PARTY PAYORS 5573378 PATIENT ADVANCES 404505 PROFESSIONAL LIABILITIES 5684276 DUE TO RELATED PARTIES 8873515 32730711 X 612451996 -458941 530926013 530467072 81984924 6399318 6399318 88384242 608543028 518623853 518623853 89919175 6858511 6858511 96777686 PART IV, LINE 2B: RESIDENTS' FUNDS ARE HELD BY THE INSTITUTE ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT LIVING ALLOWANCES RECEIVED BY RESIDENTS AS WELL AS OTHER RESIDENTS' FUNDS DEPOSITED WITH THE INSTITUTE FOR SAFEKEEPING. THE FUNDS ARE DISBURSED BY THE INSTITUTE AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND PURPOSE IS TO PROVIDE LONG-TERM SUPPORT FOR ITS CHARITABLE PURPOSES. PART X, LINE 2: PARKER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT PARKER HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. PARKER IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE PERIODS PRIOR TO DECEMBER 31, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES REPORTED ON PART VIII, LINE 6B 3,240. REVENUE ATTRIBUTABLE TO CONSOLIDATED ENTITIES 530,922,773. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 6,399,318. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES REPORTED ON PART VIII, LINE 6B 3,240. EXPENSES ATTRIBUTABLE TO CONSOLIDATED ENTITIES 518,620,613. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 6,858,511. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 PART IV, LINE 3: THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471 BECUASE IT DOES NOT MEET THE APPLICABLE THRESHOLD OWNERSHIP OR OTHER FILING REQUIREMENTS. 1 ALZHEIMER'S CAREGIVER SCHOLARSHIPS 190 284986 PART I, LINE 2: APPLICANTS AND CARE RECIPIENTS MUST BE ENROLLED IN THE WILLING HEARTS HELPFUL HANDS PROGRAM AND LIVE IN NASSAU OR SUFFOLK COUNTY IN ORDER TO BE ELIGIBLE FOR RESPITE SERVICES. THERE ARE NO INCOME REQUIREMENTS FOR THIS PROGRAM. FOR A CARE RECIPIENT TO BE DEEMED ELIGIBLE TO RECEIVE SERVICES, THEY MUST HAVE A DIAGNOSIS OF ALZHEIMER'S DISEASE OR DEMENTIA. TO APPLY, AN APPLICATION MUST BE SUBMITTED TO THE PROGRAM. ONCE THE APPLICATION IS SUBMITTED A COMPREHENSIVE IN-HOME CLINICAL ASSESSMENT TO DETERMINE ELIGIBILITY. CLIENTS MUST BE DEEMED ELIGIBLE TO RECEIVE SERVICES UNDER THE GRANT BY THE STATE. GRANT FUNDS MAY NOT BE USED TO SUPPLANT OTHER SOURCES OF GOVERNMENTAL FUNDING. WE HAVE AN INTERNAL MONITORING TOOL THAT TRACKS APPLICATIONS AND APPROVALS. FOR EACH APPROVED APPLICATION, A NOTICE IS ISSUED TO THE VENDOR CONFIRMING THE NUMBER OF HOURS, THE SCHOLARSHIP AMOUNT, AND THE SERVICES APPROVED. ON A REGULAR BASIS WE CALL CAREGIVERS TO VERIFY THAT THE SERVICES AUTHORIZED ARE BEING PROVIDED. AT THAT TIME WE ALSO CONFIRM THE HOURS AND AMOUNTS REMAINING. X X X X 1 1 0 0 0 0 0 0 0 MICHAEL N ROSENBLUT PRESIDENT/CEO 1040892 0 0 0 1528 0 83033 0 34884 0 1160337 0 0 0 ROBERT M WERNER CFO/EVP FOR OPERATIONS 438972 0 0 0 2838 0 37201 0 34920 0 513931 0 0 0 CONN FOLEY MD MEDICAL DIRECTOR 398613 0 0 0 7221 0 5400 0 33355 0 444589 0 0 0 GINGER PORTNOY VP FOR DEVELOPMENT THRU MAY 2017 0 82664 0 0 0 102887 0 2025 0 6318 0 193894 0 0 WILLIAM PASCOCELLO SR VP FOR HEALTH SERVICES 295688 0 0 0 0 0 24270 0 32660 0 352618 0 0 0 TARA BUONOCORE-RUT VP BUSINESS DEVELOPMENT 335035 0 0 0 594 0 29053 0 34589 0 399271 0 0 0 COLLEEN ARIOLA VP PATIENT SERVICES 205129 0 0 0 1518 0 20339 0 3985 0 230971 0 0 0 NEENA SHAH MD PHYSICIAN 191636 0 0 0 619 0 3918 0 14368 0 210541 0 0 0 IGOR ISRAEL MD ASSOCIATE MEDICAL DIRECTOR 199857 0 0 0 1914 0 4204 0 24034 0 230009 0 0 0 KUL ANAND MD ATTENDING PHYSICIAN 205433 0 0 0 3757 0 4262 0 23627 0 237079 0 0 0 KATHLEEN DARMSTADT ASSOCIATE VP FOR FINANCE 199661 0 0 0 2838 0 20243 0 33659 0 256401 0 0 0 GEORGIENE KENNY VP OF QUALITY ASSURANCE 184636 0 0 0 4103 0 3760 0 15826 0 208325 0 0 0 PART I, LINES 4A-B GINGER PORTNOY RECEIVED A SEVERANCE PAYMENT OF $67,483 IN HER 2017 W-2 FROM PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION FOUNDATION. CONTRIBUTIONS MADE BY PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION TO A SUPPLEMENTARY NON-QUALIFIED RETIREMENT PLAN DURING 2017 ARE AS FOLLOWS: MICHAEL N. ROSENBLUT $77,633 ROBERT M. WERNER $31,801 TARA BUONOCORE-RUT $23,653 WILLIAM J. PASCOCELLO $24,270 COLLEEN ARIOLA $16,185 KATHLEEN DARMSTADT $16,146 A DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 2016-07-28 39027095 REFINANCING DUE TO MAJOR RENOVATIONS 0 0 0 A 39027217 1504170 780542 843455 2972018 2017 1 0 0 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 1 CHATHAM FINANCIAL SERVICES 3.297000000000 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 2 TARYN AND LEONARD TANZER HAVE A FAMILY RELATIONSHIP. DANIEL STERLING AND ROBERT STERLING HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION SHALL BE GERIATRIC RESOURCES OF NEW YORK. FORM 990, PART VI, SECTION A, LINE 7A AT EACH ANNUAL MEETING OF GERIATRIC RESOURCES OF NEW YORK, TRUSTEES OF THE INSTITUTE SHALL BE ELECTED TO VACANT POSITIONS ON THE BOARD, EACH FOR A TERM OF THREE YEARS, TO HOLD OFFICE UNTIL HIS SUCCESSOR HAS BEEN ELECTED AND HAS QUALIFIED. A VACANCY IN ANY OFFICE MAY BE FILLED BY THE BOARD OF TRUSTEES OF GERIATRIC RESOURCES OF NEW YORK AS PROVIDED IN THE BYLAWS OF GERIATRIC RESOURCES OF NEW YORK. FORM 990, PART VI, SECTION A, LINE 7B THE REPEAL OR AMENDMENT OF ANY BYLAW OF THE CORPORATION SHALL BE EFFECTED BY EITHER OF THE FOLLOWING METHODS: (I) A VOTE OF TWO-THIRDS OF THE ENTIRE BOARD OF TRUSTEES OF GERIATRIC RESOURCES OF NEW YORK OR (II) A VOTE OF TWO-THIRDS OF THE TRUSTEES PRESENT AT ANY MEETING OF THE BOARD OF TRUSTEES OF GERIATRIC RESOURCES OF NEW YORK, PROVIDED THAT (A) WRITTEN NOTICE OF EITHER THE TEXT OR SUBSTANCE OF ANY PROPOSED AMENDMENT OR APPEAL OF THE BYLAWS SHALL BE GIVEN TO ALL TRUSTEES AT LEAST TEN BUSINESS DAYS PRIOR TO THE DATE OF THE MEETING AT WHICH THE AMENDMENT OR REPEAL IS TO BE PROPOSED, WITH NOTICE OF THE RIGHT TO INFORM THE BOARD OF TRUSTEES OF THE TRUSTEE'S OPPOSITION IN WRITING, AND (B) NO MORE THAN A TOTAL OF ONE-THIRD OF ALL TRUSTEES HAVE ADVISED THE BOARD OF TRUSTEES EITHER IN WRITING OF THEIR OPPOSITION, OR EXPRESSED THEIR OPPOSITION TO SUCH AMENDMENT OR REPEAL VERBALLY AT A MEETING AT WHICH A QUORUM IS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B PARKER JEWISH INSTITUTE FOR HEALTHCARE AND REHABILITATION 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 MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF TRUSTEES AND OFFICERS OF THE BOARD ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY. EACH PERSON MUST COMPLETE A STATEMENT AFFIRMING THAT THEY DO NOT HAVE ANY CONFLICTS OR POTENTIAL CONFLICTS. WHEN A POTENTIAL OR ACTUAL FINANCIAL INTEREST HAS BEEN DISCLOSED, THE BOARD (OR A COMMITTEE) SHALL EVALUATE WHETHER THE ORGANIZATION COULD, WITH REASONABLE EFFORT, OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH ANOTHER ENTITY. ANY BOARD COMMITTEE MAY CONDUCT THIS EVALUATION ON BEHALF OF THE BOARD AND MAKE RECOMMENDATIONS TO THE BOARD. TYPICALLY, THE EVALUATION WILL INVOLVE OBTAINING ONE OR MORE COMPETITIVE BIDS, EXCEPT WHERE (A) THE CONTEMPLATED TRANSACTION IS SO SMALL THAT THE DOLLAR AMOUNTS INVOLVED DO NOT JUSTIFY A COMPETITIVE BID; AND/OR (B) THE ORGANIZATION IS REASONABLY CERTAIN, AND CAN DOCUMENT, THAT THE CONTEMPLATED PRODUCT OR SERVICE IS BEING OFFERED AT OR BELOW FAIR MARKET RATES. IF, BASED ON THE ABOVE EVALUATION, THE ORGANIZATION DETERMINES THAT IT CANNOT OBTAIN, WITH REASONABLE EFFORT, A MORE ADVANTAGEOUS TRANSACTION WITH ANOTHER ENTITY, THE FACILITY MAY PROCEED WITH THE PROPOSED TRANSACTION OR ARRANGEMENT, SO LONG AS THE BOARD DETERMINES, BY A MAJORITY VOTE OF DISINTERESTED DIRECTORS, THAT THE PROPOSED TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST AND IS FAIR AND REASONABLE. THE TRUSTEE OR OFFICER WITH THE POTENTIAL OR ACTUAL FINANCIAL INTEREST SHALL NOT BE PRESENT DURING THE DISCUSSION OF THE ISSUE OR THE VOTE. THE MINUTES OF THE BOARD (AND OF THE BOARD'S EXECUTIVE COMMITTEE) SHALL INCLUDE: THE NAMES OF THE TRUSTEES, OFFICERS OR COMMITTEE MEMBERS, IF ANY, WHO DISCLOSED FINANCIAL INTERESTS; THE NATURE OF THE FINANCIAL INTEREST THAT POSES A POTENTIAL OR ACTUAL CONFLICT; A SUMMARY OF THE CONTENT OF THE BOARD'S (OR EXECUTION COMMITTEE'S) DISCUSSIONS (INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT); AND A RECORD THAT A VOTE WAS TAKEN REGARDING THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 A WRITTEN EMPLOYMENT CONTRACT IS CURRENTLY IN PLACE FOR THE PRESIDENT/CEO. THE CONTRACT WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EXTERNAL INFORMATION AND SURVEYS WERE USED FOR COMPARATIVE PURPOSES IN DETERMINING THE COMPENSATION AMOUNTS IN THE CONTRACT. PERFORMANCE IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE BOARD OF TRUSTEES. RECOMMENDATIONS ARE MADE TO THE EXECUTIVE COMMITTEE OF THE BOARD WHO APPROVE THE SALARIES OF THE KEY EMPLOYEES AND OTHER HIGHLY COMPENSATED EMPLOYEES. RECOMMENDATIONS ARE BASED ON A REVIEW OF FORM 990'S OF SIMILAR-SIZED ORGANIZATIONS. THE BOARD'S APPROVAL OF THE SALARIES ARE DOCUMENTED IN THE MINUTES TO THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON NEW YORK STATE ATTORNEY GENERAL WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, FORM 990, FORM 1023, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 271-11 76TH AVENUE, NEW HYPE PARK, NY 11040-1433 OR BY CALLING THE ORGANIZATION DIRECTLY AT (718)-289-2100. THE ORGANIZATION ALSO FILES AN ANNUAL COST REPORT WITH THE NEW YORK STATE DEPARTMENT OF HEALTH WHICH CONTAINS FINANCIAL STATEMENTS AND RELATED NOTE DISCLOSURES. THIS COST REPORT IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION LIABILITY ADJUSTMENT 2,205,707. CHANGE IN EQUITY INTEREST IN PARKER FOUNDATION 1,621,723. CHANGE IN FAIR VALUE OF DERIVATIVE ASSET 5,742. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 8: NET ASSETS AT THE BEGINNING OF 2016 HAVE BEEN RESTATED SPECIFIC TO AGEWELL NEW YORK, IN ORDER TO RECORD A PREMIUM DEFICIENCY RESERVE LIABILITY. LAKEVILLE AMBULETTE TRANSPORTATION LLC 271-11 76 AVENUE NEW HYDE PARK NY 11040 261086299 AMBULETTE TRANSPORTATION NY 553965 501842 PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION PARKERCARE NEW YORK LLC 271-11 76 AVENUE NEW HYDE PARK NY 11040 453736400 INVESTED IN A NYS MEDICAID MANAGED LONG-TERM CARE PLAN NY -459193 20719398 PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION PARKER JEWISH INSTITUTE FOR HEALTHCARE & REHAB FOUNDATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 113041480 TO SUPPORT AND BENEFIT THE PARKER JEWISH INSTITUTE NY 501(C)(3) LINE 7 GERIATRIC RESOURCES OF NEW YORK 0 GERIATRIC RESOURCES OF NEW YORK 271-11 76TH AVENUE NEW HYDE PARK NY 11040 113100541 TO SUPPORT AND BENEFIT THE PARKER JEWISH INSTITUTE NY 501(C)(3) LINE 12B, II N/A 0 QUEENS-LONG ISLAND RENAL INSTITUTE INC 271-11 76TH AVENUE NEW HYDE PARK NY 11040 264827558 OPERATE A DIAGNOSTIC AND TREATMENT CENTER SPECIALIZING IN RENAL DIALYSIS NY 501(C)(3) LINE 3 GERIATRIC RESOURCES OF NEW YORK 0 LEAGUE OF THE PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 112516708 TO SUPPORT AND BENEFIT THE PARKER JEWISH INSTITUTE AND ITS RELATED ENTITIES NY 501(C)(3) LINE 10 GERIATRIC RESOURCES OF NEW YORK 0 AGEWELL NEW YORK LLC 271-11 76TH AVE NEW HYDE PARK NY 11040 300743059 OPERATES A PARTIALLY CAPITATED MEDICAID & MEDICARE MANAGED LT CARE PROGRAM NY PARKERCARE NEW YORK LLC RELATED 5802403 20718397 0 1 0.56740 0 0 1 0 1 0 0 0 0 1 0 0 1 1 1 0 0 0 1