2018-11-12T11:28:35-06:00 2017-12-31 BDO USA LLP 100 PARK AVENUE NEW YORK NY 100175001 990 2017-01-01 113538697 METROPOLITAN JEWISH HEALTH SYSTEM INC % JEFFREY DAVIS METR 7184917261 6323 7TH AVENUE BROOKLYN NY 11220 ALEXANDER BALCO President/CEO 7184917261 2018-10-23 true Angelo Pirozzi P00446022 2128858000 2018-10-23 64.238.131.34 26308920183165000018 2018-11-12 P 1210560841ADC29080D5D665393427DBF2BE5B27 1210560841ADC29080D5D665393427DBF2BE5B27 2017 2019-02-21 02:37:17Z ALEXANDER BALKO 6323 7TH AVENUE BROOKLYN NY 11220 52332730 false X WWW.MJHS.ORG X 1995 NY To support the delivery of health care services to patients in the new york metropolitan area. 12 11 149 11 1766 766 572047 7503561 58468462 44025385 3719191 382151 0 421633 62759700 52332730 3967552 5000000 0 0 41403500 23990176 0 0 0 17848123 20344514 63219175 49334690 -459475 2998040 19117522 22636072 16181367 17727335 2936155 4908737 X MJHS IS A CHARITABLE NOT-FOR-PROFIT ESTABLISHED TO SUPPORT THE ACTIVITIES OF ORGANIZATIONS AFFILIATED WITH THE SYSTEM. MJHS IS BUILT ON THE CORE VALUES OF COMPASSION, DIGNITY AND RESPECT FIRST ESTABLISHED BY THE FOUR BROOKLYN LADIES IN 1907. TODAY, MJHS REMAINS COMMITTED TO THE PROVISION OF ALL ECONOMIC, RELIGIOUS, AND CULTURAL BACKGROUNDS INCLUDING: THE ILL, THE IMPAIRED, THE DISABLED, THE FRAIL ELDERLY AND CHILDREN FACING AN ADVANCED OR LIFE-LIMITING ILLNESS. false false 5308290 5000000 44025385 ESTABLISHED IN 1907 BY THE FOUR BROOKLYN LADIES, AND ROOTED IN THE CORE VALUES OF COMPASSION, DIGNITY AND RESPECT, TODAY MJHS IS ONE OF THE MOST INNOVATIVE HEALTH SYSTEMS IN THE REGION SERVING PEOPLE OF ALL ECONOMIC, RELIGIOUS AND CULTURAL BACKGROUNDS. MJHS IS COMMITTED TO ENSURING THAT ALL NEW YORKERS HAVE ACCESS TO HEALTH, SUPPORTIVE AND COMMUNITY BASED SERVICES INCLUDING: HOME CARE, HOSPICE AND PALLIATIVE CARE FOR ADULTS AND CHILDREN, A CENTER FOR REHABILITATION AND NURSING CARE, HEALTH CARE, AN INSTITUTE FOR INNOVATION IN PALLIATIVE CARE, HOUSING AS WELL AS HEALTH PLANS FOR MEDICARE, DUAL MEDICARE AND MEDICAID, AS WELL AS LONG TERM CARE RECIPIENTS AT EVERY LEVEL OF HEALTH. IN 2017, THE AFFILIATED AGENCIES OF MJHS CARED FOR APPROXIMATELY 53,000 NEW YORKERS ACROSS THE 5 BOROUGHS OF NYC, NASSAU, SUFFOLK, WESTCHESTER, AND MONROE COUNTIES. 5308290 true true false true false false false false false false true false false true true true false true false false false false false false false false false true false true false false false false false false false false false false false false true true true true false false true 135 0 true 149 true false false false false false false false false false false X 12 11 false false false false false false false true true false false true true true true true true true true false NY X JEFFREY DAVIS 7184917261 6323 7TH AVENUE BROOKLYN NY 11220 X Danielle Rollmann Secretary 0.5 0.5 X X 0 0 0 Steven Topal Treasurer 0.5 3.5 X X 0 0 0 Arthur Goshin Chair 0.5 5.5 X X 0 0 0 Bradley Fluegel Vice Chair 0.5 0.5 X X 0 0 0 Ronald Milch Immediate Past Chairman 0.5 4.0 X X 0 0 0 Burton Esrig Director 0.5 1.0 X 0 0 0 William Gormley Director 0.5 3.5 X 0 0 0 Stephen Jackson Director 0.5 0.5 X 0 0 0 Benjamin Karsch Director 0.5 0.5 X 0 0 0 Amir Kishon Director 0.5 0.5 X 0 0 0 Shmuel Lefkowitz Director 0.5 5.0 X 0 0 0 Alexander Balko CEO & President 2.5 32.5 X X 1245827 0 119923 Jeffrey Davis Chief Financial Officer 2.5 32.5 X 615955 0 89421 Robert Leamer EVP, General Counsel & CAO 2.5 32.5 X 603805 0 104267 Eli S Feldman CEO Emeritus 28.0 7.0 X 1023199 0 192611 Timothy Higgins COO of Provider Services 1.0 34.0 X 415812 0 65305 Diane Ashley VP/CMO, PUBLIC RELATIONS 3.0 32.0 X 374284 0 56286 Nancy Cohn Deputy General Counsel 1.0 34.0 X 395334 0 42543 David Koschitzki VP Finance 1.0 34.0 X 367626 0 46532 Elliot Brooks Former Senior VP - HR 0.0 0.0 X 237199 0 9219 Ronald Chaffin Former President Health Plan 0.0 0.0 X 245167 0 16090 5524208 0 742197 52 true true false BUYER ADVERTISING 189 WELLS AVENUE NEWTON MA 02459 HR Consulting 499995 MICROSOFT PO BOX 842103 DALLAS TX 742842103 IS 407361 WEBER SHANDWICK 909 THIRD AVENUE NEW YORK NY 10022 MARKETING 968060 CADWALADER WICKERSHAM TAFT PO BOX 5929 NEW YORK NY 10087 LEGAL 939564 NETSMART TECHNOLOGIES PO BOX 823519 PHILADELPHIA PA 19182 IS COMPUTING 571653 22 7503561 7503561 REIMBURSED EXPENSES 900099 44025385 44025385 44025385 32151 1766 30385 0 0 0 0 0 350000 350000 350000 350000 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 421633 421633 421633 52332730 44447018 1766 380385 5000000 5000000 0 0 0 2779198 19137 2760061 0 0 14883080 104204 14778876 1052853 1052853 4196140 43047 4153093 1078905 1078905 0 289965 289965 60460 60460 4722 4722 0 0 2957042 2957042 2038384 30963 2007421 1320130 1320130 2029852 13500 2016352 0 5164052 5164052 49875 49875 0 151880 1473 150407 76577 76577 0 1845248 1845248 2344017 2344017 DUES & SUBSCRIPTIONS 574517 574517 TEMPORARY SERVICES 247414 247414 TRAINING 170719 170719 RECRUITING 148031 148031 871629 95966 775663 49334690 5308290 44026400 0 377657 3487390 0 0 573193 390141 0 0 0 0 0 0 0 0 0 0 1031851 1270914 21225778 16710130 5326685 4515648 0 0 0 0 0 0 0 0 11808136 12971979 19117522 22636072 8769394 8272760 0 0 0 0 0 0 0 0 0 0 5000000 5000000 0 0 2411973 4454575 16181367 17727335 X 2936155 4713466 0 195271 0 0 2936155 4908737 19117522 22636072 X 2998040 -1025458 X X false true X true false X 521090 440641 922897 572047 7503561 9960236 0 0 521090 440641 922897 572047 7503561 9960236 0 9960236 18470 9793 35445 1639 382151 447498 0 421633 421633 10829367 308349169 0.91974 0.95652 X false false false false false false false false true 4722 4722 false false PART II-B, LINE 1, LOBBYING ACTIVITIES: The Metropolitan Jewish Health System, Inc. pays dues to Healthcare Association of New York state(HANYS) and Home Care Association of NYS (HCA-NYS). In accordance with code section 6033(E) of the internal revenue code, and as reported by HANYS and HCA-NYS, a portion of these dues are attributable to lobbying activities. The lobbying activities applicable for 2017 HANYS and HCA-NYS annual dues were $4,451 and $271, respectively. 36786 36349 437 2785883 947176 1838707 18403109 15726605 2676504 4515648 DUE FROM PARTICIPANTS OF MJHS 12971979 12971979 0 DUE TO PARTICIPANTS OF MJHS 1354575 DUE TO MJHS FOUNDATION 3100000 4454575 X PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2014 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. true ISABELLA GERIATRIC CENTER INC 515 AUDUBON AVENUE NEW YORK NY 10040 133623808 501(c)(3) 5000000 OPERATING 1 PART I, LINE 2: GRANT FUNDS ARE APPROVED BY THE BOARD OF DIRECTORS AT LEAST ANNUALLY. GRANTS ARE REVIEWED BY FINANCE AND SENIOR MANAGEMENT AT LEAST QUARTERLY TO ENSURE GRANTS ARE DISTRIBUTED IN ACCORDANCE WITH APPROVED AMOUNTS. in the event grants are distributed to a related entity, the organization is able to internally monitor the use of grant funds. X X X X X X true false false false false false false true false Jeffrey Davis Chief Financial Officer 522053 0 52500 0 41402 0 37800 0 51621 0 705376 0 0 0 Robert Leamer EVP, General Counsel & CAO 501712 0 50000 0 52093 0 46575 0 57692 0 708072 0 0 0 Eli S Feldman CEO Emeritus 918577 0 0 0 104622 0 46575 0 146036 0 1215810 0 192857 0 Timothy Higgins COO of Provider Services 355548 0 37500 0 22764 0 37800 0 27505 0 481117 0 0 0 Diane Ashley VP/CMO, PUBLIC RELATIONS 328333 0 23305 0 22646 0 19575 0 36711 0 430570 0 0 0 Nancy Cohn Deputy General Counsel 328212 0 32460 0 34662 0 19575 0 22968 0 437877 0 0 0 David Koschitzki VP Finance 323899 0 31200 0 12527 0 19575 0 26957 0 414158 0 0 0 Elliot Brooks Former Senior VP - HR 0 0 0 0 237199 0 0 0 9219 0 246418 0 0 0 Ronald Chaffin Former President Health Plan 0 0 0 0 245167 0 0 0 16090 0 261257 0 0 0 Alexander Balko CEO & President 985644 0 196308 0 63875 0 46575 0 73348 0 1365750 0 0 0 PART 1, LINES 4A IN 2017, Ronald Chaffin and elliot Brooks RECEIVED SEVERANCE payment OF $245,167 and $237,199 respectively. such amounts are included on schedule J, Part II, column b(iii). PART 1, LINE 7 BONUS ELIGIBILITY IS BASED ON THE EXTENT THAT EACH EXECUTIVE AND EMPLOYEE HAS ACHIEVED HIS/HER GOAL, AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 DRAFTS OF THE COMPLETED RETURNS ARE REVIEWED BY THE PRESIDENT, CFO, AND SENIOR VP,GENERAL COUNSEL AND THEIR STAFF. ANY COMMENTS ARISING FROM THEIR REVIEW ARE DISCUSSED AND IF REQUIRED, CHANGES ARE MADE TO THE DRAFT. THAT DRAFT WILL BE SUBMITTED TO THE MJHS EXECUTIVE COMMITTEE FOR ITS REVIEW AND APPROVAL. ONCE THE COMMITTEE HAS COMPLETED ITS REVIEW COPIES OF THE RETURNS WILL BE PROVIDED TO ALL BOARD MEMBERS. FORM 990, PAR VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS MUST FILE AND MAINTAIN CURRENT THE MJHS DIRECTORS BIOGRAPHICAL INFORMATION FORM AND, ON AN ANNUAL BASIS, COMPLETE THE MJHS DIRECTORS CONFLICT OF INTEREST STATEMENT AND ACKNOWLEDGEMENT WHICH ACKNOWLEDGES THAT EACH INDIVIDUAL HAS DISCLOSED ANY POTENTIAL CONFLICT OF INTEREST; RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; READ AND UNDERSTANDS THE CONFLICTS OF INTEREST POLICY; AND AGREED TO COMPLY WITH THE CONFLICTS OF INTEREST POLICY. THE SENIOR VICE PRESIDENT/GENERAL COUNSEL SUPERVISES THE DISTRIBUTION, COLLECTION AND REVIEW OF THE ANNUAL MJHS DIRECTORS CONFLICT OF INTEREST STATEMENT AND ACKNOWLEDGEMENT. FROM TIME TO TIME, DIRECTORS, PRINCIPAL OFFICERS, KEY EMPLOYEES AND/OR COMMITTEE MEMBERS ARE REMINDED OF THEIR OBLIGATION TO DISCLOSE POTENTIAL OR ACTUAL CONFLICTS OF INTEREST WHEN AND IF THEY ARISE. PROCEDURES FOR MANAGING IDENTIFIED CONFLICTS: EACH DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE AND MEMBER OF A BOARD COMMITTEE IS REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE INDIVIDUAL CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IN THE EVENT OF SUCH A DISCLOSURE, THE INTERESTED PARTY IS EXCUSED FROM THE MEETING AND THE BOARD/COMMITTEE DETERMINES WHETHER A CONFLICT EXISTS. IF THE BOARD/COMMITTEE DETERMINES THAT A CONFLICT EXISTS, THE CHAIRPERSON OF THE BOARD OR DESIGNEE (IF APPROPRIATE) WILL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE AND REPORT TO THE BOARD OF DIRECTORS ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. BASED ON THE INFORMATION FURNISHED BY THE DISINTERESTED PERSON OR COMMITTEE, THE BOARD OF DIRECTORS WILL MAKE A DETERMINATION OF WHETHER THE CORPORATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR MORE REASONABLE ARRANGEMENTS FROM AN ENTITY OR PERSON THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST IS NOT REASONABLY ATTAINABLE UNDER THE CIRCUMSTANCES, THE BOARD OF DIRECTORS WILL DETERMINE, BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS, WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION. ALL OF THE ACTIONS STATED ABOVE SHALL BE REFLECTED IN THE BOARD/COMMITTEE MINUTES. IN THE EVENT THAT A DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE OR MEMBER OF A BOARD COMMITTEE FAILS TO DISCLOSE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST, THE BOARD/COMMITTEE, AFTER AFFORDING THE INDIVIDUAL DUE PROCESS, SHALL DETERMINE WHETHER THE INDIVIDUAL VIOLATED THE CONFLICT OF INTEREST POLICY BY FAILING TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND, IN THE EVENT OF A DETERMINATION THAT A VIOLATION OCCURRED, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR, THE ORGANIZATION RETAINS THE SERVICES OF A MAJOR EXECUTIVE COMPENSATION FIRM TO REVIEW MARKET PAY PRACTICES AND AVERAGE SALARY MOVEMENT AMONG SIMILARLY SITUATED EXECUTIVES. THE EXECUTIVE COMPENSATION FIRM IS ASKED TO DEVELOP A COMPARATIVE BASE THAT IS AS CLOSE AS POSSIBLE TO OUR ORGANIZATION. DIFFERENT COMPARATIVE GROUPS ARE CONSIDERED FOR EACH POSITION, CEO AND SENIOR VP'S AS APPROPRIATE. THIS MARKET ANALYSIS IS THEN REVIEWED BY THE COMPENSATION COMMITTEE IN DETERMINING SALARY ADJUSTMENTS FROM THE PERSPECTIVE OF MARKET COMPETITIVENESS AND PRIOR YEAR PERFORMANCE. PERFORMANCE IS BASED ON THE EXTENT THAT EACH EXECUTIVE HAS ACHIEVED HIS/HER GOALS. BONUS ELIGIBILITY IS DONE IN A SIMILAR MANNER. OTHER KEY EMPLOYEES ARE MANAGED IN SIMILAR MANNER THROUGH THE HUMAN RESOURCES DEPARTMENT UNDER THE DIRECTION OF THE SENIOR VICE PRESIDENT FOR HUMAN RESOURCES IN CONJUNCTION WITH THE CEO, USING LOCAL SURVEYS TO ENSURE MARKET COMPETITIVENESS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE ONLY THOSE DOCUMENTS REQUIRED TO BE DISCLOSED UNDER THE PUBLIC INSPECTION LAWS. FORM 990, PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS FORGIVENESS OF INTERCOMPANY BORROWINGS -1,025,458 FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MJGNHC Inc 6323 7TH AVENUE BROOKLYN NY 11220 237123076 NURSING HOME NY 501(C)(3) 3 NA false MENORAH HOME AND HOSPITAL FOR THE AGED 6323 7TH AVENUE BROOKLYN NY 11220 111672777 NURSING HOME NY 501(C)(3) 3 MJHS true SHOREFRONT JEWISH GERIATRIC CENTER INC 6323 7TH AVENUE BROOKLYN NY 11220 113072153 NURSING HOME NY 501(C)(3) 10 MJHS true METROPOLITAN JEWISH HOME CARE INC 6323 7TH AVENUE BROOKLYN NY 11220 320060822 HOME CARE NY 501(C)(3) 10 MJHS true ELDERPLAN INC 6323 7TH AVENUE BROOKLYN NY 11220 112625096 MEDICARE NY 501(C)(3) 10 NA false MJHS FOUNDATION 6323 7TH AVENUE BROOKLYN NY 11220 111630753 FUNDRAISING NY 501(C)(3) 8 NA false MENORAH FOUNDATION Inc 6323 7TH AVENUE BROOKLYN NY 11220 113471173 FUNDRAISING NY 501(C)(3) 12A, I MJHS FOUND true HOMEFIRST LHCSA INC 6323 7TH AVENUE BROOKLYN NY 11220 611501623 HOME CARE NY 501(C)(3) 12A, I MJHS true SHOREFRONT TOWERS HOUSING DEV FUND 6323 7TH AVENUE BROOKLYN NY 11220 113200785 HOUSING NY 501(C)(3) 10 NA false MJHS HOSPICE AND PALLIATIVE CARE INC 6323 7TH AVENUE BROOKLYN NY 11220 133438643 HOSPICE NY 501(C)(3) 3 MJHS true MJHS MEDICAL ASSOCIATES PC 6323 7TH AVENUE BROOKLYN NY 11220 275273404 HEALTH CARE NY 501(C)(3) 10 MJHS true FIRST TO CARE HOME CARE INC 6323 7TH AVENUE BROOKLYN NY 11220 113300822 HOME HEALTH NY 501(C)(3) 10 MJHS true Institute for Applied Gerontology 6323 7th Avenue Brooklyn NY 11220 113135751 Research NY 501(C)(3) PF MJHS true Isabella Geriatric Center Inc 515 Audobon Avenue New York NY 10040 133623808 NURSING HOME NY 501(c)(3) 10 MJHS true MJGC Corp 6323 7th Avenue Brooklyn NY 11220 113356665 Holding Compa NY MJHS C Corporation 0 0 1.00000 true false true true false true false false false false false false false false true false true false false Metropolitan Jewish Home Care Inc O 3282744 Cost Allocation Metropolitan Jewish Home Care Inc Q 3459478 Cost Allocation Menorah Home and Hospital for the Aged and In O 3157057 Cost Allocation Menorah Home and Hospital for the Aged and In Q 2659441 Cost Allocation MJHS Hospice and Pelliative Care Inc O 3543850 Cost Allocation MJHS Hospice and Pelliative Care Inc Q 2836636 Cost Allocation Intitute for Applied Gerontology Q 476174 Cost Allocation Isabella Geriatric Center Inc B 5000000 Cost Shorefront Jewish Geriatric Center Inc C 1750000 Cost MJHS Medical Associates PC Q 135790 Cost Allocation PART II, IDENFICATION OF RELATED TAX-EXEMPT ORGANIZATION NAME OF RELATED ORGANIZATION: ELDERPLAN, INC. PRIMARY ACTIVITY: MEDICARE ADVANTAGE SPECIAL NEEDS PLAN / MEDICAID MANAGED LONG TERM CARE PLAN.