2018-10-11T08:48:08-05:00 2017-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990 2017-01-01 221589209 THE FRANCIS E PARKER MEMORIAL HOME FRAN 7325458330 1421 RIVER ROAD PISCATAWAY NJ 08854 EDWARD MATTHEWS CFO 7325458330 2018-10-08 1 JULIUS C GREEN CPA P00350393 2159720701 X 73.187.220.225 2018-10-08 13:58:53 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BF90B4BE16E9AE312C0D8383967EBAED4A365E8B 2017 2018-06-14 16:35:46Z ROBERTO MUNIZ 1421 RIVER ROAD PISCATAWAY NJ 08854 988265990 0 X WWW.PARKERLIFE.ORG X 1907 NJ PROVIDES TRANSFORMATIVE AND CHARITABLE LONG-TERM CARE SERVICES. 15 14 314 89 0 0 6400 0 6928189 7013085 102154441 105430058 45014 32865 109134044 112476008 0 0 0 0 15040968 14090935 0 0 0 9817416 11657049 24858384 25747984 84275660 86728024 1346557071 1572919605 12472530 15179957 1334084541 1557739648 FRANCIS E. PARKER PROVIDES TRANSFORMATIVE AND CHARITABLE LONG TERM CARE SERVICES IN HOME-LIKE SETTINGS WHILE ADVANCING LEARNING OPPORTUNITIES FOR NURSES, HEALTH CARE PROFESSIONALS AND CAREGIVERS. 0 0 16482755 0 7013085 THE FRANCIS E. PARKER MEMORIAL HOME PROVIDES HIGH QUALITY NURSING HOME CARE AT THE LOWEST FEASIBLE COST. CARE IS PROVIDED IN THE LEAST RESTRICTIVE AND MOST HOME-LIKE ENVIRONMENT POSSIBLE. THE HOME PRESENTLY HAS TWO NURSING HOME FACILITIES, PARKER AT LANDING LANE, LOCATED IN NEW BRUNSWICK, NEW JERSEY, WHICH SERVES 52 RESIDENTS; AND PARKER AT RIVER ROAD, LOCATED IN PISCATAWAY, NEW JERSEY, WHICH SERVES 79 RESIDENTS. THE AVERAGE DAILY CENSUS WAS 128 FOR 2017. 16482755 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 158 0 1 314 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X EDWARD MATTHEWS CFO 7324188614 1421 RIVER ROAD PISCATAWAY NJ 08854 CLIFFORD E HOLLAND TRUSTEE 0.70 3.30 X 0 0 0 PENELOPE LATTIMER PHD TRUSTEE 0.70 3.30 X 0 0 0 STEVEN LANDERS MD TRUSTEE 0.70 3.30 X 0 0 0 WILLIAM R HAGAMAN JR CHAIRMAN 3.00 11.00 X X 0 0 0 ROBERT S FALCONE TRUSTEE 0.70 3.30 X 0 0 0 MARGUERITE K SCHLAG EDD RN VICE CHAIR 3.00 11.00 X X 0 0 0 JAMES FERRARE TRUSTEE 0.70 3.30 X 0 0 0 ALFRED F TALLIA MD MPH TRUSTEE 0.70 3.30 X 0 0 0 WILLIAM P TIBBITT TRUSTEE 0.70 3.30 X 0 0 0 JOSEPH FERRO MD TRUSTEE 0.70 3.30 X 0 0 0 ROBERTO MUNIZ MPA FLNHA PRESIDENT/CEO 27.00 13.00 X X 382635 0 52578 JOSEPH G BRAUNREUTHER ESQ SECRETARY 3.00 11.00 X X 0 0 0 JOHN A PAPA TREASURER 3.00 11.00 X X 0 0 0 SCOTT E TOWNSLEY TRUSTEE 0.70 3.30 X 0 0 0 BARBARA HUNT TRUSTEE 0.70 3.30 X 0 0 0 ROBIN E MOCKENHAUPT TRUSTEE (RES. 3/8/17) 0.70 3.30 X 0 0 0 EDWARD MATTHEWS CFO (STARTED 6/4/17) 27.00 13.00 X 164853 0 25230 CHARLES ROSS CHIEF TALENT OFF. (RES. JAN 2017) 40.00 X 39685 0 0 DONNA SILBERT CHIEF STRATEGY OFFICER 40.00 X 208294 0 26032 JEAN REBELE CHIEF TALENT OFFICER 40.00 X 83023 0 19174 CURTIS EVANS COO (STARTED 2/1/17) 40.00 X 237371 0 25243 JAMES DELLAPA CHIEF INFORMATION OFFICER 40.00 X 183173 0 22979 CAROL BURT RES. PLANNING ADMINISTRATOR 40.00 X 163184 0 22279 ANGELO GIORDANO DIRECTOR OF FINANCE OPERATIONS 40.00 X 172030 0 13793 AUGUSTINA ANNIUS RN MANAGER 40.00 X 127482 0 29524 JUDITH COLLETT-MILLER DIR. OF PLANNING & ADMIN. 40.00 X 123081 0 28706 JOHN WESTGATE DIRECTOR OF FINANCIAL RISK & CONTROLS 40.00 X 133284 0 29338 GINA KIRCHOFF NURSING HOME ADMINISTRATOR 40.00 X 149558 0 33439 DONNA LAZARTIC COO (DEPARTED NOV. 2016) 0.00 0.00 X 127212 0 10235 2294865 0 338550 26 1 1 0 SPIEZLE ARCHITECTURAL GROUP INC 1395 YARDVILLE-HAMILTON SQUARE SUI HAMILTON NJ 08691 CONSTRUCTION 1075103 PAVE-RITE INC 4- RADEL AVENUE BRIDGEWATER NJ 08807 CONSTRUCTION 435181 RON CARUSO CONSTRUCTION COMPANY INC 383 STELLE AVENUE MILLTOWN NJ 08850 BLDG MAINT. & REP. 322873 INSIGHT ENTERPRISES INC PO BOX 731069 DALLAS TX 75373 IT SERVICES 289064 SHI INTERNATIONAL CORP PO BOX 952121 DALLAS TX 75395 IT SERVICES 245013 16 RESIDENT FEES 623000 7013085 7013085 7013085 31915212 31915212 949304828 875789982 73514846 73514846 73514846 GUEST MEALS 623000 19018 19018 MISCELLANEOUS INCOME 623000 11242 11242 CABLE REVENUE 623000 1505 1505 1100 1100 32865 112476008 7013085 0 105462923 1553907 186964 1366943 6897050 5529416 1367634 1074700 740334 334366 1656815 1246608 410207 2908463 2003566 904897 128683 128683 449483 449483 2592 2592 3284624 3284624 1042355 1042355 221868 221868 284630 212718 71912 155336 155336 758384 758384 87174 10350 76824 90428 90428 1504827 1504827 478823 133353 345470 DIETARY 723598 495481 228117 MEDICAL SUPPLIES 706561 706561 NJ PROVIDER TAX 560955 560955 REPAIRS & MAINTENANCE 370620 370620 806108 734499 71609 25747984 16482755 9265229 0 1200 1100 5174999 5733246 142427 90069 377801 531781 44694434 19465942 23924068 25228492 1205293696 1526020928 110079103 13751042 1501073 1501073 62704 61874 1346557071 1572919605 4861320 7176817 7611210 8003140 12472530 15179957 X 1334084541 1557739648 1334084541 1557739648 1346557071 1572919605 X 86728024 155685128 -18758045 X 0 1 X 1 0 X 1 2592 2592 0 PART II-B, LINE 1: THE FRANCIS PARKER MEMORIAL HOME PAYS DUES TO LEADINGAGE NEW JERSEY WHICH ADVOCATES FOR NURSING HOMES AND OTHER CARE FACILITIES FOR THE AGED. SMALL PORTIONS OF THE DUES TO LEADINGAGE NEW JERSEY ARE USED FOR LOBBYING EXPENSES. 9081561 9081561 20793701 16677986 4115715 11226828 2571295 8655533 3592344 216661 3375683 25228492 ACCRUED PENSION COST 8003140 8003140 X 249403091 155685128 -18758045 136927083 112476008 0 112476008 25747984 0 25747984 0 25747984 PART X, LINE 2: THE COMPANY IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE COMPANY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2017 OR 2016. THE COMPANY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS AND PENALTIES IN SUPPLIES AND OTHER EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION LIABILITY ADJUSTMENT -1,019,981. TRANSFER OF ASSETS -17,738,064. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 13751042 0 0 0 0 0 0 13751042 0 13751042 0 0 1 0 1 0 SCHEDULE F, PART IV, LINES 3 AND 5: THE ORGANIZATION WAS AN INVESTOR IN CERTAIN OFFSHORE CORPORATIONS AND PARTNERSHIPS BUT DID NOT HAVE ANY INVESTMENTS WHICH REQUIRED THE FILING OF EITHER FORM 926 OR 8865. X 0 0 X X X X 1 0 0 0 0 0 0 1 0 ROBERTO MUNIZ MPA FLNHA PRESIDENT/CEO 331484 0 50000 0 1151 0 0 0 52578 0 435213 0 0 0 EDWARD MATTHEWS CFO (STARTED 6/4/17) 141441 0 22500 0 912 0 0 0 25230 0 190083 0 0 0 DONNA SILBERT CHIEF STRATEGY OFFICER 176641 0 30502 0 1151 0 0 0 26032 0 234326 0 0 0 CURTIS EVANS COO (STARTED 2/1/17) 207359 0 29000 0 1012 0 0 0 25243 0 262614 0 0 0 JAMES DELLAPA CHIEF INFORMATION OFFICER 169000 0 13600 0 573 0 0 0 22979 0 206152 0 0 0 CAROL BURT RES. PLANNING ADMINISTRATOR 150284 0 11401 0 1499 0 0 0 22279 0 185463 0 0 0 ANGELO GIORDANO DIRECTOR OF FINANCE OPERATIONS 151863 0 19822 0 345 0 0 0 13793 0 185823 0 0 0 AUGUSTINA ANNIUS RN MANAGER 124730 0 1774 0 978 0 0 0 29524 0 157006 0 0 0 JUDITH COLLETT-MILLER DIR. OF PLANNING & ADMIN. 111428 0 11000 0 653 0 0 0 28706 0 151787 0 0 0 JOHN WESTGATE DIRECTOR OF FINANCIAL RISK & CONTROL 132340 0 0 0 944 0 0 0 29338 0 162622 0 0 0 GINA KIRCHOFF NURSING HOME ADMINISTRATOR 137748 0 11600 0 210 0 0 0 33439 0 182997 0 0 0 DONNA LAZARTIC COO (DEPARTED NOV. 2016) 0 0 0 0 127212 0 0 0 10235 0 137447 0 0 0 PART I, LINE 1A AS PART OF THE WELLNESS MEMBERSHIP REIMBURSEMENT POLICY: ALL FULL-TIME EMPLOYEES CAN BE REIMBURSED UP TO $100 PER QUARTER FOR A MEMBERSHIP. IN 2017, 20 EMPLOYEES RECEIVED THE BENEFIT. PART I, LINE 4A A FORMER EXECUTIVE RECEIVED SEVERANCE PAYMENTS DURING 2017. PART I, LINE 7 EXECUTIVES AND MANAGEMENT PERSONNEL RECEIVED BONUSES AS A PART OF THEIR COMPENSATION FOR THE YEAR 2017. BONUSES ARE BASED UPON PERFORMANCE EVALUATIONS THAT REFLECT PREVIOUSLY AGREED UPON GOALS AND OBJECTIVES WHICH HAVE BOTH FINANCIAL AND NON-FINANCIAL ELEMENTS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT PERFORMS AN INITIAL REVIEW OF THE FORM 990. ONCE MANAGEMENT IS SATISFIED, THE FINANCE COMMITTEE SUBSEQUENTLY REVIEWS THE RETURN IN DETAIL. BOARD MEMBERS ARE THEN PROVIDED WITH COPIES OF THE RETURN PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. ANY TRUSTEE, OFFICER, OR KEY EMPLOYEE WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OF TRUSTEES OR A COMMITTEE THEREOF SHALL MAKE A PROMPT AND FULL DISCLOSURE OF THE INTEREST TO THE BOARD OF TRUSTEES OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. THE BOARD OF TRUSTEES OR COMMITTEE TO WHICH DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST IS MADE SHALL DETERMINE, BY A MAJORITY VOTE, WHETHER A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, THE INTERESTED PERSON SHALL NOT VOTE ON, NOR USE PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. SUCH PERSON MAY BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT BUT MAY NOT BE COUNTED WHEN THE BOARD OF TRUSTEES OR A COMMITTEE OF THE BOARD OF TRUSTEES TAKES ACTION ON THE TRANSACTION. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. THE FULL BOARD MONITORS THE CONFLICT OF INTEREST POLICY AND WORKS WITH ORGANIZATION PERSONNEL TO ENSURE THAT ALL BOARD MEMBERS COMPLETE THE ANNUAL STATEMENTS. FOLLOW-UP IS PROVIDED BY LEGAL COUNSEL, IF NECESSARY. WHILE THE CONFLICT OF INTEREST POLICY DOES NOT EXPLICITLY STATE FAMILY AND BUSINESS RELATIONSHIPS, IT IS UNDERSTOOD THAT THESE RELATIONSHIPS MAY BE A SOURCE OF POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT COMPENSATION CONSULTANT, SULLIVAN, COTTER, AND ASSOCIATES, PROVIDES ANNUAL COMPENSATION SURVEY RESULTS TO THE ORGANIZATION. THE EXECUTIVE COMMITTEE (BOARD CHAIR, VICE-CHAIR, AND TREASURER) AND THE CHAIR OF THE PEOPLE COMMITTEE COMPOSE THE "AUTHORIZED BODY" WHICH HAS OVERSIGHT OF EXECUTIVE COMPENSATION ISSUES. THEY EVALUATE AND DETERMINE CEO COMPENSATION. THE SURVEY RESULTS ENSURE THAT COMPENSATION WILL BE WITHIN FAIR MARKET VALUE RANGE FOR THE INDUSTRY. USING THE SAME SURVEY, THE CEO DETERMINES COMPENSATION FOR THE REMAINING MANAGEMENT EXECUTIVES. ALL BOARD LEVEL DISCUSSIONS ARE DOCUMENTED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION LIABILITY ADJUSTMENT -1,019,981. TRANSFER IN EQUITY TO RELATED ENTITY -17,738,064. FORM 990, PART V, LINES 2A &2BF THE ORGANIZATION SERVES AS A COMMON PAY AGENT FOR ITSELF AND ITS AFFILIATES. AS A COMMON PAY AGENT, THE FRANCIS PARKER MEMORIAL HOME REPORTS ALL ENTITIES' EMPLOYEES ON ITS W-3, HOWEVER, ON THE RETURNS EMPLOYEES ARE REPORTED ON THE ENTITIES FOR WHICH THEY PRIMARILY WORK. FORM 990, SCHEDULE A, LINE 3 THE ORGANIZATION PROVIDES MEDICAL CARE TO RESIDENTS WHICH RISES TO THE LEVEL OF BEING DISTINGUISHED AS A HOSPITAL FOR PURPOSES OF ESTABLISHING A PUBLIC CHARITY STATUS. THE ORGANIZATION IS NOT, HOWEVER, LICENSED AS A HOSPITAL WITH THE STATE AND AS SUCH IS NOT REQUIRED TO COMPLETE A SCHEDULE H IN ITS FILING. FORM 990, SCHEDULE J, PART II: THE ORGANIZATION HAS A PENSION WHICH AVAILABLE TO ALL EMPLOYEES. THE PENSION CONTRIBUTIONS ARE DERIVED FROM ACTUARIAL FORMULAS WHICH TAKE INTO CONSIDERATION ALL EMPLOYEES; THE CALCULATIONS ARE NOT BASED ON INDIVIDUALS NOR ARE THE ORGANIZATION'S CONTRIBUTIONS SET ASIDE FOR SPECIFIC EMPLOYEES. SUBSEQUENTLY, NO PENSION OR DEFERRED INCOME IS REFLECTED IN SCHEDULE J, PART VII, COLUMN C. THE FRANCIS E PARKER ASSISTED LIVING CENTER INC 1421 RIVER ROAD PISCATAWAY NJ 08854 202937952 ASSISTED LIVING NJ 501(C)(3) LINE 12A, I THE FRANCIS E PARKER MEMORIAL HOME 1 PARKER AT THE PAVILION ADULT DAY HEALTH SERVICES CENTER INC 1421 RIVER ROAD PISCATAWAY NJ 08854 261887505 ADULT DAY HEALTH SERVICES NJ 501(C)(3) LINE 12A, I THE FRANCIS E PARKER MEMORIAL HOME 1 PARKER AT MONROE INC 1422 RIVER ROAD PISCATAWAY NJ 08854 471335159 NURSING HOME CARE NJ 501(C)(3) LINE 3 THE FRANCIS E PARKER MEMORIAL HOME 1 PARKER REHABILITATION SERVICES 1421 RIVER ROAD PISCATAWAY NJ 08854 471958020 REHABILITATION SERVICES NJ 501(C)(3) LINE 3 THE FRANCIS E PARKER MEMORIAL HOME 1 PARKER AT MCCARRICK INC 1421 RIVER ROAD PISCATAWAY NJ 08854 471944928 NURSING HOME CARE NJ 501(C)(3) LINE 3 THE FRANCIS E PARKER MEMORIAL HOME 1 PARKER FOUNDATION INC 1421 RIVER ROAD PISCATAWAY NJ 08854 364858938 NURSING HOME CARE NJ 501(C)(3) LINE 12B, II THE FRANCIS E PARKER MEMORIAL HOME 1 PARKER HEALTH GROUP 1421 RIVER ROAD PISCATAWAY NJ 08854 815241497 NURSING HOME CARE NJ 501(C)(3) LINE 12B, II THE FRANCIS E PARKER MEMORIAL HOME 1 PARKER AT EAST WINDSOR 1421 RIVER ROAD PISCATAWAY NJ 08854 471890220 NURSING HOME CARE NJ N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 PARKER AT MONROE INC R 7386828 COST THE FRANCIS E PARKER ASSISTED LIVING CENTER INC R 2006494 COST PARKER AT THE PAVILION ADULT DAY HEALTH SERVICES CENTER INC R 1545427 COST PARKER AT MCCARRICK INC R 6923618 COST PARKER REHABILITATION SERVICES S 124303 COST