2017-11-14T06:00:36-06:00 2016-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2016-01-01 237071900 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx JEWI 7185790500 100 West Kingsbridge Road Bronx NY 10468 Elliot J Hagler CFO 7185790500 2017-11-13 1 Aaron Shapiro P01333816 2128674000 38.98.118.70 2017-11-13 14:04:01 ES P D7076C0EC39B17C3336BFEA465ABF20A32036F2A 73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900 2016 2017-02-10 21:41:12Z Elliot J Hagler 100 West Kingsbridge Road Bronx NY 10468 190955796 0 X www.jewishhome.org X 1968 NY Jewish Home Lifecare (d.b.a The New Jewish Home), Harry and Jeanette Weinberg Campus, Bronx is a not-for-profit organization committed to transforming eldercare for New Yorkers so they can live meaningful lives in the place they all home. X 38 37 1010 37 0 0 1708884 235385 109325203 80715682 7215 53804284 0 0 111041302 134755351 0 0 0 0 68698546 49579141 0 0 0 36906651 29886242 105605197 79465383 5436105 55289968 83950924 22915130 85490632 30015474 -1539708 -7100344 X Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx (d/b/a The New Jewish Home, Harry and Jeanette Weinberg Campus) is a not-for-profit organization committed to transforming eldercare for New Yorkers so they can live meaningful lives in the place they call home. 0 1 64628986 74069156 See Schedule OLocated on Kingsbridge Road, The New Jewish Home, Harry and Jeanette Weinberg Campus, Bronx, was a 714 bed long term care and rehabilitation facility offering Alzheimer's/dementia special care communities including the Norma and Joseph Saul Alzheimer's disease community, adult day healthcare programs, senior housing, social services, Geriatric Substance Abuse Recovery Program, religious life and pastoral care programs, palliative care, in-house hemodialysis, and the Swallowing Center. The Board of Directors of The New Jewish Home, Harry and Jeanette Weinberg Campus, Bronx decided to sell the Nursing Home and sent an RFP to various organizations including not-for-profit and for profit operators and the sale took place on September 21, 2016. 11043 0 See Schedule OThe Bronx Division Long Term Home Health Care Program provided a coordinated plan of medical, nursing and rehabilitative care to clients at home, offering an alternative to nursing home care. In 2016 the Bronx Long Term Home Health Care program provided services to 4 patients before closing as of April 15, 2016. 2854416 3742528 See Schedule OThe Adult Day Health Care programs provide healthcare and an engaging community for clients living in their own homes or with family. 282 clients attended the Bronx Day Care program in 2016.Social Day Care Program clients spend the day in a caring, engaging and secure environment. Services include assistance with personal care, meals and snacks along with a variety of activities and wellness programs. Professional staff consists of Certified Recreation Specialists and Certified Nursing Assistants licensed by New York State.Medical Adult Day programs are for individuals with chronic health conditions. These programs offer ongoing healthcare services and coordination with personal physicians, nutritious meals along with daily programs and activities. The program is staffed by skilled nurses, licensed social workers, registered dietitians, recreation therapists, physical, occupational and speech therapists along with certified nursing assistants that provide help with personal needs.Telehealth kiosks are used to help clients monitor their personal health indicators, educate them about important issues such as weight and nutrition, medication management and blood pressure and to provide early detection of symptoms. On September 21, 2016, The New Jewish Home , Harry and Jeanette Weinberg Campus, Bronx's division's Adult Day Health Care program transferred to Jewish Home Lifecare, Manhattan's operating license. For more information about services in the Bronx, visit www.jewishhome.org 3384473 2903998 Other health care programs for elders include housing companies: Kittay Senior Apartments, Kenneth Gladstone Building, Riverdale House, Weinberg Gardens, and University Avenue Assisted Living. 3384473 2903998 70878918 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 86 0 1010 1 0 0 0 0 0 0 0 0 0 0 X 38 37 1 1 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X Elliot Hagler 2128705973 100 West Kingsbridge Road Bronx NY 10468 Elizabeth Grayer Chair 0.60 6.15 X X 0 0 0 Michael Luskin Vice Chair 0.30 3.45 X X 0 0 0 David Haas Treasurer 0.30 3.45 X X 0 0 0 Lynn Oberlander Secretary 0.30 3.45 X X 0 0 0 Mel Barkan Director 0.20 0.80 X 0 0 0 Ann Berman Director 0.20 0.80 X 0 0 0 Daniel S Bernstein Director 0.20 0.80 X 0 0 0 William A Blumstein Director 0.20 0.80 X 0 0 0 John P Engel Director 0.20 0.80 X 0 0 0 Bruce J Evans Director 0.20 0.80 X 0 0 0 Lisa Feiner Director 0.20 0.80 X 0 0 0 Margot Freedman Director 0.20 0.80 X 0 0 0 David Freeman Director 0.20 0.80 X 0 0 0 Susan Glickman Director 0.20 0.80 X 0 0 0 Robin Gottlieb Director 0.20 0.80 X 0 0 0 Scott Hansen Director 0.20 0.80 X 0 0 0 Joy Henshel Director 0.20 0.80 X 0 0 0 Peter Hess Director 0.20 0.80 X 0 0 0 Joel Hirschtritt Director 0.20 0.80 X 0 0 0 Jonathan Hochberg Director 0.20 0.80 X 0 0 0 William Klingenstein Director 0.20 0.80 X 0 0 0 William Kummel Director 0.20 0.80 X 0 0 0 Lisa Lippman Director 0.20 0.80 X 0 0 0 Russell Makowsky Director 0.20 1.10 X 0 0 0 Marilyn Margon Director 0.20 0.80 X 0 0 0 Candice Meth Director 0.20 0.80 X 0 0 0 Thomas E Moore III Director 0.20 0.80 X 0 0 0 Jill Oberlander Director 0.20 0.80 X 0 0 0 David Orelowitz Director 0.20 0.80 X 0 0 0 Elizabeth Pagel Serebransky Director 0.20 0.80 X 0 0 0 David B Pinter Director 0.20 0.80 X 0 0 0 Paul Polivy Director 0.20 0.80 X 0 0 0 Arthur Rebell Director 0.20 0.80 X 0 0 0 Ellen Reinheimer Director 0.20 0.80 X 0 0 0 Jeffrey Rothschild Director 0.20 0.80 X 0 0 0 Tami J Schneider Director 0.20 0.80 X 0 0 0 Jayne Silberman Director 0.20 0.80 X 0 0 0 Audrey S Weiner President and CEO 16.00 21.50 X X 551288 1562270 345384 Thomas J Gilmartin Chief Administrative Officer 17.00 20.50 X 143344 375686 188526 Elliot J Hagler Chief Financial Officer 12.00 36.50 X 69957 158017 12192 Jacob Victory Chief Operating Officer 12.00 36.50 X 69957 158016 6634 Gabrielle K Genauer Vice President Legal 12.00 36.50 X 57004 128757 27433 Audrey Wathen Senior VP Human Resources 12.00 36.50 X 106585 240753 29810 Bruce Nathanson Senior VP Marketing 12.00 36.50 X 22970 176642 34919 Gregory Poole-Dayan Administrator 37.50 0.00 X 467852 0 47560 Nancy Stoddard Vice President IT 12.00 36.50 X 84414 190671 50957 Firouzeh Naima Director of Finance 12.00 36.50 X 57624 130160 25631 Regina Melly VP Business Development 12.00 36.50 X 116392 262904 18386 Maryanne Morgan Director of Finance 12.00 36.50 X 56321 127216 34385 Robert Lanfranchi IT Director 12.00 36.50 X 69101 156083 0 Svetlana DeBellis VP Managed Care 12.00 36.50 X 60889 158034 48886 Victoria Izraylevsky Director of Human Resources 12.00 36.50 X 61737 139449 48064 Laurie Posner Medical Director 37.50 X 352146 0 7512 Shawn Silver Director of Facilities 37.50 X 230769 0 41475 2578350 3964658 967754 27 0 1 0 Theradynamics Rehab MGMT LLC 225 Crossways Park Dr Woodbury NY 11797 Rehabiliation Services 2143729 Custom Healthcare Solutions LLC 228 East 45th Street 12th Floor New York NY 10017 Agency Staffing 475461 Cummins Power Systems LLC 890 Zerega Ave Bronx NY 10473 Power Generation Service 280000 Start Elevator LLC 4350 Bullard Ave Bronx NY 10466 Elevator Contract 252514 Kramer Levin Naftalis Frankel 1177 6th Ave New York NY 10036 Legal Services 240097 9 93099 142286 235385 Residents 623000 74069156 74069156 Adult day care 621400 3742528 3742528 Other programs 623990 2810948 2810948 Ancillary revenue 621990 93050 93050 80715682 4729 4729 110000000 56200445 53799555 53799555 53799555 134755351 80715682 0 53804284 X 2060480 515412 1545068 29647921 27156782 2491139 5617386 5213263 404123 7069817 6810965 258852 5183537 4872232 311305 2735745 2210099 525646 273884 85725 188159 143693 143693 20142 3942 16200 8052530 6963427 1089103 59686 45160 14526 4593309 4381112 212197 644741 376399 268342 683317 659237 24080 22859 13484 9375 906558 887438 19120 3969660 3969660 1012776 1012776 Assessment 3776494 3776494 Patient food 2920047 2913855 6192 Dues to nursing home as 70801 24232 46569 79465383 70878918 8586465 0 6464 1435066 6304011 1079968 118218 110572 23216910 9253056 404029 0 2319052 692511 0 35231567 16350673 10343957 83950924 22915130 37939494 27874347 738166 611521 20396506 0 26416466 1529606 85490632 30015474 X -3047228 -7100344 1507520 0 -1539708 -7100344 83950924 22915130 X 55289968 716394 -61566998 X X 0 1 X 1 0 X 1573755 1423917 1489410 1708884 235385 6431351 126640231 113683139 102072003 109325203 80715682 532436258 128213986 115107056 103561413 111034087 80951067 538867609 0 0 0 538867609 12555 44661 32375 7215 4729 101535 12555 44661 32375 7215 4729 101535 128226541 115151717 103593788 111041302 80955796 538969144 0.99980 0.99980 0.00020 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 14781 0 1 5361 20142 0 Part II-B, Line 1: Lobbying reported on line 1g is in connection with amounts paid for membership dues to CCLC, LeadingAge New York, and GNYHA for lobbying activities. These were not direct expenditures of the organization. In addition, to membership dues, line 1g refers to expenses that are related to the time spent and travel by CEO. 0 1 X 1 0 Due from related organizations 10343957 10343957 Estimated liabilities to third parties 1474451 Deferred revenue 55155 1529606 X 142453139 7697788 7697788 134755351 0 134755351 148545121 69079738 69079738 79465383 0 79465383 Part IV, Line 2b: The organization is required to place resident funds into a separate interest-bearing account. All deposits are considered the property of the resident and may not be commingled with personal monies or become an asset of the organization. Upon cessation of each resident's stay at the nursing home, the resident fund deposit is returned to the resident or a family member. Part V, Line 4: Jewish Home Lifecare, Bronx has beneficial interest in Fund for the Aged, related organization. Income is expendable for recreation and resident services, and work force development. Part X, Line 2: Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending for the years December 31, 2013 and subsequent remain subject to examination by applicable taxing authorities. Part XI, Line 2d - Other Adjustments: Revenue from subsidiaries 7,678,274. Write-off on intercompany liability due to dissolution 19,514. Part XII, Line 2d - Other Adjustments: Expenses from subsidiaries 7,783,371. Transfer to related organization 53,931,664. Change in beneficial interest in related organization 6,806,115. adjustment to pension liability funded status 558,588. X 1 1 0 1 0 0 0 0 0 1 0 Audrey S Weiner President and CEO 160934 456063 83467 236533 306887 869674 85231 241532 4857 13764 641376 1817566 0 0 Thomas J Gilmartin Chief Administrative Officer 80229 210268 55235 144765 7880 20653 43611 114298 8456 22161 195411 512145 8345 18848 Elliot J Hagler Chief Financial Officer 69546 157088 0 0 411 929 0 0 3741 8451 73698 166468 0 0 Jacob Victory Chief Operating Officer 69861 157800 0 0 96 216 0 0 2036 4598 71993 162614 0 0 Gabrielle K Genauer Vice President Legal 56956 128649 0 0 48 108 0 0 8418 19015 65422 147772 0 0 Audrey Wathen Senior VP Human Resources 70434 159094 34982 79018 1169 2641 5106 11533 4042 9129 115733 261415 0 0 Bruce Nathanson Senior VP Marketing 22742 174891 0 0 228 1751 1439 11070 2579 19831 26988 207543 0 0 Gregory Poole-Dayan Administrator 297348 0 170000 0 504 0 22029 0 25531 0 515412 0 0 0 Nancy Stoddard Vice President IT 76134 171971 7672 17328 608 1372 5790 13078 9847 22242 100051 225991 0 0 Firouzeh Naima Director of Finance 57228 129266 0 0 396 894 4220 9533 3645 8233 65489 147926 0 0 Regina Melly VP Business Development 77822 175784 38358 86642 212 478 5642 12744 0 0 122034 275648 0 0 Maryanne Morgan Director of Finance 51506 116341 4603 10397 212 478 3842 8677 6710 15156 66873 151049 0 0 Robert Lanfranchi IT Director 61217 138277 7672 17328 212 478 0 0 0 0 69101 156083 0 0 Svetlana DeBellis VP Managed Care 60751 137222 0 20500 138 312 4536 10247 10465 23638 75890 191919 0 0 Victoria Izraylevsky Director of Human Resources 58576 132310 3069 6931 92 208 4430 10008 10319 23307 76486 172764 0 0 Laurie Posner Medical Director 214126 0 136497 0 1523 0 5020 0 2492 0 359658 0 0 0 Shawn Silver Director of Facilities 142980 0 87500 0 289 0 8708 0 32767 0 272244 0 0 0 Part I, Line 1a 1) Tax indemnification and gross-up payments 2) Audrey S. Weiner 3) The amounts were treated as taxable compensation Part I, Line 3 The salaries for the executives are determined by the parent company, Jewish Home Lifecare. The methods utilized include a Compensation Committee, independent compensation consultants, who perform independent compensation studies, and review approval of the recommendations of the Compensation Committee by the board. Part I, Line 4b Audrey S. Weiner participated in a supplemental defined benefit retirement plan. The accrual for the year was $307,913. During 2016, Audrey vested in the plan and as a result $1,166,997 was included in Ms. Weiner's W-2 reportable compensation. Thomas J. Gilmartin participated in a supplemental defined contribution retirement plan. During 2016, Mr. Gilmartin's vesting in the plan resulted in an additional $27,193 of W-2 reportable compensation for Mr. Gilmartin and $139,059 of non-taxable benefit, which is included in retirement and other deferred compensation column in Schedule J. Part I, Line 7 The bonuses are based upon employees achieving goals set at the beginning of the year. The bonus is recommended and approved by the Compensation Committee chaired by the Chair of the Board of Directors of The New Jewish Home. Cash 2016-09-23 55000000 N/A 133603516 Fund for the Aged Inc 120 West 106th Street New York NY 10025 501(c)(3) 0 0 0 0 Form 990, Part III, line 3 On September 21, 2016, the Organization sold its facilities and operations for $110,000,000. The adult day care program of the Organization was transferred to Jewish Home Lifecare, Manhattan d/b/a The New Jewish Home, Manhattan license. Form 990, Part VI, Section A, line 2 Lynn Oberlander and Jill Oberlander have a family relationship. Form 990, Part VI, Section A, line 3 Management responsibilities are fulfilled by administrative personnel employed by a related entity, JHL Corporate Services, Inc. In 2016, costs incurred by JHL Corporate Services, Inc. were allocated to individual Jewish Home Lifecare's entities in accordance with expense-based methodology. The organization periodically reviews the method by which administrative overhead expenses are allocated. Form 990, Part VI, Section A, line 4 The organization amended its by-laws for the number and composition of the board members and the quorum requirements and to ensure consistency in the affiliates' by-laws. Jewish Home Lifecare, parent organization, and its related organizations have filed appropriate authorizations to conduct business under variations of "The New Jewish Home" name. Form 990, Part VI, Section A, line 6 The sole member of the organization is Jewish Home Lifecare, a New York not-for-profit corporation. Form 990, Part VI, Section A, line 7a Jewish Home Lifecare may elect one or more members of the governing body. Form 990, Part VI, Section B, line 11b A draft of the completed return is reviewed by Management. Any comments arising from the review are discussed and if required, changes are made. The draft is submitted to the Audit and Compliance Committee of The New Jewish Home and Subsidiaries for its review and approval. Once the Audit and Compliance Committee has completed its review, a copy of the draft return was provided to all board members prior to filing with IRS. Form 990, Part VI, Section B, line 12c Annually all Board members, officers, and key employees are provided a copy of the conflict of interest policy and are asked to review the policy and to disclose any potential or actual conflicts that may have occurred since the last disclosure. The Audit and Compliance Committee of the Board reviews the disclosures as summarized by the Compliance department. All identified conflicts of interest are discussed and either approved or rejected by the Board. If the Board of Directors or the Governance Committee determines that a conflict of interest exists, the Director with the conflict may not take part in the decision process to which the conflict relates. Such disclosure and the fact that the Director did not vote or participate in the deliberations is recorded in the relevant minutes. Form 990, Part VI, Section B, line 15 Annually, the Chairman of the Board of Jewish Home Lifecare, in consultation with the Compensation Committee, reviews and evaluates the President/CEO, officers and key employees' performance against a series of goals and objectives for the year. In establishing compensation levels for the CEO/President, officers and key employees, the Board Chair and the Compensation Committee of the Board use performance and periodic compensation surveys of other similar type organizations, completed by an external consultant, to inform their decisions. Minutes of the meeting are maintained in a confidential file. The meeting of the compensation committee at which this took place was held in May 2016. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and financial statements are available to the public upon request. Form 990, Part IX, line 11g Therapists: Program service expenses 1,765,819. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,765,819. RN and LPNs: Program service expenses 1,138,418. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,138,418. Other Fees: Program service expenses 4,059,190. Management and general expenses 1,089,103. Fundraising expenses 0. Total expenses 5,148,293. Form 990, Part XI, line 9: Change in beneficial interest in related organization -6,810,810. Adjustment to pension liability -558,588. Transfer to related organizations -54,197,600. Form 990, Part XII, Line 2c: The Audit and Compliance Committee of the organization has the oversight responsibility for the audit of the organization's financial statements. As part of the financial statement audit process, the Audit and Compliance Committee is responsible to: 1. Select the independent audit firm 2. Review and approve audit scope and fees 3. Oversee the financial reporting process 4. Ensure open communications between management, audit firm, and the Audit and Compliance Committee 5. Review of independent audit firm's annual performance 6. Meet in Executive Session (absent management) with the audit firm to discuss any potential concerns with management's performance Jewish Home Lifecare 120 West 106th Street New York NY 10025 133267073 Provides care for the elderly NY 501(c)(3) 12, type I N/A 0 Jewish Home Lifecare Manhattan 120 West 106th Street New York NY 10025 131624033 Provides care for the elderly NY 501(c)(3) 3 Jewish Home Lifecare 0 Fund for the Aged Inc 120 West 106th Street New York NY 10025 133603516 Solicit and distribute contributions for care to the elderly NY 501(c)(3) 7 Jewish Home Lifecare 0 Jewish Home Lifecare Sarah Neuman Center Westchester 845 Palmer Avenue Mamaroneck NY 10543 133620568 Provides care for the elderly NY 501(c)(3) 10 Jewish Home Lifecare 0 Kittay House Jewish Home Lifecare Inc 100 West Kingsbridge Road Bronx NY 10468 132619576 Provides housing to the elderly NY 501(c)(3) 10 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 1 Lifecare Property Holding Corp 120 West 106th Street New York NY 10025 205945618 Owns property NY 501(c)(2) n/a Jewish Home Lifecare 0 Harry and Jeanette Weinberg Riverdale HouseHousing Development Fund Co Inc 120 West 106th Street New York NY 10025 133865179 Provides subsidized housing for the elderly NY 501(c)(3) 10 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 1 Kenneth Gladstone Building Housing Development Fund Company Inc 120 West 106th Street New York NY 10025 134078893 Provides subsidized housing for the elderly NY 501(c)(3) 10 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 1 Harry and Jeanette Weinberg Gardens Housing Development Fund Company Inc 120 West 106th Street New York NY 10468 204981328 Provides subsidized housing for the elderly NY 501(c)(3) 7 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 1 JHL Corporate Services Inc 120 West 106th Street New York NY 10025 263385174 Management services DE 501(c)(3) 12, type I Jewish Home Lifecare 0 Jewish Home Lifecare Community Services Inc 120 West 106th Street New York NY 10025 270158524 Provides community services NY 501(c)(3) 10 Jewish Home Lifecare 0 156 West 106th Street Holding Corp 120 West 106th Street New York NY 10025 270308650 Owns property NY 501(c)(2) n/a Jewish Home Lifecare 0 Jewish Home Lifecare University Avenue Assisted Living Inc 120 West 106th Street New York NY 10025 273960910 Construction and operation of University Avenue Assisted Living facility DE 501(c)(3) 10 Jewish Home Lifecare 0 Geriatric Career Development Program Inc 120 West 106th Street New York NY 10025 462452619 To operate programs for at-risk youth DE 501(c)(3) 7 Jewish Home Lifecare 0 2614 Kingsbridge Corp 120 West 106th Street New York NY 10025 132749776 Provides parking facilities NY N/A C 0 Jewish Home Lifecare Home Assistance Personnel Inc 120 West 106th Street New York NY 10025 133267068 Provides long term home health care NY N/A C 0 JHHA Medical Group PC 120 West 106th Street New York NY 10025 133364558 Provides health care services NY N/A C 0 102 West 107th Street Corp 120 West 106th Street New York NY 10025 132760057 Provides parking facilities NY N/A C 0 Jewish Home Lifecare Spectrum Services Inc 120 West 106th Street New York NY 10025 453563804 Holding company for for-profit affiliates NY N/A C 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 1 1 1 0 0 Jewish Home Lifecare Home Assistance Personnel Inc J 130161 cost