2017-11-14T06:00:09-06:00 2016-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2016-01-01 270158524 Jewish Home Lifecare Community Services JEWI 2128705000 120 West 106th Street New York NY 10025 Elliot J Hagler CFO 2128705000 2017-11-13 1 Aaron Shapiro P01333816 2128674000 38.98.118.70 2017-11-13 12:15:44 ES P D7076C0EC39B17C3336BFEA465ABF20A32036F2A 73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900 2016 2017-02-10 21:41:12Z The New Jewish Home Home Care Elliot J Hagler 120 West 106th Street New York NY 10025 4008634 0 X www.jewishhome.org X 2003 NY Jewish Home Lifecare's (d.b.a. The New Jewish Home) Certified Home Health Agency provides supporting activities to Jewish Home Lifecare, Manhattan; Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx; Jewish Home Lifecare, Sarah Neuman Center, Westchester (the "Nursing Homes") in their provision of community services 38 37 116 37 0 0 0 158 3906422 4008442 0 34 0 0 3906422 4008634 0 0 0 0 5219668 4581278 0 0 0 3304237 1821555 8523905 6402833 -4617483 -2394199 2084800 2300675 13198426 15754137 -11113626 -13453462 X Jewish Home Lifecare, Community Services (d/b/a The New Jewish Home, Home Care) provides community services including reviewing the health and social needs of the elders living in the community served by the Nursing Homes; designing and recommending health and social community services to fill any unmet needs; advising the Nursing Homes and their affiliates on the provision of community services (including with respect to quality and cost efficiency); and ensuring that expertise and knowledge regarding community services are disseminated to the Nursing Homes. Jewish Home's Certified Home Health Agency is operated under this entity. 0 0 5704481 4008442 See Schedule OJewish Home's Certified Home Health Agency ("CHHA") opened in 2013. The CHHA provides home-based care and rehabilitation to those recovering from an illness, injury or hospitalization. Throughout the five boroughs of New York City and Westchester, Rockland, Nassau and Suffolk counties, CHHA care teams help clients get well and stay well at home with the goal of remaining out of the hospital if at all possible. Licensed by the New York State Department of Health, the program serves patients with Medicare or patients who are dual eligible with Medicare and Medicaid. The program also serves patients in managed care plans.Services are available based on assessed needs and include:- Nursing- Physical, Occupational & Speech Therapy- Home health aides- Social services- Nutrition- Psychiatric nursing- Wound care - Diabetes education 5704481 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 116 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 120 West 106th Street New York NY 10025 Elizabeth Grayer Chair 0.60 6.15 X X 0 0 0 Michael Luskin Vice Chair 0.40 3.35 X X 0 0 0 David Haas Treasurer 0.40 3.35 X X 0 0 0 Lynn Oberlander Secretary 0.40 3.35 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 1.00 36.50 X X 44838 2068720 345384 Thomas J Gilmartin Chief Administrative Officer 1.00 36.50 X 11658 507372 188526 Elliot J Hagler Chief Financial Officer 1.00 36.50 X 5689 222285 12192 Jacob Victory Chief Operating Officer 1.00 36.50 X 5690 222283 6634 Gabrielle K Genauer Vice President Legal 1.00 36.50 X 4636 181125 27433 Audrey Wathen Senior VP Human Resources 1.00 36.50 X 8669 338669 29810 Bruce Nathanson Senior VP Marketing 1.00 36.50 X 1869 197743 34919 Nancy Stoddard Vice President IT 1.00 36.50 X 6865 268220 50957 Firouzeh Naima Director of Finance 1.00 36.50 X 4687 183097 25631 Regina Melly VP Business Development 1.00 36.50 X 9466 369830 18386 Maryanne Morgan Director of Finance 1.00 36.50 X 4580 178957 34385 Robert Lanfranchi IT Director 1.00 36.50 X 5620 219564 0 Svetlana DeBellis VP Managed Care 1.00 36.50 X 5247 213676 48886 Victoria Izraylevsky Director of Human Resources 1.00 36.50 X 5021 196165 48064 Richard Mato Director of Finance 1.00 36.50 X 4550 177780 0 Elizabeth Weingast VP of Clinical Excellence 1.00 36.50 X 4370 170744 57462 133455 5716230 928669 7 0 1 0 Home Assistance Personnel Inc 2545 University Avenue Bronx NY 104684066 Home care services 507479 Simione Healthcare Consultants 4130 Whitney Avenue Hamden CT 065180248 Healthcare consulting 289276 Midpoint Associate Practitioners 576 Central Avenue Suite 105 East Orange NJ 07018 Therapy services 283514 3 158 158 Outpatient revenue 621400 4008442 4008442 4008442 34 34 4008634 4008442 0 34 X 125663 125663 3423586 3220977 202609 344939 316579 28360 371177 345616 25561 315913 290594 25319 86667 86667 12591 12591 1203 1203 936755 936755 169962 169962 213125 213125 44577 44577 5578 5578 49026 49026 Administrative allocati 289637 289637 New York State assessme 12434 12434 6402833 5704481 698352 0 13634 45373 1861945 1974843 52898 105577 278925 104043 156323 174882 2084800 2300675 1178782 2451227 12019644 13302910 13198426 15754137 X -11113626 -13453462 -11113626 -13453462 2084800 2300675 X -2394199 54363 X X 0 1 X 1 0 X 638000 158 638158 472368 813195 3906422 4008442 9200427 1110368 813195 3906422 4008600 9838585 0 0 0 9838585 34 34 34 34 1110368 813195 3906422 4008634 9838619 X 0 0 0 0 0 0 1 1203 0 0 1203 0 Part II-B, Line 1: Expenses related to lobbying activities for the time spent and travel by CEO. 278925 104043 174882 174882 Estimated liabilities to third parties 47024 Due to related organizations 13255886 13302910 X 4008634 0 4008634 0 4008634 6402833 0 6402833 0 6402833 Part X, Line 2: Jewish Home Lifecare, Community Services, Inc. has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending December 31, 2013 and subsequent remain subject to examination by applicable taxing authorities. X 1 1 0 1 0 0 0 0 0 1 0 Audrey S Weiner President and CEO 13089 603908 6789 313211 24960 1151601 6932 319831 395 18226 52165 2406777 0 0 Thomas J Gilmartin Chief Administrative Officer 6525 283972 4492 195508 641 27892 3547 154362 688 29929 15893 691663 679 26514 Elliot J Hagler Chief Financial Officer 5656 220978 0 0 33 1307 0 0 304 11888 5993 234173 0 0 Jacob Victory Chief Operating Officer 5682 221979 0 0 8 304 0 0 166 6468 5856 228751 0 0 Gabrielle K Genauer Vice President Legal 4632 180973 0 0 4 152 0 0 685 26748 5321 207873 0 0 Audrey Wathen Senior VP Human Resources 5729 223799 2845 111155 95 3715 415 16224 329 12842 9413 367735 0 0 Bruce Nathanson Senior VP Marketing 1850 195783 0 0 19 1960 117 12392 210 22200 2196 232335 0 0 Nancy Stoddard Vice President IT 6192 241913 624 24376 49 1931 471 18397 801 31288 8137 317905 0 0 Firouzeh Naima Director of Finance 4655 181839 0 0 32 1258 343 13410 296 11582 5326 208089 0 0 Regina Melly VP Business Development 6329 247277 3120 121880 17 673 459 17927 0 0 9925 387757 0 0 Maryanne Morgan Director of Finance 4189 163658 374 14626 17 673 312 12207 546 21320 5438 212484 0 0 Robert Lanfranchi IT Director 4979 194515 624 24376 17 673 0 0 0 0 5620 219564 0 0 Svetlana DeBellis VP Managed Care 4724 193249 512 19988 11 439 369 14414 851 33252 6467 261342 0 0 Victoria Izraylevsky Director of Human Resources 4764 186122 250 9750 7 293 360 14078 839 32787 6220 243030 0 0 Richard Mato Director of Finance 4459 174207 0 0 91 3573 0 0 0 0 4550 177780 0 0 Elizabeth Weingast VP of Clinical Excellence 4041 157883 312 12188 17 673 294 11476 1140 44552 5804 226772 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. 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 2015, 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 was reviewed by Management. Any comments arised from the review were discussed and changes were made. The draft was submitted to the Audit and Compliance Committee of The New Jewish Home and Subsidiaries for their review and approval. Audit and Compliance Committee completed their review and a copy of the 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 Physical therapy: Program service expenses 506,988. Management and general expenses 0. Fundraising expenses 0. Total expenses 506,988. Home Health Aide: Program service expenses 302,553. Management and general expenses 0. Fundraising expenses 0. Total expenses 302,553. Contract services: Program service expenses 34,851. Management and general expenses 0. Fundraising expenses 0. Total expenses 34,851. Occupational therapy: Program service expenses 5,936. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,936. Registered Nurse's Agency: Program service expenses 77,584. Management and general expenses 0. Fundraising expenses 0. Total expenses 77,584. Speech Therapy: Program service expenses 2,380. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,380. Emergency Response: Program service expenses 1,546. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,546. Other: Program service expenses 4,642. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,642. Recruiting Expense: Program service expenses 275. Management and general expenses 0. Fundraising expenses 0. Total expenses 275. Form 990, Part XI, line 9: Reduction for 2014 and 2015 administrative overhead 54,363. 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 Harry and Jeanette Weinberg Campus Bronx 120 West 106th Street New York NY 10025 237071900 Provides care for the elderly NY 501(c)(3) 10 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 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 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 0 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 House Housing Development Fund CoInc 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 0 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 0 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 0 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 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 0 156 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 0 0 0 0 0 1 1 0 1 0 1 1 0 0 0 Jewish Home Lifecare Home Assistance Personnel Inc M 507479 cost