2017-05-11T11:31:03-05:00 2016-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 36 SOUTH CHARLES ST 18TH FLOOR BALTIMORE MD 21201 990 2015-07-01 520591485 KESWICK MULTI-CARE CENTER INC KESW 4102358860 700 W 40TH STREET BALTIMORE MD 21211 ERIC TURNBAUGH CFO 4102358860 2017-05-11 1 JAMES E CRISP P00025401 4106855512 2017-05-09 2015 2021-01-29 14:40:06Z ERIC TURNBAUGH 700 W 40TH STREET BALTIMORE MD 21211 38530020 0 X WWW.KESWICK-MULTICARE.ORG X 1883 MD LONG TERM HEALTH CARE FOR SENIORS 13 13 573 101 2206771 0 6731348 5909160 32355525 32492078 1109 -561898 94049 91359 39182031 37930699 0 0 0 0 22112930 23622898 0 0 83090 18468639 17197133 40581569 40820031 -1399538 -2889332 27627648 24317909 20684157 24807597 6943491 -489688 X LONG TERM HEALTH CARE FOR SENIORS 0 0 32503958 28690625 NURSING HOME CARE - KESWICK SUPPORTS INDIVIDUALS TO MAINTAIN THEIR HIGHEST POSSIBLE QUALITY OF LIFE AS THEY FACE THE CHALLENGES OF AGING, CHRONIC DISEASES, REHABILITATION, AND DISABILITY. IN DOING SO, KESWICK PROVIDES A BROAD SPECTRUM OF SOCIAL AND HEALTHCARE SERVICES IN A CARING, DIGNIFIED, AND RESPECTFUL MANNER. CURRENTLY WE SERVE UP TO 242 PERSONS PER DAY WHICH IS COMPRISED OF 159 PERSONS PER DAY IN LONG TERM-TERM CARE AND APPROXIMATELY 83 PERSONS PER DAY IN SUBACUTE REHABILITATION SERVICES. EACH RESIDENT'S DAILY SCHEDULE IS AN OUTCOME OF THEIR INDIVIDUAL MEDICAL CARE PLAN GOALS AND OBJECTIVES. 1725492 1057264 MEMORY CARE ASSISTED LIVING - KESWICK PROVIDES A 26-BED MEMORY CARE ASSISTED LIVING PROGRAM FOR THOSE PEOPLE DIAGNOSED WITH DEMENTIA AND WHO NEED SOME ASSISTANCE WITH THEIR ACTIVITIES OF DAILY LIVING. THE GOAL OF THE PROGRAM IS TO ENABLE EACH PERSON TO REACH HIS OR HER HIGHEST LEVEL OR FUNCTION. OUR RECREATIONAL THERAPY TAKES IT CUE FROM THE WORLD-RENOWNED MONTESSORI TEACHING METHOD, IT IS AN APPROACH THAT FOCUSES ON INSTILLING A FEELING OF SUCCESS AND WORTHINESS. 576126 382627 HEALTH CARE DELIVERY - ADULT DAY CARE PROVIDES A NONINSTITUTIONAL & AMBULATORY PROGRAM CONSISTING OF A VARIETY OF HEALTHCARE, SOCIAL, & RELATED SUPPORT SERVICES FOR OLDER & CHRONICALLY ILL PERSONS. SERVICES ARE PROVIDED DURING THE DAY IN GROUP SETTINGS TO INDIVIDUALS WHO RETURN TO THEIR RESIDENCES IN THE EVENINGS. THE PROGRAM ALLOWS INDIVIDUALS WHO ARE NOT TOTALLY INDEPENDENT TO REMAIN IN THE COMMUNITY & RECEIVE THE SUPPORT NEEDED TO FUNCTION AT THEIR OPTIMAL LEVEL WHILE IMPROVING THEIR OVERALL QUALITY OF LIFE. THE PROGRAM ALSO PROVIDES THE NEEDED RESPITE FOR CAREGIVERS & ALLOWS CAREGIVERS TO CONTINUE TO WORK WHILE PARTICIPANTS RECEIVE THE NEEDED CARE AND MONITORING. ADDITIONALLY, THE PROGRAM PROVIDES SUPPORT GROUPS TO HELP CAREGIVERS THROUGH THE TRANSITION PROCESS TO INSTITUTIONAL CARE WHEN NEEDED. 496555 58535 COMMUNITY HEALTH SERVICES -KESWICK HAS CREATED A COMMUNITY HEALTH RESOURCE DIVISION (CHRD) THE GOAL OF WHICH IS TO DEVELOP AN INTEGRATED HEALTH RESOURCE FOR OLDER ADULTS AND THEIR CAREGIVERS THAT INCREASES THEIR ABILITY TO LIVE AT HOME AND MEET THEIR HEALTH GOALS. THE KESWICK CHRD STRATEGIES INCLUDE DELIVERING A CHRONIC DISEASE PREVENTION AND MANAGEMENT PROGRAM WITH A FOCUS ON DIABETES AND COGNITIVE FUNCTIONING; PROVIDING EFFECTIVE CARE TRANSITION COORDINATION TO HELP ENABLE CLIENTS TO LIVE AT HOME AND STAY HEALTHY FOR AS LONG AS POSSIBLE; AND, ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH THROUGH EFFECTIVE PARTNERSHIPS AND DIVERSE PROGRAM EXPERIENCES. 496555 58535 35302131 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 65 0 1 573 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MD X THE BUSINESS OFFICE 4102358860 700 W 40TH STREET BALTIMORE MD 21211 JAMES R SEBA CHAIR 2.00 X X 0 0 0 MICHAEL A MEREDITH VICE CHAIR/SECRETARY 2.00 X X 0 0 0 GRAYLIN E SMITH TREASURER 2.00 X X 0 0 0 CRAIG S HORNER DIRECTOR 2.00 X 0 0 0 LENWOOD M IVEY PHD DIRECTOR 2.00 X 0 0 0 MARY LOU YAM PHD DIRECTOR 2.00 X 0 0 0 T EDGIE RUSSELL III DIRECTOR 2.00 X 0 0 0 CATHERINE J BOYNE DIRECTOR 2.00 X 0 0 0 SUSAN DONOVAN PHD DIRECTOR 2.00 X 0 0 0 MARY W CARTER PHD DIRECTOR 2.00 X 0 0 0 RON DIEGELMAN DIRECTOR 2.00 X 0 0 0 MATT M ROCKSTROH DIRECTOR 2.00 X 0 0 0 JOHN C WEISS III DIRECTOR 2.00 X 0 0 0 CARMEL ROQUES CEO 40.00 X 187524 0 26062 ERIC TURNBAUGH CFO 40.00 X 0 0 0 LYNN GORDON DIRECTOR OF PLANNING ANALY 40.00 X 138041 0 26236 MELINDA BRANDT EXECUTIVE DIR. 40.00 X 137539 0 8668 DONNA TENNEY MARKETING DIRECTOR 40.00 X 137384 0 8899 ELIZABETH HOWSER DIRECTOR OF HR 40.00 X 123106 0 17668 FLORENCE DADA NURSING SUPERVISOR 40.00 X 130019 0 14239 MARY JEAN HERRON CFO 40.00 X 156706 0 13224 1010319 0 114996 9 1 1 0 ASSISTED REHAB INCORPORATED PO BOX 490 LISBON MD 21765 THERAPY SERVICES 2843412 UNIDINE CORPORATION 1000 WASHINGTON ST SUITE 510 BOSTON MA 02118 FOOD SERVICE 2062581 FLAGSHIP REHABILITATION 157 BALTIMORE ST SUITE 200 CUMBERLAND MD 21502 THERAPY SERVICES 1271487 DYNAMED SOLUTIONS 8182 LARK BROWN ROAD SUITE 330 ELKRIDGE MD 21075 IT CONSULTANT 458266 AINSLEY & CO 720 S MONTFORD AVEUNUE SUITE 101 BALTIMORE MD 21224 MARKETING CONSULTANT 180447 10 5771710 137450 5909160 MEDICARE/MEDICAID PYMTS 623000 26593096 26593096 SKILLED NURSING SERVICES 623000 3289776 3289776 MANAGEMENT FEES 541610 2038395 2038395 MEDICAL ADULT DAY CARE 623000 306179 306179 KESWICK AT HOME FEES 621610 168376 168376 96256 96256 32492078 940 940 36483 599321 -562838 -562838 -562838 MISCELLANEOUS 623000 91359 91359 91359 37930699 30189051 2206771 -374283 403685 403685 18228914 15947739 2223815 57360 841228 737346 101102 2780 2744923 2334700 401596 8627 1404148 1205971 194404 3773 133833 133833 78970 78970 247423 10 247413 3228522 3017208 210761 553 946708 917171 28401 1136 19612 12122 5444 2046 41970 18211 22421 1338 535027 518334 16051 642 2256972 2178944 75319 2709 395324 382990 11860 474 CONTRACT LABOR 6548714 5640108 908573 33 PROVIDER TAX 1372954 1372954 BAD DEBT EXPENSE 814167 814167 MISCELLANEOUS EXPENSES 229692 9240 220159 293 347245 194916 151003 1326 40820031 35302131 5434810 83090 935570 1332348 3908654 3334074 421140 267963 53064920 34273622 21353176 18791298 369516 82463 639592 509763 27627648 24317909 2664581 1650482 24014 11520000 11520000 155508 144949 6344068 11468152 20684157 24807597 X 6852563 -572349 90928 82661 6943491 -489688 27627648 24317909 X -2889332 226346 -4770193 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 31288 653013 649350 34951 0 90928 -8267 82661 94236 -3308 90928 83770 10466 94236 78381 5389 83770 82090 -3709 78381 1.00000 1 0 42709160 26830389 15878771 9456463 6682801 2773662 899297 760432 138865 18791298 SECURITY DEPOSITS 3317 ACCRUED SALARIES AND VACATION 1182017 DEFERRED COMPENSATION 82463 ACCRUED PENSION 5571950 INTEREST RATE SWAP ARRANGEMENT 2238889 LOAN FROM AFFILIATE 2389516 11468152 X 26598961 -5560028 -5560028 32158989 5771710 5771710 37930699 45700140 4880109 4880109 40820031 0 40820031 PART IV, LINE 1B: KESWICK ACTS IN AN AGENCY CAPACITY REGARDING THE HOLDING OF PATIENT CASH FUNDS. PART V, LINE 4: KESWICK'S ENDOWMENT FUND IS COMPRISED OF A BENEFICIAL INTEREST IN A TRUST. THE INCOME FROM THE TRUST IS TO BE USED FOR THE BENEFIT OF ONE OR MORE RESIDENTS OF KESWICK MULTI-CARE'S LONG TERM CARE FACILITY WHO ARE UNABLE TO PAY FOR ALL OR A PORTION OF THE COSTS OF CARE AND WHO DO NOT QUALIFY FOR STATE ASSISTANCE -- $82,661 PART X, LINE 2: THE ORGANIZATION HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAX AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY UNREALIZED GAIN -10,271,974. CHANGE IN BENEFICIAL INT IN IRREV TRUST -8,267. RELATED PARTY REVENUE 4,720,213. PART XI, LINE 4B - OTHER ADJUSTMENTS: RELATED PARTY CONTRIBUTIONS ELIMINATED 5,771,710. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE OF RELATED ENTITY IN CONS. AUDIT 118,183. CHANGE IN INTEREST RATE SWAP 939,564. INCREASE IN MINIMUM PENSION LIABILITY 3,822,362. X X X X 1 0 0 0 0 0 0 0 0 CARMEL ROQUES CEO 187524 0 0 0 0 0 11871 0 14191 0 213586 0 0 0 LYNN GORDON DIRECTOR OF PLANNING ANALY 138041 0 0 0 0 0 9425 0 16811 0 164277 0 0 0 MARY JEAN HERRON CFO 156706 0 0 0 0 0 4962 0 8262 0 169930 0 0 0 PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT: MARY JEAN HERRON - $37,718 LYNN GORDON - $ 5,483 D0NNA TENNEY - $15,967 A MARYLAND HEALTH & HIGHER 520936091 574217G41 2007-08-09 11520000 TO REFINANCE COSTS OF ACQUISITION 0 0 0 A 11520000 0 0 1 1 A 1 1 0 0 0 0 A 1 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL BOARD MEMBERS AND EMPLOYEES MUST SIGN OFF THAT THEY RECEIVED, READ, UNDERSTAND AND WILL COMPLY WITH THE CONFLICT OF INTEREST POLICY. IF AN ISSUE ARISES IT IS PRESENTED AT THE GOVERNING BOARD OR COMMITTEE MEETING AND A DECISION IS MADE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO, TOP MANAGEMENT OFFICIALS AND OFFICERS AND OTHER KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE MANAGEMENT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS. COMPARABLE DATA FROM AVAILABLE SOURCES, SUCH AS THE FORM 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES, ARE USED TO ASSESS THE APPROPRIATE COMPENSATION RANGES OF THESE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR REVIEW BY THE PUBLIC UPON RECEIPT OF A WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INT IN IRREV TRUST -8,267. INCREASE IN MINIMUM PENSION LIABILITY -3,822,362. INCREASE IN THE VALUE OF INTEREST RATE SWAP -939,564. KESWICK AT HOME LLC 700 W 40TH STREET BALTIMORE MD 21211 205872464 IN HOME NURSING CARE AIDS AND CARE MGMT SERVICES MD 13787 18176 N/A KESWICK MANAGEMENT LLC 700 W 40TH STREET BALTIMORE MD 21211 205872391 MANAGEMENT SERVICES MD 153204 196140 N/A KESWICK FOUNDATION INC 700 W 40TH STREET BALTIMORE MD 21211 521066144 TO MANAGE FUNDS FOR RESIDENT BENEFITS MD 501(C)(3) 509(A)(3) N/A 0 KESWICK COMMUNITY HEALTH INC 700 W 40TH STREET BALTIMORE MD 21211 810877455 TO PROVIDE COMMUNITY BASED SERVICES MD 501(C)(3) 509(A)(3) N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KESWICK FOUNDATION INC C 5771710 FMV KESWICK FOUNDATION INC E 2389516 FMV