JEWISH HOME OF ROCHESTER: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH HOME OF ROCHESTER (EIN 16-0743058)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201723189349309622
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T15:54:04-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454051133 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Freed Maxick CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Liberty Bldg 420 Main Street | AddressLine1Txt |
| City | Buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142023508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743058 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME OF ROCHESTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5854277760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 WINTON ROAD SOUTH | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | deborah mcilveen | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5854277760 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary Madonia | PreparerPersonNm |
| PTIN | P00405803 | PTIN |
| Phone | 7168472651 | PhoneNum |
| Preparation | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.193.28.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 10:43:37 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 97B14C11CDFC54B06F7BF60709207293D835CD9B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 696B23A43C82E6C7D66BB1498D4CAE7E734AFF10 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael King | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 WINTON ROAD SOUTH | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $68,893,820 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jewishseniorlife.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | To enhance the quality of life, health, and well-being of Jewish older adults, their families, and others in our community, consistent with the values and traditions of our Jewish heritage. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 1038 | TotalEmployeeCnt |
| Total Volunteers | 130 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,425,900 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,988,002 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,849,227 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $44,130,385 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,820 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,786 | CYInvestmentIncomeAmt |
| PY Other Revenue | $754,021 | PYOtherRevenueAmt |
| CY Other Revenue | $762,146 | CYOtherRevenueAmt |
| PY Total Revenue | $47,037,968 | PYTotalRevenueAmt |
| CY Total Revenue | $68,892,319 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $75,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $112,800 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,689,891 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,792,910 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,911,638 | PYOtherExpensesAmt |
| CY Other Expenses | $15,114,534 | CYOtherExpensesAmt |
| PY Total Expenses | $45,676,529 | PYTotalExpensesAmt |
| CY Total Expenses | $47,020,244 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,361,439 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,872,075 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,523,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,564,800 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,668,586 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,930,168 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,854,590 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,634,632 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To improve the health, well being, and quality of life of our Jewish Community's elderly, as well as that of our general community, being mindful of the values implicit in our Jewish Heritage. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,210,181 | ExpenseAmt |
| Grant | $112,800 | GrantAmt |
| Revenue | $41,223,610 | RevenueAmt |
| Desc | Revenue from ResidentsPlease see Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $690,416 | ExpenseAmt |
| Revenue | $3,102,875 | RevenueAmt |
| Desc | Adult Day CarePlease see Schedule O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $319,813 | ExpenseAmt |
| Revenue | $334,160 | RevenueAmt |
| Desc | Outpatient TherapyPlease see Schedule OThe Adult Day Health Care Program at the Jewish Home is a medical model program that serves adults with special physical and psychosocial needs. Encouraged by staff to increase their self-esteem, social interactions and independence, members who participate in the Adult Day Health Program are better able to remain with their caregivers in the community.As the largest provider of adult day health services in the area, we assist up to 84 members each day, 7:30 am to 5:00 pm weekdays. Our Early Bird program also provides breakfast.Our people look out for one another just like family. We also welcome those who seek activities and social interaction with peers.Because we're associated with a long-term care facility, our members can take advantage of additional programs to stimulate mind and body. Our staff has received certified dementia training through the Alzheimer's Association.Services include:Assistance with daily medication Personal care and hygiene Nursing Physical, speech, and occupational therapies A hot noon meal that can accommodate special diets Foot care Activity programs Transportation within Monroe County | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $39,220,410 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 139 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1038 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deborah McIlveen | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5854277760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 Winton Road South | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Jeffrey H Levinson | |||||||||
| Chairman | 0.30 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Howard R Crane | |||||||||
| Vice Chairman | 0.30 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael H Cooper | |||||||||
| Treasurer | 0.30 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sharon E Underberg Esq | |||||||||
| Secretary | 0.30 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ted Axelrod | |||||||||
| Immediate Past Chair | 0.30 | 1.20 | Yes (X) | Yes (X) | $0 | $39,475 | $0 | ||
| Steven R Gersz Esq | |||||||||
| Director | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| Hon John J Ark | |||||||||
| Director | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| Michael S King | |||||||||
| President & CEO | 35.00 | 5.00 | Yes (X) | Yes (X) | $281,597 | $41,156 | $60,181 | ||
| Deborah McIlveen | |||||||||
| Senior VP of Finance & CFO | 35.00 | 5.00 | Yes (X) | $208,993 | $25,557 | $35,877 | |||
| Dr Marie Turner | |||||||||
| VP of Medical Services | 39.50 | 0.50 | $245,125 | $5,778 | $7,285 | Yes (X) | |||
| Douglas Fetkenhour | |||||||||
| Physician | 40.00 | 0.00 | $254,941 | $0 | $7,914 | Yes (X) | |||
| Jyothsna Ponnuri | |||||||||
| Physician | 40.00 | 0.00 | $163,356 | $0 | $6,061 | Yes (X) | |||
| Travis Masonis | |||||||||
| VP of IT | 38.00 | 2.00 | $151,240 | $7,409 | $7,345 | Yes (X) | |||
| Emilia Giacalone | |||||||||
| VP of Human Resources | 35.00 | 5.00 | $141,083 | $17,891 | $2,455 | Yes (X) | |||
| Michele Schirano | |||||||||
| Senior VP of Operations | 40.00 | 0.00 | $151,407 | $0 | $8,335 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,597,742 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $137,266 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $135,453 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Lecesse Construction Services LLC | |||||
| 75 Thruway Park Drive | West Henrietta | NY | 14586 | Construction | $8,173,328 |
| Perkins Eastman Architects PC | |||||
| 115 Fifth Avenue | New York | NY | 10003 | Architectural Services | $2,572,543 |
| Medical Motor Services | |||||
| One Mustard Street | Rochester | NY | 14609 | Transportation Services | $631,039 |
| Aid to Hospitals Inc | |||||
| PO Box 24590 | Rochester | NY | 14624 | Laundry Services | $410,658 |
| T Bell Construction Corporation | |||||
| 45 Regency Oaks Blvd | Rochester | NY | 14624 | Construction | $361,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $83,908 | FederatedCampaignsAmt |
| All Other Contributions | $23,904,094 | AllOtherContributionsAmt |
| Total Contributions | $23,988,002 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Resident Revenue | 623000 | $40,693,350 | $40,693,350 |
| Adult Day Care | 621400 | $3,102,875 | $3,102,875 |
| Outpatient Therapy | 621400 | $334,160 | $334,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $44,130,385 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,576 | TotalRevenueColumnAmt |
| Exclusion | $12,576 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,276 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,276 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,276 | TotalRevenueColumnAmt |
| Exclusion | $18,276 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $711 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,501 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$790 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$790 | TotalRevenueColumnAmt |
| Exclusion | -$790 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| House Calls | 621610 | $199,832 | $199,832 | |
| Deli Income | 624210 | $132,804 | $7,331 | $125,473 |
| Miscellaneous | 900099 | $88,143 | $6 | $88,137 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $323,091 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $323,091 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $743,870 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,892,319 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,660,645 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $243,672 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,800 | TotalAmt |
| Program Services | $112,800 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,626,278 | TotalAmt |
| Program Services | $671,090 | ProgramServicesAmt |
| Management And General | $955,188 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,997,985 | TotalAmt |
| Program Services | $21,463,232 | ProgramServicesAmt |
| Management And General | $2,534,753 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,773,552 | TotalAmt |
| Program Services | $1,525,255 | ProgramServicesAmt |
| Management And General | $248,297 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,575,005 | TotalAmt |
| Program Services | $2,214,504 | ProgramServicesAmt |
| Management And General | $360,501 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,820,090 | TotalAmt |
| Program Services | $947,604 | ProgramServicesAmt |
| Management And General | $872,486 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,917 | TotalAmt |
| Management And General | $278,917 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,200 | TotalAmt |
| Management And General | $82,200 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,892 | TotalAmt |
| Management And General | $38,892 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,762,884 | TotalAmt |
| Program Services | $2,101,795 | ProgramServicesAmt |
| Management And General | $661,089 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,412 | TotalAmt |
| Program Services | $4,927 | ProgramServicesAmt |
| Management And General | $223,485 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,533 | TotalAmt |
| Program Services | $25,163 | ProgramServicesAmt |
| Management And General | $13,370 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,987 | TotalAmt |
| Program Services | $19,816 | ProgramServicesAmt |
| Management And General | $330,171 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,373 | TotalAmt |
| Program Services | $11,186 | ProgramServicesAmt |
| Management And General | $2,187 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,466 | TotalAmt |
| Program Services | $26,695 | ProgramServicesAmt |
| Management And General | $38,771 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,000 | TotalAmt |
| Program Services | $22,459 | ProgramServicesAmt |
| Management And General | $3,541 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,622,935 | TotalAmt |
| Program Services | $2,265,700 | ProgramServicesAmt |
| Management And General | $357,235 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,087 | TotalAmt |
| Program Services | $304,914 | ProgramServicesAmt |
| Management And General | $25,173 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| NYS Assessment | $2,305,826 | $2,305,826 |
| Dietary Food / Paper | $1,615,435 | $1,615,435 |
| Pharmacy | $906,247 | $906,247 |
| Bad Debt | $780,419 | $780,419 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,668,921 | TotalAmt |
| Program Services | $1,895,343 | ProgramServicesAmt |
| Management And General | $773,578 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,020,244 | TotalAmt |
| Program Services | $39,220,410 | ProgramServicesAmt |
| Management And General | $7,799,834 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,770 | BOYAmt |
| EOY | $1,770 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,986,365 | BOYAmt |
| EOY | $1,644,108 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,836,953 | BOYAmt |
| EOY | $5,846,425 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,160,040 | BOYAmt |
| EOY | $5,346,660 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,814 | BOYAmt |
| EOY | $15,741 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,529 | BOYAmt |
| EOY | $485,938 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $75,202,766 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,021,376 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,736,282 | BOYAmt |
| EOY | $35,181,390 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,975,430 | BOYAmt |
| EOY | $3,333,301 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,433,993 | BOYAmt |
| EOY | $17,709,467 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,523,176 | BOYAmt |
| EOY | $69,564,800 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,989,740 | BOYAmt |
| EOY | $12,661,552 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,028 | BOYAmt |
| EOY | $62,286 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,879 | BOYAmt |
| EOY | $162,252 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,939 | BOYAmt |
| EOY | $3,044,078 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,668,586 | BOYAmt |
| EOY | $15,930,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,994,400 | BOYAmt |
| EOY | $47,761,389 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,562,069 | BOYAmt |
| EOY | $2,637,114 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,298,121 | BOYAmt |
| EOY | $3,236,129 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,854,590 | BOYAmt |
| EOY | $53,634,632 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,523,176 | BOYAmt |
| EOY | $69,564,800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $21,872,075 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $160,321 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,252,354 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,831,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,364,679 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,280,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,425,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,988,003 | CurrentTaxYearAmt |
| Total | $32,890,726 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,166,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,751,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,209,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,326,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,660,644 | CurrentTaxYearAmt |
| Total | $220,115,101 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $391,332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $312,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $284,335 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $258,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $213,610 | CurrentTaxYearAmt |
| Total | $1,460,976 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,389,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,429,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,774,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,010,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,862,257 | CurrentTaxYearAmt |
| Total | $254,466,803 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $254,466,803 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $338,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,763 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,852 | CurrentTaxYearAmt |
| Total | $676,732 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $338,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,763 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,852 | CurrentTaxYearAmt |
| Total | $676,732 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,618,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,767,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,819,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,044,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,893,109 | CurrentTaxYearAmt |
| Total | $255,143,535 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99630 | PublicSupportPY509Pct |
| Investment Income CY | 0.00270 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00370 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $36,503 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $2,389 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $38,892 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Part II-B, Line 1(I) Lobbying reported is in connection with an amount paid for membership dues to LeadingAge, a Senior Healthcare Advisor. Part II-B, Line 1(G) Fee paid to Hinman Straub for legislative and regulatory representation. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,298,121 | BeginningYearBalanceAmt |
| Contributions | $136,509 | ContributionsAmt |
| Investment Earnings Or Losses | -$40,369 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $158,132 | OtherExpendituresAmt |
| End Year Balance | $3,236,129 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,361,241 | BeginningYearBalanceAmt |
| Contributions | $15,391 | ContributionsAmt |
| Investment Earnings Or Losses | -$70,590 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,921 | OtherExpendituresAmt |
| End Year Balance | $3,298,121 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,330,396 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $39,375 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,530 | OtherExpendituresAmt |
| End Year Balance | $3,361,241 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,059,157 | BeginningYearBalanceAmt |
| Contributions | $250 | ContributionsAmt |
| Investment Earnings Or Losses | $278,701 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,712 | OtherExpendituresAmt |
| End Year Balance | $3,330,396 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,740,714 | BeginningYearBalanceAmt |
| Contributions | $354,960 | ContributionsAmt |
| Investment Earnings Or Losses | -$36,517 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,059,157 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $595,951 | OtherCostOrOtherBasisAmt |
| Book Value | $595,951 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,384,827 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,808,617 | DepreciationAmt |
| Book Value | $3,576,210 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,457,924 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,862,418 | DepreciationAmt |
| Book Value | $3,595,506 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,764,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,350,341 | DepreciationAmt |
| Book Value | $27,413,723 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,181,390 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other Receivables | $34,432 |
| Due to/from Foundation | $2,454,515 |
| Other Long Term Assets | $348,402 |
| Due to/from Senior Housing | $92,127 |
| Due to/from JSL Community Services | $13,830 |
| Due to/from JSL Companion Services | $174,777 |
| Interest Rate Swap | $1,759,733 |
| Construction Equity Account | $12,831,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,709,467 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Jewish Senior Life | $41,079 |
| Estimated Third-Party Payor Settlements | $3,002,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,044,078 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $70,700,141 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $160,321 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,958,802 | OtherRevenueAmt |
| Revenue Not Reported | $2,119,123 | RevenueNotReportedAmt |
| Revenue Subtotal | $68,581,018 | RevenueSubtotalAmt |
| Other Revenues Not Included | $311,301 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $311,301 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $68,892,319 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $51,920,099 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,012,655 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,012,655 | ExpensesNotReportedAmt |
| Expenses Subtotal | $46,907,444 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $112,800 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $112,800 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,020,244 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | Resident funds and security deposits are maintained in bank accounts that are separate from the Home's accounts. Interest earned on these funds is credited to the resident's accounts. |
| Part V, Line 4: | Permanently restricted net assets generate income to be spent on employee awards, nursing scholarships, purchases to enhance the lifestyle of the residents of the home, geriatric medicine, research, education, as well as general and specific needs of the home. |
| Part X, Line 2: | The Home is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code, and accordingly, is exempt from Federal income taxes on related income pursuant to Section 501(a) of the Code. Accordingly, no provision for income taxes has been reflected in the accompanying financial statements. The Home accounts for uncertain tax positions in accordance with US GAAP, which requires the recognition and measurement of uncertain tax positions that the Home has taken or expects to take in the Home's tax returns. |
| Part XI, Line 2d - Other Adjustments: | Change in interest rate swap 1,759,733. Equity transfer of land from related party 199,069. |
| Part XI, Line 4b - Other Adjustments: | Grant to be related entity reclassified from functional expense 112,800. Adj for change in fair value of perpetual trusts 198,501. |
| Part XII, Line 2d - Other Adjustments: | Forgiveness of related party debt 4,997,556. Adj to minimum pension liability and post retirement benefit costs 15,099. |
| Part XII, Line 4b - Other Adjustments: | Grant to related entity reclassified from revenue 112,800. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Senior Life Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 Winton Road South | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 223409164 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $112,800 | CashGrantAmt |
| Purpose Of Grant | General Support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Line 2 | FormAndLineReferenceDesc |
| Explanation | All grants and assistance are structured as part of the budget process and approved by the Jewish Home's Board of Directors. Monthly monitoring of this process takes place as part of the monthly financial review and appropriate reconciliation and review is completed between intercompany transactions. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael S King | ||||||||||||||
| President & CEO | $227,397 | $41,156 | $54,200 | $0 | $0 | $0 | $48,620 | $8,580 | $2,534 | $447 | $332,751 | $50,183 | $0 | $0 |
| Deborah McIlveen | ||||||||||||||
| Senior VP of Finance & CFO | $174,868 | $25,557 | $34,125 | $0 | $0 | $0 | $29,269 | $4,181 | $2,124 | $303 | $240,386 | $30,041 | $0 | $0 |
| Dr Marie Turner | ||||||||||||||
| VP of Medical Services | $212,714 | $5,778 | $32,411 | $0 | $0 | $0 | $0 | $0 | $7,103 | $182 | $252,228 | $5,960 | $0 | $0 |
| Douglas Fetkenhour | ||||||||||||||
| Physician | $233,392 | $0 | $21,549 | $0 | $0 | $0 | $0 | $0 | $7,914 | $0 | $262,855 | $0 | $0 | $0 |
| Jyothsna Ponnuri | ||||||||||||||
| Physician | $161,556 | $0 | $1,800 | $0 | $0 | $0 | $0 | $0 | $6,061 | $0 | $169,417 | $0 | $0 | $0 |
| Travis Masonis | ||||||||||||||
| VP of IT | $130,759 | $7,409 | $20,481 | $0 | $0 | $0 | $0 | $0 | $6,978 | $367 | $158,218 | $7,776 | $0 | $0 |
| Emilia Giacalone | ||||||||||||||
| VP of Human Resources | $121,308 | $17,891 | $19,775 | $0 | $0 | $0 | $0 | $0 | $2,148 | $307 | $143,231 | $18,198 | $0 | $0 |
| Michele Schirano | ||||||||||||||
| Senior VP of Operations | $132,332 | $0 | $19,075 | $0 | $0 | $0 | $0 | $0 | $8,335 | $0 | $159,742 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4b | The following individuals accrued deferred compensation in 2016 under the organization's Section 457(f) plan: Michael King, CEO - $26,600 Deborah McIlveen, CFO - $19,950 |
| Part VII, Line 5: | Deborah McIlveen CFO had a portion of her compensation allocated to related organizations and $14,312 was allocated to the Jewish Senior Life Foundation EIN #22-2263845, an unrelated organization. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Jewish Senior Life is the sole corporate member of the filing organization. |
| Form 990, Part VI, Section A, line 7a | The sole corporate member approves the nominations of all of the Board members of the filing organization. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is reviewed in detail by an independent outside accountant and by the Audit committee prior to submission. A copy of the 990 is available to all Board Members upon request. |
| Form 990, Part VI, Section B, line 12c | Each director, officer, member of a committee with Board-delegated powers, and key employee annually signs the Conflict of Interest Policy. If a conflict arises and disclosure of the financial interest is made, the interested persons will leave the Board or committee meeting while the financial interest is discussed and voted upon. The remaining Board or committee members will decide if a conflict of interest exists. If appropriate, the Chairperson of the Board or committee will appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. The Board will then determine with the organization if they can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to conflict of interest. If the Board or committee has reasonable cause to believe that an interested person has failed to disclose actual or possible conflicts of interest, it will inform the interested person of the basis for such belief and afford him or her an opportunity to explain the alleged failure to disclose. If the Board determines that the person has in fact failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action. |
| Form 990, Part VI, Section B, line 15 | JHR is represented under JSL, The Parent Company, which has formed a Compensation Committee comprised of the Chairs of each of the subsidiaries to review and determine the annual compensation packages for the senior management team. On a regular basis the Compensation Committee obtains from a third party consultant, a compensation survey that determines the market rates for each of the positions and then determines what if any adjustments should be made to salaries. This same Compensation Committee, on an annual basis determines what the variable compensation goals should be and whether or not they have been met. The last meeting took place on November 9, 2016. |
| Form 990, Part VI, Section C, line 19 | The Jewish Home of Rochester publishes its financial information as part of the annual report which is widely distributed and available upon request. The Jewish Home of Rochester will provide upon request its conflict of interest policy as well as any appropriate governing documents. Form 990, Part VII: The organization does not compensate its board members. Ted Axelrod, Immediate Past Chair, was compensated for strategic planning consulting services and received a Form 1099-MISC. |
| Form 990, Part XI, line 9: | Adjustment to minimum pension liability and post-retirement benefit costs -15,099. Adjustment for change in fair value of perpetual trusts -198,501. Change in interest rate swap contract 1,759,733. Equity transfer of land from related party 199,069. Forgiveness of related party debt -4,997,556. |
| Form 990, Part XII, Line 2C | An audit committee comprised of members of the JSL Board, a related entity, has been created with the purpose of selecting the independent audit firm to oversee the annual audit and to accept or amend the audit report as presented. The audit committee meets independently with the independent audit firm on an annual basis. This process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jewish Senior Life | |||||||||||
| 2021 Winton Road South | Rochester | NY | 14618 | 223409164 | Parent Company | NY | 501 (c) (3) | 12, type 1 | N/A | 0 | |
| JHR Senior Housing Inc | |||||||||||
| 2000 Summit Circle Drive | Rochester | NY | 14618 | 161482447 | Independent Living Facility | NY | 501 (c) (3) | 10 | 0 | Jewish Senior Life | |
| JHR Enriched Housing Inc | |||||||||||
| 4000 Summit Circle Drive | Rochester | NY | 14618 | 161546905 | Assisted Living Facility | NY | 501 (c) (3) | 10 | 0 | Jewish Senior Life | |
| JSL Community Services Inc | |||||||||||
| 2980 S Clinton Avenue | Rochester | NY | 14623 | 352404430 | Day Retreat for Memory Loss Support | NY | 501 (c) (3) | 10 | 0 | Jewish Senior Life | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JSL Companion Services Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 Winton Road South | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800878467 | EIN |
| Primary Activities | Non-Medical Home Care Services | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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