2016-11-14T12:29:03-06:00 2015-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2015-01-01 133620568 Jewish Home Lifecare Sarah Neuman Center Westchester JEWI 9146986005 845 Palmer Avenue Mamaroneck NY 10543 Audrey S Weiner President and CEO 9146986005 2016-11-04 1 Aaron Shapiro P01333816 2128674000 2015 2017-02-10 21:41:12Z Audrey S Weiner 845 Palmer Avenue Mamaroneck NY 10543 47492415 0 X www.jewishhome.org X 1990 NY Jewish Home Lifecare (d.b.a The New Jewish Home) Westchester, Sarah Neuman Center, 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. 20 19 572 126 0 0 2848196 3070695 41802776 44404123 9305 17597 0 0 44660277 47492415 0 0 0 0 31285059 29790107 0 0 0 13155900 13870300 44440959 43660407 219318 3832008 43173158 43619041 34128765 32518025 9044393 11101016 X Jewish Home Lifecare, Sarah Neuman Center, Westchester, is a not-for-profit organization whose mission is to support the health, individuality and dignity of the individuals for whom we care. We are creating a tailored continuum of care that is person-directed at every level. Our goal is to enable each individual to live safely and productively in our facility or in their own home in the community. Every program and service at Jewish Home Lifecare Westchester strives to achieve this goal with dignity and compassion. 0 0 38415005 43301351 See Schedule OThe New Jewish Home Westchester, Sarah Neuman Center, located in Mamaroneck, NY, is a 301-bed nursing home and rehabilitation center providing long-term care/skilled nursing, post-acute care and rehabilitation, telehealth , Alzheimer's disease/memory care , adult day care programs, pain management and palliative care, social services, religious and lifestyle activities and Home Away from Home respite care.Sarah Neuman is embarking on a large scale renovation designed to bring the principles of the GREEN HOUSE model of long term care to Westchester though the establishment of Small House communities. The Green House model radically transforms the traditional long-term care facility into a supportive home environment that focuses on the needs of the individual rather than the operational needs of the institution. This allows elders to enjoy private living spaces that support not only their physical well-being but also their individuality and dignity. Elders wake when they choose, eat when they want and plan their day according to their preferences. The first Small House was completed in 2013 and the elders moved in early 2014. Three small houses have been completed with plans to open four more homes. 1378494 1102772 See Schedule OSarah Neuman Center's Adult Day Programs provide healthcare and an engaging community for clients living in their own homes or with family. The Medical Adult Day programs are offered for individuals with chronic health conditions. Medical Adult Day programs offer ongoing healthcare services and coordination with personal physicians, transportation, nutritious meals along with daily programs and activities. The program is staffed by skilled nurses, physical, occupational and speech therapists along with certified nursing assistants that provide for assistance with personal needs.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.For more information on Jewish home Lifecare, Sarah Neuman Center, visit www.jewishhome.org 39793499 1 1 0 1 0 0 0 0 1 1 1 0 0 1 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 64 0 572 1 0 0 0 0 0 0 0 0 0 0 X 20 19 0 1 0 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 Jill Oberlander Chair 3.00 1.00 X X 0 0 0 Bruce Evans Treasurer 1.50 X X 0 0 0 David Freeman Secretary 1.50 2.00 X X 0 0 0 Paul Polivy Director 1.00 1.00 X 0 0 0 Susan Rowland Director 1.00 X 0 0 0 Ellen Reinheimer Director 1.00 X 0 0 0 Margot Freedman Director 1.00 X 0 0 0 William Blumstein Director 1.00 X 0 0 0 Joy A Henshel Director 1.00 1.00 X 0 0 0 Patricia Jacobs Director 1.00 X 0 0 0 William Klingenstein Director 1.00 X 0 0 0 Robin Schafer Director 1.00 X 0 0 0 Peter Hess Director 1.00 X 0 0 0 Amy Rothman Director 1.00 X 0 0 0 Dr Richard L Rovit Director 1.00 X 0 0 0 Frank J Spitalny Director 1.00 0.30 X 0 0 0 Lisa Feiner Director 1.00 1.50 X 0 0 0 Rabbi Jeffrey Sirkman Director 1.00 X 0 0 0 Robin Gottlieb Director 1.00 X 0 0 0 Audrey S Weiner President/CEO 7.00 41.00 X X 175341 1217644 64600 Thomas J Gilmartin Chief Administrative Officer 8.00 45.00 X 72148 469184 115358 Nancy Stoddard Vice President IT 7.00 37.00 X 38401 220918 47972 Firouzeh Naima Director of Finance 6.00 36.00 X 28611 164597 26202 Bruce Nathanson Senior VP Marketing 6.00 35.00 X 11326 192632 42953 Dale Cooper Associate General Counsel 6.00 35.00 X 26144 150405 28726 Bridget Gallagher Senior VP Community Programs 1.00 50.00 X 3588 358809 127576 Regina Melly VP Business Development 6.00 36.00 X 38241 219991 37082 Maryanne Morgan Director of Finance 6.00 37.00 X 25428 146282 35548 Rita Morgan Administrator 37.50 X 159259 0 21 Barbara Fleischer Associate Administrator 43.00 X 158862 0 24090 Audrey Wathen Senior VP Human Resources 7.00 40.00 X 35078 201794 31322 Susy Abraham Primary Care Physician 39.00 X 204211 0 25306 Robert Lanfranchi Director of IT Tech Services 7.00 39.00 X 30159 173500 11669 Elizabeth Weingast VP of Clinical Excellence 6.00 37.00 X 24551 141239 59869 Svetlana DeBellis VP Managed Care 6.00 32.00 X 30198 173723 37486 Antonio Pilgrim Director of Internal Audit 6.00 34.00 X 23051 132610 26921 1084597 3963328 742701 16 0 1 0 Affinity Rehabilitation 10600 York Rd Ste 105 Cockeysville MD 21030 Agency Staffing 1547006 Unitex Textile Rental 161 SO Macquesten Pkwy Mt Vernon NY 105501724 Laundry Services 270747 Crothall Services GRP 13028 Collection Center Drive Chicago IL 60693 Management services 201194 Execusearch Group 675 3rd Ave New York NY 10017 Recruiting 171208 Loeb & Troper LLP 655 Third Avenue 12th Floor New York NY 10017 Auditing and consulting 117422 5 93099 2956488 21108 3070695 Residents 623000 41317903 41317903 Grant income 623000 1818492 1818492 Adult day care 621400 1102772 1102772 Ancillary services 623000 164956 164956 44404123 17597 17597 47492415 44404123 0 17597 854325 182952 671373 18802351 17676108 1126243 2563801 2452623 111178 4561745 4395837 165908 3007885 2859879 148006 353662 285710 67952 212932 105198 107734 74581 74581 11694 11694 265 265 3126873 3013856 113017 5125 5125 2458981 2294854 164127 462313 462313 1172549 1081523 91026 92508 79598 12910 21105 21105 142122 142122 2211598 2211598 498440 12000 486440 Assessment 2017883 2017883 Patient food 939663 935422 4241 Association dues 68006 46336 21670 43660407 39793499 3866908 0 982147 480067 99929 99668 329545 233599 9324320 11024189 166049 158487 63600845 40490715 21596507 23110130 397611 391662 10277050 8121239 43173158 43619041 6070015 5126004 390419 297280 9535276 8622586 18133055 18472155 34128765 32518025 X 7483470 9825968 1480923 1195048 80000 80000 9044393 11101016 43173158 43619041 X 3832008 -23503 -1751882 X X 0 1 X 1 0 X 706927 625362 677510 2848196 3070695 7928690 42856200 42208516 41380580 41802776 44404123 212652195 43563127 42833878 42058090 44650972 47474818 220580885 0 0 0 220580885 5019 4442 2570 9305 17597 38933 5019 4442 2570 9305 17597 38933 43568146 42838320 42060660 44660277 47492415 220619818 0.99980 0.99990 0.00020 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 6287 0 1 5407 11694 0 Part II-B, Line 1: Lobbying reported on line 1j is in connection with amounts paid for membership dues to CCLC, LeadingAge New York, and 1199 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 80000 80000 80000 80000 80000 80000 80000 80000 80000 80000 1.00000 0 1 1 644383 644383 43470975 26672500 16798475 18521247 13796307 4724940 964240 21908 942332 23110130 Beneficial interest in related organization 8121239 8121239 Due to related organizations 9551399 Pension payable 8477736 Estimated liabilities to third parties 311518 Swap liability 131502 18472155 X 47468647 -23503 -23503 47492150 265 265 47492415 45816242 2156100 2156100 43660142 265 265 43660407 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, Sarah Neuman Center, Westchester has a beneficial interest in Fund for the Aged, Inc., related organization. The income on permanently restricted net assets is being used for recreation and resident services; research and education; and other services. Part X, Line 2: The Home has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending December 31, 2012 and subsequent remain subject to examination by applicable taxing authorities. Part XII, Line 2d - Other Adjustments: Change in beneficial interest in related organization 2,155,811. Loss on swap agreement 289. X 1 1 0 1 0 0 0 0 0 0 0 Audrey S Weiner President/CEO 86801 602782 0 0 88540 614862 5827 40469 2304 16000 183472 1274113 0 0 Thomas J Gilmartin Chief Administrative Officer 66234 430725 0 0 5914 38459 8687 56494 6688 43489 87523 569167 0 0 Nancy Stoddard Vice President IT 38203 219776 0 0 198 1142 2845 16368 4258 24501 45504 261787 0 0 Firouzeh Naima Director of Finance 28413 163455 0 0 198 1142 2093 12038 1788 10283 32492 186918 0 0 Bruce Nathanson Senior VP Marketing 11212 190690 0 0 114 1942 850 14458 1535 26110 13711 233200 0 0 Dale Cooper Associate General Counsel 25840 148653 0 0 304 1752 1807 10398 2447 14074 30398 174877 0 0 Bridget Gallagher Senior VP Community Programs 2406 240637 0 0 1182 118172 190 19023 1073 107290 4851 485122 0 0 Regina Melly VP Business Development 38135 219380 0 0 106 611 2193 12614 3299 18976 43733 251581 0 0 Maryanne Morgan Director of Finance 25322 145671 0 0 106 611 1893 10890 3371 19394 30692 176566 0 0 Rita Morgan Administrator 159112 0 0 0 147 0 0 0 21 0 159280 0 0 0 Barbara Fleischer Associate Administrator 157187 0 0 0 1675 0 11590 0 12500 0 182952 0 0 0 Audrey Wathen Senior VP Human Resources 34492 198423 0 0 586 3371 2555 14697 2084 11986 39717 228477 0 0 Susy Abraham Primary Care Physician 202181 0 0 0 2030 0 12830 0 12476 0 229517 0 0 0 Robert Lanfranchi Director of IT Tech Services 30053 172889 0 0 106 611 1728 9941 0 0 31887 183441 0 0 Elizabeth Weingast VP of Clinical Excellence 24482 140841 0 0 69 398 1943 11180 6922 39824 33416 192243 0 0 Svetlana DeBellis VP Managed Care 30130 173329 0 0 68 394 0 0 5551 31935 35749 205658 0 0 Antonio Pilgrim Director of Internal Audit 22747 130858 0 0 304 1752 0 0 3987 22934 27038 155544 0 0 Part I, Line 1a 1) Tax indemnification and Gross-up payments 2) Audrey S. Weiner, Thomas J. Gilmartin, and Bridget Gallagher 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 $27,083. During 2015, Audrey vested in the plan and as a result $699,701 was included in Ms. Weiner's W-2 reportable compensation. Thomas J. Gilmartin participated in a supplemental defined contribution retirement plan. The accrual for the year was $45,968. During 2015, Mr. Gilmartin's vesting in the plan resulted in an additional $42,004 of W-2 reportable compensation for Mr. Gilmartin. Bridget Gallagher participated in a supplemental defined contribution retirement plan. During 2015, Ms. Gallagher's vesting in the plan resulted in an additional $118,797 of W-2 reportable compensation for Ms. Gallagher and $95,205 of non-taxable benefit. 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 2014, 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 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 11 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 Jewish Home Lifecare 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 President/CEO, 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 November 2013. 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 XI, line 9: Change in beneficial interest in related organization -2,155,811. Adjustment to pension liability 431,390. Reserve on amounts due from related organizations -27,172. Loss on swap agreement -289. 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) 11, type ii 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 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) 9 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 Kittay House Jewish Home Lifecare Inc 100 West Kingsbridge Road Bronx NY 10468 132619576 Provides housing to the elderly NY 501(c)(3) 9 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 0 WK Diagnostic and Treatment Center 100 West Kingsbridge Road Bronx NY 10468 133527664 Provides healthcare services NY 501(c)(3) pf Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx 0 Jewish Home Lifecare Receivership Corp 120 West 106th Street New York NY 10025 133500285 Manages housing organizations NY 501(c)(3) 11, type i Jewish Home Lifecare 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 HouseHousing Development Fund Co Inc 120 West 106th Street New York NY 10025 133865179 Provides subsidized housing for the elderly NY 501(c)(3) 9 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) 9 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) 11, type i Jewish Home Lifecare 0 Lifecare Manhattan Property Holding Corp 120 West 106th Street New York NY 10025 263070863 Owns property DE 501(c)(3) 11, type i Jewish Home Lifecare Manhattan 0 Jewish Home Lifecare Community Services Inc 120 West 106th Street New York NY 10025 270158524 Provides community services NY 501(c)(3) 9 Jewish Home Lifecare 0 Jewish Home Lifecare Development Corp 120 West 106th Street New York NY 10025 262054641 Owns property NY 501(c)(3) 11, type i Jewish Home Lifecare Manhattan 0 Lifecare Manhattan Supporting Corp 120 West 106th Street New York NY 10025 262634853 Owns property DE 501(c)(3) 11, type i Jewish Home Lifecare Manhattan 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) 9 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 Corporation 100 West Kingsbridge Road Bronx NY 10468 132749776 Provides parking facilities NY N/A C 0 Jewish Home Lifecare Home Assistance Personnel Inc 2900 Exterior Street Bronx NY 10468 133267068 Provides long term home health care NY N/A C 0 JHHA Medical Group PC 100 West Kingsbridge Road Bronx NY 10468 133364558 Provides health care services NY N/A C 0 102 West 107th Street Corporation 102 West 107th 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 1 1 1 1 1 0 0