2016-11-18T13:03:29-06:00 2015-12-31 KPMG LLP 60 South Street Boston MA 02111 990 2015-01-01 131623854 THE JEWISH GUILD FOR THE BLIND % CHRISTINA WONG JEWI 2127696200 15 WEST 65TH STREET NEW YORK NY 10023 CHRISTINA WONG CFO 2127696200 2016-11-11 true FAZAL HUSSAIN P01050195 6179881000 2015 2017-02-10 21:41:12Z JEWISH GUILD HEALTHCARE Alan R Morse 15 WEST 65TH STREET NEW YORK NY 10023 152865176 false X WWW.LIGHTHOUSEGUILD.ORG X 1914 NY PROVIDE SERVICES AND EXPAND ACCESS TO CARE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED, INCLUDING THOSE WITH MULTIPLE DISABILITIES OR CHRONIC MEDICAL CONDITIONS. 11 9 30 17 3059 1582 1134459 2374718 71401375 77984185 3130680 8246321 817000 3472194 76483514 92077418 218892 175015 0 0 55990850 60933876 0 0 31068 9832766 11287185 66042508 72396076 10441006 19681342 191356897 271547777 25045452 124819178 166311445 146728599 X TO HELP PEOPLE OF ALL AGES WHO ARE BLIND OR VISUALLY IMPAIRED AS WELL AS THOSE WITH MULTIPLE DISABILITIES OR CHRONIC MEDICAL CONDITIONS, LEAD PRODUCTIVE, DIGNIFIED AND FULFILLING LIVES. false false 67817919 76932759 GuildNet, Inc., A subsidiary of The Jewish Guild for the Blind d/b/a Jewish Guild Healthcare, provides managed long term care health plans that help frail and chronically ill adults lead dignified, fulfilling lives in their homes, safely and for as long as possible. Established in 1997 to improve the quality of health care for those in need of long term care (more than 120 days of services), GuildNet was one of the first Managed Long Term Care plans created in New York State. More than 16,300 Medicaid beneficiaries residing in Kings, Queens, New York, Bronx, Richmond, Nassau, Suffolk and Westchester Counties benefit from home care, adult day health care, and other community-based services as a result of GuildNet. While the focus of GuildNet is to aid people with vision loss, it is not a requirement for program participation. Each participant meets with a care management team upon entering the program and every six months thereafter. The care management team and the participant's primary care provider develop a personalized plan of care. Program beneficiaries are connected with the medical and mental health care, social services, and preventive health services they need to enjoy productive lives in the communities they have come to call home. A care manager meets with each participant monthly (more if needed) to ensure they are receiving the support they require. GuildNet was expanded in 2008 to create GuildNet Gold for participants enrolled in both Medicaid and Medicare. GuildNet Gold Plus, a Fully Integrated Dual Advantage (FIDA) health plan established in 2015, integrates Medicaid and Medicare as well as behavioral health and substance abuse services. 2246449 1051426 Vision Rehabilitation: Approximately 1,400 people received vision rehabilitation services in 2015. Examples included: Academic and communication skills training to assess academic potential, use adaptive aids, and prepare for tests such as high school equivalency tests and college preparatory exams. Training in adaptive technology to help clients enter or stay in school or the job market, including technologies that enlarge written material, software that reads what is on a computer screen, and other devices that compensate for vision loss. Career services that prepare clients for work, including pre-employment training, resume and interview strategies, job placement guidance, three-month workplace internships, job retention services, and presentations for employers on how to fully integrate and accommodate people who are visually impaired. Living skills training to teach clients how to function safely and independently. Orientation and mobility instruction on how to navigate safely in homes and neighborhoods and to travel to school and work. 474789 169000 Education and Research Support: Eighteen merit-based scholarships of up to $10,000 each were awarded in 2015 to students throughout the United States to support the transition to college or graduate school education. Jewish Guild Healthcare also recognizes excellence in vision research through the Bressler Prize in Vision Science (awarded to a mid-career vision clinician or scientist whose work has led to important advances in the understanding and rehabilitation of vision loss or treatment of eye disease) and the Oberdorfer Award for Low Vision Research (recognizing an individual whose work has furthered low-vision research and rehabilitation and awarded at the annual meeting of the Association for Research in Vision and Ophthalmology). 252473 6015 70791630 true true false false false false false false true true true false false true true false true false false true false false false false false false false true true false false false false false false false false false false false false true true true false false true 64 0 30 true true true false false false false false false false false false X 11 9 false false false false true true false true true false false true false false false true true false AL AK AR CA CO CT FL GA IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X CHRISTINA WONG 2127696273 15 WEST 65TH STREET NEW YORK NY 10023 X JAMES M DUBIN CHAIRMAN 0.1 0.9 X X 0 0 0 JOSEPH A RIPP VICE CHAIRMAN 0.1 0.8 X X 0 0 0 ALAN R MORSE CHIEF EXECUTIVE OFFICER 1.9 48.1 X X 50221 1289001 171015 SARAH E SMITH TREASURER 0.1 0.8 X X 0 0 0 ROBERT B OKUN SECRETARY 0.1 0.8 X X 0 0 0 LAWRENCE E GOLDSCHMIDT DEPUTY CHAIR 0.1 0.8 X X 0 0 0 JONATHAN M WAINWRIGHT DEPUTY CHAIR 0.1 0.8 X X 0 0 0 MARK G ACKERMANN PRESIDENT 8.7 41.3 X X 127804 602509 166727 MARIOS DAMIANIDES DIRECTOR 0.1 0.8 X 0 0 0 PAULINE RAIFF DIRECTOR 0.1 0.8 X 0 0 0 RONALD G WEINER DEPUTY CHAIR 0.1 0.8 X 0 0 0 CHARLES BLUM SENIOR VP & GENERAL COUNSEL 1.1 38.9 X 10021 360713 79829 KELLYANNE CAIVANO ASSISTANT TREASURER 1.4 38.6 X 10542 282358 49462 IRMA EVANS ASSISTANT SECRETARY 6.1 28.9 X 12042 56773 18447 ELLIOT J HAGLER CHIEF FINANCIAL OFFICER 1.4 38.6 X 14732 394574 121744 ROBERT HOAK SVP DEVELOPMENT-THROUGH 6/30 0.1 39.9 X 0 268322 120705 BRUCE MASTALINSKI SVP & CHIEF COMPLIANCE OFFICER 1.0 39.0 X 9478 357009 56812 LYNN ROTHSTEIN SVP DEVELOPMENT-EFFECTIVE 9/01 0.1 39.9 X 0 97922 3900 SARAH SPICEHANDLER ASSISTANT SECRETARY 0.5 34.5 X 1277 83750 39769 MAURA SWEENEY CHIEF OPERATING OFFICER 4.0 36.0 X 37525 337715 54398 CATHLEEN WIRTS CHIEF STRATEGY OFFICER 1.1 38.9 X 7612 268590 58113 ROY COLE DIRECTOR VISION PROGRAM DEV. 1.0 34.0 X 4826 170337 18146 MELISSA Rosenbaum VP HUMAN RESOURCES 0.8 34.2 X 4302 181240 83151 LISA FERFOGLIA HR & SITE ADMINISTRATOR 0.8 34.2 X 3808 160472 25749 SUSAN LAVENTURE EXECUTIVE DIRECTOR NAPVI 5.8 29.2 X 28206 142740 23511 SARA PITTERMAN AVP FINANCE 1.3 33.7 X 6044 161862 23738 328440 5215887 1115216 1 false true false PINNACLE CONSULTING GROUP INC 75 LANE ROAD SUITE 406 FAIRFELD NJ 07004 IT SERVICES 1483466 SAFETY FACILITY SERVICES 5 WEST 37TH STREET 803 NEW YORK NY 10018 CLEANING SERVICES 754467 AXION LLC PO BOX 202056 DALLAS TX 75320 STAFFING 432083 PARKVIEW CAFE INC 15 WEST 65TH STREET NEW YORK NY 10023 FOOD SERVICE 307952 LANGUAGE LINE SERVICES INC PO BOX 202564 DALLAS TX 75320 INTERPRETERS 299531 13 2374718 2374718 MANAGEMENT SERVICES 561000 76932759 76932759 REHABILITATION SERVICES-CBVH CONTRACTS 624310 1051426 1051426 77984185 3897083 3059 3894024 0 0 5395442 4583391 812051 0 812051 812051 60553605 56201561 2806 4352044 -2806 4349238 4349238 0 0 0 EXTINGUISHMENT OF CONTRIBUTION PAYABLE 2660143 2660143 2660143 92077418 77984185 3059 11715456 6015 6015 169000 169000 0 0 338195 338195 0 44447737 44327690 120047 3710339 3707390 2949 8640647 8631510 9137 3796958 3777827 19131 0 825 825 8748 8748 0 0 567261 567261 3090174 2825288 255615 9271 296827 285397 11430 1377022 1326164 29886 20972 4419397 4269100 150297 0 1087364 1027682 59682 139195 139195 0 370 370 0 0 42592 42592 257410 256410 1000 72396076 70791630 1573378 31068 1499480 1902232 6598052 14252925 437421 397135 278422 274924 0 0 0 0 0 0 30304 21483 642581 28418 46121646 32418486 17717953 13703160 79643749 175952305 44708917 64685358 0 0 0 0 39800018 329837 191356897 271547777 8560302 7438097 0 0 6448 0 0 0 0 0 0 0 515474 523962 0 0 15963228 116857119 25045452 124819178 X 150973879 132036247 6476976 5868279 8860590 8824073 166311445 146728599 191356897 271547777 X 19681342 -6441544 -32822644 X false true X true false X 7953164 7278794 3701816 1134459 2374718 22442951 47116504 53588343 483907 71401375 77984185 250574314 0 0 0 55069668 60867137 4185723 72535834 80358903 273017265 0 0 0 273017265 5134916 6938577 6229956 7281435 9289506 34874390 0 5134916 6938577 6229956 7281435 9289506 34874390 0 7472 6348 562053 2660143 3236016 60212056 67812062 10977732 79817269 92308552 311127671 0.87751 0.90680 0.11209 0.09140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9276263 -165861 286330 8824072 8728516 567738 493821 513712 9276363 8755502 25253 456513 508752 8728516 9114702 23776 180509 563485 8755502 9114072 132651 132021 9114702 1.00000 true false 1162500 1162500 42213498 30062176 12151322 16668 7141 9527 2624099 2244523 379576 104881 104646 235 13703160 ALTERNATIVE INVESTMENTS 64176987 F PERPETUAL TRUSTS 508371 F 64685358 0 DUE TO AFFILIATES 102298524 ACCRUED PENSION & POST RETIREMENT MEDICAL BENEFITS 13151112 ANNUITY OBLIGATIONS 1322200 OTHER LIABILITIES 85283 116857119 X PART V, LINE 4 INVESTMENTS IN PERPETUITY, THE INCOME FROM WHICH IS EXPENDABLE TO SUPPORT ACTIVITIES OF THE ORGANIZATION $8,630,032. ENDOWMENTS REQUIRING A PORTION OF INCOME TO BE ADDED TO THE ORIGINAL GIFT $194,040 AND THE REMAINDER EXPENDABLE TO SUPPORT ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2 U.S. GAAP REQUIRES THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE (GUILD) TO EVALUATE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY BASED UPON THE TECHNICAL MERITS OF THE POSITION. THE GUILD RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE GUILD 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. Central America and the Caribbean INVESTMENTS 52359998 52359998 52359998 true false true true true false SCHEDULE F, PART I, LINE 3(F) & PART IV THE AMOUNT REPORTED ON PART I, LINE 3(F) REPRESENTS THE GUILD'S INVESTMENT INTEREST IN CORPORATIONS AND A LIMITED PARTNERSHIP THAT ARE LEGALLY DOMICILED IN FOREIGN COUNTRIES. THE GUILD'S INTERESTS AND TRANSACTIONS MAY NOT HAVE MET THE FILING THRESHOLDS REQUIRED FOR THE FILING OF THE FORMS REFERENCED IN PART IV OF SCHEDULE F. true GUILDSCHOLAR 18 169000 SCHEDULE I, PART I, LINE 2 EACH YEAR, THE GUILD'S SCHOLARSHIP PROGRAM HELPS OUTSTANDING AND DESERVING LEGALLY BLIND STUDENTS FROM ACROSS THE COUNTRY TO ATTEND COLLEGE OR GRADUATE SCHOOL WITH SCHOLARSHIPS OF UP TO $10,000 EACH. SCHOLARSHIPS ARE BASED ON STRONG ACADEMIC ACCOMPLISHMENTS AND MERIT, AND PROVIDE ADDITIONAL FINANCIAL SUPPORT TO HELP STUDENTS MAKE A SUCCESSFUL TRANSITION FROM HIGH SCHOOL TO A COLLEGE OR UNIVERSITY OR THEIR CHOICE, OR ATTEND/REMAIN IN THE GRADUATE SCHOOL OF THEIR CHOICE. CANDIDATES ARE NOT REQUIRED TO DEMONSTRATE FINANCIAL NEED AND SCHOLARSHIPS ARE UNRESTRICTED. A SCHOLARSHIP COMMITTEE REVIEWS SCHOLARSHIP APPLICATIONS TO SELECT THE RECIPIENTS. THE COMMITTEE CONSIDERS SAT AND/OR ACT TEST SCORES, STUDENT TRANSCRIPTS, LETTERS OF RECOMMENDATION, PERSONAL STATEMENTS AND OTHER SUPPORTING DOCUMENTATION TO SELECT THE MOST OUTSTANDING CANDIDATES. X true true X X X X X X true true false false false false false true false ALAN R MORSE CHIEF EXECUTIVE OFFICER 36425 934899 12000 308000 1796 46102 4838 124162 1576 40439 56635 1453602 MARK G ACKERMANN PRESIDENT 89572 422265 14875 70125 23357 110119 16973 80027 8002 61725 152779 744261 23244 109577 CHARLES BLUM SENIOR VP & GENERAL COUNSEL 9628 346648 189 6811 204 7254 1095 39453 1062 38219 12178 438385 KELLYANNE CAIVANO ASSISTANT TREASURER 9734 260715 702 18798 106 2845 1259 33721 521 13961 12322 330040 ELLIOT J HAGLER CHIEF FINANCIAL OFFICER 13392 358687 1260 33740 80 2147 1681 45011 1855 73197 18268 512782 ROBERT HOAK SVP DEVELOPMENT-THROUGH 6/30 131484 136838 83273 37432 389027 BRUCE MASTALINSKI SVP & CHIEF COMPLIANCE OFFICER 9059 341218 194 7306 225 8485 959 36121 510 19222 10947 412352 MAURA SWEENEY CHIEF OPERATING OFFICER 33743 303677 3750 33750 32 288 4045 36412 1395 12546 42965 386673 CATHLEEN WIRTS CHIEF STRATEGY OFFICER 7308 257888 276 9724 28 978 951 33564 650 22948 9213 325102 ROY COLE DIRECTOR VISION PROGRAM DEV. 4777 168597 49 1740 348 12298 152 5348 5326 187983 MELISSA Rosenbaum VP HUMAN RESOURCES 3997 168390 290 12210 15 640 588 24768 1000 56795 5890 262803 LISA FERFOGLIA HR & SITE ADMINISTRATOR 3794 159867 14 605 276 11638 321 13514 4405 185624 SUSAN LAVENTURE EXECUTIVE DIRECTOR NAPVI 28112 142264 94 476 867 4389 3012 15243 32085 162372 SARA PITTERMAN AVP FINANCE 6039 161729 5 133 371 9936 144 13287 6559 185085 SCHEDULE J, PART I, LINE 1A Companion travel was provided to certain directors and senior executives to attend company fundraising events. Determination of travel and attendance is vetted through the company's normal course development planning process. The payments are not considered taxable compensation. SCHEDULE J, PART I, LINE 4A ROBERT HOAK, SENIOR VICE PRESIDENT DEVELOPMENT, RECEIVED $127,305 OF SEVERANCE from a related organization IN 2015 WHICH IS REPORTED ON SCHEDULE J, PART II, COLUMN B(iii). ADDITIONAL SERVERANCE FOR 2016 WAS ACCRUED AND IS REPORTED ON SCHEDULE J, PART II, COLUMN C, AS DEFERRED COMPENSATION. THE SEVERANCE WILL BE PAID IN 2016 AND REPORTED ON HIS W2 AS WELL AS ON THE 2016 990 AS COMPENSATION REPORTED AS DEFERRED IN A PRIOR FORM 990. SCHEDULE J, PART I, LINE 4B 457(f) Deferred Compensation Plan: Alan R. Morse - $100,000 Mark G. Ackermann - $50,000 SCHEDULE J, PART I, LINE 7 AS PART OF THE COMPENSATION FOR 2015, THE COMPENSATION COMMITTEE GRANTED BONUSES TO THE EXECUTIVE STAFF, BASED ON ITS REVIEW OF THEIR PERFORMANCE, AS DOCUMENTED IN THE MINUTES OF THE COMMITTEE. FORM 990, PART III, LINE 4D OTHER PROGRAMS: TELEPHONE SUPPORT: THE NATIONAL TELE-SUPPORT NETWORK FOR PARENTS OF CHILDREN WITH VISUAL IMPAIRMENT CONNECTS PARENTS OF CHILDREN WHO ARE BLIND OR VISUALLY IMPAIRED, LIVING IN DIFFERENT PARTS OF THE UNITED STATES OR IN OTHER COUNTRIES, WITH OTHER PARENTS WHOSE CHILDREN HAVE SIMILAR DISORDERS. PSYCHOLOGISTS OR SOCIAL WORKERS FACILITATE EACH GROUP, AND PEDIATRIC OPHTHALMOLOGISTS AND SPECIALISTS IN LOW VISION AND REHABILITATION FREQUENTLY JOIN AS GUEST SPEAKERS. A TELE-SUPPORT GROUP CONNECTS HIGH SCHOOL SENIORS WHO ARE BLIND OR VISUALLY IMPAIRED AND PLANNING TO ATTEND COLLEGE WITH CURRENT COLLEGE STUDENTS AND RECENT GRADUATES WHO ARE ALSO BLIND OR VISUALLY IMPAIRED. HUNDREDS HAVE ACCEESSED THESE PROGRAMS FOR ANSWERS TO URGENT QUESTIONS AS WELL AS FOR ONGOING SUPPORT. FORM 990, PART VI, SECTION A, LINE 6 EFFECTIVE DECEMBER 23, 2013 LGI PROGRAMS, LLC BECAME THE SOLE MEMBER OF THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE (GUILD). SIMULTANEOUSLY, LIGHTHOUSE GUILD INTERNATIONAL, INC. A 501(C)(3) NOT-FOR-PROFIT CORPORATION, BECAME THE SOLE MEMBER OF LGI PROGRAMS, LLC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER ELECTS THE BOARD MEMBERS OF THE GUILD ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT AND REVIEWED BY THE ORGANIZATION'S EXTERNAL AUDITORS. THE FORM IS THEN DISTRIBUTED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINES 12, 13, AND 14 THE JEWISH GUILD FOR THE BLIND FOLLOWS THE GOVERNING POLICIES AND PROCEDURES OF LIGHTHOUSE GUILD INTERNATIONAL, INC, (LGI) THE PARENT COMPANY OF THE SYSTEM OF RELATED ORGANIZATIONS. ALL OF THE JEWISH GUILD FOR THE BLINDS BOARD MEMBERS ARE ALSO BOARD MEMBERS OF LGI WHICH ADOPTS ALL CORPORATE POLICIES AND PROCEDURES FOR LGI & AFFILIATES. THE POLICY SO STATES AND THE POLICIES HAVE BEEN APPLIED TO AND ADHERED TO BY OFFICERS, DIRECTORS AND EMPLOYEES OF ALL LGI AFFILIATES SINCE THE POLICIES ADOPTION. FORM 990, PART VI, SECTION B, LINE 12C The Organizations conflict of interest policy applies to all Officers, Directors and Employees of the organization. A Disclosure Questionnaire concerning Financial Interests and any other Potential Conflicts of Interest and related issues is completed by each Director, Officer, and Employee on an annual basis. Notwithstanding submission of the applicable Questionnaire, each Director, Officer or Employee has a continuing duty to disclose any Potential Conflicts of Interest promptly upon coming into possession of any information concerning a Potential Conflict of Interest or any changes in the information requested in the Questionnaire. Any potential conflict of interest shall be disclosed to the Audit Committee of the Board, or, when the matter is then under consideration by the Board or the Executive Committee, to the Board or Executive Committee, respectively. Neither the Audit or Executive Committee, nor the Board shall generally approve any transaction giving rise to a potential conflict of interest. However, in exceptional circumstances, the Audit Committee, the Executive Committee or the Board may determine that based on a consideration of price, quality, expertise and other relevant factors, there is no transaction that is available or feasible as an alternative to the proposed Transaction and such Transaction is fair and reasonable and in the Organizations best interest. Under such circumstances, the Audit Committee, the Executive Committee, or Board may approve such Transaction (subject, in the case of the Audit Committee, to the approval of the Executive Committee or the Board). Such consideration and action shall be contemporaneously recorded and shall be reflected in the appropriate meeting minutes. A Director, Officer, or Employee with a Potential Conflict of Interest shall not be counted in determining the quorum for, seek to influence, participate in, or be present during any deliberations or vote of the Audit Committee, Executive Committee or the Board regarding the Transaction or potential Transaction giving rise to the Potential Conflict of Interest. Neither the Audit Committee, Executive Committee nor the Board shall approve any Transaction giving rise to a Potential Conflict of Interest by less than a majority vote of committee (or board) members present at the meeting. The disclosure of a Potential Conflict of Interest and the resolution of such Potential Conflict of Interest shall be recorded in the minutes of the meeting of the Audit Committee, or the Executive Committee or Board at which the matter was presented or discussed. FORM 990, PART VI, SECTION B, LINE 15 The Compensation Committee, comprised of Lighthouse Guild International, Inc. and affiliate board members, retained an independent compensation consultant firm to review the reasonableness and comparability to other organizations of the compensation in 2014 & 2015 of the CEO and other senior executives of the organization. The review included an assessment of compliance with applicable federal and state statutes and regulations, which was reviewed by outside counsel. The report of the consultants was presented at a meeting of the Compensation Committee, at which the consultants and outside counsel were present. The Committee reviewed the report at length together with other relevant information about specific job performance, and determined the appropriate compensation. Minutes of the Committees meeting have been maintained. The Committees recommendations were presented for ratification at the following board meeting at which the recommendations were unanimously approved. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE ON LIGHTHOUSE GUILD'S WEBSITE. A COPY OF THE FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A A PORTION OF COMPENSATION PAID BY LGI SERVICES, LLC (EIN #46-4232802), A DISREGARDED ENTITY OF THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE, HAS BEEN ALLOCATED TO THE GUILD AND OTHER AFFILIATES. GUILD EMPLOYEES DID NOT RECEIVE ANY DIRECT COMPENSATION FROM THE GUILD BUT DID RECEIVE COMPENSATION FROM LGI SERVICES, LLC (EIN# 46-4232802). LGI SERVICES, LLC IS THE EMPLOYER OF ALL SALARIED PERSONS PROVIDING SERVICE TO ALL LIGHTHOUSE GUILD INTERNATIONAL, INC AFFILIATES WHICH INCLUDE: LIGHTHOUSE GUILD INTERNATIONAL, INC., THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE, LIGHTHOUSE INTERNATIONAL, JGB HEALTH FACILITIES CORPORATION, JGB REHABILITATION CORPORATION, JGB EDUCATION SERVICES, GUILDNET, INC. , GREATER BOSTON GUILD FOR THE BLIND, INC., JGB MENTAL HEALTH AND MENTAL RETARDATION SERVICES, INC. AND NATIONAL ASSOCIATION OF PARENTS OF CHILDREN WITH VISUAL IMPAIRMENTS, INC. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS PENSION ADJUSTMENT $1,053,356 LOSS ON ANNUITY OBLIGATIONS ($211,131) INCREASE IN RESERVE ON INTERCOMPANY RECEIVABLES (33,661,850) INCOME FROM PARTNERSHIP INVESTMENT (3,019) -------------- TOTAL TO FORM 990, PART XI, LINE 9 ($32,822,644) LGI SERVICES LLC 15 WEST 65TH STREET NEW YORK NY 10023 464232802 1197483 JEWISH GUILD JGB HEALTH FACILITIES CORPORATION 15 West 65th Street New York NY 10023 132795647 Adult day NY 501 (C) (3) 9 The Jewish G true JGB REHABILITATION CORPORATION 15 West 65th Street New York NY 10023 133439035 Clinic NY 501 (C) (3) 9 The Jewish G true JGB EDUCATION SERVICES 15 West 65th Street New York NY 10023 133419981 School NY 501 (C) (3) 2 The Jewish G true GUILDNET INC 15 West 65th Street New York NY 10023 133936057 Health Plan NY 501 (C) (3) 9 The Jewish G true GREATER BOSTON GUILD FOR THE BLIND INC 15 West 65th Street New York NY 10023 042103893 Education MA 501 (C) (3) 7 na false GREATER BOSTON DIABETES SOCIETY INC 15 West 65th Street New York NY 10023 042232419 Dissolved MA 501 (C) (3) 9 Greater Bost false JGB MENTAL HEALTH AND MENTAL RETARDATION 15 West 65th Street New York NY 10023 201480790 Mental Health NY 501 (C) (3) 9 The Jewish G true NATIONAL ASSOCIATION OF PARENTS OF CHILD 15 West 65th Street New York NY 10023 742095442 Education MA 501 (C) (3) 9 The Jewish G true LIGHTHOUSE INTERNATIONAL 15 West 65th Street New York NY 10023 131096620 Vision Health NY 501 (C) (3) 7 Lighthouse G true LIGHTHOUSE GUILD INTERNATIONAL INC 15 West 65th Street New York NY 10023 464215298 Vision Health NY 501 (C) (3) 7 N/A false true true false false false false false false false true false true true false true false true false true JGB HEALTH FACILITIES CORPORATION A 433874 FMV JGB REHABILITATION CORPORATION A 374535 FMV JGB EDUCATION SERVICES A 642414 FMV GUILDNET INC A 1332576 FMV JGB MHMR SERVICES INC A 778968 FMV JGB HEALTH FACILITIES CORPORATION J 346752 FMV JGB REHABILITATION CORPORATION J 308414 FMV GUILDNET INC J 1332576 FMV JGB EDUCATION SERVICES J 535069 FMV JGB MHMR SERVICES INC J 616215 FMV GUILDNET INC L 76932759 FMV JGB HEALTH FACILITIES CORPORATION O 87122 FMV JGB REHABILITATION CORPORATION O 66121 FMV JGB EDUCATION SERVICES O 107346 FMV JGB MHMR SERVICES INC O 162753 FMV JGB HEALTH FACILITIES CORPORATION Q 680000 CASH GUILDNET INC Q 79300000 CASH LIGHTHOUSE INTERNATIONAL S 122599125 CASH SCHEDULE R, PART II THE GUILD IS AN AFFILIATE OF LIGHTHOUSE GUILD INTERNATIONAL, INC. (LGI). LGI HANDLES THE MANAGEMENT, MARKETING AND FUNDRAISING FOR THE GUILD AND ALL OTHER AFFILIATES. SCHEDULE R, PART V THE GUILD HAS MANAGEMENT AGREEMENTS WITH RELATED ORGANIZATIONS TO PROVIDE ALL NECESSARY MANAGEMENT AND SALARIED STAFFING SERVICES AS WELL AS USE OF FACILITIES, EQUIPMENT AND OTHER ASSETS.