2016-11-14T12:22:17-06:00 2015-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2015-01-01 270158524 Jewish Home Lifecare Community Services JEWI 2128705000 120 West 106th Street New York NY 10025 Audrey S Weiner President and CEO 2128705000 2016-11-04 1 Aaron Shapiro P01333816 2128674000 2015 2017-02-10 21:41:12Z Audrey S Weiner 120 West 106th Street New York NY 10025 3906422 0 X www.jewishhome.org X 2003 NY Jewish Home Lifecare's (d.b.a. The New Jewish Home) Certified Home Health Agency provides supporting activities to Jewish Home Lifecare, Manhattan; Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx; Jewish Home Lifecare, Sarah Neuman Center, Westchester (the "Nursing Homes") in their provision of community services 14 13 134 13 0 0 0 0 813195 3906422 0 0 0 0 813195 3906422 0 0 0 0 5219832 5219668 0 0 0 2252589 3304237 7472421 8523905 -6659226 -4617483 479790 2084800 6975933 13198426 -6496143 -11113626 X Jewish Home Lifecare's (d.b.a. The New Jewish Home)provides community services including reviewing the health and social needs of the elders living in the community served by the Nursing Homes; designing and recommending health and social community services to fill any unmet needs; advising the Nursing Homes and their affiliates on the provision of community services (including with respect to quality and cost efficiency); and ensuring that expertise and knowledge regarding community services are disseminated to the Nursing Homes. 0 0 7621965 3906422 See Schedule OJewish Home's new Certified Home Health Agency (CHHA) opened 2013. The CHHA provides home-based care and rehabilitation to clients with chronic, health conditions and to those recovering from an illness, injury or hospitalization. Throughout the five boroughs of New York City and Westchester, Rockland, Nassau and Suffolk counties, CHHA care teams help clients get well and stay well at home with the goal of remaining out of the hospital if at all possible. Licensed by the New York State Department of Health, the program serves patients with Medicare or patients who are dual eligible with Medicare and Medicaid. The program also serves patients in managed care plans.Services are available based on assessed needs and include:- Nursing- Physical, Occupational & Speech Therapy- Home health aides- Social services- Nutrition- Psychiatric nursing- Wound care - Diabetes education 7621965 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 134 1 0 0 0 0 0 0 0 0 0 0 X 14 13 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 Mel Barkan Chair 3.00 1.10 X X 0 0 0 Scott Hansen Treasurer 1.50 X X 0 0 0 Audrey S Weiner President and CEO 2.00 41.00 X X 40900 1352085 64600 Ann Berman Director 1.00 X 0 0 0 Susan Glickman Director 1.00 2.60 X 0 0 0 Edward W Gordon Director 1.00 X 0 0 0 Edward A Greenberg Director 1.00 1.70 X 0 0 0 Joy A Henshel Director 1.00 1.00 X 0 0 0 Jonathan Hochberg Director 1.00 1.00 X 0 0 0 William Kummel Director 1.00 1.00 X 0 0 0 Russell Makowsky Director 1.00 1.00 X 0 0 0 Marilyn Margon Director 1.00 X 0 0 0 Stanley H Pantowich Director 1.00 5.00 X 0 0 0 Joan Wachtler Director 1.00 X 0 0 0 Thomas J Gilmartin Chief Administrative Officer 2.00 51.00 X 16830 524502 115358 Audrey Wathen Senior VP Human Resources 2.00 45.00 X 8183 228689 31322 Bruce Nathanson Senior VP Marketing 1.00 40.00 X 2642 201316 42953 Nancy Stoddard Vice President IT 2.00 42.00 X 8957 250362 47972 Firouzeh Naima Director of Finance 1.00 41.00 X 6674 186534 26202 Dale Cooper Associate General Counselor 1.00 40.00 X 6099 170450 28726 Bridget Gallagher Sr. VP. Community Services 9.00 42.00 X 61861 300536 127576 Regina Melly VP Business Development 1.00 41.00 X 8920 249312 37082 Maryanne Morgan Director of Finance 1.00 42.00 X 5932 165778 35548 Elizabeth Weingast VP of Clinical Excellence 1.00 42.00 X 5727 160063 59869 Antonio Pilgrim Director of Internal Audit 1.00 39.00 X 5377 150284 26921 Robert Lanfranchi Director of IT 2.00 44.00 X 7035 196624 11669 Svetlana DeBellis VP Managed Care 1.00 37.00 X 3135 200786 37486 Sirojni Jagmohan Registered nurse 50.00 X 154429 0 0 342701 4337321 693284 6 0 1 0 Home Assistance Personnel Inc 2545 University Ave Bronx NY 104684066 Home care services 697787 Simione Healthcare Consultants 4130 Whitney Avenue Hamden CT 065180248 Healthcare consulting 335584 Midpoint 75 Maiden Lane 7th Floor New York NY 10038 Physical therapy 181412 3 Outpatient revenue 621400 3906422 3906422 3906422 3906422 3906422 0 0 X 201959 201959 3949523 3949523 340903 340903 363162 363162 364121 348671 15450 743697 743697 104293 104293 1466 1466 1270175 1270175 196774 196774 236777 236777 23375 23375 1172 1172 36059 36059 Administrative allocati 683065 683065 New York State assessme 7384 7384 8523905 7621965 901940 0 161230 13634 96268 1861945 92002 52898 211340 55017 130290 156323 479790 2084800 666206 1178782 6309727 12019644 6975933 13198426 X -6496143 -11113626 -6496143 -11113626 479790 2084800 -4617483 0 X X 0 1 X 1 0 X 638000 638000 472368 813195 3906422 5191985 1110368 813195 3906422 5829985 0 0 0 5829985 1110368 813195 3906422 5829985 X 0 0 0 0 0 0 1 1466 0 0 1466 0 Part II-B, Line 1: Expenses related to lobbying activities for the time spent and travel by CEO. 211340 55017 156323 156323 Estimated liabilities to third parties 1917307 Due to related organizations 10102337 12019644 X 3906422 0 3906422 0 3906422 8523905 0 8523905 0 8523905 Part X, Line 2: Jewish Home Lifecare, Community Services, Inc. has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending December 31, 2012 and subsequent remain subject to examination by applicable taxing authorities. X 1 1 0 1 0 0 0 0 0 0 0 Audrey S Weiner President and CEO 20247 669336 0 0 20653 682749 1359 44937 537 17767 42796 1414789 0 0 Thomas J Gilmartin Chief Administrative Officer 15450 481509 0 0 1380 42993 2026 63155 1560 48617 20416 636274 0 0 Audrey Wathen Senior VP Human Resources 8046 224869 0 0 137 3820 596 16656 486 13584 9265 258929 0 0 Bruce Nathanson Senior VP Marketing 2615 199287 0 0 27 2029 198 15110 358 27287 3198 243713 0 0 Nancy Stoddard Vice President IT 8911 249068 0 0 46 1294 664 18549 993 27766 10614 296677 0 0 Firouzeh Naima Director of Finance 6628 185240 0 0 46 1294 488 13643 417 11654 7579 211831 0 0 Dale Cooper Associate General Counselor 6028 168465 0 0 71 1985 422 11783 571 15950 7092 198183 0 0 Bridget Gallagher Sr. VP. Community Services 41487 201556 0 0 20374 98980 3280 15933 18498 89865 83639 406334 0 0 Regina Melly VP Business Development 8895 248620 0 0 25 692 511 14296 769 21506 10200 285114 0 0 Maryanne Morgan Director of Finance 5907 165086 0 0 25 692 442 12341 786 21979 7160 200098 0 0 Elizabeth Weingast VP of Clinical Excellence 5711 159612 0 0 16 451 453 12670 1615 45131 7795 217864 0 0 Antonio Pilgrim Director of Internal Audit 5306 148299 0 0 71 1985 0 0 930 25991 6307 176275 0 0 Robert Lanfranchi Director of IT 7010 195932 0 0 25 692 403 11266 0 0 7438 207890 0 0 Svetlana DeBellis VP Managed Care 3119 200340 0 0 16 446 0 0 1295 36191 4430 236977 0 0 Sirojni Jagmohan Registered nurse 154429 0 0 0 0 0 0 0 0 0 154429 0 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 2015, costs incurred by JHL Corporate Services, Inc. were allocated to individual Jewish Home Lifecare's entities in accordance with expense-based methodology. The organization periodically reviews the method by which administrative overhead expenses are allocated. Form 990, Part VI, Section A, line 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 was reviewed by Management. Any comments arised from the review were discussed and changes were made. The draft was submitted to the Audit and Compliance Committee of Jewish Home Lifecare and Subsidiaries for their review and approval. Audit and Compliance Committee completed their review and a copy of the return was provided to all board members prior to filing with IRS. Form 990, Part VI, Section B, line 12c Annually all Board members, officers, and key employees are provided a copy of the conflict of interest policy and are asked to review the policy and to disclose any potential or actual conflicts that may have occurred since the last disclosure. The Audit and Compliance Committee of the Board reviews the disclosures as summarized by the Compliance department. All identified conflicts of interest are discussed and either approved or rejected by the Board. If the Board of Directors or the Governance Committee determines that a conflict of interest exists, the Director with the conflict may not take part in the decision process to which the conflict relates. Such disclosure and the fact that the Director did not vote or participate in the deliberations is recorded in the relevant minutes. Form 990, Part VI, Section B, line 15 Annually, the Chairman of the Board of Jewish Home Lifecare, in consultation with the Compensation Committee, reviews and evaluates the President/CEO, officers and key employees' performance against a series of goals and objectives for the year. In establishing compensation levels for the CEO/President, officers and key employees, the Board Chair and the Compensation Committee of the Board use performance and periodic compensation surveys of other similar type organizations, completed by an external consultant, to inform their decisions. Minutes of the meeting are maintained in a confidential file. The meeting of the compensation committee at which this took place was held in 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 IX, line 11g Physical therapy: Program service expenses 313,865. Management and general expenses 0. Fundraising expenses 0. Total expenses 313,865. Placement Fees: Program service expenses 3,150. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,150. Home Health Aide: Program service expenses 697,788. Management and general expenses 0. Fundraising expenses 0. Total expenses 697,788. Contract services: Program service expenses 64,947. Management and general expenses 0. Fundraising expenses 0. Total expenses 64,947. Occupational therapy: Program service expenses 4,868. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,868. Registered Nurse's Agency: Program service expenses 4,439. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,439. Speech Therapy: Program service expenses 7,950. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,950. Emergency Response: Program service expenses 53,244. Management and general expenses 0. Fundraising expenses 0. Total expenses 53,244. Telecomm service: Program service expenses 20,536. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,536. Temporary help: Program service expenses 86,583. Management and general expenses 0. Fundraising expenses 0. Total expenses 86,583. Extermination Fee: Program service expenses 7,115. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,115. Recreation Services: Program service expenses 1,190. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,190. Electronical clinical notes services: Program service expenses 4,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,500. 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 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 Jewish Home Lifecare Sarah Neuman Center Westchester 845 Palmer Avenue Mamaroneck NY 10543 133620568 Provides care for the elderly NY 501(c)(3) 9 Jewish Home Lifecare 0 Jewish Home Lifecare Manhattan 120 West 106th Street New York NY 10025 131624033 Provides care for the elderly NY 501(c)(3) 3 Jewish Home Lifecare 0 Kittay House Jewish Home Lifecare Inc 100 West Kingsbridge Road Bronx NY 10468 132619576 Provides housing to the elderly NY 501(c)(3) 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 House Housing Development Fund CoInc 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 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 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 Corp 120 West 106th Street New York NY 10025 132749776 Provides parking facilities NY N/A C 0 Jewish Home Lifecare Home Assistance Personnel Inc 120 West 106th Street New York NY 10025 133267068 Provides long term home health care NY N/A C 0 JHHA Medical Group PC 120 West 106th Street New York NY 10025 133364558 Provides health care services NY N/A C 0 102 West 107th Street Corp 120 West 106th Street New York NY 10025 132760057 Provides parking facilities NY N/A C 0 Jewish Home Lifecare Spectrum Services Inc 120 West 106th Street New York NY 10025 453563804 Holding company for for-profit affiliates NY N/A C 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 0 0 Jewish Home Lifecare Home Assistance Personnel Inc M 697787 cost