2015-08-10T10:47:25-05:00 2014-12-31 042684828 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 990 2014-01-01 042129128 JEWISH GERIATRIC SERVICES INC JEWI 4135676211 770 CONVERSE STREET LONGMEADOW MA 011061786 A EDWARD ROMAN CFO 4135676211 2015-07-22 1 JEFFREY T ROGERS P01074284 6177427788 2014 2016-02-25 16:41:14Z A EDWARD ROMAN 770 CONVERSE STREET LONGMEADOW MA 01106 11080366 0 X WWW.JEWISHGERIATRIC.ORG X 1938 MA NON-PROFIT ORGANIZATION DEDICATED TO IMPROVING THE PHYSICAL, SPIRITUAL AND EMOTIONAL HEALTH OF INDIVIDUALS AND FAMILIES. 25 24 0 0 0 0 441403 3477164 0 0 584642 1523902 -81873 -126577 944172 4874489 0 0 0 0 0 0 0 0 136070 126148 136766 126148 136766 818024 4737723 51197859 55442101 20830844 20851336 30367015 34590765 TO PROMOTE PROGRAMS THAT ARE CHARITABLE, EDUCATIONAL AND THAT WILL ADVANCE THE KNOWLEDGE AND PRACTICE OF GERIATRIC NURSING, HEALTH, REHABILITATIVE CARE AND OTHER SERVICES IN WESTERN MASSACHUSETTS. 0 0 -126577 TO PROMOTE PROGRAMS THAT ARE CHARITABLE, EDUCATIONAL AND THAT WILL ADVANCE THE KNOWLEDGE AND PRACTICE OF GERIATRIC NURSING, HEALTH, REHABILITATIVE CARE AND OTHER SERVICES IN WESTERN MASSACHUSETTS. 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X JEWISH GERIATRIC SERVICES INC ED ROMAN CFO 4135676211 770 CONVERSE STREET LONGMEADOW MA 01106 STUART ANFANG BOARD MEMBER 1.00 X 0 0 0 ERIC BERG BOARD MEMBER 1.00 X 0 0 0 FRED BROWNSTEIN BOARD MEMBER 1.00 X 0 0 0 RICHARD CHASE BOARD MEMBER 1.00 X 0 0 0 DONALD FRANK BOARD MEMBER 1.00 X 0 0 0 MICHAEL HURWITZ BOARD MEMBER 1.00 X 0 0 0 SARAH JACKSON BOARD MEMBER 1.00 40.00 X 0 78264 12185 MARK KATZ BOARD MEMBER 1.00 X 0 0 0 MARK DINDAS BOARD MEMBER 1.00 X 0 0 0 GARY RAPPAPORT BOARD MEMBER 1.00 X 0 0 0 ALAN BULLOCK BOARD MEMBER 1.00 X 0 0 0 CAROL J KANTANY CASARTELLO BOARD MEMBER 1.00 X 0 0 0 MARTHA FINKEL CEPPETELLI BOARD MEMBER 1.00 X 0 0 0 MICHAEL GINSBURG BOARD MEMBER 1.00 X 0 0 0 RUDY D'AGOSTINO BOARD MEMBER 1.00 X 0 0 0 ROBERT BAEVSKY BOARD MEMBER 1.00 X 0 0 0 MICHAEL HIRSHBERG BOARD MEMBER 1.00 X 0 0 0 DAVID B KATZ BOARD MEMBER 1.00 X 0 0 0 SUSAN KLINE BOARD MEMBER 1.00 X 0 0 0 RICHARD HALPERN BOARD MEMBER 1.00 X 0 0 0 ARTHUR RICHTON BOARD MEMBER 1.00 X 0 0 0 DAVID SHRAIR BOARD MEMBER 1.00 X 0 0 0 JANE ALBERT BOARD MEMBER 1.00 X 0 0 0 SUSAN GOLDSMITH BOARD MEMBER 1.00 X 0 0 0 JAMES GORDON BOARD MEMBER 1.00 X 0 0 0 BRAD FOSTER BOARD MEMBER 1.00 X 0 0 0 AMY WISTREICH BOARD MEMBER 1.00 X 0 0 0 MARTIN BAICKER PRESIDENT 1.00 40.00 X 0 323579 30044 EDWARD ROMAN CFO 1.00 40.00 X 0 152850 21342 0 554693 63571 0 0 1 0 PERKINS EASTMAN ARCHITECTS PC 50 FRANKLIN STREET 203 BOSTON MA 02110 ARCHITECT 722260 1 3477164 3477164 1054518 1054518 6675261 6205877 469384 469384 469384 MISCELLANEOUS INCOME 900099 1149 1149 RUTH'S HOUSE SUBSIDY 900099 -127726 -127726 -126577 4874489 -126577 0 1523902 X 69878 69878 61790 61790 3365 181 3184 143 143 MISCELLANEOUS 1590 515 1075 136766 0 696 136070 167743 110430 0 1159244 26450 2098 1462813 30245 161243 1432568 23418885 23631288 27423538 29106473 51197859 55442101 66372 203172 18704451 18226908 365943 219536 988000 1487000 706078 714720 20830844 20851336 X 29532664 32606534 381678 1540922 452673 443309 30367015 34590765 51197859 55442101 X 4737723 -495967 -18006 X 0 1 X 1 0 X 192303 1027355 441403 3477164 5138225 192303 1027355 441403 3477164 5138225 0 0 0 5138225 1021635 1054518 2076153 1021635 1054518 2076153 192303 1027355 1463038 4531682 7214378 0.71220 0.66740 0.28780 0.33260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23061885 1507210 1294807 23274288 20761669 2999379 699163 23061885 19529973 2482800 1251104 20761669 20810395 -291118 989304 19529973 19409832 1880487 479924 20810395 0.98000 0.01500 0.00500 0 0 15993 15993 0 1446820 14252 1432568 1432568 CASH AND CASH EQUIVALENTS 4403057 F CORPORATE BONDS AND NOTES 275000 F ALTERNATIVE INVESTMENTS 745356 F MUTUAL FUNDS 17850875 F REAL PROPERTY 357000 F 23631288 DUE FROM AFFILIATES 28696981 BONDS COST OF ISSUANCE 310492 DEPOSITS 99000 29106473 INTEREST RATE SWAP AGREEMENT 714720 714720 X PART X, LINE 2: THE ORGANIZATION ANNUALLY EVALUATES ITS TAX STATUS AND TAX POSITIONS TAKEN WITH RESPECT TO ITS OPERATIONS AND FINANCIAL POSITION. TAX YEARS FROM 2011 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. X X X X 0 0 0 0 0 0 0 0 0 MARTIN BAICKER PRESIDENT 0 273553 0 50026 0 0 0 0 0 30044 0 353623 0 0 EDWARD ROMAN CFO 0 148850 0 4000 0 0 0 0 0 21342 0 174192 0 0 A MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITY 042297674 2010-03-01 20300000 REFINANCE EXISTING BONDS 0 0 0 A 2073092 20300000 354500 1 0 0 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 DAVID SHRAIR BOARD MEMBER 18464 LEGAL SERVICES PROVIDED TO JGS FROM A COMPANY OWNED BY A BOARD MEMBER 0 FORM 990, PART VI, SECTION B, LINE 11 AS PART OF ITS EXISTING CHARTER, THE FINANCE COMMITTEE (ALL INDEPENDENT MEMBERS) WERE ASKED BY THE BOARD TO REVIEW REQUIRED DISCLOSURES IN THE FORM 990 AND, IF APPROVED, RECOMMEND THE RETURN FOR FILING. THE CFO DISCUSSED IN DETAIL WITH THE FINANCE COMMITTEE THE PREPARATION, COMPLETION AND FINALIZATION OF THE FORM 990 WITH EMPHASIS ON THE NEWLY REQUIRED DISCLOSURES OF: ACTIVITIES IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSE; GOVERNANCE, FINANCIAL TRANSACTIONS AMONG INSIDERS AND COMPENSATION; COMMUNITY BENEFIT, BONDS, AND CORPORATE POLICIES AND PROCEDURES; DISCLOSURE OF KEY GOVERNANCE, FINANCIALS AND MISSION POLICIES. BASED ON ITS REVIEW AND FINDINGS, THE FINANCE COMMITTEE RECOMMENDED THE FILING OF THE FORM 990. A COPY OF THE RETURN IS MADE AVAILABLE TO AND REVIEWED WITH THE BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICTS OF INTEREST POLICY- THE CORPORATE COMPLIANCE OFFICER CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL CORPORATE COMPLIANCE TRAINING AND CONFIRMATIONS SIGNED BY ALL EMPLOYEES AND BY OBTAINING ANNUAL WRITTEN CONFIRMATIONS FROM INDEPENDENT BOARD MEMBERS. THE POLICY STATES THAT EMPLOYEES OR DIRECTORS MUST SEEK GUIDANCE FROM APPROPRIATE MANAGEMENT PERSONNEL PRIOR TO PURSUING ANY BUSINESS OR PERSONAL ACTIVITY THAT MAY CONSTITUTE A CONFLICT OF INTEREST. ACTUAL OR POTENTIAL CONFLICTS OF INTEREST MUST BE DISCLOSED TO APPROPRIATE PERSONNEL. FORM 990, PART VI, SECTION B, LINE 15A THE HUMAN RESOURCES COMMITTEE REVIEWS AND APPROVED SALARIES OF TOP MANAGEMENT FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT AVAILABLE TO THE PUBLIC. THESE DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 69,878. TOTAL EXPENSES 69,878. FORM 990, PART XI, LINE 9: LOSS ON INTEREST RATE SWAP -8,642. DECREASE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -9,364. JGS ADMINISTRATIVE SERVICES 770 CONVERSE STREET LONGMEADOW MA 01106 043295014 MANAGERIAL & ADMIN MA 501(C)(3) 9 N/A 0 JGS HOUSING SERVICES 770 CONVERSE STREET LONGMEADOW MA 01106 043321157 ASSISTED LIVING MA 501(C)(3) 9 N/A 0 SPECTRUM HOME HEALTH AND HOSPICE CARE INC 770 CONVERSE STREET LONGMEADOW MA 01106 043237982 PATIENT TRANSITION MA 501(C)(3) 9 N/A 0 JEWISH NURSING HOME OF WESTERN MASS INC 770 CONVERSE STREET LONGMEADOW MA 01106 043138403 NURSING HOME MA 501(C)(3) 9 N/A 0 SPECTRUM HOME CARE INC 770 CONVERSE STREET LONGMEADOW MA 01106 043399549 NONCERT HOME CARE MA 501(C)(3) 9 N/A 0 GENESIS HOUSE INC 770 CONVERSE STREET LONGMEADOW MA 01106 042817295 ELDERLY HOUSING MA 501(C)(3) 9 N/A 0 GENESIS HOUSE II INC 770 CONVERSE STREET LONGMEADOW MA 01106 222611647 ELDERLY HOUSING MA 501(C)(3) 9 N/A 0 GENESIS HOUSE III INC 770 CONVERSE STREET LONGMEADOW MA 01106 000739159 ELDERLY HOUSING MA 501(C)(3) 9 N/A 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1 JGS HOUSING SERVICES INC 13305850 COST JGS ADMINISTRATIVE SERVICES 3225240 COST JEWISH NURSING HOME OF WESTERN MASSACHUSETTS 12921135 COST SPECTRUM HOME HEALTH AND HOSPICE CARE 1474 COST SPECTRUM HOME CARE INC 155342 COST GENESIS HOUSE II INC 10000 COST