2015-11-12T20:23:07-06:00 2014-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2014-01-01 237071900 Jewish Home Lifecare Harry and Jeanette Weinberg Campus Bronx JEWI 7185790500 100 West Kingsbridge Road Bronx NY 10468 Audrey S Weiner President and CEO 7185790500 2015-11-10 1 Aaron Shapiro P01333816 2128674000 2014 2016-04-25 22:37:26Z Audrey S Weiner 100 West Kingsbridge Road Bronx NY 10468 103593788 0 X www.jewishhome.org X 1968 NY Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx is a not-for-profit organization whose mission is to support the health, individuality and dignity of the individuals for whom we care. We maintain a continuum of care that is person-centered at every level. Our goal is to help each individual to live safely and productively whether they choose to live on our facility or in their own home in the community. Every program and service at Jewish Home Lifecare Bronx strives to achieve this goal with dignity and compassion. 12 11 1419 232 0 0 1423917 1489410 113683139 102072003 41661 32375 0 0 115148717 103593788 0 0 0 0 77962295 72316333 0 0 0 45866956 36271088 123829251 108587421 -8680534 -4993633 87071895 67859237 81471749 73403154 5600146 -5543917 X Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx is a not-for-profit organization whose mission is to support the health, individuality and dignity of the individuals for whom we care. We maintain a continuum of care that is person-centered at every level. Our goal is to help each individual to live safely and productively whether they choose to live on our facility or in their own home in the community. Every program and service at Jewish Home Lifecare Bronx strives to achieve this goal with dignity and compassion. 0 1 89746025 91427144 See Schedule OLocated on historic Kingsbridge Road, Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx, is a 744 bed long term care and rehabilitation facility offering Alzheimer's/dementia special care communities including the Norma and Joseph Saul Alzheimer's disease community, adult day healthcare programs, senior housing, social services, a new service for elders called the Geriatric Substance Abuse Program, religious and lifestyle activities, palliative care, in-house hemodialysis, the Swallowing Center and the Center for Vision and Aging affiliated with the Lighthouse Guild. Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx believes that elders are entitled to live their lives with dignity and meaning. In support of this principle, we provide the highest quality clinical and professional care to those we serve. Additionally, we offer life-enhancing activities including cultural, social and educational programs as well as off-site trips. An on-site computer center, cafe and award-winning gardens are also popular among residents and families. Religious services and spiritual activities are conducted for persons of all denominations. Visitors are always welcome; we are child and pet-friendly.The Harry and Jeanette Weinberg Campus, Bronx, is the largest affiliate campus of Jewish Home Lifecare and one of the largest employers in the borough. The nursing home and its affiliated programs served 1,771 individuals in 2014; 663 in post-acute care and 1108 in long term care. The Bronx division employed 1,419 staff, 64% of whom reside in the borough.Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx runs the Geriatric Career Development program (GCD) to provide at-risk high school students with educational skills to graduate and matriculate to college. The program also provides career skills and certificatons that will enable them to be employed in the healthcare industry.The 8-year old GCD program is an innovative program that provides local youth and young adults ages 14-23 to gain first-hand experience and training in the field of aging. The GCD Program addresses the critical shortage of professionals entering the field of healthcare by providing young people with a head start on allied healthcare careers. It also offers intergenerational enrichment for youth and elders. A meaningful experience with an elder mentor helps students gain compassion and understanding. In 2014, 220 students participated and 97% of 12th grade students were accepted to college.The GCD program has received critical acclaim from the media and has received multiple recognition awards and grants from the NYC Department for the Aging and other New York City agencies.In 2014 221 adult and youth volunteers from areas throughout the Bronx provided 42,576 hours of service to residents and patients. Many programs and amenities would not be available without assistance from the volunteer force. 1366812 1608254 The Bronx Division Long Term Home Health Care Program provides a coordinated plan of medical, nursing and rehabilitative care to clients at home, offering an alternative to nursing home care. In 2014 the program provided services to 118 patients. 4101907 5131865 See Schedule OThe Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx division's Adult Day Health Care programs provide healthcare and an engaging community for clients living in their own homes or with family. 340 clients attended Bronx Adult Day Care sessions in 2014. 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. Medical Adult Day programs are for individuals with chronic health conditions. These programs offer ongoing healthcare services and coordination with personal physicians, 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 help with personal needs.Telehealth kiosks are used to help clients monitor their personal health indicators, educate them about important issues such as weight and nutrition, medication management and blood pressure and to provide early detection of symptoms.For more information about Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx, visit www.jewishhome.org 2986595 3904740 Other health care programs for elders include housing companies: Kittay House, Kenneth Gladstone Building, Riverdale House, Weinberg Gardens, and University Avenue Assisted Living. 2986595 3904740 98201339 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 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 1 0 0 0 1 88 0 1419 1 0 0 0 0 0 0 0 0 0 0 X 12 11 0 1 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X Thomas J Gilmartin 2128704933 100 West Kingsbridge Road Bronx NY 10468 Michael Luskin Chair 3.00 1.40 X X 0 0 0 Elizabeth Pagel Serebransky Secretary 1.50 X X 0 0 0 Edward A Greenberg Treasurer 1.50 1.20 X X 0 0 0 Cheryl G Fried Director 1.00 X 0 0 0 Lucille Gladstone Director 1.00 0.30 X 0 0 0 Susan Glickman Director 1.00 2.60 X 0 0 0 Elizabeth Grayer Director 1.00 5.30 X 0 0 0 David Haas Director 1.00 5.10 X 0 0 0 William Kummel Director 1.00 1.00 X 0 0 0 Lynn Oberlander Director 1.00 4.40 X 0 0 0 Susan Switzer Director 1.00 X 0 0 0 Audrey S Weiner President/CEO 17.50 29.50 X X 1100675 2379971 51281 Thomas J Gilmartin Chief Administrative Officer 19.00 33.00 X 190612 378671 105868 Arlene Richman Director of Kittay House 22.00 22.00 X 53998 53998 42236 Rita Morgan Administrator 33.00 X 298556 0 193595 Bruce Nathanson Senior VP of Marketing 7.00 35.00 X 30518 156981 45382 Nancy Stoddard Vice President IT 16.00 28.00 X 88839 149954 46645 Firouzeh Naima Director of Finance 15.00 26.00 X 67619 114136 26234 Dale Cooper Associate General Counsel 15.00 26.00 X 60673 102412 29379 Laurie Posner Dir. Medical Services 44.00 X 270585 0 24967 Robert S Davis Vice President of Finance 18.00 31.00 X 102127 172383 66038 Audrey Wathen Senior VP Human Resources 18.00 30.00 X 81773 138029 29399 Maryanne Morgan Director of Finance 16.00 26.00 X 56593 95526 32988 Bridget Gallagher Senior VP Community Programs 4.00 41.00 X 32548 329096 67732 Mark Levy Chief Medical Officer 12.00 19.00 X 113400 185020 53635 Regina Melly VP Business Development 14.00 23.50 X 77640 131050 15080 Svetlana DeBellis VP Managed Care 14.00 24.00 X 65591 110715 30946 Renee Hofman Vice President Pharmacy 44.00 X 170941 0 46201 Gregory Poole-Dayan Associate Administrator 45.00 X 214088 0 42141 Worku Zewdu Primary Care Physician 45.00 X 191591 0 46421 Robert Lanfranchi Director of IT Tech Services 17.00 29.00 X 70639 119235 10880 3339006 4617177 1007048 29 0 1 0 Morrison Management Service 4721 Morrison Drive Suite 300 MOBILE AL 36609 Food service 1419524 Shared Textile 161 So Macquesten Pkwy Mt Vernon NY 10550 Laundry services 1158262 ADP Inc PO Box 842875 Boston MA 022842875 Payroll services 1030580 Jewish Home Lifecare Home Assistance Pe 2900 Exterior Street Bronx NY 10463 Home health aides 733914 Crothall Services 13028 Collection Center Dr Chicago IL 60693 Management services 473133 34 93099 1164680 231631 1489410 Residents 623000 91427144 91427144 Adult day care 621400 5131865 5131865 Other programs 623990 2562596 2562596 Long term home healthcare 621610 1608254 1608254 Ancillary revenue 621990 1342144 1342144 102072003 32375 32375 103593788 102072003 0 32375 3042795 567267 2475528 44941927 42248216 2693711 6958910 6502309 456601 10121094 9435999 685095 7251607 7049102 202505 2700434 2485344 215090 422366 171954 250412 144407 144407 23177 23177 7440559 6124218 1316341 19727 19727 5710331 5395053 315278 2817867 2602171 215696 155480 120504 34976 15182 15182 146234 146234 6100771 6100771 1256751 17500 1239251 Assessment 5246511 5246511 Patient food 3915897 3891610 24287 Dues to nursing home as 155394 96576 58818 108587421 98201339 10386082 0 1717553 457514 14065534 1028998 76550 53727 20366433 17523253 366958 417498 884462 857812 155400084 116188487 41529300 39211597 8065105 8308838 87071895 67859237 37594377 37615321 16471807 5240304 21682638 22165261 14105195 81471749 73403154 X 4219157 -6978522 1380989 1434605 5600146 -5543917 87071895 67859237 X -4993633 -6150430 X X 0 1 X 1 0 X 592136 2155947 1573755 1423917 1489410 7235165 125142270 126697722 126640231 113683139 102072003 594235365 125734406 128853669 128213986 115107056 103561413 601470530 0 0 0 601470530 16753 18943 12555 44661 32375 125287 16753 18943 12555 44661 32375 125287 125751159 128872612 128226541 115151717 103593788 601595817 0.99980 0.99980 0.00020 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 12106 0 1 11071 23177 0 Part II-B, Line 1: Lobbying reported on line 1g is in connection with amounts paid for membership dues to CCLC, LeadingAge, LeadingAge New York, Home Care Association, and GNYHA 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. 1 1 1350000 1350000 108482302 76517501 31964801 45278128 39664749 5613379 289654 6237 283417 39211597 Beneficial interest in related organization 8308838 8308838 Estimated liabilities to third parties 9455431 Resident funds 919690 Deferred revenue 55155 Due to related organizations 3674919 14105195 X 111619825 8026037 8026037 103593788 0 103593788 116245497 7658076 7658076 108587421 0 108587421 Part V, Line 4: Jewish Home Lifecare, Bronx has beneficial interest in Fund for the Aged, related organization. Income is expendable for recreation and resident services, and work force development. Part X, Line 2: Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending for the years December 31, 2011 and subsequent remain subject to examination by applicable taxing authorities. Part XI, Line 2d - Other Adjustments: Revenue from subsidiaries 7,012,168. Change in beneficial interest in related organization 243,733. Gain on refinancing 770,136. Part XII, Line 2d - Other Adjustments: Expenses from subsidiaries 7,658,076. X 1 1 0 1 0 0 0 0 0 0 0 Audrey S Weiner President/CEO 187890 406270 0 0 912785 1973701 9631 20826 6585 14239 1116891 2415036 145095 313736 Thomas J Gilmartin Chief Administrative Officer 148097 294211 0 0 42515 84460 16671 33119 18777 37301 226060 449091 42099 83634 Arlene Richman Director of Kittay House 53129 53129 0 0 869 869 3788 3788 17330 17330 75116 75116 0 0 Rita Morgan Administrator 297038 0 0 0 1518 0 0 0 193595 0 492151 0 184601 0 Bruce Nathanson Senior VP of Marketing 30196 155323 0 0 322 1658 2328 11974 5059 26021 37905 194976 0 0 Nancy Stoddard Vice President IT 88377 149175 0 0 462 779 6712 11329 10642 17962 106193 179245 0 0 Firouzeh Naima Director of Finance 67139 113326 0 0 480 810 4968 8386 4792 8088 77379 130610 0 0 Dale Cooper Associate General Counsel 59936 101169 0 0 737 1243 4241 7158 6689 11291 71603 120861 0 0 Laurie Posner Dir. Medical Services 269295 0 0 0 1290 0 17062 0 7905 0 295552 0 0 0 Robert S Davis Vice President of Finance 101870 171950 0 0 257 433 7013 11837 17555 29633 126695 213853 0 0 Audrey Wathen Senior VP Human Resources 80356 135636 0 0 1417 2393 5954 10050 4983 8412 92710 156491 0 0 Maryanne Morgan Director of Finance 56340 95098 0 0 253 428 4218 7120 8054 13596 68865 116242 0 0 Bridget Gallagher Senior VP Community Programs 29281 296068 0 0 3267 33028 4697 47490 1399 14146 38644 390732 3208 32433 Mark Levy Chief Medical Officer 113208 184708 0 0 192 312 7163 11687 13218 21567 133781 218274 0 0 Regina Melly VP Business Development 77383 130617 0 0 257 433 5610 9470 0 0 83250 140520 0 0 Svetlana DeBellis VP Managed Care 65488 110541 0 0 103 174 0 0 11513 19433 77104 130148 0 0 Renee Hofman Vice President Pharmacy 169651 0 0 0 1290 0 12884 0 33317 0 217142 0 0 0 Gregory Poole-Dayan Associate Administrator 213673 0 0 0 415 0 8824 0 33317 0 256229 0 0 0 Worku Zewdu Primary Care Physician 189611 0 0 0 1980 0 12224 0 34197 0 238012 0 0 0 Robert Lanfranchi Director of IT Tech Services 70396 118824 0 0 243 411 4048 6832 0 0 74687 126067 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 $11,607. During 2014, Audrey vested in the plan and as a result $2,877,922 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 $30,940. During 2014, Mr. Gilmartin vesting in the plan resulted in an additional $125,733 of W-2 reportable compensation for Mr. Gilmartin. Robert S. Davis participated in a supplemental defined contribution retirement plan. Bridget Gallagher participated in a supplemental defined contribution retirement plan. The accrual for the year was $33,337. During 2014, Ms. Gallagher's vesting in the plan resulted in an additional $35,641 of W-2 reportable compensation for Ms. Gallagher. Rita Morgan participated in a supplemental defined contribution retirement plan. During 2014, Ms. Morgan's vesting in the plan resulted in an additional $184,601 of W-2 non-taxable compensation for Ms. Morgan. Form 990, Part III, line 3 Jewish Home Lifecare, Harry and Jeanette Weinberg Campus, Bronx ceased providing long-term home health care services in 2014. 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 4 The organization amended its by-laws to comply with New York Not-for-Profit Revitalization Act. 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, copies of the returns are provided to all board members. 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 XI, line 9: Change in beneficial interest in related organization 243,733. Adjustment to pension liability -7,164,299. Gain on refinancing 770,136. 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 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 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 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 1 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 1 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 1 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 1 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 1 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 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 1 0 1 0 0 0 0 1 0 0 1 1 1 1 1 0 0 Jewish Home Lifecare Home Assistance Personnel Inc M 379346 cost Jewish Home Lifecare Home Assistance Personnel Inc J 82500 cost