2014-07-18T06:44:01-05:00 2013-12-31 042684828 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 990 2013-01-01 042129128 JEWISH GERIATRIC SERVICES INC JEWI 4135676211 770 CONVERSE STREET LONGMEADOW MA 011061786 A EDWARD ROMAN CFO 4135676211 2014-07-11 1 JEFFREY T ROGERS P01074284 6177427788 2013 2015-11-30 17:44:51Z A EDWARD ROMAN 770 CONVERSE STREET LONGMEADOW MA 01106 7465420 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 25 0 0 0 0 1027355 441403 0 0 -298358 584642 -105892 -81873 623105 944172 0 0 0 0 0 0 0 0 124952 50 126148 50 126148 623055 818024 48354589 51197859 21248018 20830844 27106571 30367015 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 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 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 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 72668 13597 MARK KATZ 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 FRANKEL 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 MARTIN BAICKER PRESIDENT 1.00 40.00 X 0 278280 42493 EDWARD ROMAN CFO 1.00 40.00 X 0 135359 27647 UDAYA JAGADEESAN CMO 1.00 40.00 X 0 204694 17459 0 691001 101196 0 0 1 0 0 441403 441403 1021635 1021635 6084255 6521248 -436993 -436993 -436993 MISCELLANEOUS INCOME 900099 3243 3243 RUTH'S HOUSE SUBSIDY 900099 -85116 -85116 -81873 944172 -81873 0 584642 X 98725 98725 367 367 MISCELLANEOUS 25860 25860 LICENSES/FEES 1196 1196 126148 0 1196 124952 64692 167743 26450 191488 30245 0 161243 21118669 23418885 27171228 27423538 48354589 51197859 152892 66372 19122946 18704451 171444 365943 613000 988000 1187736 706078 21248018 20830844 X 26295338 29532664 381678 381678 429555 452673 27106571 30367015 48354589 51197859 X 818024 1937644 504776 X 0 1 X 1 0 X 389161 192303 1027355 441403 2050222 389161 192303 1027355 441403 2050222 0 0 0 2050222 1021635 1021635 1021635 1021635 389161 192303 1027355 1463038 3071857 0.66740 1.00000 0.33260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20761669 2999379 699163 23061885 19529973 2482800 1251104 20761669 20810395 -291118 989304 19529973 19409832 1880487 479924 20810395 16801005 3129914 521087 19409832 0.98000 0.01500 0.00500 0 0 15993 15993 0 175495 14252 161243 161243 CASH AND CASH EQUIVALENTS 1163640 F CORPORATE BONDS AND NOTES 200000 F ALTERNATIVE INVESTMENTS 599693 F MUTUAL FUNDS 21098552 F REAL PROPERTY 357000 F 23418885 DUE FROM AFFILIATES 27098377 BONDS COST OF ISSUANCE 325161 27423538 INTEREST RATE SWAP AGREEMENT 706078 706078 X 3363474 1937644 481658 2419302 944172 0 944172 126148 0 126148 0 126148 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 2010 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON INTEREST RATE SWAP 481,658. X X X X 0 0 0 0 0 0 0 0 0 MARTIN BAICKER PRESIDENT 0 253280 0 25000 0 0 0 0 0 42493 0 320773 0 0 EDWARD ROMAN CFO 0 135250 0 0 0 109 0 0 0 27647 0 163006 0 0 UDAYA JAGADEESAN CMO 0 169998 0 34696 0 0 0 0 0 17459 0 222153 0 0 A MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITY 042297674 2010-03-01 20300000 REFINANCE EXISTING BONDS 0 0 0 A 1595549 20300000 354500 1 0 0 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 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 98,725. TOTAL EXPENSES 98,725. FORM 990, PART XI, LINE 9: LOSS ON INTEREST RATE SWAP 481,658. INCREASE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 23,118. 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