2014-11-14T10:16:32-07:00 2013-12-31 990 2013-01-01 160743145 ROSA COPLON JEWISH HOME AND INFIRMARY ROSA 7166393330 2700 North Forest Road Getzville NY 140681527 David Dunkelman President 7166393330 2014-11-14 2013 2015-11-30 17:44:51Z David Dunkleman 2700 North Forest Rd Getzville NY 14068 18592560 0 X www.weinbergcampus.org X 1916 NY The mission of Menorah Campus, Inc., d/b/a the Harry and Jeanette Weinberg Campus, is to address the full needs of older people in our region: medical, residential, emotional, financial, social and spiritual. Rosa Coplon Jewish Home & Infirmary is a subsidiary of Menorah Campus Inc. 14 13 312 27 0 0 525 0 18068495 18468725 110261 87544 55488 36291 18234769 18592560 0 0 0 0 9522125 9951144 0 0 0 10236989 10501694 19759114 20452838 -1524345 -1860278 4910124 4522418 9043628 10562655 -4133504 -6040237 The mission of Menorah Campus, Inc., d/b/a the Harry and Jeanette Weinberg Campus, is to address the full needs of older people in our region: medical, residential, emotional, financial, social and spiritual. Rosa Coplon Jewish Home & Infirmary is a subsidiary of Menorah Campus Inc. 0 0 16033652 17151337 Menorah Campus Inc. d/b/a The Harry and Jeanette Weinberg Campus ("Weinberg Campus") is an exempt organization and is the sole member for 7 exempt operating subsidiaries including Rosa Coplon Jewish Home and Infirmary Inc. Weinberg Campus, Inc. through its operating subsidiaries, offers a variety of living options and customizable care programs to meet the needs of seniors in Western New York. The services provided range from independent living apartments with supportive services available as needed to a more structured adult home setting, to social and medical day programs, short term rehabilitation, a nursing home, a managed long term care program, home care and a mental health residence. Weinberg Campus is a leader in developing thoughtful approaches to the challenges of aging and strives to create a home-like environment that assists individuals to live according to their needs and values. Weinberg Campus provides services to approximately 2,000 individuals on an annual basis. Rosa Coplon Jewish Home and Infirmary ("Rosa") is a 180 bed skilled nursing facility which provides long-term full time medical care for elderly men and women of the Western New York community. Rosa has a high population of Medicare and Medicaid eligible residents. Rosa also provides short-term inpatient rehabilitation services. During 2013, Rosa experienced actual average daily occupancy of 176 residents (97.4% of maximum occupancy). Rosa is truly an innovative style nursing home where residents enjoy life-enriching activities and family visits with spacious bedrooms, beautifully furnished and sunlit living rooms. Caregiving staff are just a few steps away. Specially trained geriatric staff conduct patient evaluations at area hospitals and facilitate the admissions process. Weinberg Campus is the only nursing home in the country to be awared the prestigious Peter F. Ducker Award for Non-profit innovation. The services provided by Rosa include: all necessary medical services, including 24 hour nursing and aide services, various physician services, and all necessary physical, occupational, and speech services, and nutritional services (3 meals a day, approximatley 193,000 residents meals served during 2013. 741352 853253 Rosa Coplon operated a Long-term home healthcare program which provides for restorative and maintenance homecare services to the Western New York community. The program has the capacity of 200 participants of which 140 were filled on average in 2013, the majority of participants having Medicare and Medicaid coverage 598247 492125 Rosa Coplon operates an Adult Day Care Program which provides day care treatment services including nursing, physica therapy, occupational therapy, and speech therapy. The program is licensed for 20 registrants per day and in 2013 ran an average of 13 daily. 0 0 0 17373251 1 0 0 0 0 0 0 0 1 1 0 0 1 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 0 0 0 1 0 0 312 1 0 0 0 0 0 0 0 0 0 0 X 14 13 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X Robert T Mayer 7166393330 2700 North Forest Road Getzville NY 140681527 D Dunkelman President 1 39 X X 0 764805 26446 J Rodwin Chairman 1 6 X X 0 0 0 S Shapiro Vice Chairman 1 6 X X 0 0 0 R Gordon Secretary & Treasurer 1 6 X X 0 0 0 S Barzman Director 1 6 X 0 0 0 L Cohen Director 1 6 X 0 0 0 L Katz Director 1 6 X 0 0 0 C Komm Director 1 6 X 0 0 0 H Polakoff Director 1 6 X 0 0 0 K Rogers Director 1 6 X 0 0 0 J Schechter Director 1 6 X 0 0 0 E Setel Director 1 6 X 0 0 0 J Wisbaum Director 1 6 X 0 0 0 A Gutierrez Director 1 6 X 0 0 0 B Basher Vice President 1 39 X 0 113397 1497 R Dressel Vice President 1 39 X 0 184415 27994 R Mayer Vice President 1 39 X 0 225086 5862 Ronald Zito Administrator 40 1 X 121461 0 70 121461 1287703 61869 1 0 1 0 Sodexo Operations LLC PO Box 81049 Woburn MA 018131049 Management Service for Dietary and Maintenance 235856 Buffalo Pharmacy 1479 Kensington Buffalo NY 14215 Pharmaceuticals 385175 We Care Transportation 6 Fountain Plaza Buffalo NY 14202 Transportation 247789 3 0 Rosa Coplon Nursing Home 621000 17123261 17123261 0 0 Rosa Coplon Long Term Home Health 621610 853339 853339 0 0 Menorah Campus Adult Medical Day Care 621990 492125 492125 0 0 0 0 0 0 18468725 87544 0 0 87544 0 0 0 0 0 0 0 0 0 0 0 0 Cable and Telephone 517000 18704 18704 0 0 Beauty Shop Rent 561499 8301 0 0 8301 9286 9286 0 0 36291 18592560 18496715 0 95845 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7643386 7255619 387767 0 157016 157016 0 0 1577368 1530893 46475 0 573374 544439 28935 0 280345 259173 21172 0 30611 0 30611 0 4800 0 4800 0 0 0 0 0 0 0 0 0 0 0 658956 652570 6386 0 0 0 0 0 15000 13919 1081 0 15402 15402 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11605 10239 1366 0 5392 0 5392 0 6450215 3942361 2507854 0 0 0 0 0 0 0 0 0 NYS Cash Receipts Assessments 961347 961347 0 0 Transportation 279067 279067 0 0 Pharmacy 385175 385175 0 0 Food Expense 479155 477266 1889 0 924624 888765 35859 0 20452838 17373251 3079587 0 683531 571797 0 0 0 0 1796745 2210026 0 0 0 0 0 0 35580 34127 5639 13219 0 0 16643 16643 1741719 1005951 0 0 630267 670655 4910124 4522418 971887 931590 8071741 9631065 9043628 10562655 X -4282469 -6212067 77196 100061 71769 71769 -4133504 -6040237 4910124 4522418 X -1860278 -69319 0 0 0 22864 X 0 1 X 1 0 X 5945 4614 0 525 0 11084 19595760 19726873 18855834 18115165 18496715 94790347 11100 10349 10386 8818 8301 48954 0 0 0 0 0 0 0 0 0 0 0 0 19612805 19741836 18866220 18124508 18505016 94850385 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 94850385 421591 303896 277616 110261 87544 1200908 0 0 0 0 0 0 421591 303896 277616 110261 87544 1200908 0 0 0 0 0 0 0 0 0 0 0 0 20034396 20045732 19143836 18234769 18592560 96051293 0.98750 0.98278 0.01250 0.01530 X Schedule A, Part III, Line 12 2013 other income consists of monies earned through business activity that includes space rental fees for the Rosa Coplon Beauty shop and fees charged to third parties for the request of copies of medical records. 1 25037 53341 60466 17912 0 71769 0 0 0 0 0 71769 71769 0 0 0 0 0 71769 71769 0 0 0 0 0 71769 71769 0 0 0 0 0 71769 71769 0 0 0 0 0 71769 0 1 0 1 0 Assets whose use is limited 1005951 F 1005951 Due from Affiliate - Menorah Campus Adult Home 532708 Due from Affilitiate Menorah Cmapus Independent Senior Apartments 69352 Due from Affiliate - Greenwood Residence 68595 670655 Due to Restricted Fund 1913598 Due to Third Parties 2325383 Due to Affiliates of Menorah Campus, Inc. 5392084 9631065 X Schedule D, Part IV, Line 1b The organization holds resident trust funds in an interest bearing account. These funds are assets of the residents. Schedule D, Part V, Line 4 The intended use of these endowment funds is utilization of the unrestricted income generated from the permanently restricted assets for the benefit of Rosa Coplon Jewish Home and Infirmary. Schedule D, Part X, Line 2 The Company is a not-for-profit corporation as described in Section 509(a) of the Internal Revenue Code and is exempt from federal income taxes on related income persuant to Section 501(c)(3) of the Code. Accordingly, no provision for Federal Income Taxes is included in the financial statements. The Company files its Return of Organization Exempt from Income Tax in the U.S. federal jurisdiction and its Annual Filing of Charitable Organizations in New York State. The tax years 2010-2012 generally remain open to examination in taxing jurisdictions in which the Company is subject to filing requirements of those jurisdictions. X X X X X X 0 1 0 0 0 0 0 0 1 1 D Dunkelman President 0 763530 0 0 0 1275 0 0 0 26446 0 791251 0 R Mayer Vice President 0 225086 0 0 0 0 0 0 0 5862 0 230948 0 R Dressel Vice President 0 184415 0 0 0 0 0 0 0 27994 0 212409 0 Schedule J, Part I, Line 4 David Dunkelman, President of Menorah Campus Inc, participates in a supplemental nonqualified retirement plan. Menorah Campus Inc made contributions in 2013 to this plan in the amount of $150,000. Robert Mayer, VP of Finance for Menorah Campus Inc participates in a supplemental nonqualified plan. Randi Dressel, VP of Operations for Menorah Campus Inc participates in a supplemental nonqualified plan. As of 12/31/2013, only David Dunkelman was substantially vested in the Plan. Schedule J, Part I, Line 8 Pursuant to their written contracts, David Dunkelman, Robert Mayer, and Randi Dressel are each paid a fixed salary each year. Form 990, Part VI, Section A, Line 2 S. Shapiro, J Rodwin and J Wisbaum's husband have a business relationship with one another. S. Shapiro, J Rodwin, and Wisbaum are members of the organization's Board of Directors. Form 990, Part VI, Section A, Line 6 Menorah Campus Inc is the sole member of Rosa Coplon Jewish Home and Infirmary Inc. Menorah Campus Inc elects the Directors of Rosa Coplon Jewish Home and Infirmary, Inc. Form 990, Part VI, Section A, Line 7a Amendment of the Certificate of Incorporation of Rosa Coplon Jewish Home and Infirmary Inc must be approved by the members of Rosa Coplon Jewish Home and Infirmary. Menorah Campus Inc is the sole member of Rosa Coplon Jewish Home and Infirmary, Inc. Menorah Campus Inc elects the Director of Rosa Coplon Jewish Home and Infirmary. Form 990, Part VI, Section A, Line 7b Amendment of the Certificate of Incorporation of Rosa Coplon Jewish Home and Infirmary Inc must be approved by the members of Rosa Coplon Jewish Home and Infirmary. Menorah Campus Inc is the sole member of Rosa Coplon Jewish Home and Infirmary, Inc. Menorah Campus Inc elects the Directory of Rosa Coplon Jewish Home and Infirmary. Form 990, Part VI, Section B, Line 11b Governing Board 990 Review Process: Annually each member of the Board of Directors will review the proposed Form 990 prior to submission to the appropriate agencies but after it has been reviewed by our independent accountants. Form 990, Part VI, Section B, Line 12c Copies of the Conflict of Interest Policy are furnished to each Director, Officer, Committee Member, and Management employee. Each new Director, Officer, Committee Member, and Management Employee are advised of this policy upon undertaking his/her prospective duties. Weinburg Campus employees are educated about the importance of the Conflict of Interest Policy. Each Director, Officer, committee Member, and Management employee sign an annual Compliance Agreement acknowledging receipt of this Policy and agree to abide by it. Form 990, Part VI, Section B, Line 15 The determination and approval of our CEO's multiple year contract is based on an independent analysis performed outside of the organization and was approved in 2008. The determination of the VP, Finance and the VP, Operations multiple year contracts were based on independent analysis performed outside as well and was approved in 2010. Form 990, Part VI, Section C, Line 19 The organization makes its governing documents, Conflict of Interst Policy, and financial statements available to the public upon request. Additionally, the financial statements are available along with the 990's at WWW. GUIDESTAR.ORG Form 990, Part XI, Line 9 Change in Temporary Restricted New Assets for Investment Income received during 2013 Menorah Campus Inc 2700 North Forest Road Getzville NY 14068 161376699 Healthcare NY 501(c)(3) 9 N/A 0 Amherst Towne Senior Apartments Inc 2700 North Forest Road Getzville NY 14068 510501768 Housing NY 501(c)(3) 9 Menorah Campus Inc 0 Total Aging in Place Program Inc 2700 North Forest Road Getzville NY 14068 161580245 Healthcare NY 501(c)(3) 9 Menorah Campus Inc 0 Greenwood Residences Inc 2700 North Forest Road Getzville NY 14068 161345198 Housing NY 501(c)(3) 9 Menorah Campus Inc 0 Menorah Campus Adult Home Inc 2700 North Forest Road Getzville NY 14068 161376702 Housing NY 501(c)(3) 9 Menorah Campus Inc 0 Menorah Campus Independent Senior Apartments Inc 2700 North Forest Road Getzville NY 14068 161376701 Housing NY 501(c)(3) 9 Menorah Campus Inc 0 Amherst Glen Senior Apartments Inc 2700 North Forest Road Getzville NY 14068 264693544 Housing NY 501(c)(3) 9 Menorah Campus Inc 0 0 0 0 1 1 0 0 0 0 1 0 0 1 0 1 1 1 0 0 The organization requested and was granted an extension for filing until November 15, 2014 in order to compile all the required documentation for complete filing.