2014-05-14T09:37:10-07:00 2013-06-30 990 2012-07-01 340714360 MONTEFIORE HOME MONT 2163609080 One David N Myers Pkwy Beachwood OH 441221101 Mark Weiss 2169102640 2014-05-15 2012 2015-11-30 17:44:51Z Lauren Rock One David Myers Parkway Beachwood OH 44122 27491577 0 X www.montefiorecare.org X 1882 OH Montefiore provides a comprehensive system of support services related to healthcare needs throughout the aging process. Guided by Jewish values, Montefiore is dedicated to a standard of excellence and personalized care, enabling individuals to live with dignity and security and as independently as they are able. 68 68 715 321 0 0 2552919 1682713 25320344 24923221 66631 95798 22054 789845 27961948 27491577 0 0 0 0 19323290 19552558 0 0 0 8278337 8913587 27601627 28466145 360321 -974568 33104621 32627496 20691117 19286317 12413504 13341179 Montefiore provides a comprehensive system of support services related to healthcare needs throughout the aging process. Guided by Jewish values, Montefiore is dedicated to a standard of excellence and personalized care, enabling individuals to live with dignity and security and as independently as they are able. 0 0 22343037 21459601 Nursing Home Care: The Montefiore Home provides nursing home care and therapy for the aged and ill. Montefiore strives to be recognized as the center of excellence for promotion of wellness, innovative treatment and care of illness, and attainment of the highest possible quality of life for the aging community. 1559153 1714056 Homecare: From skilled nursing to physical therapy, Montefiore's homecare professionals provide first rate healthcare services. Montefiore delivers compassionate, individualized healthcare right to the community. Montefiore's homecare specialists work with a patient's schedule to meet all their healthcare needs. Our homecare nurses and therapists act as case managers, coordinating with the physician and medical team to implement an individualized care plan for each patient. 1518764 1749564 Hospice: Montefiore Hospice seeks to bring pain management and sympton control, as well as ultimate caring and compassion to those with a life-limiting illness, their caregivers, families and loved ones. We provide our signature care in the patient's own home, our inpatient unit or in other healthcare facilities. 0 0 0 25420954 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 1 1 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 0 0 0 0 1 78 0 715 1 0 0 0 0 0 0 0 0 0 0 X 68 68 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X Mark Weiss 2169102640 One David N Myers Pkwy Beachwood OH 441221101 Steven S Willensky 0 X X 0 0 0 Ben D Sheridan 0 X X 0 0 0 Bruce E Cweiber 0 X X 0 0 0 David B Orlean 0 X X 0 0 0 Gerald P Weinstein 0 X X 0 0 0 Idelle K Wolf 0 X X 0 0 0 Margo Vinney 0 X X 0 0 0 June E Taylor 0 X X 0 0 0 Rhoda Seifert 0 X X 0 0 0 Andrew W Hoffmann 0 X X 0 0 0 Sylvia W Aarons 0 X 0 0 0 Alvin M Barkley 0 X 0 0 0 Shirley Basch 0 X 0 0 0 Hal Becker 0 X 0 0 0 James L Chessin 0 X 0 0 0 Brad Coven 0 X 0 0 0 Reuven D Dessler 0 X 0 0 0 Audrey F Frank 0 X 0 0 0 Donald Freedheim 0 X 0 0 0 Joel Garver 0 X 0 0 0 Ira S Goffman 0 X 0 0 0 Gerald W Goldberg 0 X 0 0 0 Suri Goldman 0 X 0 0 0 Lois K Goodman 0 X 0 0 0 Harley I Gross 0 X 0 0 0 Phyllis B Harris 0 X 0 0 0 David R Hexter 0 X 0 0 0 Mary Ann Hexter 0 X 0 0 0 Robert T Hexter 0 X 0 0 0 Evan S Hirsch 0 X 0 0 0 Susan R Hurwitz 0 X 0 0 0 Alan Jaffa 0 X 0 0 0 I Leonard Kaplan 0 X 0 0 0 Jeffrey L Korach 0 X 0 0 0 Robert B MD Leb 0 X 0 0 0 Andrew R Lefkowitz 0 X 0 0 0 Berinthia R LeVine 0 X 0 0 0 Robert M Lustig 0 X 0 0 0 Lawrence A Mack 0 X 0 0 0 Mark MD Melamud 0 X 0 0 0 Barry J Miller 0 X 0 0 0 Jeffrey J Muencz 0 X 0 0 0 Hal H Myers 0 X 0 0 0 Elmer I Paull 0 X 0 0 0 Elaine H Rocker 0 X 0 0 0 Laura H Rocker 0 X 0 0 0 Dennis A Roth 0 X 0 0 0 Susan E Rubin 0 X 0 0 0 Alice R Sayre 0 X 0 0 0 Donald S Scherzer 0 X 0 0 0 Bryan A Schwartz 0 X 0 0 0 Harvey A Siegel 0 X 0 0 0 Daniel I Simon 0 X 0 0 0 Naomi Singer 0 X 0 0 0 Jeffrey E Soclof 0 X 0 0 0 Cathy W Stamler 0 X 0 0 0 Bonnie Stein 0 X 0 0 0 Eric D Wald 0 X 0 0 0 Joyce H Wald 0 X 0 0 0 Michael A Waxman-Lenz 0 X 0 0 0 Marilyn Weinberg 0 X 0 0 0 Lawrence R Weiss 0 X 0 0 0 Sally H PhD Wertheim 0 X 0 0 0 Stanley E Wertheim 0 X 0 0 0 Judy K Willensky 0 X 0 0 0 Darrell A Young 0 X 0 0 0 Daniel N Zelman 0 X 0 0 0 Malcolm Zucker 0 X 0 0 0 Lauren B Rock 55 X 325478 0 15731 Mark Weiss 55 X 221192 0 21598 Gina Prosser 55 X 160745 0 17189 Carol Weiss 55 X 133596 0 14526 841011 0 69044 4 0 1 0 Talk of the Town Consulting LLC 3609 West Alexis Road Suite 214 Toledo OH 43623 Dietary Consulting/Services 284198 Custom Healthcare Prof Inc 5001 Mayfield Road Suite 210 Lyndhurst OH 44124 Nursing Services 184397 Euclid Hospital 18901 Lakeshore Blvd Euclid OH 44119 Therapy Services 116280 Jackson Therapy Partners PO Box 277637 Atlanta GA 30384 Homecare Therapy 128031 4 0 0 0 0 0 1682713 0 1682713 NURSING HOME 623000 21459601 21459601 0 0 HOMECARE 621610 1714056 1714056 0 0 HOSPICE 624190 1749564 1749564 0 0 0 0 0 0 24923221 95750 0 0 95750 0 0 0 0 0 0 0 0 0 0 0 48 0 0 0 48 48 0 0 48 0 MANAGEMENT FEES 623312 661729 0 0 661729 SALE OF BED LICENSES 623110 99000 0 0 99000 BEAUTY SHOP REVENUE 623990 8649 0 0 8649 20467 0 0 20467 789845 27491577 24923221 0 885643 0 0 0 0 0 0 0 0 670396 157292 513104 0 15203766 14201222 1002544 0 0 0 0 0 522993 473049 49944 0 1400367 1266661 133706 0 1755036 1587467 167569 0 75512 0 75512 0 127057 0 127057 0 49710 0 49710 0 0 0 0 0 0 0 0 0 0 0 1118533 1084888 33645 0 82044 17213 64831 0 67445 11351 56094 0 263537 0 263537 0 0 0 0 0 632345 632345 0 0 64762 64762 0 0 0 0 0 0 36024 15452 20572 0 133187 133187 0 0 0 0 0 0 1421213 1421213 0 0 223836 0 223836 0 MEDICAL, DIETARY & MAINTENANCE SUPPLIES 2699668 2696250 3418 0 BED, PROPERTY & SALES TAX 1053371 1050206 3165 0 ADMINSTRATIVE AND OPERATING 681161 424214 256947 0 BAD DEBT EXPENSE 184182 184182 0 0 28466145 25420954 3045191 0 1150 1150 2342992 2329488 1081600 1200000 2999279 3178696 61932 67085 94818 337064 40996093 20920387 20113644 20075706 5254296 4806376 1154910 631931 33104621 32627496 2196681 2843220 2500 10490000 10100000 42380 44165 7962056 6296432 20691117 19286317 X 11229826 11928180 1159278 1388599 24400 24400 12413504 13341179 33104621 32627496 X -974568 362958 0 0 0 1539285 X 0 1 X 1 0 X 1010842 1670547 1346167 2552919 1682713 8263188 26790815 27476541 26548609 25320345 24923221 131059531 0 0 27801657 29147088 27894776 27873264 26605934 139322719 139322719 123225 92681 70233 66631 95750 448520 123225 92681 70233 66631 95750 448520 229517 50280 294027 615426 789845 1979095 28154399 29290049 28259036 28555321 27491529 141750334 0.98287 0.98564 0.00316 0.00376 X General Explanations - Income derived from Management Fees $661,729, Miscellaneous, Rebates and Refunds $29,116 and Sale of Bed Licenses $99,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 1 29 1 0 0 29 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 Delegations from Montefiore which include the CEO & President, Key Employees, and/or specific Board Members meet with politicians on both the state and federal level. During these meetings, factors that have a direct impact on the future of Montefiore such as reimbursement dollars are discussed. Montefiore makes known to the politicians how these matters would impact Montefiore and the nursing home environment in general. 0 1 X 113679 0 8112 0 1966 0 119825 116773 1943 -2687 0 1874 476 113679 102110 4494 12039 0 1390 480 116773 97158 6000 1597 0 2260 385 102110 72095 83917 -6454 0 52400 0 97158 0.65 0.22 0.13 1 0 0 532827 532827 0 30902431 14144420 16758011 0 2207377 1106929 1100448 0 7281372 5596952 1684420 0 72086 72086 0 20075706 Global Equity Funds 3173565 F Bonds 983563 F Comodity Funds 649248 F 4806376 0 ACCRUED PENSION LIABILITY 6019540 ESTIMATED THIRD PARTY PAYABLES 276892 6296432 X 27854535 362958 0 0 0 362958 27491577 0 0 0 27491577 26926860 0 0 0 -1539285 -1539285 28466145 0 0 0 28466145 SchD_P04_S00_L02b Schedule D, Part IV, Line 2b The Montefiore Home holds personal funds on behalf of the residents for use in the facility, on outings, or for paying a resident's personal bills Once discharged, all remaining fund balances are refunded to the resident or appropriate individual. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The Endowment Fund is designated for use in the organization's various Hospice Program activities. SchD_P10_S00_L02 Schedule D, Part X, Line 2 Not applicable. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Decrease in the unfunded pension liability $1,563,168 and netted reimbursed expenses ($23,883) X X X 0 1 0 0 0 0 0 0 0 Lauren B Rock 295901 0 29578 0 0 0 8994 0 6737 0 341210 0 0 0 Mark Weiss 219692 0 1500 0 0 0 6899 0 14699 0 242790 0 0 0 Gina Prosser 160245 0 500 0 0 0 4891 0 12298 0 177934 0 0 0 SchJ_P01_S00_L03 Schedule J, Part I, Line 3 Compensation is discussed by a compensation committee and CEO compensation is approved by the Board of Directors. A written contract detailing compensation exists. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Lauren Rock $7,670 Regina Prosser $2,600 Carol, Weiss $4,134 A Colorado Educational and Cultural Authority 840896727 196458ZY2 2005-02-24 13000000 Expansion and Renovation 0 0 0 A 0 0 13000000 0 0 0 281017 0 0 13000000 0 0 2005 0 0 1 1 A 0 0 0 0 0 0 0 0 0 1 A 0 0 0 0 1 0 0 0 1 A 1 F990_P01_S00_L01 Form 990, Part I, Line 1 The Montefiore Home engages in several activities throughout the year as a benefit to its residents and the community. During election periods, the Board of Elections comes to the nursing home so the residents are able to cast their votes. Montefiore holds several CEU events for professionals, provides internship and junior volunteer opportunities to local schools, and hosts a healthcare speaker series that is open to the public. Montefiore also hosts Food for Thought, a catered discussion on curent trends and topics, and celebrates annually with community wide Tribute to Martin Luther King, Jr.. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Sally Wertheim and Stanley Wertheim, both Board Members, are husband and wife. Steven Willensky, Board Chair, and Judy Willensky, Board Member, are husband and wife. Eric Wald and Joyce Wald, both Board Members, are husband and wife. David Hexter, Board Member, is the son-in-law of Sally Wertheim and Stanley Wertheim, both Board Members. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Form 990 is prepared by the organization's accounting staff, reviewed by the CFO and reviewed by the organization's independent auditor. The complete and accurate 990 is presented to the Board for comments and/or corrections before filing. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c If a conflict of interest arises, the matter would be discussed with the appropriate Board Member. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 In 2007 an ad hoc committee was established to approve the hiring and compensation of the President and CEO of the organization Lauren Rock was hired and remains in this capacity. On an annual basis, the Board Chair is responsible for the CEO's annual evaluation. At this time, recommendations can be made to the Board concerning compensation and bonuses. The CEO is responsible for the annual evaluation and compensation levels of other key employees. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Public documents, including the Form 990, are made available upon request. F990_P11_S00_L09 Form 990, Part XI, Line 9 Schedule D, Part X Line 9 - $1,563,168 represents a decrease in the unfunded pension liability netted with $23,883 of reimbursed expenses.