ELDERPLAN INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ELDERPLAN INC (EIN 11-2625096)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201423159349302857
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T15:01:01-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131517563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112625096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELDERPLAN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELDE | BusinessNameControlTxt |
| Phone | 7184917261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6323 SEVENTH AVENUE | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11220 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDER BALKO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7184917261 | PhoneNum |
| Signature | 2014-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ISRAEL TANNENBAUM | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2128674000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALEXANDER BALKO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6323 SEVENTH AVENUE | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $786,237,564 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MJHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | A MEDICARE MANAGED CARE AND MEDICAID MANAGED LONG TERM CARE PROGRAM | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 626 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $527,051,784 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $664,369,404 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,490,983 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,387,772 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,625,525 | CYOtherRevenueAmt |
| PY Total Revenue | $528,542,767 | PYTotalRevenueAmt |
| CY Total Revenue | $667,382,701 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,538,604 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $60,755,975 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $485,940,499 | PYOtherExpensesAmt |
| CY Other Expenses | $580,499,872 | CYOtherExpensesAmt |
| PY Total Expenses | $526,479,103 | PYTotalExpensesAmt |
| CY Total Expenses | $641,255,847 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,063,664 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $26,126,854 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $153,912,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $207,024,785 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $69,424,271 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $94,706,811 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $84,487,934 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $112,317,974 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ELDERPLAN, A HEALTH PLAN WITH MEDICARE AND MEDICAID CONTRACTS, STARTED AS ONE OF THE ORIGINAL SOCIAL HEALTH MAINTENANCE ORGANIZATIONS IN THE COUNTRY. NEARLY 30 YEARS LATER, ELDERPLAN (WHICH INCLUDES HOMEFIRST - ONE OF THE OLDEST MANAGED LONG TERM CARE PLANS IN NY) IS COMMITTED TO SERVING ADULTS 65 AND OVER AND INDIVIDUALS WITH SPECIAL NEEDS, EMPOWERING THEM TO ACHIEVE THEIR GREATET LEVEL OF INDEPENDENCE AND QUALITY OF LIFE THROUGH PIONEERING HEALTH CARE AND SOCIAL SUPPORT PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $535,297,622 | ExpenseAmt |
| Revenue | $664,369,404 | RevenueAmt |
| Desc | IN 2013, ELDERPLAN (INCLUSIVE OF HOMEFIRST) SERVED NEARLY 25,000 MEMBERS IN NYC, WESTCHESTER, LONG ISLAND AND MONROE COUNTY. A LOCAL NOT-FOR-PROFIT HEALTH PLAN, THAT'S BEEN CONTINUING THE WORK OF THE BROOKLYN LADIES FOR NEARLY 30 YEARS, ELDERPLAN UNDERSTANDS THE MEDICARE MARKET AND THE NEEDS OF PEOPLE WHO DEPEND ON THEIR PLAN TO PROTECT THEIR HEALTH. AS A NOT-FOR-PROFIT, ELDERPLAN REINVESTS EARNINGS TO BRING OUR MEMBERS IMPROVED BENEFITS. WE BELIEVE THAT HEALTH CARE IS MORE THAN CARING FOR PEOPLE. IT'S CARING ABOUT THEM AS WELL. | Desc |
| Total Program Service Expenses | $535,297,622 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4306 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 626 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF DAVIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184917261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6323 SEVENTH AVENUE | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11220 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ELI S FELDMAN | |||||||||
| PRESIDENT, CEO, DIRECTOR | 15.00 | 20.00 | Yes (X) | Yes (X) | $584,536 | $779,380 | $318,801 | ||
| ARTHUR GOSHIN MD | |||||||||
| DIRECTOR, CHAIRPERSON | 0.50 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RONALD B MILCH | |||||||||
| DIRECTOR / SECRETARY / TRE | 0.50 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CLARA WILLIAMS | |||||||||
| DIRECTOR/SENIOR AMBASSADOR | 0.50 | 0.50 | Yes (X) | $24,907 | $0 | $0 | |||
| BRADLEY FLUEGEL | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BURTON ESRIG | |||||||||
| DIRECTOR | 0.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HILDA RAYAS | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN KARSCH | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J GORMLEY | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID WIENER | |||||||||
| DIRECTOR | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN JACKSON | |||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| AMIR KISHON | |||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA LATESTA | |||||||||
| DIRECTOR/SENIOR AMBASSADOR | 0.50 | Yes (X) | $11,987 | $0 | $0 | ||||
| ALEXANDER BALKO | |||||||||
| EXECUTIVE VP/COO | 15.00 | 20.00 | Yes (X) | $312,457 | $416,611 | $426,916 | |||
| ROBERT LEAMER | |||||||||
| ASST. SEC./ SR. VP GENERAL | 15.00 | 20.00 | Yes (X) | $183,934 | $245,245 | $245,693 | |||
| ELLIOT BROOKS | |||||||||
| SENIOR VP, HUMAN RESOURCES | 7.00 | 28.00 | $85,380 | $341,519 | $236,145 | Yes (X) | |||
| RONALD CHAFFIN | |||||||||
| PRESIDENT MANAGED CARE | 33.00 | 2.00 | $564,564 | $34,216 | $344,226 | Yes (X) | |||
| VINCENT MARCHELLO | |||||||||
| CHIEF MEDICAL DIRECTOR | 35.00 | $400,578 | $0 | $73,525 | Yes (X) | ||||
| RANDALL KLEIN | |||||||||
| EXEC VP MANAGED CARE | 35.00 | $234,379 | $0 | $1,606 | Yes (X) | ||||
| THOMAS EARLY | |||||||||
| EXECUTIVE VP MANAGED CARE | 35.00 | $430,160 | $0 | $162,050 | Yes (X) | ||||
| GERALD ANELLO | |||||||||
| CONTROLLER | 35.00 | $215,176 | $0 | $46,557 | Yes (X) | ||||
| FRANCISCO POLANCO | |||||||||
| ASSISTANT DIRECTOR OF SALES | 35.00 | $305,111 | $0 | $34,845 | Yes (X) | ||||
| KAYE MORROW | |||||||||
| VICE PRES HEALTH PLAN OPERATIONS | 35.00 | $245,439 | $0 | $59,215 | Yes (X) | ||||
| FELICIA DYER-JOHNSON | |||||||||
| VP PRODUCT MGMT & EXEC DIR HF | 35.00 | $217,747 | $0 | $54,304 | Yes (X) | ||||
| JACLYN O'BRIEN | |||||||||
| ASSISTANT VP HEALTH ECONOMICS | 35.00 | $209,933 | $0 | $39,866 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,026,288 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,816,971 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,043,749 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 53 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SPECIAL TOUCH HOME CARE | |||||
| 2091 CONEY ISLAND AVENUE | BROOKLYN | NY | 11223 | HOME HEALTH AGENCY | $30,325,821 |
| BESTCARE INC | |||||
| PO BOX 9010 | LEVITTOWN | NY | 11756 | HOME HEALTH AGENCY | $29,740,530 |
| ENVISION PHARMACEUTICAL SERVICES INC | |||||
| 2181 E AURORA ROAD SUITE 201 | TWINSBURG | OH | 44087 | PHARMACEUTICAL | $29,439,633 |
| METROPOLITAN JEWISH HOMECARE | |||||
| 6323 7TH AVE | BROOKLYN | NY | 11220 | HOME HEALTH AGENCY | $29,154,236 |
| COMMUNITY HOME CARE REFERRAL SERVICE | |||||
| 3920 13TH AVENUE | BROOKLYN | NY | 11218 | HOME HEALTH AGENCY | $18,343,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 338 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CAPITATION PAYMENTS | 524114 | $655,287,797 | $655,287,797 |
| RECRUITMENT AND RETENTION FUNDS | 525990 | $3,947,217 | $3,947,217 |
| MEMBER SURPLUS INCOME | 524114 | $3,838,855 | $3,838,855 |
| REINSURANCE RECOVERY | 524298 | $1,295,535 | $1,295,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $664,369,404 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $857,376 | TotalRevenueColumnAmt |
| Exclusion | $857,376 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $119,385,259 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $118,854,863 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $530,396 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $530,396 | TotalRevenueColumnAmt |
| Exclusion | $530,396 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE SERVICE PROVIDED T | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,625,525 | TotalRevenueColumnAmt |
| Exclusion | $1,625,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,625,525 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $667,382,701 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $664,369,404 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,013,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,753,414 | TotalAmt |
| Management And General | $3,753,414 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,975,508 | TotalAmt |
| Management And General | $45,975,508 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,288 | TotalAmt |
| Management And General | $560,288 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,163,190 | TotalAmt |
| Management And General | $8,163,190 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,303,575 | TotalAmt |
| Management And General | $2,303,575 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,378 | TotalAmt |
| Management And General | $160,378 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,114 | TotalAmt |
| Management And General | $280,114 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,925 | TotalAmt |
| Management And General | $231,925 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,543,720 | TotalAmt |
| Program Services | $517,598,202 | ProgramServicesAmt |
| Management And General | $10,945,518 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,951,478 | TotalAmt |
| Management And General | $6,951,478 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,792,207 | TotalAmt |
| Program Services | $7,560,487 | ProgramServicesAmt |
| Management And General | $17,231,720 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,256,608 | TotalAmt |
| Management And General | $1,256,608 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,163,184 | TotalAmt |
| Management And General | $1,163,184 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,353,846 | TotalAmt |
| Program Services | $9,164,082 | ProgramServicesAmt |
| Management And General | $189,764 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,553 | TotalAmt |
| Management And General | $260,553 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,590,839 | TotalAmt |
| Management And General | $1,590,839 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,875 | TotalAmt |
| Management And General | $550,875 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BAD DEBT | $4,389,294 | $4,389,294 | |
| STOP LOSS INSURANCE | $974,851 | $974,851 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,255,847 | TotalAmt |
| Program Services | $535,297,622 | ProgramServicesAmt |
| Management And General | $105,958,225 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,357 | BOYAmt |
| EOY | $2,312,394 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,810,907 | BOYAmt |
| EOY | $46,344,238 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,391,346 | BOYAmt |
| EOY | $49,400,287 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,817 | BOYAmt |
| EOY | $49,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,808,214 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,351,684 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,773,568 | BOYAmt |
| EOY | $4,456,530 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,760,698 | BOYAmt |
| EOY | $92,695,560 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,641,512 | BOYAmt |
| EOY | $11,766,570 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,912,205 | BOYAmt |
| EOY | $207,024,785 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,124,325 | BOYAmt |
| EOY | $85,676,664 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,299,946 | BOYAmt |
| EOY | $9,030,147 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,424,271 | BOYAmt |
| EOY | $94,706,811 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,487,934 | BOYAmt |
| EOY | $112,317,974 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,487,934 | BOYAmt |
| EOY | $112,317,974 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,912,205 | BOYAmt |
| EOY | $207,024,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $26,126,854 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,703,186 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $239,006,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $227,569,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $399,877,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $527,051,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $664,369,404 | CurrentTaxYearAmt |
| Total | $2,057,875,843 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $239,006,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $227,569,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $399,877,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $527,051,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $664,369,404 | CurrentTaxYearAmt |
| Total | $2,057,875,843 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,057,875,843 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,244,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,411,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,125,780 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $932,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $857,376 | CurrentTaxYearAmt |
| Total | $6,572,322 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,244,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,411,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,125,780 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $932,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $857,376 | CurrentTaxYearAmt |
| Total | $6,572,322 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,886 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,625,525 | CurrentTaxYearAmt |
| Total | $1,633,774 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,251,954 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $228,986,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401,006,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $527,984,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $666,852,305 | CurrentTaxYearAmt |
| Total | $2,066,081,939 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99600 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99430 | PublicSupportPY509Pct |
| Investment Income CY | 0.00320 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00570 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISC INCOME ADMINISTRATIVE SERVICES ONLY | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $365,119 | OtherCostOrOtherBasisAmt |
| Depreciation | $263,264 | DepreciationAmt |
| Book Value | $101,855 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,443,095 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,088,420 | DepreciationAmt |
| Book Value | $4,354,675 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,456,530 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM PARTICIPATING AGENCIES OF THE METROPOLITAN JEWISH HEALTH SYSTEM | $214,262 |
| DUE FROM THIRD-PARTY PAYORS | $10,945,183 |
| REINSURANCE RECEIVABLE | $607,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,766,570 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO MEDICAID | $5,111,906 |
| UNCLAIMED DISBURSEMENTS | $6,741 |
| DUE TO PARTICIPATING AGENCIES OF THE METROPOLITAN JEWISH HEALTH SYSTEM | $3,911,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,030,147 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $668,853,962 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,703,186 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,703,186 | RevenueNotReportedAmt |
| Revenue Subtotal | $667,150,776 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $231,925 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $231,925 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $667,382,701 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $641,023,922 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $641,023,922 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $231,925 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $231,925 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $641,255,847 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE COMPANY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2010 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELI S FELDMAN | ||||||||||||||
| PRESIDENT, CEO, DIRECTOR | $451,972 | $602,630 | $0 | $0 | $132,564 | $176,750 | $101,505 | $135,340 | $35,124 | $46,832 | $721,165 | $961,552 | $82,653 | $110,204 |
| ALEXANDER BALKO | ||||||||||||||
| EXECUTIVE VP/COO | $282,866 | $377,154 | $0 | $0 | $29,591 | $39,457 | $161,131 | $214,842 | $21,833 | $29,110 | $495,421 | $660,563 | $0 | $0 |
| ROBERT LEAMER | ||||||||||||||
| ASST. SEC./ SR. VP GENERAL | $160,052 | $213,401 | $0 | $0 | $23,882 | $31,844 | $86,775 | $115,702 | $18,522 | $24,694 | $289,231 | $385,641 | $0 | $0 |
| ELLIOT BROOKS | ||||||||||||||
| SENIOR VP, HUMAN RESOURCES | $74,646 | $298,584 | $0 | $0 | $10,734 | $42,935 | $41,205 | $164,818 | $6,024 | $24,098 | $132,609 | $530,435 | $0 | $0 |
| RONALD CHAFFIN | ||||||||||||||
| PRESIDENT MANAGED CARE | $510,292 | $30,926 | $0 | $0 | $54,272 | $3,290 | $283,382 | $17,175 | $41,174 | $2,495 | $889,120 | $53,886 | $0 | $0 |
| VINCENT MARCHELLO | ||||||||||||||
| CHIEF MEDICAL DIRECTOR | $384,451 | $0 | $0 | $0 | $16,127 | $0 | $41,990 | $0 | $31,535 | $0 | $474,103 | $0 | $0 | $0 |
| RANDALL KLEIN | ||||||||||||||
| EXEC VP MANAGED CARE | $183,222 | $0 | $42,393 | $0 | $8,764 | $0 | $0 | $0 | $1,606 | $0 | $235,985 | $0 | $0 | $0 |
| THOMAS EARLY | ||||||||||||||
| EXECUTIVE VP MANAGED CARE | $410,710 | $0 | $0 | $0 | $19,450 | $0 | $131,943 | $0 | $30,107 | $0 | $592,210 | $0 | $0 | $0 |
| GERALD ANELLO | ||||||||||||||
| CONTROLLER | $211,018 | $0 | $0 | $0 | $4,158 | $0 | $20,937 | $0 | $25,620 | $0 | $261,733 | $0 | $0 | $0 |
| FRANCISCO POLANCO | ||||||||||||||
| ASSISTANT DIRECTOR OF SALES | $142,077 | $0 | $161,691 | $0 | $1,343 | $0 | $10,438 | $0 | $24,407 | $0 | $339,956 | $0 | $0 | $0 |
| KAYE MORROW | ||||||||||||||
| VICE PRES HEALTH PLAN OPERATIONS | $229,390 | $0 | $0 | $0 | $16,049 | $0 | $31,138 | $0 | $28,077 | $0 | $304,654 | $0 | $0 | $0 |
| FELICIA DYER-JOHNSON | ||||||||||||||
| VP PRODUCT MGMT & EXEC DIR HF | $211,787 | $0 | $0 | $0 | $5,960 | $0 | $29,311 | $0 | $24,993 | $0 | $272,051 | $0 | $0 | $0 |
| JACLYN O'BRIEN | ||||||||||||||
| ASSISTANT VP HEALTH ECONOMICS | $206,813 | $0 | $0 | $0 | $3,120 | $0 | $27,540 | $0 | $12,326 | $0 | $249,799 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE SALARIES FOR THE EXECUTIVES ARE DETERMINED BY METROPOLITAN JEWISH HEALTH SYSTEM, INC., A RELATED ORGANIZATION. THE METHODS UTILIZED INCLUDE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANTS, REVIEW OF THE FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD. |
| PART I, LINE 4B | PARTICIPATED IN, OR RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: ALEXANDER BALKO - $232,337 ELLIOT BROOKS - $105,797 RON CHAFFIN - $120,192 ROBERT LEAMER - $101,826 |
| PART I, LINE 7 | BONUS ELIGIBILITY IS BASED ON THE EXTENT THAT EACH EXECUTIVE AND EMPLOYEE HAS ACHIEVED HIS/HER GOAL. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ALL MEMBERS HAVE THE SAME VOTING RIGHTS. THE MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS SHALL BE ELECTED BY THE MEMBERS OF THE ORGANIZATION. ALL MEMBERS HAVE THE SAME VOTING RIGHTS. |
| FORM 990, PART VI, SECTION B, LINE 11 | DRAFTS OF THE COMPLETED RETURNS ARE REVIEWED BY THE EXECUTIVE VP/COO, SENIOR VP/GENERAL COUNSEL AND THEIR STAFF. ANY COMMENTS ARISING FROM THEIR REVIEW ARE DISCUSSED AND IF REQUIRED, CHANGES ARE MADE TO THE DRAFT. THAT DRAFT WILL BE SUBMITTED TO THE MJHS EXECUTIVE COMMITTEE FOR ITS REVIEW AND APPROVAL. ONCE THE COMMITTEE HAS COMPLETED ITS REVIEW COPIES OF THE RETURNS WILL BE PROVIDED TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS MUST FILE AND MAINTAIN CURRENT THE ORGANIZATION'S DIRECTORS BIOGRAPHICAL INFORMATION FORM AND, ON AN ANNUAL BASIS, COMPLETE THE ORGANIZATION'S DIRECTORS CONFLICT OF INTEREST STATEMENT AND ACKNOWLEDGEMENT WHICH ACKNOWLEDGES THAT EACH INDIVIDUAL HAS DISCLOSED ANY POTENTIAL CONFLICT OF INTEREST; RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; READ AND UNDERSTANDS THE CONFLICTS OF INTEREST POLICY; AND AGREED TO COMPLY WITH THE CONFLICTS OF INTEREST POLICY. THE SENIOR VICE PRESIDENT/GENERAL COUNSEL SUPERVISES THE DISTRIBUTION, COLLECTION AND REVIEW OF THE ANNUAL DIRECTORS CONFLICT OF INTEREST STATEMENT AND ACKNOWLEDGEMENT. FROM TIME TO TIME, DIRECTORS, PRINCIPAL OFFICERS, KEY EMPLOYEES AND/OR COMMITTEE MEMBERS ARE REMINDED OF THEIR OBLIGATION TO DISCLOSE POTENTIAL OR ACTUAL CONFLICTS OF INTEREST WHEN AND IF THEY ARISE. PROCEDURES FOR MANAGING IDENTIFIED CONFLICTS: EACH DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE AND MEMBER OF A BOARD COMMITTEE IS REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE INDIVIDUAL CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IN THE EVENT OF SUCH A DISCLOSURE, THE INTERESTED PARTY IS EXCUSED FROM THE MEETING AND THE BOARD/COMMITTEE DETERMINES WHETHER A CONFLICT EXISTS. IF THE BOARD/COMMITTEE DETERMINES THAT A CONFLICT EXISTS, THE CHAIRPERSON OF THE BOARD OR DESIGNEE (IF APPROPRIATE) WILL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE AND REPORT TO THE BOARD OF DIRECTORS ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. BASED ON THE INFORMATION FURNISHED BY THE DISINTERESTED PERSON OR COMMITTEE, THE BOARD OF DIRECTORS WILL MAKE A DETERMINATION OF WHETHER THE CORPORATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR MORE REASONABLE ARRANGEMENTS FROM AN ENTITY OR PERSON THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST IS NOT REASONABLY ATTAINABLE UNDER THE CIRCUMSTANCES, THE BOARD OF DIRECTORS WILL DETERMINE, BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS, WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION. ALL OF THE ACTIONS STATED ABOVE SHALL BE REFLECTED IN THE BOARD/COMMITTEE MINUTES. IN THE EVENT THAT A DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE OR MEMBER OF A BOARD COMMITTEE FAILS TO DISCLOSE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST, THE BOARD/COMMITTEE, AFTER AFFORDING THE INDIVIDUAL DUE PROCESS, SHALL DETERMINE WHETHER THE INDIVIDUAL VIOLATED THE CONFLICT OF INTEREST POLICY BY FAILING TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND, IN THE EVENT OF A DETERMINATION THAT A VIOLATION OCCURRED, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | METROPOLITAN JEWISH HEALTH SYSTEM, INC., A RELATED ORGANIZATION RETAINS THE SERVICES OF A MAJOR EXECUTIVE COMPENSATION FIRM TO REVIEW MARKET PAY PRACTICES AND AVERAGE SALARY MOVEMENT AMONG SIMILARLY SITUATED EXECUTIVES. THE EXECUTIVE COMPENSATION FIRM IS ASKED TO DEVELOP A COMPARATIVE BASE THAT IS AS CLOSE AS POSSIBLE TO OUR ORGANIZATION. DIFFERENT COMPARATIVE GROUPS ARE CONSIDERED FOR EACH POSITION, CEO AND SENIOR VP'S AS APPROPRIATE. THIS WAS COMPLETED IN SEPTEMBER 2012 TO DETERMINE THE 2013 SALARIES AND AGAIN IN DECEMBER 2013. THIS MARKET ANALYSIS IS THEN REVIEWED BY THE COMPENSATION COMMITTEE IN DETERMINING SALARY ADJUSTMENTS FROM THE PERSPECTIVE OF MARKET COMPETITIVENESS AND PRIOR YEAR PERFORMANCE. PERFORMANCE IS BASED ON THE EXTENT THAT EACH EXECUTIVE HAS ACHIEVED HIS/HER GOALS. BONUS ELIGIBILITY IS DONE IN A SIMILAR MANNER. OTHER KEY EMPLOYEES ARE MANAGED IN SIMILAR MANNER THROUGH THE HUMAN RESOURCES DEPARTMENT UNDER THE DIRECTION OF THE SENIOR VICE PRESIDENT FOR HUMAN RESOURCES IN CONJUNCTION WITH THE CEO, USING LOCAL SURVEYS TO ENSURE MARKET COMPETITIVENESS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE OFFICE OF THE PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE OFFICE OF THE PRESIDENT. |
| FORM 990, PART IX, LINE 11G | MEDICAL FEES: PROGRAM SERVICE EXPENSES 12,327,172. MANAGEMENT AND GENERAL EXPENSES 133,783. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,460,955. LANGUAGE TRANSLATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 173,594. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 173,594. ADP-PAYROLL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 35,009. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,009. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,235,847. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,235,847. SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 867,197. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 867,197. EDI REVIEWS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 500,088. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500,088. HOSPITAL INPATIENT: PROGRAM SERVICE EXPENSES 63,718,013. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,718,013. OUTPATIENT SERVICES: PROGRAM SERVICE EXPENSES 32,850,366. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,850,366. PCP FEES: PROGRAM SERVICE EXPENSES 27,561,568. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,561,568. PHARMACY: PROGRAM SERVICE EXPENSES 26,870,454. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,870,454. ANCILLARY: PROGRAM SERVICE EXPENSES 2,333,263. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,333,263. PERSONAL CARE WORKERS: PROGRAM SERVICE EXPENSES 314,054,843. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 314,054,843. NURSING HOME: PROGRAM SERVICE EXPENSES 20,506,337. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,506,337. CERTIFIED HOME CARE: PROGRAM SERVICE EXPENSES 5,420,551. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,420,551. ADULT DAY CARE: PROGRAM SERVICE EXPENSES 11,955,635. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,955,635. |
| FORM 990 PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| METROPOLITAN JEWISH HEALTH SYSTEM INC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 113538697 | ADMINISTRATIVE SERVICES | NY | 501(C)(3) | LINE 7 | N/A | 0 | |
| MJG NURSING HOME CO INC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 237123076 | NURSING HOME | NY | 501(C)(3) | LINE 3 | N/A | 0 | |
| MENORAH HOME AND HOSPITAL FOR THE AGED AND INFIRM | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 111672777 | NURSING HOME, ADULT DAY CARE | NY | 501(C)(3) | LINE 3 | Yes (1) | METROPOLITAN JEWISH HEALTH SYSTEM INC | |
| SHOREFRONT JEWISH GERIATRIC CENTER INC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 113072153 | NURSING HOME, ADULT DAY CARE | NY | 501(C)(3) | LINE 9 | Yes (1) | METROPOLITAN JEWISH HEALTH SYSTEM INC | |
| METROPOLITAN JEWISH HOME CARE INC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 320060822 | HOME CARE, HOSPICE | NY | 501(C)(3) | LINE 9 | Yes (1) | METROPOLITAN JEWISH HEALTH SYSTEM INC | |
| MENORAH FOUNDATION INC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 113471173 | FUNDRAISING | NY | 501(C)(3) | LINE 11A, I | Yes (1) | METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION | |
| HOMEFIRST LHCSA INC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 611501623 | HOME CARE | NY | 501(C)(3) | LINE 11A, I | Yes (1) | METROPOLITAN JEWISH HEALTH SYSTEM INC | |
| SHOREFRONT TOWERS HOUSING DEVELOPMENT FUND CORPORATION | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 113200785 | HOUSING | NY | 501(C)(3) | LINE 9 | N/A | 0 | |
| METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 111630753 | FUNDRAISING | NY | 501(C)(3) | LINE 7 | N/A | 0 | |
| MJHS HOSPICE AND PALLIATIVE CARE INC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 133438643 | HOSPICE SERVICES | NY | 501(C)(3) | LINE 3 | Yes (1) | METROPOLITAN JEWISH HEALTH SYSTEM INC | |
| MJHS MEDICAL ASSOCIATES PC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 275273404 | PROVIDING HEALTH CARE SERVICES FOR AFFILIATES OF MJHS | NY | 501(C)(3) | LINE 9 | Yes (1) | METROPOLITAN JEWISH HEALTH SYSTEM INC | |
| FIRST TO CARE HOME CARE INC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 113300822 | HOME HEALTH CARE SERVICES | NY | 501(C)(3) | LINE 9 | Yes (1) | METROPOLITAN JEWISH HEALTH SYSTEM INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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