2013-11-11T09:55:25-06:00 2012-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2012-01-01 113072153 SHOREFRONT JEWISH GERIATRIC CENTER INC SHOR 7189217742 6323 7TH AVENUE BROOKLYN NY 11220 ALEX BALKO 7189217742 2013-10-30 1 FREDERICK H ROTHMAN P01275277 2128674000 2012 2016-02-24 21:20:13Z SHOREFRONT CENTER FOR REHABILITATION AND NURSING CARE ALEX BALKO 6323 7TH AVENUE BROOKLYN NY 11220 53544979 0 X WWW.MJHS.ORG X 1993 NY A 360 BED SKILLED NURSING AND REHABILITATION FACILITY WITH ADULT DAY CARE SERVICES. 9 8 564 58 0 0 0 203628 55905274 53068696 181785 240061 61718 32594 56148777 53544979 0 0 0 0 36521929 37769420 0 0 0 17598130 17332492 54120059 55101912 2028718 -1556933 60012385 55942862 34615283 31959831 25397102 23983031 TO OPERATE A NOT-FOR-PROFIT CENTER FOR REHABILITATION AND NURSING THAT PROVIDES PHYSICAL THERAPY AND SKILLED NURSING FOR PATIENTS AND RESIDENTS REQUIRING SUB-ACUTE AND LONG-TERM CARE. SHOREFRONT ALSO PROVIDES ADULT DAY CARE SERVICES. 0 0 36128559 46263519 SHOREFRONT IS A 360 BED, NOT-FOR-PROFIT FACILITY THAT PROVIDES SUB-ACUTE REHABILITATION SERVICES INCLUDING: PHYSICAL THERAPY, OCCUPATIONAL THERAPY, RECREATIONAL THERAPY, SPEECH AND LANGUAGE THERAPY, ETC.) FOR ADULTS OF ALL AGES, AND SKILLED NURSING CARE FOR THE ELDERLY AND INDIVIDUALS 18 YEARS AND OLDER WHO HAVE SEVERELY DISABLING DISORDERS THAT REQUIRE LONG-TERM INSTITUTIONAL CARE. LOCATED ON THE WORLD FAMOUS CONEY ISLAND BOARDWALK IN BROOKLYN, SHOREFRONT COMBINES THE CLINICAL SERVICES, COMPASSIONATE CARE AND PHYSICAL SURROUNDINGS PATIENTS, RESIDENTS AND FAMILY MEMBERS SEARCH FOR WHEN CHOOSING A CENTER FOR REHABILITATION AND NURSING CARE. SHOREFRONT PROVIDED A TOTAL OF 128,660 DAYS OF SKILLED NURSING CARE IN 2012. 4998164 6805177 SHOREFRONT JEWISH GERIATRIC CENTER ALSO PROVIDES AN ADULT DAY HEALTH CENTER FOR THE COMMUNITY. THE CLINICALLY BASED PROGRAM SERVES THE NEEDS OF SENIORS AS WELL AS ADULTS WITH CHRONIC CONDITIONS AND DISABILITIES. IT IS DESIGNED TO HELP CLIENTS STRENGTHEN AND RETAIN THEIR MENTAL AND PHYSICAL ACUITY SO THAT THEY CAN REMAIN AS INDEPENDENT AS POSSIBLE. THE ADULT DAY HEALTH CENTER PROVIDES HOT MEALS AS WELL AS TRANSPORTATION. IN CALENDAR YEAR 2012, SHOREFRONT PROVIDED A TOTAL OF 39,312 VISITS OF ADULT DAY CARE. 41126723 1 0 0 1 0 0 0 0 0 0 1 0 0 1 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 1 0 0 0 1 112 0 564 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X PEGGY GUNDERMAN 7189217742 6323-7TH AVENUE BROOKLYN NY 11220 ELI S FELDMAN 2.50 31.00 X X 99261 1160949 263417 STEVEN TOPAL 0.50 3.00 X X 0 0 0 MAURICE KOLODIN 0.50 1.50 X X 0 0 0 SHMUEL LEFKOWITZ 0.50 3.00 X 0 0 0 JACOB FRIEDMAN 0.50 2.50 X 0 0 0 RONALD B MILCH 0.50 3.50 X 0 0 0 PAUL FINKELSTEIN MD 0.50 2.00 X 0 0 0 HOWARD GREENBERG 0.50 1.50 X 0 0 0 FRED ABRAMS 0.50 1.00 X 0 0 0 ROBERT LEAMER 2.50 31.00 X 32792 383538 125321 ALEXANDER BALKO 2.50 31.00 X 53720 658408 166374 ELLIOT BROOKS 7.00 26.00 X 96256 317528 107054 CAROL ALTIERI 17.00 18.00 X 114696 124817 43693 VITALY AGARONOV 35.00 X 203483 0 35482 CHARLES KANNER 35.00 X 201615 0 40698 MOHAMMAD BUTT 35.00 X 233292 0 35635 VINCENT MARCHELLO 19.00 16.00 X 208843 175539 42691 LOYOLA PRINCIVIL 35.00 X 201560 0 37413 1445518 2820779 897778 22 0 1 0 HI TECH AIR CONDITIONING SERVICE 60 OTIS ST WEST BABYLON NY 11704 AIR CONDITION REPAIR 298060 US SECURITY ASSOCIATES INC PO BOX 931703 ATLANTA GA 31193 SECURITY 248074 CADWALADER WICKERSHAM & TAFT GENERAL POST OFFICE PO BOX 5929 NEW YORK NY 10087 LEGAL SERVICES 233866 MITCHELL MARTIN INC 307 W 38TH STREET SUITE 1305 NEW YORK NY 10018 REHAB STAFFING 200100 THERAPEUTIC RESOURCES 36-36 33RD STREET SUITE 500 LONG ISLAND NY 11106 REHAB STAFFING 117971 8 203628 203628 SKILLED NURSING FACILITY 623000 46263519 46263519 ADULT DAY CARE 623000 6805177 6805177 53068696 240061 240061 32594 32594 32594 53544979 53068696 0 272655 485722 485722 26296798 23314804 2981994 2204712 1819327 385385 6700266 5393908 1306358 2081922 1856440 225482 354466 354466 99789 99789 66010 66010 2035567 1286121 749446 175910 175910 4900037 4177707 722330 18234 18234 1873786 1198075 675711 51375 46974 4401 56922 17282 39640 1103403 661836 441567 2196707 1319652 877055 720422 5782 714640 ASSESSMENT 2553604 2553604 PROVISION FOR BAD DEBTS 771247 771247 355013 10581 344432 55101912 41126723 13975189 0 24620 46620 16563795 12486363 102 285 6369958 7055971 48111 32133 70220984 52704936 18955798 17516048 15349866 15198800 2700135 3606642 60012385 55942862 4601113 4889752 21204000 19934000 8810170 7136079 34615283 31959831 X 25397102 23983031 25397102 23983031 60012385 55942862 X -1556933 -28652 171514 X X 0 1 X 1 0 X 27688 203628 231316 88401559 43924383 43950828 55905274 53068696 285250740 88429247 43924383 43950828 55905274 53272324 285482056 0 0 0 285482056 324706 247990 329515 224427 240061 1366699 324706 247990 329515 224427 240061 1366699 49930 1013710 36485 61718 32594 1194437 88803883 45186083 44316828 56191419 53544979 288043192 0.99110 0.98740 0.00470 0.00920 X 0 0 0 0 0 0 0 0 1 9396 9396 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: LOBBYING PORTION OF ASSOCIATION DUES 659888 659888 52283060 38647326 13635734 15491583 13568703 1922880 1786453 488907 1297546 17516048 DUE FROM PARTICIPATING AGENCIES OF THE METROPOLITAN JEWISH HEALTH SYSTEM 3566089 DUE FROM METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION 40553 3606642 PATIENT TRUST FUNDS 505893 DUE TO THIRD PARTIES 2767606 SWAP LIABILITY RELATED TO LONG TERM DEBT 3862580 7136079 X 52850584 -28652 171514 142862 52707722 66010 771247 837257 53544979 54264655 0 54264655 66010 771247 837257 55101912 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: SHOREFRONT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2009 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON SWAP AGREEMENT 171,514. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS 771,247. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS 771,247. 0 1 0 0 0 0 0 1 0 ELI S FELDMAN 76595 895852 0 0 22666 265097 17997 210487 2752 32181 120010 1403617 14708 172021 ROBERT LEAMER 28029 327825 839 9813 3924 45900 7542 88214 2329 27236 42663 498988 0 0 ALEXANDER BALKO 47471 581823 1414 17330 4835 59255 10319 126475 2231 27349 66270 812232 0 0 ELLIOT BROOKS 82680 272745 2458 8108 11118 36675 22165 73119 2738 9032 121159 399679 0 0 CAROL ALTIERI 97417 106012 9577 10423 7702 8382 7285 7927 13639 14842 135620 147586 0 0 VITALY AGARONOV 201762 0 0 0 1721 0 9691 0 25791 0 238965 0 0 0 CHARLES KANNER 201272 0 0 0 343 0 12117 0 28581 0 242313 0 0 0 MOHAMMAD BUTT 230771 0 2000 0 521 0 12841 0 22794 0 268927 0 0 0 VINCENT MARCHELLO 201273 168485 0 0 7570 7054 0 18125 13333 11233 222176 204897 0 0 LOYOLA PRINCIVIL 179826 0 10000 0 11734 0 13194 0 24219 0 238973 0 0 0 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 - $17,782 ELLIOT BROOKS - $17,782 SUE CAPUTO - $17,782 ROBERT LEAMER - $17,782 PART I, LINE 7 BONUS ELIGIBILITY IS BASED ON THE EXTENT THAT EACH EXECUTIVE AND EMPLOYEE HAS ACHIEVED HIS/HER GOAL. A NEW YORK CITY INDUSTRIAL DEVELOPMENT AGENCY 132906040 SCHKPARTV 2007-06-27 26057000 REFUND PRIOR ISSUE (1/13/03) AND PAYOFF EXISTING DEBT 0 0 0 A 6123000 30866638 820 15302955 521140 6148601 8893123 2007 0 1 1 1 A 0 0 1 1 1 1 COMMERCE BANK NA 16.600000000000 1 0 0 0 0 SCHEDULE K, PART IV, ARBITRAGE, LINE 2C THE NONREFUNDING PROCEEDS OF THE BONDS WERE SPENT WITHIN SIX MONTHS. AS DESCRIBED IN THE ESCROW VERIFICATION REPORT, THE REFUNDING PROCEEDS WERE HELD IN A YIELD RESTRICTED ESCROW THAT WAS INVESTED BELOW THE YIELD ON THE REFUNDING BONDS. AS A SPENDING EXCEPTION WAS MET ON THE NONREFUNDING PROCEEDS, NO REBATABLE ARBITRAGE WAS EARNEDO N THE ESCROW, AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE ANALYSIS IS NECESSARY. PART II, LINE 3 THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS. FORM 990, PART VI, SECTION A, LINE 6 METROPOLITAN JEWISH HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF SHOREFRONT JEWISH GERIATRIC CENTER, INC. FORM 990, PART VI, SECTION A, LINE 7A METROPOLITAN JEWISH HEALTH SYSTEM, INC. MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 DRAFTS OF THE COMPLETED RETURNS ARE REVIEWED BY THE EXECUTIVE VP/CFO, 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 LAST COMPLETED IN SEPTEMBER 2012. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: GAIN ON SWAP AGREEMENT RELATED TO LONG TERM DEBT 171,514. FORM 990 PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. METROPOLITAN JEWISH HEALTH SYSTEM INC 6323 7TH AVENUE BROOKLYN NY 11220 113538697 ADMINISTRATIVE SERVICES NY 501(C)(3) 7 N/A 0 MJG NURSING HOME CO INC 6323 7TH AVENUE BROOKLYN NY 11220 237123076 NURSING HOME NY 501(C)(3) 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) 3 METROPOLITAN JEWISH HEALTH SYSTEM INC 1 METROPOLITAN JEWISH HOME CARE INC 6323 7TH AVENUE BROOKLYN NY 11220 320060822 HOME CARE, HOSPICE NY 501(C)(3) 9 METROPOLITAN JEWISH HEALTH SYSTEM INC 1 ELDERPLAN INC 6323 7TH AVENUE BROOKLYN NY 11220 112625096 MEDICARE ADVANTAGE SPECIAL NEEDS PLAN / MEDICAID MANAGED LONG TERM CARE PLAN NY 501(C)(3) 9 N/A 0 MENORAH FOUNDATION INC 6323 7TH AVENUE BROOKLYN NY 11220 113471173 FUNDRAISING NY 501(C)(3) 11 TYPE I METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION 1 HOMEFIRST LHCSA INC 6323 7TH AVENUE BROOKLYN NY 11220 611501623 HOME CARE NY 501(C)(3) 11 TYPE I METROPOLITAN JEWISH HEALTH SYSTEM INC 1 SHOREFRONT TOWERS HOUSING DEVELOPMENT FUND CORPORATION 6323 7TH AVENUE BROOKLYN NY 11220 113200785 HOUSING NY 501(C)(3) 9 N/A 0 METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION 6323 7TH AVENUE BROOKLYN NY 11220 111630753 FUNDRAISING NY 501(C)(3) 7 N/A 0 JACOB PERLOW HOSPICE CORPORATION 6323 7TH AVENUE BROOKLYN NY 11220 133438643 HOSPICE SERVICES NY 501(C)(3) 3 METROPOLITAN JEWISH HEALTH SYSTEM INC 1 MJHS MEDICAL ASSOCIATES PC 6323 7TH AVENUE BROOKLYN NY 11220 275273404 PROVIDING HEALTH CARE SERVICES FOR AFFILIATES OF MJHS NY 501(C)(3) 9 METROPOLITAN JEWISH HEALTH SYSTEM INC 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0