2012-08-10T16:44:30-05:00 2011-12-31 133385019 O'CONNOR DAVIES MUNNS & DOBBINS LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2011-01-01 131740003 METHODIST CHURCH HOME FOR THE AGED IN THE CITY OF NEW YORK INC METH 7185485100 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 104713998 MARIA PEREZ 7185485100 2012-08-07 1 GARRETT HIGGINS P00543209 9143818900 2011 2016-02-24 21:20:13Z METHODIST HOME FOR NURSING AND REHABILIATION MARIA PEREZ 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 104713998 20130014 0 X WWW.METHODISTHOME.ORG X 1851 NY THE METHODIST HOME FOR NURSING AND REHABILITATION IS DEDICATED TO PROVIDING A COMFORTABLE, INTIMATE HAVEN FOR MEN AND WOMEN IN NEED OF SKILLED NURSING AND REHABILITATIVE CARE. THE HOME'S SERVICES AND PROGRAMS PROMOTE HEALTH, DIGNITY AND INDEPENDENCE TO THOSE WE SERVE DIRECTLY AND TO OUR EXTENDED COMMUNITY. 18 18 225 35 0 0 1672815 127284 12036859 13318114 1207895 747789 2669 -18561 14920238 14174626 0 0 0 0 8404745 8663021 0 14000 156728 3629820 4354862 12034565 13031883 2885673 1142743 32308593 38101934 4223929 9780216 28084664 28321718 X AS A NON-SECTARIAN, NON PROFIT SKILLED NURSING FACILITY, THE HOME IS GROUNDED IN THE VISION OF SEVEN METHODIST WOMEN WHO FOUNDED IT IN 1850. WE ARE DEDICATED TO ENSURING THE BEST QUALITY OF LIFE FOR INDIVIDUALS AFFECTED BY ILLNESS OR INJURY WITH A WIDE RANGE OF MEDICAL, NURSING AND REHABILITATIVE SERVICES. PERSONALIZED AND COMPASSIONATE CARE IS OFFERED WITHIN THE INTIMATE AND COMFORTABLE SETTING OF OUR ELEGANT HISTORIC DWELLING. 0 0 11234010 13318114 THE ORGANIZATION PROVIDED 41,033 DAYS OF CARE TO 372 PATIENTS NEEDING SKILLED NURSING AND/OR REHABILITATIVE SERVICES. WE SEEK TO ACCOMPLISH OUR MISSION THROUGH:- COMPREHENSIVE SUPPORT SERVICES: WE ARE A FULL SERVICE ORGANIZATION OFFERING SHORT AND LONG TERM CARE, AND PHYSICAL AND SOCIAL REHABILITATION PROGRAMS CONDUCTED BY THE HIGHEST QUALITY MEDICAL AND CARE STAFF.- PERSON-CENTERED CARE: WE FOCUS ON THE INTERESTS OF THE INDIVIDUAL BY PROVIDING TAILORED CARE AIMED AT PROMOTING HEALTH, DIGNITY, AND INDEPENDENCE WITHIN A DIVERSE COMMUNITY OF PEOPLE.- ONGOING IMPROVEMENT: THROUGH CONTINUAL ASSESSMENT OF CARE METHODS, REGULAR TRAINING AND FACILITY AND EQUIPMENT UPGRADES, OUR HOME MAINTAINS ITS HIGH STANDARD BOTH TODAY AND IN THE FUTURE.- POSITIVE WORK ENVIRONMENT: BY FOSTERING AN ENVIRONMENT THAT PROMOTES CONFIDENCE, SELF-EXPRESSION AND LEARNING, WE EMPOWER EMPLOYEES TO GROW AND GAIN THE MUTUAL RESPECT AND TRUST OF THE RESIDENTS AND THEIR FAMILIES.- SERVING THE COMMUNITY: WITH OUR OUTREACH PROGRAMS TO LOCAL ORGANIZATIONS AND SCHOOLS, AND THE ACCESS PROVIDED TO OUR SERVICES, WE ARE COMMITTED TO BEING A CONSCIENTIOUS CONTRIBUTOR TO THE RIVERDALE COMMUNITY AND BEYOND. 11234010 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 59 0 1 225 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X MARIA PEREZ 7185485100 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 MELISSA BAUMAN 1.00 X 0 0 0 REVEREND NOEL CHIN 1.00 X 0 0 0 MARJORIE CROLL 1.00 X X 0 0 0 EVERETT DICKSON 1.00 X 0 0 0 JOHN HALDI 1.00 X X 0 0 0 JULIE E KLEIN 1.00 X X 0 0 0 THOMAS DONOHOE SECRETARY 1.00 X X 0 0 0 DONALD KIRBY 1.00 X 0 0 0 REVEREND CATHY GILLIARD 1.00 X 0 0 0 SHAWN KELLY 1.00 X 0 0 0 LAURA WARNER 1.00 X 0 0 0 CHARLES GARDINER 1.00 X 0 0 0 LORRAINE THOMAS 1.00 X 0 0 0 TOM UZZO 1.00 X X 0 0 0 LAWRENCE HOUGH 1.00 X X 0 0 0 SHERWIN CHUE 1.00 X 0 0 0 TRACEY GMOSER 1.00 X 0 0 0 JANET JACOBSON 1.00 X 0 0 0 GRAHAM RELF 1.00 X 0 0 0 BRUCE JENNINGS 1.00 X 0 0 0 KRISTEN JOHNSON 1.00 X 0 0 0 MARIA E PEREZ 36.30 X 229760 0 36328 JAMES GALGANO 36.30 X 133016 0 9560 LIZZY ITTOOP 37.50 X 119831 0 14633 GENEVIEVE CASTILLO 36.30 X 143584 0 5743 JOY TOMAS 36.30 X 102806 0 4672 728997 0 70936 5 0 1 0 CENTRAL CONSULTING & CONTRACTING 60 MADISON AVENUE SUITE 914 NEW YORK NY 10010 CONSTRUCTION/RENOVATIONS 4409256 HIGHLAND ASSOCIATES HIGHLAND CENTER SUITE 205 CLARKS SUMMIT PA 18411 CONSTRUCTION/RENOVATIONS 173135 JONES LANG LASALLE 33832 TREASURY CENTER CHICAGO IL 60694 CONSTRUCTION/RENOVATIONS 149612 AFFINITY REHABILITATION 10600 YORK ROAD SUITE 105 COCKYSVILLE MD 21030 PT MANAGEMENT 116719 BESSEMER TRUST 630 FIFTH AVENUE NEW YORK NY 10111 INVESTMENT MANAGEMENT 107493 5 96810 30474 127284 NET PT REV-MEDICAID 623000 7326710 7326710 NET PT REV-MEDICARE 623000 4118833 4118833 NET PT REV-PRIVATE PAY 623000 1223725 1223725 NET PT REVENUE-INSURAN 623000 648846 648846 13318114 875365 875365 5779888 5907464 -127576 -127576 -127576 27450 96810 47924 -20474 -20474 MISCELLANEOUS INCOME 900099 1781 1781 GUEST MEALS 900099 132 132 1913 14174626 13318114 0 729228 408664 408664 6098625 5670967 356823 70835 450244 407900 37249 5095 1094364 988029 93994 12341 611124 536364 68060 6700 50079 50079 50000 50000 1768 1768 14000 14000 107493 107493 722074 722074 31883 4762 27121 240577 138819 87078 14680 461257 461257 3704 686 2148 870 384720 384334 386 214543 214543 NYS ASSESSMENT 600930 600930 PURCHASED SERVICES 465076 382591 81190 1295 DIETARY FOOD 367744 367744 PHARMACY MEDICATIONS 202183 202183 450831 370132 77294 3405 13031883 11234010 1641145 156728 1108871 3969850 2096829 2372887 31985 31985 225710 192683 17672687 7549272 4897610 10123415 19556342 16550720 4283034 4684991 108212 175403 32308593 38101934 1603280 1198948 108212 175403 750000 5650000 1762437 2755865 4223929 9780216 X 23090884 26210128 4993780 2111590 28084664 28321718 32308593 38101934 X 1142743 -905689 X X 0 1 1 X 0 X 253917 240819 143831 1672815 127284 2438666 10763035 11100751 11978876 12036859 13345564 59225085 11016952 11341570 12122707 13709674 13472848 61663751 5690 7150 10500 23340 0 5690 7150 10500 23340 61640411 478843 444679 353623 816548 875365 2969058 478843 444679 353623 816548 875365 2969058 19026 16039 32587 2669 1913 72234 11514821 11802288 12508917 14528891 14350126 64705043 0.95260 0.95740 0.04590 0.04120 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: GUEST MEALS MISCELLANEOUS INCOME HEALTH INSURANCE VENDOR DISCOUNTS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1768 1768 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: COSTS WERE INCURRED AS PART OF DUES PAID TO NURSING HOME INDUSTRY ORGANIZATIONS. 0 1 22309533 832759 3793481 19348811 20745915 300000 1757126 493508 22309533 22782149 -1536234 500000 20745915 29626110 474000 -6379543 938418 22782149 0.97420 0.02580 0 0 75000 75000 8291319 6964282 1327037 1022905 584990 437915 8283463 8283463 10123415 PRIVATE EQUITIES 2553443 F BENEFICIAL INTEREST IN TRUST 1611590 F LIMITED PARTNERSHIPS 519958 F 4684991 OTHER LIABILITIES 4322 DUE TO THIRD PARTY PAYORS 196781 DEFERRED LIABILITY TO D.O.H. 79600 RETAINAGE PAYABLE 504934 ACCRUED PENSION BENEFITS 1970228 2755865 14174626 13031883 1142743 -302877 -602812 -905689 237054 13764256 -302877 -302877 14067133 107493 107493 14174626 12924390 0 12924390 107493 107493 13031883 PART IV, LINE 2B: RESIDENTS' SECURITY DEPOSITS AND OTHER FUNDS ARE HELD BY THE HOME ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT LIVING ALLOWANCES RECEIVED BY RESIDENTS AND OTHER RESIDENTS FUNDS DEPOSITED WITH THE HOME FOR SAFEKEEPING. RESIDENT ALLOWANCE FUNDS ARE DISBURSED BY THE HOME AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUND IS USED TO ENHANCE THE RESIDENTIAL CARE PROVIDED TO THE ELDERLY IN THE METHODIST CHURCH HOME. DURING THE YEAR ENDED DECEMBER 31, 2011, THE HOME RESEARCHED DONOR RESTRICTIONS AND DETERMINED THAT $2,797,422 OF ENDOWMENT FUNDS SHOULD BE RECLASSIFIED TO UNRESTRICTED NET ASSETS IN ACCORDANCE WITH DONOR INTENTIONS. THIS RECLASSIFICATION WAS INCLUDED ON THE LINE "OTHER EXPENDITURES FOR FACILITIES AND PROGRAMS." DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE HOME RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE HOME HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE HOME IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: PENSION BENEFITS LIABILITY ADJUSTMENT -639,215. CHANGE IN VALUE OF TRUST HELD BY THIRD PARTY -84,768. REDUCTION OF REMEDIATION LIABILITY 121,171. TOTAL TO SCHEDULE D, PART XI, LINE 8: -602,812. 160TH GALA 124260 96810 27450 500 16155 1890 29379 124260 96810 27450 500 16155 1890 29379 47924 -20474 X X 0 0 0 0 0 0 0 0 0 MARIA E PEREZ 229760 0 0 0 0 0 9190 0 27138 0 266088 0 0 0 MCCOLLUM INTERIORS WIFE OF BOARD MEMBER THOMAS UZZO IS THE SOLE OWNER OF MCCOLLUM INTERIORS 123819 PAINTING OF RESIDENT UNIT CORRIDORS AND ALL RESIDENT ROOMS AT THE HOME 0 FORM 990, PART VI, SECTION A, LINE 2 THE REVEREND NOEL CHIN IS DISTRICT SUPERINTENDANT FOR THE DISTRICT OF THE METHODIST CHURCH WHERE THE REVEREND CATHY GILLIARD ALSO SERVES. FORM 990, PART VI, SECTION B, LINE 11 THE HOME HAS ITS FORM 990 PREPARED BY MANAGEMENT AND REVIEWED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, AND REVIEWED BY MANAGEMENT, IT IS SENT VIA ELECTRONIC OR PAPER COPY TO THE MEMBERS OF THE AUDIT COMMITTEE FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND REVIEWED WITH MANAGEMENT AND THE ACCOUNTING FIRM. ALL ISSUES ARE DOCUMENTED AND ADDRESSED. THE FORM 990 IS THEN SUBMITTED VIA ELECTRONIC OR PAPER COPY TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW. ANY OF THEIR COMMENTS ARE THEN GROUPED, SUMMARIZED AND REVIEWED WITH THE AUDIT COMMITTEE, MANAGEMENT AND ACCOUNTING FIRM. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE HOME CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT ANNUALLY MONITORS AND ENFORCES. ANY DIRECTOR, PRINCIPAL OFFICER, TRUSTEE, KEY EMPLOYEE OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS, MUST ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THAT PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE PRESIDENT OF THE BOARD OF DIRECTORS OR CHAIR OF A BOARD COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF DIRECTORS OR BOARD COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR AGREEMENT. THE MINUTES OF THE BOARD OF DIRECTORS AND ALL BOARD COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: A. THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. B. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTIONS OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY THE COMMITTEE WILL MEET TO DISCUSS THE WAGES, BENEFITS AND OTHER PERKS OF THE EXECUTIVE DIRECTOR/ADMINISTRATOR. ANNUALLY AND AS NEEDED, THE PRESIDENT OF THE BOARD AFTER CONSULTING WITH THE COMMITTEE WILL REVIEW THE PERFORMANCE OF THE EXECUTIVE DIRECTOR/ADMINISTRATOR. THE COMMITTEE WILL OBTAIN AND REVIEW COMPENSATION DATA OF OTHER COMPARABLE SKILLED NURSING HOME EXECUTIVE DIRECTOR/ADMINISTRATOR TO ENSURE COMPENSATION IS COMPETITIVE. THE DATA USED FOR COMPARISON WILL BE OBTAINED FROM PROFESSIONAL ORGANIZATIONS AND FROM CONSULTING ORGANIZATIONS THAT HAVE EXTENSIVE EXPERIENCE WITH EXECUTIVE COMPENSATION ISSUES. THE COMMITTEE WILL GATHER DATA BY USING, LOCAL, NATIONAL AND INDUSTRY SPECIFIC SURVEY DATA. THE EXECUTIVE DIRECTOR/ADMINISTRATOR WILL BE EXCUSED FROM ANY MEETING WHERE THAT PERSON'S COMPENSATION, BENEFITS, AND OTHER PERKS ARE BEING REVIEWED. THE COMMITTEE WILL MAKE ITS RECOMMENDATION TO THE BOARD, WHICH WILL MAKE THE FINAL DECISION ON ALL SUCH MATTERS. FORM 990, PART VI, SECTION C, LINE 18 THE HOME MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE BY POSTING IT ON GUIDESTAR.ORG. IN ADDITION FORMS 990 AND 1023 AS WELL AS THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST TO THE HOME AT 4499 MANHATTAN COLLEGE PARKWAY, BRONX, NY 10471-3998. THE ORGANIZATION ALSO FILES AN ANNUAL COST REPORT WITH THE NEW YORK STATE DEPARTMENT OF HEALTH WHICH CONTAINS FINANCIAL STATEMENTS AND RELATED NOTE DISCLOSURES. THIS COST REPORT IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE HOME PUBLISHES AN ANNUAL REPORT, WHICH INCLUDES THE CURRENT YEAR'S FINANCIAL INFORMATION, AND IT IS DISTRIBUTED TO BOARD MEMBERS, DONORS, STAFF AND ASSOCIATES OF THE HOME. IT IS ALSO ON THE HOME'S WEBSITE AND MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -302,877. PENSION BENEFITS LIABILITY ADJUSTMENT -639,215. CHANGE IN VALUE OF TRUST HELD BY THIRD PARTY -84,768. REDUCTION OF REMEDIATION LIABILITY 121,171. TOTAL TO FORM 990, PART XI, LINE 5: -905,689. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. METHODIST CHURCH HOME FOR THE AGED IN THE CITY OF NEW YORK FUND 4499 MANHATTAN COLLEGE PARKWAY BRONX NY 10471 133905709 TO ASSIST AGED CARE CHARITABLE ORGANIZATIONS NY 501(C)(3) 7 METHODIST CHURCH HOME FOR THE AGED IN THE CITY OF NEW YORK 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0