2012-11-12T09:54:06-06:00 2011-12-31 454051133 FREED MAXICK CPAS PC 800 LIBERTY BLDG 420 MAIN ST BUFFALO NY 142023508 990 2011-01-01 160743058 JEWISH HOME OF ROCHESTER JEWI 5854277760 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 DEBORAH MCILVEEN 5854277760 2012-11-12 1 MARY MADONIA P00405803 7168472651 2011 2016-02-24 21:20:13Z DANIEL I KATZ 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 46494360 0 X WWW.JEWISHSENIORLIFE.ORG X 1920 NY AT THE JEWISH HOME OF ROCHESTER, WE ARE DEDICATED TO MEETING THE PHYSICAL, EMOTIONAL, MENTAL AND SPIRITUAL NEEDS OF OUR RESIDENTS THROUGH NURSING, MEDICAL, RECREATIONAL THERAPY, SOCIAL WORK AND SPIRITUAL CARE SERVICES. OUR FAMILY AMONG FAMILIES CULTURE TREATS YOUR FAMILY MEMBER AS WE DO OUR OWN. OUR RESIDENTS QUALITY OF LIFE IS OF THE UTMOST IMPORTANCE. THIS IS THEIR HOME AND WE DO ALL WE CAN TO MAKE IT WARM, COMFORTABLE AND ENGAGING FOR THE PEOPLE WHO LIVE HERE, AND WELCOMING TO THEIR FAMILIES AND VISITORS. 21 21 1072 321 0 0 1287232 3859950 39983966 41437392 230273 177918 615868 851106 42117339 46326366 0 159996 0 0 26803194 28045643 0 0 0 15142178 16412562 41945372 44618201 171967 1708165 48754882 47924017 27277140 28442554 21477742 19481463 X TO IMPROVE THE HEALTH, WELL BEING AND QUALITY OF LIFE OF OUR JEWISH COMMUNITY'S ELDERLY, AS WELL AS THAT OF OUR GENERAL COMMUNITY, BEING MINDFUL OF THE VALUES IMPLICIT IN OUR JEWISH HERITAGE. 0 0 37458251 38509622 SEE SCHEDULE O 626405 427330 SEE SCHEDULE OOUTPATIENT REHABILITATION THE OUTPATIENT REHABILITATION CENTER PROVIDES MULTI-DISCIPLINARY REHABILITATION SERVICES FOR ADULTS, SENIORS AND MEDICALLY-COMPLEX PATIENTS, ASSISTING THEM IN REMAINING INDEPENDENT IN THEIR OWN HOMES. OUR INDIVIDUALIZED TREATMENT PROGRAMS INCLUDE:PHYSICAL THERAPY OCCUPATIONAL THERAPY SPEECH AND LANGUAGE THERAPY MASSAGE THERAPY NEUROLOGICAL REHABILITATION LOW VISION AND FUNCTIONAL VISION SERVICES INCONTINENCE THERAPY TRANSPORTATION AVAILABLE WITHIN MONROE COUNTY OUTPATIENT REHABILITATION IS PROUD TO OFFER BIONESS, AN AWARD-WINNING AND INNOVATIVE REHABILITATION TECHNOLOGY DESIGNED TO BENEFIT INDIVIDUALS WHO HAVE BEEN AFFLICTED WITH NEUROLOGICAL DISORDERS, INCLUDING STROKE, MULTIPLE SCLEROSIS, TRAUMATIC BRAIN INJURY, CEREBRAL PALSY AND SPINAL CORD INJURY. BIONESS USES LOW-LEVEL ELECTRICAL STIMULATION TO HELP PEOPLE REGAIN MOBILITY AND INDEPENDENCE, TO IMPROVE QUALITY OF LIFE AND PRODUCTIVITY. WELLNESS PROGRAM SENIOR FITNESS IS AN EXERCISE AND WELLNESS PROGRAM DESIGNED TO ENHANCE THE QUALITY OF LIFE FOR SENIORS BY INCREASING INDEPENDENCE AND THE ABILITY TO BETTER PERFORM THE ACTIVITIES OF DAILY LIVING. USING SENIOR-FRIENDLY EXERCISE MACHINES, RESISTANCE TUBES, EXERCISE BALLS AND LIGHT WEIGHTS IN A SMALL GROUP SETTING AND UNDER THE DIRECTION OF A CERTIFIED FITNESS SPECIALIST, OUR RESIDENTS ARE ACCOMPLISHING POSITIVE OUTCOMES.WITH AN INITIAL EVALUATION AND ASSESSMENT, THE PLAN FOCUSES ON AREAS THAT PROVIDE THE GREATEST BENEFIT: MUSCULAR STRENGTH AND ENDURANCE, STABILITY, BALANCE, FLEXIBILITY AND CARDIOVASCULAR HEALTH. AY HOME DINING IS A UNIQUE MEAL SERVICE PREPARED UNDER RABBINIC SUPERVISION, OFFERING KOSHER MEALS FOR HOME DELIVERY OR PICKUP. FROM SIMPLE CAESAR SALADS TO ELEGANT FISH, MEAT OR CHICKEN ENTREES, AT HOME DINING PROVIDES A DELICIOUS ALTERNATIVE TO HOME PREPARATION OF KOSHER FOOD. WE OFFER FULL DINNER MENUS THAT INCLUDE ONE ENTRE, SOUP OR SALAD AND TWO SIDES. 566458 2868644 SEE SCHEDULE OTHE ADULT DAY HEALTH CARE PROGRAM AT THE JEWISH HOME IS A MEDICAL MODEL PROGRAM THAT SERVES ADULTS WITH SPECIAL PHYSICAL AND PSYCHOSOCIAL NEEDS. ENCOURAGED BY STAFF TO INCREASE THEIR SELF-ESTEEM, SOCIAL INTERACTIONS AND INDEPENDENCE, MEMBERS WHO PARTICIPATE IN THE ADULT DAY HEALTH PROGRAM ARE BETTER ABLE TO REMAIN WITH THEIR CAREGIVERS IN THE COMMUNITY.AS THE LARGEST PROVIDER OF ADULT DAY SERVICES IN THE AREA, WE ASSIST UP TO 84 MEMBERS EACH DAY, 7:30 AM TO 5:00 PM WEEKDAYS. OUR EARLY BIRD PROGRAM ALSO PROVIDES BREAKFAST.OUR PEOPLE LOOK OUT FOR ONE ANOTHER JUST LIKE FAMILY. WE ALSO WELCOME THOSE WHO SEEK ACTIVITIES AND SOCIAL INTERACTION WITH PEERS.BECAUSE WE'RE ASSOCIATED WITH A LONG-TERM CARE FACILITY, OUR MEMBERS CAN TAKE ADVANTAGE OF ADDITIONAL PROGRAMS TO STIMULATE MIND AND BODY. OUR STAFF HAS RECEIVED CERTIFIED DEMENTIA TRAINING THROUGH THE ALZHEIMER'S ASSOCIATION.SERVICES INCLUDE:ASSISTANCE WITH DAILY MEDICATION PERSONAL CARE AND HYGIENE NURSING PHYSICAL, SPEECH AND OCCUPATIONAL THERAPIES A HOT NOON MEAL THAT CAN ACCOMMODATE SPECIAL DIETS FOOT CARE ACTIVITY PROGRAMS TRANSPORTATION WITHIN MONROE COUNTY 38651114 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 217 0 1072 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X DEBORAH MCILVEEN 5854277760 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 MR MARK KOLKO 0.30 X X 0 0 0 MRS SUSAN GORDON 0.30 X 0 0 0 MR TED L AXELROD 0.30 X 0 0 0 DR ZACHARY FREEDMAN 0.30 X 0 0 0 MR LEON GOSSIN 0.30 X 0 0 0 MR MICHAEL D GROSSMAN 0.30 X 0 0 0 MR PERRY M JACOBSTEIN 0.30 X 0 0 0 MR CHARLES B KAPLAN 0.30 X 0 0 0 MR HOWARD D KRAVETZ 0.30 X 0 0 0 MR DAN S MORGENSTERN 0.30 X 0 0 0 MR HOWARD R CRANE 0.30 X 0 0 0 MRS BETTY OPPENHEIMER 0.30 X 0 0 0 MS ELLEN ROSEN KONAR 0.30 X 0 0 0 DR STEVEN LEVINSON 0.30 X 0 0 0 MR GERALD ZAKALIK 0.30 X 0 0 0 MRS SHARON E UNDERBERG 0.30 X 0 0 0 MR RANDY SCHUSTER 0.30 X X 0 0 0 DR MAURICE E VARON 0.30 X X 0 0 0 MS RACHEL N ROSEN 0.30 X 0 0 0 MR JEREMY J WOLK 0.30 X 0 0 0 MR RICHARD BROVITZ 0.30 X 0 0 0 MICHAEL KING 40.00 X 178945 0 17010 DANIEL I KATZ 31.00 X 311273 25234 21996 DEBORAH MCILVEEN 30.00 X 139259 25908 12356 BERNARD SHORE 40.00 X 200780 0 21560 ANNE OLINGER 40.00 X 180947 0 0 LISA VARGISH 40.00 X 168002 0 14899 MRS JACQUELINE STONE 40.00 X 120739 0 0 MRS EMILIA GIACALONE 40.00 X 115778 0 6375 1415723 51142 94196 8 0 1 1 MORRISON SENIOR DINING 5801 PEACHTREE DUNWOODY ROAD ATLANTA GA 30342 DINING SERVICES 2029381 MEDICAL MOTORS ONE MUSTARD STREET ROCHESTER NY 14609 TRANSPORTATION SERVICES 447483 LECESSE CONSTRUCTION CO 75 THRUWAY PARK DRIVE HENRIETTA NY 14586 CONSTRUCTION 365076 COOL INSURING AGENCY PO BOX 2153 GLEN FALLS NY 12801 INSURANCE 227111 AID TO HOSPITALS INC PO BOX 24590 ROCHESTER NY 14624 LAUNDRY SERVICES 212974 5 3859950 3859950 REVENUE FROM RESIDENTS 623000 38149493 38149493 ADULT DAYCARE 621400 2868644 2868644 OUTPATIENT 621400 419255 419255 41437392 201879 201879 18270 36000 -17730 -17730 -17730 74851 33182 102388 29606 -27537 3576 -23961 -23961 MISCELLANEOUS 900099 311861 311861 HOUSE CALLS 621610 118503 118503 DELI INCOME 624210 93196 93196 345276 156505 188771 868836 46326366 41805596 0 660820 159996 159996 617089 617089 21658225 19629078 2029147 40128 34891 5237 5691574 4979549 712025 38627 33586 5041 2233645 2233645 210160 210160 67176 67176 361 361 99 99 121721 22843 98878 36728 22862 13866 585572 509147 76425 44767 17682 27085 910095 791315 118780 2736894 2379691 357203 357588 326647 30941 NYS ASSESSMENT 2358684 2358684 PURCHASED SERVICES 2031187 1363794 667393 OTHER 1662090 1097475 564615 PHARMACY 867164 867164 2188631 1822966 365665 44618201 38651114 5967087 0 1200 1250 511090 560484 1401936 4181433 9346151 7361248 63295 52390 1273632 1173895 56831596 29038932 28771409 27792664 6865571 5830097 520598 970556 48754882 47924017 8310509 12825367 233333 116667 14197455 13503711 4535843 1996809 27277140 28442554 X 20057203 15264351 656556 1476398 763983 2740714 21477742 19481463 48754882 47924017 X 1708165 -3704444 X X 0 1 1 X 1 1 X 1271622 1690547 1387399 1287232 3699904 9336704 32284404 34421075 36391441 39983966 41437392 184518278 33556026 36111622 37778840 41271198 45137296 193854982 0 0 0 193854982 780994 798394 506325 248543 220149 2554405 780994 798394 506325 248543 220149 2554405 252686 250719 535432 615598 872412 2526847 34589706 37160735 38820597 42135339 46229857 198936234 0.97450 0.01280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 1234 0 1 22794 24028 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: LOBBYING REPORTED IS IN CONNECTION WITH AN AMOUNT PAID FOR MEMBERSHIP DUES TO NYAHSA. PART IV, SUPPLEMENTAL INFORMATION: PART II-B, LINE 1(G) FEE PAID TO HINMAN STRAUB FOR LEGISLATIVE AND REGULATORY REPRESENTATION. 763983 1977652 25 896 2740714 763983 763983 646234 117749 763983 646234 646234 1.00000 0 0 396882 396882 14452331 9129595 5322736 20328610 13982798 6345812 21653773 5926539 15727234 27792664 PATIENT FUNDS AND DEPOSITS 180625 ESTIMATED LIABILITIES DUE TO THIRD PARTIES 1216184 LINE OF CREDIT 600000 1996809 46326366 44618201 1708165 29431 -3733875 -3704444 -1996279 46391797 29431 36000 65431 46326366 0 46326366 48388076 3769875 3769875 44618201 0 44618201 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS GENERATE INCOME TO BE SPENT ON EMPLOYEE AWARDS AND NURSING SCHOLARSHIPS; PURCHASES TO ENHANCE THE LIFESTYLE OF THE RESIDENTS OF THE HOME; GERIATRIC MEDICINE, RESEARCH AND EDUCATION; GENERAL AND SPECIFIC NEEDS OF THE HOME. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE HOME IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE HOME ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH US GAAP, WHICH REQUIRES THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS THAT THE HOME HAS TAKEN OR EXPECTS TO TAKE IN THE HOME'S TAX RETURNS. THE HOME IS NO LONGER SUBJECT TO FEDERAL AND NYS INCOME TAX EXAMINATION FOR YEARS PRIOR TO 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: ADJUSTMENT TO MINIMUM PENSION LIABILITY AND POSTRETIREMENT BENEFIT COSTS -3,733,875. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 36,000. PART XIII, LINE 2D - OTHER ADJUSTMENTS: ADJUSTMENT TO MINIMUM PENSION LIABILITY AND POSTRETIERMENT BENEFIT COSTS 3,733,875. RENTAL EXPENSES 36,000. 0 JEWISH SENIOR LIFE INC 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 223409164 501(C)(3) 159996 GENERAL SUPPORT X X X 0 0 0 0 0 0 0 1 0 MICHAEL KING 169945 0 9000 0 0 0 0 0 17010 0 195955 0 0 0 DANIEL I KATZ 305399 24210 5874 0 0 1024 0 0 1650 20346 312923 45580 0 0 DEBORAH MCILVEEN 132842 24775 6417 0 0 1133 0 0 927 11429 140186 37337 0 0 BERNARD SHORE 200780 0 0 0 0 0 0 0 21560 0 222340 0 0 0 ANNE OLINGER 180947 0 0 0 0 0 0 0 0 0 180947 0 0 0 LISA VARGISH 168002 0 0 0 0 0 0 0 14899 0 182901 0 0 0 PART I, LINE 7 THE EXECUTIVE COMPENSATION COMMITTEE ON AN ANNUAL BASIS DETERMINES WHETHER ESTABLISHED GOALS HAVE BEEN MET AND WHETHER THE VARIABLE COMPENSATION SHOULD BE PAID TO SENIOR MANAGEMENT. SUPPLEMENTAL INFORMATION PART III DEBORAH MCILVEEN CFO RECEIVES COMPENSATION FROM JEWISH HOME OF ROCHESTER, EIN# 16-0743058. A PORTION OF HER COMPENSATION IS ALLOCATED TO RELATED ORGANIZATIONS AND JEWISH HOME FOUNDATION EIN# 22-2263845 AN UNRELATED ORGANIZATION FORM 990, PART VI, SECTION B, LINE 11 EACH 990 IS REVIEWED IN DETAIL BY AN INDEPENDENT OUTSIDE ACCOUNTANT AND BY THE AUDIT COMMITTEE PRIOR TO SUBMISSION. THE HOME'S BOARD HAS REPRESENTATION ON THIS COMMITTEE. A COPY OF THE 990 IS AVAILABLE TO ALL BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, A MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, AND KEY EMPLOYEES ANNUALLY SIGN THE CONFLICT OF INTEREST POLICY. IF A CONFLICT ARISES AND DISCLOSURE OF THE FINANCIAL INTEREST IS MADE, THE INTERESTED PERSONS WILL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF APPROPRIATE, THE CHAIRPERSON OF THE BOARD OR COMMITTEE WILL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD WILL THEN DETERMINE WITH THE CORPORATION IF THEY CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO CONFLICT OF INTEREST. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT WILL INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD HIM OR HER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF THE BOARD DETERMINES THAT THE PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 JHR IS REPRESENTED UNDER JSL WHICH HAS FORMED A COMPENSATION COMMITTEE COMPRISED OF THE CHAIRS OF EACH OF THE SUBSIDIARIES TO REVIEW AND DETERMINE THE ANNUAL COMPENSATION PACKAGES FOR THE SENIOR MANAGEMENT TEAM. ON A REGULAR BASIS THE COMPENSATION COMMITTEE OBTAINS FROM A THIRD PARTY CONSULTANT, A COMPENSATION SURVEY THAT DETERMINES THE MARKET RATES FOR EACH OF THE POSITIONS AND THEN DETERMINES WHAT IF ANY ADJUSTMENTS SHOULD BE MADE TO SALARIES. THIS SAME COMPENSATION COMMITTEE, ON AN ANNUAL BASIS DETERMINES WHAT THE VARIABLE COMPENSATION GOALS SHOULD BE AND WHETHER OR NOT THEY HAVE BEEN MET. THIS WAS COMPLETED IN 2011. FORM 990, PART VI, SECTION C, LINE 19 JHR PUBLISHES ITS FINANCIAL INFORMATION AS PART OF THE ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED AND AVAILABLE UPON REQUEST. JHR WILL PROVIDE UPON REQUEST ITS CONFLICT OF INTEREST POLICY AS WELL AS ANY APPROPRIATE GOVERNING DOCUMENTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 29,431. ADJUSTMENT TO MINIMUM PENSION LIABILITY AND POSTRETIREMENT BENEFIT COSTS -3,733,875. TOTAL TO FORM 990, PART XI, LINE 5: -3,704,444. AN AUDIT COMMITTEE APPOINTED BY THE JSL BOARD HAS BEEN CREATED WITH THE PURPOSE TO SELECT THE INDEPENDENT AUDIT FIRM TO OVERSEE THE ANNUAL AUDIT AND TO ACCEPT OR AMEND THE AUDIT REPORT AS PRESENTED. THE AUDIT COMMITTEE MEETS INDEPENDENTLY WITH THE INDEPENDENT AUDIT FIRM ON AN ANNUAL BASIS. JEWISH HOME OF ROCHESTER IS REPRESENTED ON THIS JSL AUDIT COMMITTEE THROUGH PARTICIPATION OF TWO BOARD MEMBER. JEWISH SENIOR LIFE 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 223409164 PARENT COMPANY NY 501 (C) (3) 11, TYPE 1 N/A 0 JHR SENIOR HOUSING INC 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 161482447 INDEPENDENT LIVING HOUSING NY 501 (C) (3) 9 N/A 0 JHR ENRICHED HOUSING INC 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 161546905 ASSISTED LIVING HOUSING NY 501 (C) (3) 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0