2012-12-11T12:55:14-06:00 2012-06-30 510227758 MASTER SIDLOW & ASSOCIATES PA 2002 WEST 14TH STREET WILMINGTON DE 19806 990 2011-07-01 510070786 MILTON & HATTIE KUTZ HOME INC MILT 3027647000 704 RIVER ROAD WILMINGTON DE 19809 KAREN FRIEDMAN 3027647000 2012-11-29 JUDITH M SCARBOROUGH P00161946 3026523480 2011 2016-02-24 21:20:13Z KAREN FRIEDMAN 704 RIVER ROAD WILMINGTON DE 19809 11299794 0 X WWW.KUTZHOME.ORG X 1953 DE SKILLED NURSING CARE FOR THE ELDERLY 30 29 160 26 0 0 850669 1053905 8718408 8684819 220557 90314 892 10016 9790526 9839054 0 0 0 0 4511937 4795366 119437 89722 89722 4320582 4306515 8951956 9191603 838570 647451 11996439 12807055 1036514 1152768 10959925 11654287 THE HOME'S MISSION IS TO PROVIDE SHELTER, MEDICAL CARE, NURSING AND OTHER SERVICES FOR AGING MEN AND WOMEN. 0 0 8043367 0 8684819 LONG-TERM CARE NURSING FACILITY PROVIDING SKILLED NURSING CARE AND THERAPY TO THE ELDERLY WITHOUT REGARD TO ABILITY TO PAY. TOTAL OF 30,657 PATIENT DAYS. 8043367 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 160 1 0 0 0 0 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 DE X DAVID BACHER 3027647000 704 RIVER ROAD WILMINGTON DE 19809 MICHAEL MINEO 1.00 X X 0 0 0 LAURIE SILVERSTEIN 1.00 X 0 0 0 MICHAEL BERKOVER 1.00 X 0 0 0 ALAN DALLAS 1.00 X 0 0 0 DAVID DRIBAN 1.00 X X 0 0 0 ROBERT GOODMAN 1.00 X X 0 0 0 BARBARA SCHOENBERG 1.00 X X 0 0 0 JOEL FRIEDLANDER 1.00 X 0 0 0 DAVID EPSTEIN 1.00 X 0 0 0 STUART FELZER 1.00 X 0 0 0 MATTHEW FINFER 1.00 X X 0 0 0 LISA KANE 1.00 X 0 0 0 MIRIAM EDELL 1.00 X 0 0 0 MARK STANTON 1.00 X 0 0 0 EILEEN CONNER 1.00 X 0 0 0 MARTIN MAND 1.00 X 0 0 0 PEGGY DEPROPHETIS 1.00 X 0 0 0 DONALD PARSONS 1.00 X 0 0 0 MICHAEL ROSEN 1.00 X 0 0 0 BONNIE SILBERMANN 1.00 X 0 0 0 JOAN WACHSTEIN 1.00 X 0 0 0 SHELDON WEINSTEIN 1.00 X 0 0 0 SELINDA MELNIK 1.00 X 0 0 0 TERRY SHER 1.00 X 0 0 0 NORMAN MONHAIT 1.00 X X 0 0 0 SANDI SOLOMON 1.00 X 0 0 0 MURRAY HORN 1.00 X 0 0 0 MARSHA LEE 1.00 X 0 0 0 KAREN FRIEDMAN 40.00 X 159669 0 19550 DAVE BACHER 40.00 X 98013 0 17290 257682 0 36840 1 0 1 0 MORRISON SENIOR DINING 17 S MARKET SQ 4TH FLOOR HARRISBURG PA 17101 OPERATIONAL CONSULTANT 1647291 SELECT MEDICAL REHABILITATION SVCS INC 1386 OLD FREEPORT ROAD SUITE 3B PITTSBURGH PA 15238 THERAPY 705180 XPRESS NURSES LLC PO BOX 881774 SANFRANCISCO CA 94188 TEMPORARY STAFFING - NURSES AND CNA'S 265481 3 12083 1041822 1053905 MEDICAID/MEDICARE 623000 6191545 6191545 RESIDENT SERVICE REV 623000 2493274 2493274 8684819 97128 97128 1453926 1460740 -6814 -6814 -6814 MISCELLANEOUS 623000 10016 10016 10016 9839054 8684819 0 100330 298761 298761 3711744 3299558 412186 50873 48661 2212 417609 370936 46673 316379 278032 38347 89930 87322 2608 89722 89722 1077898 1051895 26003 17693 17693 161254 151901 9353 6456 5351 1105 11370 5227 6143 309348 291406 17942 153047 144170 8877 CLINICAL SERVICES 794446 794446 SUPPLIES 587254 558089 29165 FOOD 338715 338715 PURCHASED NURSING SERVI 270888 270888 488216 346770 141446 9191603 8043367 1058514 89722 1557 109282 1645231 1934007 301777 621187 1001415 1116945 265569 288701 10033355 4331604 4648180 5701751 4132710 3035182 11996439 12807055 800041 940018 210335 139416 26138 23334 50000 1036514 1152768 X 9596111 9674114 1242827 1859186 120987 120987 10959925 11654287 11996439 12807055 X 647451 46911 X X 0 1 1 X 0 X 481472 152949 214687 836604 1053905 2739617 7271567 7890620 7890943 8718408 8684819 40456357 7753039 8043569 8105630 9555012 9738724 43195974 10641 8543 8308 115231 157100 299823 56934 127530 149273 100296 26778 460811 67575 136073 157581 215527 183878 760634 42435340 76874 24521 34105 92792 97128 325420 76874 24521 34105 92792 97128 325420 1910 1897 1379 892 10016 16094 7831823 8069987 8141114 9648696 9845868 43537488 0.97470 0.97560 0.00750 0.00840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 120987 120987 120987 120987 120987 120987 120987 120987 1.00000 0 0 6631333 3625300 3006033 1112525 706304 406221 2289497 2289497 5701751 9839054 9191603 647451 46911 46911 694362 9885965 46911 46911 9839054 0 9839054 9191603 0 9191603 0 9191603 PART IV, LINE 2B: SOME RESIDENTS HAVE SMALL CASH BALANCES ON DEPOSIT WITH THE HOME FOR USE ON ITEMS SUCH AS HAIRCUTS, MEAL TICKETS, ETC. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE HOME'S PERMANENTLY RESTRICTED NET ASSETS CONSIST OF THREE INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED TO SUPPORT THE HOME. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE HOME QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ITS ACTIVITIES DO NOT RESULT IN ANY INCOME TAX LIABILITY. THE HOME FOLLOWS PROFESSIONAL STANDARDS WHICH CLARIFY THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE HOMES FINANCIAL STATEMENTS AND PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE STANDARDS ALSO PROVIDE GUIDANCE ON DERECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE HOME FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE HOMES FEDERAL INCOME TAX RETURNS FOR TAX YEARS 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE HOME DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2012 AND DOES NOT EXPECT THIS TO CHANGE SIGNIFICANTLY OVER THE NEXT TWELVE MONTHS. THE HOME WILL RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX BENEFITS, IF ANY, AS A COMPONENT OF INCOME TAX EXPENSE. AS OF JUNE 30, 2012, THE HOME DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX PROVISIONS. X X X X 1 BLOOM METZ CONSULTING 2812 LANDON DRIVE WILMINGTON DE 19810 CAPITAL CAMPAIGN CONSULTATION 0 958152 89722 868430 958152 89722 868430 1 X 0 0 0 0 0 0 0 0 0 KAREN FRIEDMAN 159669 0 0 0 0 0 0 0 19550 0 179219 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FOLLOWING REVIEW BY THE CFO AND EXECUTIVE DIRECTOR, THE TREASURER OR OTHER KNOWLEDGEABLE BOARD MEMBER REVIEWS THE RETURN IN DETAIL. THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 46,911. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. 1 1