2011-05-12T16:02:54-07:00 2010-06-30 990 2009-07-01 340714360 MONTEFIORE HOME MONT 2163609080 One David N Myers Pkwy Beachwood OH 441221101 Mark Weiss 2169102640 2011-05-12 2009 2016-02-24 21:20:13Z Lauren Rock One David N Myers Parkway Beachwood OH 44122 29260049 0 X www.montefiorecare.org X 1882 OH Montefiore provides for a comprehensive system of support services related to healthcare needs and the aging process for the Jewish community of Greater Cleveland. Montefiore is dedicated to a standard of excellence and personalized care, in order that people may continue to live their lives with dignity and security and as independently as they are able. 70 70 632 285 0 0 1010842 1670547 26790815 27476541 123225 92681 14828 20280 27939710 29260049 0 0 0 0 18182147 18693276 0 0 0 9052580 9729029 27234727 28422305 704983 837744 33611677 33308291 18404106 18405891 15207571 14902400 Montefiore provides for a comprehensive system of support services related to healthcare needs and the aging process for the Jewish community of Greater Cleveland. Montefiore is dedicated to a standard of excellence and personalized care, in order that people may continue to live their lives with dignity and security and as independently as they are able. 0 0 20516681 23031201 Nursing Home Care: The Montefiore Home provides nursing home care for the aged and ill. The facility is licensed for 268 beds and employs approximately 475 full and part time staff. 2074244 2408721 Homecare - From skilled nursing to physical therapy, Montefiore's homecare professionals provide first rate healthcare services. Montefiore delivers compassionate, individualized healthcare right to the community. Montefiore's homecare specialists work with a patient's schedule to meet all their healthcare needs. Our homecare nurses and therapists act as case managers, coordinating with the physician and medical team to implement an individualized care plan for each patient. 2077038 2021762 Hospice - Montefiore Hospice seeks to bring pain management and symptom control, as well as ultimate caring and compassion, to those with a life-limiting illness, their caregivers, families and loved ones. We provide our signature care in the patient's own home, our inpatient unit or in other healthcare facilities. 83818 14857 Montefiore's Palliative Care Consult Program helps patients and families who are struggling with medical decisions associated with life threatening illness and with the manangement of symptoms such as pain, anxiety and respiratory distress. This service is available to patients who may be seeking ongoing life-prolonging care and may not qualify to transition into hospice care. 83818 0 14857 24751781 1 1 0 1 0 0 0 0 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 50 0 632 1 0 0 0 0 0 70 70 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X Mark Weiss 2169102640 One David Myers Pkwy Beachwood OH 441221101 Carolyn Mahler 0 X 0 0 0 Jack Mandel 0 X 0 0 0 Hal Myers 0 X 0 0 0 Elmer Paull 0 X 0 0 0 Dennis Roth 0 X 0 0 0 Susan Hurwitz 0 X 0 0 0 Terry Adelman 0 X 0 0 0 Arthur Arnson 0 X 0 0 0 Alvin Barkley 0 X 0 0 0 Lois Goodman 0 X 0 0 0 Irwin Haiman 0 X 0 0 0 Susan Grody Ruben 0 X 0 0 0 Alice Sayre 0 X 0 0 0 Harvey Siegel 0 X 0 0 0 Mary Ann Hexter 0 X 0 0 0 Robert Hexter 0 X 0 0 0 Nancy Hyams 0 X 0 0 0 I Leonard Kaplan 0 X 0 0 0 Paula Silverman 0 X 0 0 0 Naomi Singer 0 X 0 0 0 Jordan Tobin 0 X 0 0 0 Hal Uhrman 0 X 0 0 0 Gerald Weinstein 0 X X 0 0 0 Lawrence Weiss 0 X 0 0 0 Sally Wertheim 0 X 0 0 0 Stanley Wertheim 0 X 0 0 0 Malcolm Zucker 0 X 0 0 0 Rueven Dessler 0 X 0 0 0 Gerald Goldberg 0 X 0 0 0 David Berns 0 X 0 0 0 Jackie Feiner Derrow 0 X 0 0 0 Audrey Frank 0 X 0 0 0 Mark Froimson 0 X 0 0 0 Marilyn Garfunkel 0 X 0 0 0 Joel Garver 0 X 0 0 0 Elaine Rocker 0 X 0 0 0 Steven Willensky 0 X X 0 0 0 Darrell Young 0 X 0 0 0 Margo Vinney 0 X X 0 0 0 Andrew Hoffmann 0 X X 0 0 0 Donald Scherzer 0 X X 0 0 0 David Orlean 0 X X 0 0 0 Jeffrey Muencz 0 X X 0 0 0 Stanley Baron 0 X 0 0 0 James Chessin 0 X 0 0 0 Bruce Cweiber 0 X 0 0 0 Donald Freedheim 0 X 0 0 0 JoAnn Glick 0 X 0 0 0 Harley Gross 0 X 0 0 0 Phyllis Harris 0 X 0 0 0 Hal Becker 0 X 0 0 0 Robert Lustig 0 X 0 0 0 Lawrence Mack 0 X 0 0 0 Lee Rosen 0 X 0 0 0 June Taylor 0 X X 0 0 0 Shirley Basch 0 X 0 0 0 Patricia Inglis 0 X X 0 0 0 Barry Miller 0 X 0 0 0 Benjamin Sheridan 0 X 0 0 0 Susan Stone 0 X 0 0 0 Idelle Wolf 0 X 0 0 0 Sylvia Aarons 0 X 0 0 0 David Hexter 0 X 0 0 0 Kenneth Hochman 0 X 0 0 0 Alan Jaffa 0 X 0 0 0 Cissy Rubin 0 X 0 0 0 Bonnie Stein 0 X 0 0 0 Joan Weintraub 0 X 0 0 0 Judy Willensky 0 X 0 0 0 Michael Waxman-Lenz 0 X 0 0 0 Lauren Rock 55 X X 314987 0 2074 Mark Weiss 55 X X 219664 0 12254 Gina Prosser 55 X X 159577 0 9659 Lisa Kristosik 50 X 101246 0 323 Carol Weiss 55 X 128876 0 7347 924350 0 31657 5 0 1 0 Infinity Construction 18440 Cranwood Parkway Warrensville Hts OH 44128 Construction Contractor 678238 Talk of the Town Consulting LLC 3609 West Alexis Road Suite 214 Toledo OH 43623 Dietary Consulting/Services 300092 Custom Healthcare Prof Inc PO Box 18934 Cleveland Heights OH 44118 Nursing Services 286682 Euclid Hospital 18901 Lakeshore Blvd Euclid OH 44119 Therapy Services 190443 4 0 0 0 1328126 0 342421 0 1670547 Nursing Home 623000 23031201 23031201 0 0 Homecare 621610 2408721 2408721 0 0 Hospice 623000 2021762 2021762 0 0 Palliative Care 623000 14857 14857 0 0 0 0 0 0 27476541 92681 0 0 92681 0 0 0 0 0 0 0 0 0 0 0 0 0 20280 20280 0 0 20280 29260049 27496821 0 92681 0 0 0 0 0 0 0 0 652344 157326 495018 0 0 0 0 0 14588221 13618443 969778 0 538591 538591 0 0 1628378 1628378 0 0 1285742 1285742 34327 0 34327 0 43006 0 43006 0 53266 0 53266 0 0 0 0 0 0 0 0 0 0 0 1600095 1522688 77407 0 67054 20986 46068 0 64699 8558 56141 0 147585 0 147585 0 0 0 0 0 707716 707716 0 0 58334 58334 0 0 47656 25292 22364 0 161726 161726 0 0 1513928 1513928 0 0 277706 277706 Medical, Dietary, & Maintenance Supplies 2404404 2401831 2573 0 Bed, Property, & Sales Tax 1191107 0 1191107 0 Inpatient Stay Expense 772177 772177 0 Miscellaneous 494824 309065 185759 0 Bad Debt Expense 89419 21000 68419 0 28422305 24751781 3670524 0 1150 1150 3344240 3120591 2565508 2600084 63454 65341 138394 126863 38260355 16648725 21741119 21611630 5757812 5782632 33611677 33308291 2291106 1736559 11560000 11215000 4553000 5454332 18404106 18405891 X 15110413 14800290 72758 77710 24400 24400 15207571 14902400 33611677 33308291 X 0 1 1 X 0 X 1238810 2032956 1245989 1010842 1670547 7199144 24132932 25693213 26638205 26790815 27476541 130731706 0 0 0 0 0 0 0 0 0 0 0 25371742 27726169 27884194 27801657 29147088 137930850 137930850 163983 204168 183176 123225 92681 767233 163983 204168 183176 123225 92681 767233 148201 310716 322730 229517 50280 1061444 25683926 28241053 28390100 28154399 29290049 139759527 0.98692 0.98676 0.00549 0.00525 X Income derived from Management Fees, Rebates and Refunds, and Miscellaneous. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1328 0 0 1328 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 Schedule C, Part II-B, Line 1 - Delegations from Montefiore which include the CEO & President, Key Employees, and/or specific Board Members meet with politicians on both the state and federal level. During these meetings, factors that have a direct impact on the future of Montefiore such as reimbursement dollars are discussed. Montefiore makes known to the politicians how these matters would impact Montefiore and the nursing home environment in general. 97158 6000 1597 0 2260 385 102110 72095 83917 -6454 0 52400 0 97158 0 0.24 0.76 1 0 0 532827 532827 0 29624095 10941333 18682762 0 1850281 928194 922087 0 6181066 4707112 1473954 0 72086 72086 0 21611630 Deferred Financing Fees 223386 Assets Held By Others 62593 Due From Affiliate 137685 Investments with Limited Use 5323258 Investments Under Bond Indenture 2560 A/R Other 33150 5782632 Accrued Pension Liability 4962492 Estimated Third Party Payables 436492 Residents' Personal Accounts 55348 5454332 29260049 28422305 837744 117945 0 0 0 -1260860 -1142915 -305171 29407994 117945 0 0 30000 147945 29260049 0 0 0 29260049 28422305 0 0 0 0 0 28422305 0 0 0 28422305 SchD_P05_S00_L04 Schedule D, Part V, Line 4 Schedule D, Part V, Line 4 - To help fund future programs and services at Montefiore. SchD_P10_S00_L00 Schedule D, Part X Schedule D, Part X - Pension obligation liability refers to Montefiore's portion of an estimated unfunded pension liability amount. This amount changes from year to year based on various factors such as employees and market returns. This pension plan was frozen on June 30, 2009. Estimated third party settlements are liabilities due to various agency's and individuals pending the outcome of negotiations and research. Resident accounts are cash amounts held by Montefiore for the personal use of residents. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Schedule D, Part XI, Line 8 - 30,000 represents reimbursed expense netted with revenue. (1,290,860) represents an increase in unfunded pension liability. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Schedule D, Part XII, Line 2d - Reimbursed Expenses Netted with Revenue X X 0 1 0 0 0 0 0 0 0 Lauren Rock 289987 0 25000 0 0 0 0 0 2573 0 317560 0 0 0 Mark Weiss 219664 0 0 0 0 0 0 0 12855 0 232519 0 0 0 Gina Prosser 159577 0 0 0 0 0 0 0 10204 0 169781 0 0 0 SchJ_P01_S00_L03 Schedule J, Part I, Line 3 Schedule J, Part 1, Line 3 - Compensation is discussed by a compensation committee and CEO compensation is approved by the Board of Directors. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Schedule J, Part I, Line 4 - Montefiore established a SERP account for 4 employees in fiscal year 2010. Colorado Educational and Cultural Authority 840896727 196458ZY2 2005-02-24 13000000 Expansion and Renovation 0 0 13000000 0 0 0 281017 0 10018047 2005 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Form 990, Part VI, Section A, Line 2 - Sally Wertheim and Stanley Wertheim, both board members, are husband and wife. Steven Willensky and Judy Willensky, both board members, are husband and wife. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 Form 990, Part VI, Section A, Line 11 - Form 990 is prepared by accounting staff and is then reviewed by the CFO. Once review notes are cleared, the 990 is then reviewed by an independent auditor. After those review notes are cleared the 990 is presented to the Board. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c For 990, Part VI, Section B, Line 12c - If a conflict of interest arrises, the matter would be discussed with the appropriate Board Member. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Form 990 Part VI, Section B, Line 15 - In 2007 an ad hoc committee was established to approve the hiring and compensation of the new president and CEO of the organization. This committee approved the hiring of Lauren Rock, current president and CEO of Montefiore. On an annual basis, the Chairman of the Board is responsible for the CEO's annual evaluation. At that time, recommendations can be made to the board concerning compensation and bonuses. The CEO is responsible for the annual evaluations of other key employees. The CEO also recommends compensation levels for such employees. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Form 990, Part VI, Section C, Line 19 - Public documents such as the 990 are made available upon request. The Montefiore Foundation 1 David N Myers Parkway Beachwood OH 441221162 341788055 Fundraising and grant funding for the Montefiore Home OH 501(c)(3) 7 N/A The Montefiore Housing Corporation 1 David N Myers Parkway Beachwood OH 441221162 311501393 Assisted Living OH 501(c)(3) 9 N/A The Montefiore Home Physicians Corp 1 David N Myers Parkway Beachwood OH 44122 341961355 Physician Visits OH N/A C 0 0 0 0 0 1 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 Filing by May 15, 2011 due to requested extension.