ELDERPLAN INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ELDERPLAN INC (EIN 11-2625096)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-07
- IRS object ID
- 201143119349301439
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-07T20:06:51-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112625096 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELDERPLAN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELDE | NameControl |
| Phone | 7189217742 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6323 SEVENTH AVENUE | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11220 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALEX BALKO | Name |
| Title | EXECUTIVE VP/CFO | Title |
| Phone | 7189217742 | Phone |
| Date Signed | 2011-11-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK H ROTHMAN | Name |
| Phone | 2128674000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ALEX BALKO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6323 SEVENTH AVENUE | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 357551196 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MJHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | A MEDICARE MANAGED CARE PROGRAM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 252 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 239006743 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 227569986 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3296602 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6292755 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 323 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5040 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 242303668 | TotalRevenuePriorYear |
| Total Revenue Current Year | 233867781 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2800000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20570083 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21221212 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 227707202 | OtherExpensePriorYear |
| Other Expenses Current Year | 223313528 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 251077285 | TotalExpensesPriorYear |
| Total Expenses Current Year | 244534740 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -8773617 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -10666959 | RevenuesLessExpensesCY |
| Total Assets BOY | 108056339 | TotalAssetsBOY |
| Total Assets EOY | 88330497 | TotalAssetsEOY |
| Total Liabilities BOY | 46478614 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 41290854 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 61577725 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 47039643 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ELDERPLAN, A MEDICARE ADVANTAGE ORGANIZATION WITH A MEDICARE CONTRACT, SERVES OVER 15,000 SENIORS AND ADULTS WITH DISABILITIES IN THE BRONX, BROOKLYN, MANHATTAN, QUEENS AND STATEN ISLAND. A NOT-FOR-PROFIT ORGANIZATION, ELDERPLAN OFFERS A VARIETY OF HEALTH PLANS FOR MEDICARE AND MEDICAID BENEFICIARIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 205896882 | Expense |
| Revenue | 227569986 | Revenue |
| Description | ELDERPLAN STARTED AS ONE OF THE FOUR ORIGINAL SOCIAL HEALTH MAINTENANCE ORGANIZATIONS (SHMOS) IN THE COUNTRY. NEARLY 30 YEARS LATER, ELDERPLAN, A MEDICARE ADVANTAGE ORGANIZATION WITH A MEDICARE CONTRACT, SERVES OVER 15,000 SENIORS AND ADULTS WITH DISABILITIES IN THE BRONX, BROOKLYN, QUEENS, MANHATTAN AND STATEN ISLAND. ELDERPLAN OFFERS A VARIETY OF PLANS THAT ARE DESIGNED TO ADDRESS THE HEALTH CARE NEEDS OF SENIORS AND PEOPLE WITH DISABILITIES. AS A NOT-FOR-PROFIT ORGANIZATION, WE REINVEST EARNINGS TO BRING OUR MEMBERS IMPROVED BENEFITS AND SERVICES. AS A RESULT, EACH YEAR NEW PLANS ARE DEVELOPED TO BETTER SERVE THE NEEDS OF THIS COMMUNITY. | Description |
| Total Program Service Expense | 205896882 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4512 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 252 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEGGY GUNDERMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7189217742 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6323 SEVENTH AVENUE | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11220 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ELI S FELDMAN | ||||||||
| PRESIDENT, CEO, DIRECTOR | 7.00 | X | X | 302319 | 1101307 | 78185 | ||
| ARTHUR GOSHIN MD | ||||||||
| DIRECTOR, CHAIRPERSON | 0.50 | X | X | 0 | 0 | 0 | ||
| RONALD B MILCH | ||||||||
| DIRECTOR / SECRETARY / TRE | 0.50 | X | X | 0 | 0 | 0 | ||
| ISAAC ASSAEL | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| ROSALIE DIPIETRO | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| PETER POST | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| TRACI ENTEL | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| CLARA WILLIAMS | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| HOWARD GREENBERG | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| DIANE P POLLARD | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| ALEX BALKO | ||||||||
| EXECUTIVE VP/CFO | 7.00 | X | 150314 | 547573 | 70940 | |||
| ROBERT LEAMER | ||||||||
| ASST. SEC./ SR. VP GENERAL | 7.00 | X | 92035 | 335270 | 69640 | |||
| ELLIOT BROOKS | ||||||||
| SENIOR VP, HUMAN RESOURCES | 3.00 | 38622 | 379779 | 53551 | X | |||
| RONALD CHAFFIN | ||||||||
| PRESIDENT MANAGED CARE | 17.00 | 278080 | 286259 | 191790 | X | |||
| HANY ABDELAAL | ||||||||
| VICE PRESIDENT | 17.50 | 144646 | 144646 | 37092 | X | |||
| RANDALL KLEIN | ||||||||
| EXEC VP MANAGED CARE | 17.50 | 124452 | 124452 | 30478 | X | |||
| SAIFUL KHAN | ||||||||
| AVP SALES | 35.00 | 414211 | 0 | 31263 | X | |||
| GERALD ANELLO | ||||||||
| CONTROLLER | 35.00 | 196772 | 0 | 33158 | X | |||
| GEORGE INGRAM | ||||||||
| ASSOCIATE VP, NPO | 35.00 | 190083 | 0 | 34017 | X | |||
| FRANCISCO POLANCO | ||||||||
| DIRECTOR OF SALES | 35.00 | 265790 | 0 | 27162 | X | |||
| LYNDA MONTELLA | ||||||||
| VP MANAGED CARE/CLINICAL MANAGEMT | 35.00 | 200243 | 0 | 25561 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2397567 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2919286 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 682837 | TotalOtherCompensation |
| Number Individuals GT100 K | 24 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ENVISION PHARMACEUTICAL SERVICES | |||||
| 2181 E AURORA ROAD | TWINSBURG | OH | 44087 | PHARMACEUTICAL | 30481465 |
| MAIMONIDIES MEDICAL CENTER | |||||
| 4802 TENTH AVENUE | BROOKLYN | NY | 11219 | HOSPITAL | 12327724 |
| NEW YORK METHODIST HOSPITAL | |||||
| 506 SIXTH STREET | BROOKLYN | NY | 11215 | HOSPITAL | 7349516 |
| BETH ISRAEL MEDICAL CENTER | |||||
| 1ST AVENUE AND 16TH STREET | NEW YORK | NY | 10003 | HOSPITAL | 6660518 |
| STATEN ISLAND UNIVERSITY HOSPITAL | |||||
| 1 EDGEWATER PLAZA | STATEN ISLAND | NY | 10305 | HOSPITAL | 6558923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 197 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE PAYMENTS | 524114 | 225676036 | 225676036 |
| REINSURANCE RECOVERY | 524298 | 1567027 | 1567027 |
| PERSONAL CARE SERVICES | 524114 | 326923 | 326923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 227569986 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1411422 | TotalRevenueColumn |
| Exclusion | $1,411,422 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 128564748 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 123683415 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4881333 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4881333 | TotalRevenueColumn |
| Exclusion | $4,881,333 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5040 | TotalRevenueColumn |
| Exclusion | $5,040 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5040 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 233867781 | TotalRevenueColumn |
| Related Or Exempt Function Income | 227569986 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,297,795 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1310821 | Total |
| Management And General | 1310821 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16300431 | Total |
| Management And General | 16300431 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 630653 | Total |
| Management And General | 630653 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1895202 | Total |
| Management And General | 1895202 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1084105 | Total |
| Management And General | 1084105 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 479803 | Total |
| Management And General | 479803 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169050 | Total |
| Management And General | 169050 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185725 | Total |
| Management And General | 185725 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174523837 | Total |
| Program Services | 170964244 | ProgramServices |
| Management And General | 3559593 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4371760 | Total |
| Management And General | 4371760 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28137371 | Total |
| Program Services | 23515493 | ProgramServices |
| Management And General | 4621878 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1857859 | Total |
| Management And General | 1857859 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1139792 | Total |
| Management And General | 1139792 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2582569 | Total |
| Program Services | 2478406 | ProgramServices |
| Management And General | 104163 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113185 | Total |
| Management And General | 113185 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 504293 | Total |
| Management And General | 504293 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135032 | Total |
| Management And General | 135032 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| LICS EXPENSE | 7734197 | 7734197 | |
| STOP LOSS INSURANCE | 1204542 | 1204542 | |
| PLAN DATA MANAGEMENT | 148310 | 148310 | |
| MISCELLANEOUS | 26203 | 26203 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244534740 | Total |
| Program Services | 205896882 | ProgramServices |
| Management And General | 38637858 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25840224 | BOY |
| EOY | 28916538 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1044007 | BOY |
| EOY | 3392115 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189694 | BOY |
| EOY | 434131 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10563379 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3608782 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3301888 | BOY |
| EOY | 6954597 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76977019 | BOY |
| EOY | 47434910 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 702507 | BOY |
| EOY | 1197206 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108056339 | BOY |
| EOY | 88330497 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43433129 | BOY |
| EOY | 35906829 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 245348 | BOY |
| EOY | 388707 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2800137 | BOY |
| EOY | 4995318 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46478614 | BOY |
| EOY | 41290854 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61577725 | BOY |
| EOY | 47039643 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61577725 | BOY |
| EOY | 47039643 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108056339 | BOY |
| EOY | 88330497 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -10666959 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3871123 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 267493338 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 269990586 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 250343676 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 239006743 | CurrentTaxYearMinus1Year |
| Current Tax Year | 227569986 | CurrentTaxYear |
| Total | 1254404329 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 267493338 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 269990586 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 250343676 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 239006743 | CurrentTaxYearMinus1Year |
| Current Tax Year | 227569986 | CurrentTaxYear |
| Total | 1254404329 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1254404329 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4280858 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5353039 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3727198 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2244888 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1411422 | CurrentTaxYear |
| Total | 17017405 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4280858 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5353039 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3727198 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2244888 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1411422 | CurrentTaxYear |
| Total | 17017405 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1076 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1080 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 197 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 323 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5040 | CurrentTaxYear |
| Total | 7716 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 271775272 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 275344705 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 254071071 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 241251954 | CurrentTaxYearMinus1Year |
| Current Tax Year | 228986448 | CurrentTaxYear |
| Total | 1271429450 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98660 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98620 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01340 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01380 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10563379 | OtherCostOrOtherBasis |
| Depreciation | 3608782 | Depreciation |
| Book Value | 6954597 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6954597 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO MEDICAID | $1,874,268 |
| UNCLAIMED DISBURSEMENTS | $44,195 |
| DUE TO PARTICIPATING AGENCIES OF THE METROPOLITAN JEWISH HEALTH SYSTEM | $3,076,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4995318 | TotalOfAmounts |
| Total Revenue | 233867781 | TotalRevenue |
| Total Expenses | 244534740 | TotalExpenses |
| Excess Or Deficit For Year | -10666959 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3871123 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -3871123 | TotalAdjustments |
| Excess Or Deficit Per FS | -14538082 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 233682056 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 233682056 | RevenueSubtotal |
| Investment Expenses Not Included | 185725 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 185725 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 233867781 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 244349015 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 244349015 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 185725 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 185725 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 244534740 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE COMPANY ADOPTED THE PROVISION PERTAINING TO UNCERTAIN TAX POSITIONS, ASC TOPIC 740, AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2007 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELI S FELDMAN | |||||||||||||
| 214064 | 779806 | 0 | 0 | 88255 | 321501 | 9103 | 33160 | 7737 | 28185 | 319159 | 1162652 | 0 | 0 |
| ALEX BALKO | |||||||||||||
| 130578 | 475678 | 11164 | 40670 | 8572 | 31225 | 9103 | 33160 | 6177 | 22500 | 165594 | 603233 | 0 | 0 |
| ROBERT LEAMER | |||||||||||||
| 77597 | 282675 | 6905 | 25153 | 7533 | 27442 | 9103 | 33160 | 5897 | 21480 | 107035 | 389910 | 0 | 0 |
| ELLIOT BROOKS | |||||||||||||
| 32930 | 323807 | 2671 | 26269 | 3021 | 29703 | 3901 | 38361 | 1042 | 10247 | 43565 | 428387 | 0 | 0 |
| RONALD CHAFFIN | |||||||||||||
| 240762 | 247843 | 19710 | 20290 | 17608 | 18126 | 81015 | 83398 | 13490 | 13887 | 372585 | 383544 | 0 | 0 |
| HANY ABDELAAL | |||||||||||||
| 138434 | 138434 | 0 | 0 | 6212 | 6212 | 8881 | 8881 | 9665 | 9665 | 163192 | 163192 | 0 | 0 |
| RANDALL KLEIN | |||||||||||||
| 119478 | 119478 | 0 | 0 | 4974 | 4974 | 4622 | 4622 | 10617 | 10617 | 139691 | 139691 | 0 | 0 |
| SAIFUL KHAN | |||||||||||||
| 143482 | 0 | 270161 | 0 | 568 | 0 | 10816 | 0 | 20447 | 0 | 445474 | 0 | 0 | 0 |
| GERALD ANELLO | |||||||||||||
| 196772 | 0 | 0 | 0 | 0 | 0 | 14179 | 0 | 18979 | 0 | 229930 | 0 | 0 | 0 |
| GEORGE INGRAM | |||||||||||||
| 189357 | 0 | 0 | 0 | 726 | 0 | 13822 | 0 | 20195 | 0 | 224100 | 0 | 0 | 0 |
| FRANCISCO POLANCO | |||||||||||||
| 89183 | 0 | 176607 | 0 | 0 | 0 | 6309 | 0 | 20853 | 0 | 292952 | 0 | 0 | 0 |
| LYNDA MONTELLA | |||||||||||||
| 193866 | 0 | 0 | 0 | 6377 | 0 | 13807 | 0 | 11754 | 0 | 225804 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | SENIOR EXECUTIVES SHALL BE REIMBURSED FOR BUSINESS/FIRST CLASS AIR TRAVEL FOR FLIGHTS OF FOUR AND ONE-HALF HOURS OR LONGER. THIS BENEFIT IS NONTAXABLE TO THE RECIPIENTS. |
| PART I, LINE 4B | PARTICIPATED IN, OR RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: ELI FELDMAN- $378,183-THIS AMOUNT WAS PAID OUT IN 2010 AND HAD BEEN ACCRUED OVER THE PREVIOUS 3 YEARS. ALEXANDER BALKO - $17,426 ELLIOT BROOKS - $17,426 RON CHAFFIN - $17,426 ROBERT LEAMER - $17,426 |
| PART I, LINE 7 | BONUS ELIGIBILITY IS BASED ON THE EXTENT THAT EACH EXECUTIVE AND EMPLOYEE HAS ACHIEVED HIS/HER GOAL. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ALL MEMBERS HAVE THE SAME VOTING RIGHTS. THE MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS SHALL BE ELECTED BY THE MEMBERS OF THE ORGANIZATION. ALL MEMBERS HAVE THE SAME VOTING RIGHTS. | |
| 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 FINANCE AND INVESTMENT COMMITTEE FOR ITS REVIEW AND APPROVAL. ONCE THE FINANCE AND INVESTMENT COMMITTEE HAS COMPLETED ITS REVIEW COPIES OF THE RETURNS WILL BE PROVIDED TO ALL BOARD MEMBERS. | |
| 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 12C | |
| EACH YEAR, THE 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 JANUARY 2010. 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 B, LINE 15 | |
| THESE DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE OFFICE OF THE PRESIDENT. | 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 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,871,123. | FORM 990, PART XI, LINE 5: |
| PROCESS HAS NOT CHANGED FROM PRIOR YEAR. | FORM 990, PART XI, LINE 2C | |
| HOURS WORKED FOR RELATED ORGANIZATIONS | ELI S. FELDMAN - 26 ALEXANDER BALKO - 26 ROBERT LEAMER - 26 ELLIOT BROOKS - 30 ISSAC ASSAEL - 3 ROSALIE DIPIETRO - 0.5 CLARA WILLIAMS - 0.5 ARTHUR GOSHIN - 3 RONALD B. MILCH - 4.5 TRACI ENTEL - 1 DIANE POLLARD - 1 PETER POST - 1.5 HOWARD GREENBERG - 2.5 HANY ABDELAAL - 17.5 RON CHAFFIN - 18 RANDALL KLEIN - 17.5 | FORM 990, PART VII |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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, HOME CARE, ADULT DAY CARE | 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 | 0 | METROPOLITAN JEWISH HEALTH SYSTEM INC | |
| SHOREFRONT JEWISH GERIATRIC CENTER INC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 113072153 | NURSING HOME | NY | 501(C)(3) | 9 | 0 | METROPOLITAN JEWISH HEALTH SYSTEM INC | |
| METROPOLITAN JEWISH HOME CARE INC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 320060822 | HOME CARE, HOSPICE | NY | 501(C)(3) | 9 | 0 | METROPOLITAN JEWISH HEALTH SYSTEM INC | |
| HOMEFIRST INC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 113325280 | 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 | 0 | METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION | |
| HOMEFIRST LHCSA INC | |||||||||||
| 6323 7TH AVENUE | BROOKLYN | NY | 11220 | 611501623 | HOME CARE | NY | 501(C)(3) | 9 | N/A | 0 | |
| 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 | 0 | METROPOLITAN JEWISH HEALTH SYSTEM INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| METROPOLITAN JEWISH HEALTH SYSTEM INC | ||
| O | 7987740 | CASH |
| METROPOLITAN JEWISH HOME CARE INC | ||
| L | 6274337 | CASH |
| SHOREFRONT JEWISH GERIATRIC CENTER INC | ||
| L | 1299134 | CASH |
| MENORAH HOME AND HOSPITAL FOR THE AGED AND INFIRM | ||
| L | 1134268 | CASH |
| MJG NURSING HOME CO INC | ||
| L | 1388202 | CASH |
| METROPOLITAN JEWISH HEALTH SYSTEM INC | ||
| J | 399728 | CASH |
| HOMEFIRST INC | ||
| N | 2104467 | CASH |
| METROPOLITAN JEWISH HOME CARE INC | ||
| N | 661661 | CASH |
Comments