2023-11-10T10:31:52-06:00 2022-12-31 BDO USA 100 PARK AVENUE NEW YORK NY 100175001 990 2022-01-01 113538697 METROPOLITAN JEWISH HEALTH SYSTEM INC % DAVID KOSCHITZKI METR 7184917208 55 WATER ST 46TH FLOOR NEW YORK NY 10041 DAVID WAGNER PRESIDENT/CEO 7184917261 2023-11-08 true DAVID WAGNER 999009999 Kristin Ruffini P00741491 2128858000 2023-11-08 2 2022 2023-04-26 12:10:37Z X DAVID WAGNER 55 WATER ST 46TH FLOOR NEW YORK NY 10041 57960712 false X WWW.MJHS.ORG X 1995 NY TO SUPPORT THE DELIVERY OF HEALTH CARE SERVICES TO PATIENTS IN THE NEW YORK METROPOLITAN AREA. 17 16 207 16 0 0 30744 0 58087677 57779016 164480 172697 70501 8999 58353402 57960712 0 0 0 0 30178651 30823492 0 0 0 28149007 27137223 58327658 57960715 25744 -3 29936897 34717895 23536404 28317405 6400493 6400490 X MJHS HEALTH SYSTEM IS A CHARITABLE NOT-FOR-PROFIT ESTABLISHED TO SUPPORT THE ACTIVITIES OF AFFILIATED ORGANIZATIONS. MJHS IS BUILT ON THE CORE VALUES OF COMPASSION, DIGNITY AND RESPECT, FIRST ESTABLISHED BY THE FOUR BROOKLYN LADIES IN 1907, AS WELL AS CARING FOR, SUPPORTING AND GUIDING, PATIENTS, RESIDENTS, MEMBERS AND THEIR FAMILIES, AS THEIR HEALTH CARE NEEDS EVOLVE OVER TIME. TODAY, MJHS REMAINS COMMITTED TO THE PROVISION OF HEALTH CARE, HOUSING AND SERVICES FOR AT-RISK MEMBERS OF THE COMMUNITY OF ALL ECONOMIC, RELIGIOUS, AND CULTURAL BACKGROUNDS AS WELL AS GENDER IDENTITY, SEXUAL ORIENTATION AND MILITARY STATUS, INCLUDING: THE ILL, THE IMPAIRED, THE DISABLED, THE FRAIL ELDERLY AND CHILDREN FACING AN ADVANCED OR LIFE-LIMITING ILLNESS. false false 0 0 57779016 ESTABLISHED IN 1907 BY THE FOUR BROOKLYN LADIES, AND ROOTED IN THE CORE VALUES OF COMPASSION, DIGNITY AND RESPECT, TODAY MJHS IS ONE OF THE MOST INNOVATIVE HEALTH SYSTEMS IN THE REGION SERVING, CARING FOR, SUPPORTING AND GUIDING PEOPLE OF ALL ECONOMIC, RELIGIOUS AND CULTURAL BACKGROUNDS AS WELL AS GENDER IDENTITY, SEXUAL ORIENTATION AND MILITARY STATUS. MJHS HEALTH SYSTEM IS COMMITTED TO ENSURING THAT ALL NEW YORKERS HAVE ACCESS TO HEALTH, SUPPORTIVE AND COMMUNITY-BASED SERVICES INCLUDING: HOME CARE, HOSPICE AND PALLIATIVE CARE FOR ADULTS AND CHILDREN, TWO CENTERS FOR REHABILITATION AND NURSING CARE, AN INSTITUTE FOR INNOVATION IN PALLIATIVE CARE, HOUSING AS WELL AS HEALTH PLANS FOR MEDICARE, DUAL MEDICARE AND MEDICAID, AND LONG-TERM CARE RECIPIENTS AT EVERY LEVEL OF HEALTH. IN 2022, THE AFFILIATED AGENCIES OF MJHS CARED FOR APPROXIMATELY 58,000 NEW YORKERS ACROSS THE 5 BOROUGHS OF NYC, NASSAU, SUFFOLK, WESTCHESTER, ROCKLAND, PUTNAM, DUCHESS, ORANGE, ONTARIO, AND MONROE COUNTIES. 0 true false false true false false false false false false true false false true true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 171 0 true 207 true false false false false false false false false false false true false X 17 16 false false false false false false false true true false false true true true true true true true true false NY X DAVID KOSCHITZKI 7184917208 55 WATER ST 46TH FLOOR NEW YORK NY 10041 X DAVID WAGNER CEO, PRESIDENT 3.0 31.5 X X 1134355 0 121559 ALEXANDER BALKO EXEC CONS (THRU 6/22) 17.5 1.0 X 992892 0 98713 DAVID KOSCHITZKI CHIEF FINANCIAL OFFICER 3.0 31.5 X 626673 0 107067 JEFFREY DAVIS FIN CONS (THRU 3/22) 8.75 0.0 X 648617 0 58110 ROBERT LEAMER LEGAL CONSULTANT 24.0 0.0 X 508818 0 125964 DIANE ASHLEY VP/CMO, PUBLIC RELATIONS 3.0 32.0 X 474236 0 74102 CHRISTINA VAN VORT CHIEF LEGAL OFFICER(EFF. 1/22) 3.0 32.0 X 509863 0 21948 FELICIA DYER JOHNSON CHIEF EXPERIENCE OFFICER 3.0 32.0 X 406952 0 74153 DANIELLE ROLLMANN CHAIR 5.0 1.0 X X 0 0 0 BRADLEY FLUEGEL VICE CHAIR 0.5 2.5 X X 0 0 0 BURTON ESRIG SECRETARY 0.5 1.5 X X 0 0 0 WILLIAM GORMLEY SR TREASURER 0.5 3.5 X X 0 0 0 ARTHUR GOSHIN IMMEDIATE PAST CHAIRMAN 0.5 4.5 X 0 0 0 PETER BAILEY DIRECTOR (EFF. 1/22) 0.5 0.5 X 0 0 0 ELI S FELDMAN DIRECTOR 0.5 4.0 X 0 0 0 CARI ALMO GALLMAN DIRECTOR 0.5 0.5 X 0 0 0 STEPHEN JACKSON DIRECTOR 0.5 0.5 X 0 0 0 BENJAMIN KARSCH DIRECTOR 0.5 0.0 X 0 0 0 AMIR KISHON DIRECTOR 0.5 0.5 X 0 0 0 GELINE MIDOUIN DIRECTOR 0.5 1.5 X 0 0 0 RONALD MILCH DIRECTOR 0.5 3.5 X 0 0 0 JAY TALBOT DIRECTOR 0.5 1.0 X 0 0 0 STEVEN TOPAL DIRECTOR 0.5 4.5 X 0 0 0 ANN WYATT DIRECTOR 0.5 1.0 X 0 0 0 5302406 0 681616 74 false true false RELIABLE RAPID TESTING NY LLC 5 TIMES SQUARE NEW YORK NY 10036 COVID-19 TESTING 2689130 EXECUSEARCH GROUPTANDYM PO BOX 844276 BOSTON MA 022844270 STAFFING AGCY FEES 1062891 HARMELIN MEDIA 525 RIGHTERS FERRY ROAD BALA CYNWYD PA 19004 MARKETING 680838 RPI CONSULTANTS LLC 1 NORTH HAVEN STREET BALTIMORE MD 21224 HR CONSULTING 677956 BUYER ADVERTISING 175 HIGHLAND AVENUE SUITE 407 NEEDHAM MA 02494 STAFF RECRUIT FEES 597697 17 0 0 REIMBURSED EXPENSES 900099 57779016 57779016 57779016 172697 172697 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 8999 8999 8999 57960712 57779016 181696 0 0 0 0 2521464 2521464 0 20941380 20941380 1292800 1292800 4610478 4610478 1457370 1457370 0 422983 422983 101910 101910 0 0 0 3229977 3229977 1595294 1595294 1314312 1314312 4281255 4281255 0 5236378 5236378 36935 36935 0 100398 100398 231674 231674 0 1731459 1731459 4302518 4302518 MEDICAL SUPPLIES 3065250 0 3065250 0 REPAIRS & MAINTENANCE 834337 834337 LICENCES,DUES & SUBSCRIPTION 218189 218189 FEDERAL EXCISE TAX 100270 100270 334084 334084 57960715 0 57960715 0 112447 114561 1415143 2437901 0 0 0 0 0 0 0 0 0 0 0 0 1734296 2192794 28471331 25252033 2987010 3219298 0 0 0 0 0 0 0 0 23688001 26753341 29936897 34717895 12121906 11690025 0 0 0 0 0 0 0 0 0 0 10738096 10023810 0 0 676402 6603570 23536404 28317405 X 6336500 6400490 63993 0 6400493 6400490 29936897 34717895 -3 X false true X true false X 5650225 88750 1020000 30744 0 6789719 43348087 48419038 59484625 58087677 57779016 267118443 0 0 0 48998312 48507788 60504625 58118421 57779016 273908162 0 0 0 273908162 513573 1321734 392044 171649 172697 2571697 19105 20213 0 0 0 39318 532678 1341947 392044 171649 172697 2611015 0 0 20931 1292 70501 8999 101723 49530990 49870666 60897961 58360571 57960712 276620900 0.99019 0.00000 0.00944 0.00000 X false true false false false false false false true 39407 39407 false false PART II-B, LINE 1B AND 1I, LOBBYING ACTIVITIES: The Metropolitan Jewish Health System, Inc. employs personnel to meet with or call government officials or legislators to help influence/promote the activities of the Participating Agencies of the Metropolitan Jewish Health System. THE AMOUNT PAID DURING 2022 AS STAFF COMPENSATION and benefits WAS $39,407. 36786 36536 250 3021827 2934742 87085 25412718 22280755 3131963 3219298 DUE FROM PARTICIPANTS OF MJHS 21102681 RIGHT-TO-USE ASSETS - OP LEASE 5615545 DUE FROM MJHS FOUNDATION 22575 SECURITY DEPOSIT 6500 OTHER ASSETS 6040 26753341 0 LEASE LIABILTIES 6052032 DUE TO AGENCIES OF MJHS 551538 6603570 X X X X X X false false false false false false false true false ALEXANDER BALKO EXEC CONS (THRU 6/22) 774851 0 214585 0 3456 0 52613 0 46100 0 1091605 0 0 0 JEFFREY DAVIS FIN CONS (THRU 3/22) 578640 0 0 0 69977 0 23175 0 34935 0 706727 0 0 0 ROBERT LEAMER LEGAL CONSULTANT 382072 0 54653 0 72093 0 52613 0 73351 0 634782 0 0 0 DAVID WAGNER CEO, PRESIDENT 962093 0 108501 0 63761 0 52613 0 68946 0 1255914 0 0 0 DIANE ASHLEY VP/CMO, PUBLIC RELATIONS 390212 0 28000 0 56024 0 30500 0 43602 0 548338 0 0 0 FELICIA DYER JOHNSON CHIEF EXPERIENCE OFFICER 366564 0 24279 0 16109 0 30500 0 43653 0 481105 0 0 0 DAVID KOSCHITZKI CHIEF FINANCIAL OFFICER 540882 0 43177 0 42614 0 42700 0 64367 0 733740 0 0 0 CHRISTINA VAN VORT CHIEF LEGAL OFFICER(EFF. 1/22) 495304 0 0 0 14559 0 0 0 21948 0 531811 0 0 0 PART 1, LINE 7 BONUS ELIGIBILITY IS BASED ON THE EXTENT THAT EACH EXECUTIVE AND EMPLOYEE HAS ACHIEVED HIS/HER GOAL AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11: DRAFT OF THE COMPLETED RETURN IS REVIEWED BY THE PRESIDENT, CFO, AND 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 MJHS FINANCE COMMITTEE FOR ITS REVIEW AND APPROVAL. ONCE THE COMMITTEE HAS COMPLETED ITS REVIEW A COPY OF THE RETURN IS PROVIDED TO ALL BOARD MEMBERS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: EACH DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS MUST FILE AND MAINTAIN CURRENT THE MJHS DIRECTOR'S BIOGRAPHICAL INFORMATION FORM AND, ON AN ANNUAL BASIS, COMPLETE THE MJHS DIRECTOR'S 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 MJHS DIRECTOR'S 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 15: 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 MARKET ANALYSIS IS THEN REVIEWED BY THE COMPENSATION COMMITTEE IN DETERMINING SALARY ADJUSTMENTS FROM THE PERSPECTIVE OF MARKET COMPETITIVENESS AND PRIOR YEAR PERFORMANCE. THE BASIS FOR ITS DETERMINATION AND ALL DECISIONS MADE ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES. 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 CHIEF HUMAN RESOURCES OFFICER IN CONJUNCTION WITH THE CEO, USING LOCAL SURVEYS TO ENSURE MARKET COMPETITIVENESS. FORM 990, PART VI, SECTION C, LINE 19: UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE ONLY THOSE DOCUMENTS REQUIRED TO BE DISCLOSED UNDER THE PUBLIC INSPECTION LAWS. MENORAH HOME AND HOSPITAL FOR THE AGED 55 WATER ST 46TH FLOOR NEW YORK NY 10041 111672777 NURSING HOME NY 501(C)(3) 3 MJHS true SHOREFRONT GERIATRIC INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 113072153 NURSING HOME NY 501(C)(3) 10 MJHS true METROPOLITAN JEWISH HOME CARE INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 320060822 HOME CARE NY 501(C)(3) 10 MJHS true ELDERPLAN INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 112625096 MEDICARE NY 501(C)(3) 10 MJHS true MJHS FOUNDATION 55 WATER ST 46TH FLOOR NEW YORK NY 10041 111630753 FUNDRAISING NY 501(C)(3) 7 MJHS true HOMEFIRST LHCSA INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 611501623 HOME CARE NY 501(C)(3) 12, Type I MJHS true SHOREFRONT TOWERS HOUSING DEV FUND 55 WATER ST 46TH FLOOR NEW YORK NY 10041 113200785 HOUSING NY 501(C)(3) 10 MJHS true MJHS HOSPICE AND PALLIATIVE CARE INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 133438643 HOSPICE NY 501(C)(3) 3 MJHS true MJHS MEDICAL ASSOCIATES PC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 275273404 HEALTH CARE NY 501(C)(3) 10 MJHS true FIRST TO CARE HOME CARE INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 113300822 HOME HEALTH NY 501(C)(3) 10 MJHS true INSTITUTE FOR APPLIED GERONTOLOGY 55 WATER ST 46TH FLOOR NEW YORK NY 10041 113135751 RESEARCH NY 501(C)(3) PF MJHS true ISABELLA GERIATRIC CENTER INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 133623808 NURSING HOME NY 501(c)(3) 10 MJHS true MJGC CORP 55 WATER ST 46TH FLOOR NEW YORK NY 10041 113356665 HOLDING COMPANY NY MJHS C CORPORATION 0 0 1.00000 true MJHS SOLUTIONS INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 832479283 HOLDING COMPANY NY MJHS FOUNDATION C CORPORATION 0 0 true false false false false true false false false false false false false false true true false true false false ELDERPLAN INC J 2400065 COST ALLOCATION ELDERPLAN INC O 18924125 COST ALLOCATION ELDERPLAN INC Q 10077891 COST ALLOCATION INSTITUTE FOR APPLIED GERONTOLOGY J 114428 COST ALLOCATION ISABELLA GERIATRIC CENTER INC J 183124 COST ALLOCATION ISABELLA GERIATRIC CENTER INC O 3886832 COST ALLOCATION ISABELLA GERIATRIC CENTER INC Q 3384746 COST ALLOCATION MENORAH HOME & HOSPITAL FOR THE AGED & INFIRM J 84781 COST ALLOCATION MENORAH HOME & HOSPITAL FOR THE AGED & INFIRM O 3489589 COST ALLOCATION MENORAH HOME & HOSPITAL FOR THE AGED & INFIRM Q 5221674 COST ALLOCATION METROPOLITAN JEWISH HOME CARE INC J 396716 COST ALLOCATION METROPOLITAN JEWISH HOME CARE INC O 1467381 COST ALLOCATION METROPOLITAN JEWISH HOME CARE INC Q 1031974 COST ALLOCATION METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION O 243337 COST ALLOCATION METROPOLITAN JEWISH HEALTH SYSTEM FOUNDATION Q 137557 COST ALLOCATION MJHS HOSPICE AND PALLIATIVE CARE INC J 962082 COST ALLOCATION MJHS HOSPICE AND PALLIATIVE CARE INC O 2920882 COST ALLOCATION MJHS HOSPICE AND PALLIATIVE CARE INC Q 2599072 COST ALLOCATION MJHS MEDICAL ASSOCIATES PC O 123879 COST ALLOCATION MJHS MEDICAL ASSOCIATES PC Q 59546 COST ALLOCATION