2024-11-15T00:20:59-06:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-01-01 135564936 EGER LUTHERAN HOMES AND SERVICES INC EGER 7189893020 140 MEISNER AVENUE STATEN ISLAND NY 10306 PETER MANISCALCO TREASURER 7189893020 2024-11-15 1 1 MELISSA MODELSON P01603524 9143818900 2024-11-13 2023 2024-10-15 13:58:12Z DR PATRICIA TOOKER 140 MEISNER AVENUE STATEN ISLAND NY 10306 613928 0 9386 X N/A X 1916 NY THE ORGANIZATION IS A LEADER IN THE DELIVERY OF POST-HOSPITAL, LONG-TERM AND END-OF-LIFE CARE.THE ORGANIZATION IS A LEADER IN THE DELIVERY OF POST-HOSPITAL, LONG-TERM AND END-OF-LIFE CARE AND SUPPORT SERVICES. 18 18 0 20 0 0 59984 58416 615766 553429 139 136 0 1947 675889 613928 0 0 0 0 0 0 0 0 0 791255 635900 791255 635900 -115366 -21972 5015418 5828389 2418204 3253247 2597214 2575142 X EGER LUTHERAN HOMES AND SERVICES, INC. A LEADER IN THE DELIVERY OF POST-HOSPITAL, LONG-TERM AND END-OF-LIFE CARE, FUNDRAISING AND SUPPORT SERVICES, STRIVES TO REMAIN RESPONSIVE TO THE DIVERSE NEEDS OF STATEN ISLAND AND ITS NEIGHBORING COMMUNITIES. EGER SEEKS TO PROVIDE A SAFE, CARING AND LEARNING ENVIRONMENT IN WHICH PEOPLE CAN LIVE AND WORK, AND THAT IS DESIGNED TO ENHANCE THE QUALITY OF LIFE FOR ALL, RELYING UPON LUTHERAN VALUES AS ITS ANCHOR. 0 0 513472 0 553429 EXPENSES INCURRED IN THE DELIVERY OF POST-HOSPITAL, LONG-TERM AND END-OF-LIFE CARE, FUNDRAISING AND SUPPORT SERVICES IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND ACTIVITIES OF ITS RELATED TAX-EXEMPT ORGANIZATIONS WHICH PROVIDE HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY. 513472 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X ANNMARIE COVONE 7189893020 140 MEISNER AVENUE STATEN ISLAND NY 10306 DR PATRICIA TOOKER CHAIR 1.00 1.00 X X 0 0 0 CYNTHIA ROBERTI VICE CHAIR 1.00 1.00 X X 0 0 0 LESLIE B KASEGRANDE SECRETARY 1.00 2.00 X X 0 0 0 PETER MANISCALCO TREASURER 1.00 1.00 X X 0 0 0 CHARLES B BELLMYER TRUSTEE 0.50 0.50 X 0 0 0 MARIA CARLSON TRUSTEE 0.50 0.50 X 0 0 0 JAMES CHIN TRUSTEE 0.50 0.50 X 0 0 0 BRENDA GRANDELL TRUSTEE 0.50 0.50 X 0 0 0 ROBERT C HASTEDT TRUSTEE 0.50 1.00 X 0 0 0 LILLIAN LAGAZZO TRUSTEE 0.50 0.50 X 0 0 0 DR MARCIA LYLES TRUSTEE 0.50 0.50 X 0 0 0 KEITH MILLER TRUSTEE 0.50 0.50 X 0 0 0 PETER MONTANTI TRUSTEE 0.50 0.50 X 0 0 0 KAREN MULLANEY TRUSTEE 0.50 1.00 X 0 0 0 CRAIG PHILLIPS TRUSTEE 0.50 0.50 X 0 0 0 REV JOHN SARAKA TRUSTEE 0.50 0.50 X 0 0 0 DONALD THORSEN TRUSTEE 0.50 0.50 X 0 0 0 DR JANE DEFAZIO TRUSTEE 0.50 0.50 X 0 0 0 LORRI A SENK PRESIDENT/CEO 19.00 36.00 X 0 297810 1258 GARRY DE LEEUWERK SENIOR VP FOR FINANCE/CFO, THRU DEC 2023 19.00 36.00 X 0 243534 246352 0 541344 247610 0 0 1 0 0 58416 58416 RENTAL INCOME 900099 553429 553429 553429 136 136 OTHER OPERATING INCOME 900099 1947 1947 1947 613928 553429 0 2083 X 69000 69000 53428 53428 76346 76346 425 425 1124 1124 59216 59216 24024 24024 179617 179617 163505 163505 REPAIRS AND MAINTENANCE 7948 7948 EVENT EXPENSES 1267 1267 635900 513472 122428 0 15733 3405 468838 260215 27390 18952 12360 5211680 2524457 2866840 2687223 1636617 2846234 5015418 5828389 133083 90843 535121 412404 1750000 2750000 2418204 3253247 X 2549408 2527200 47806 47942 2597214 2575142 5015418 5828389 X -21972 -100 X X 0 1 X 1 0 X X 2 EGER HARBOR HOUSE INC 133999654 10 0 0 0 EGER HEALTH CARE AND REHABILITATION CENTER 133524533 10 1 0 69000 2 0 69000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 EGER HARBOR HOUSE INC: EGER LUTHERAN HOMES AND SERVICES INC. (THE ORGANIZATION") SUPPORTS EGER HARBOR HOUSE INC, AND EGER HEALTH CARE AND REHABILITATION CENTER. THE ORGANIZATION DELIVERS POST-HOSPITAL, LONG-TERM AND END-OF-LIFE CARE, FUNDRAISING AND SUPPORT SERVICES IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND ACTIVITIES OF ITS RELATED TAX-EXEMPT ORGANIZATIONS WHICH OPERATE A SKILLED NURSING FACILITY & REHABILITATION FACILITY. THE SUPPORT SERVICES PROVIDED BY THE ORGANIZATION SERVE THE SAME CHARITABLE CLASS AS ITS SUPPORTED ORGANIZATIONS. PART IV, SECTION A, LINE 1: EGER LUTHERAN HOMES AND SERVICES INC. (THE ORGANIZATION") SUPPORTS EGER HARBOR HOUSE INC, AND EGER HEALTH CARE AND REHABILITATION CENTER. THE ORGANIZATION DELIVERS POST-HOSPITAL, LONG-TERM AND END-OF-LIFE CARE, FUNDRAISING AND SUPPORT SERVICES IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND ACTIVITIES OF ITS RELATED TAX-EXEMPT ORGANIZATIONS WHICH OPERATE A SKILLED NURSING FACILITY & REHABILITATION FACILITY. THE SUPPORT SERVICES PROVIDED BY THE ORGANIZATION SERVE THE SAME CHARITABLE CLASS AS ITS SUPPORTED ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 584332 584332 3325757 1650868 1674889 446983 357768 89215 854608 515821 338787 2687223 DUE FROM RELATED PARTIES 2846234 2846234 SUBVENTION LOAN - ARCHCARE 2750000 2750000 X 613928 0 613928 0 613928 635900 0 635900 0 635900 PART X, LINE 2: ELHS RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THE TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT ELHS HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. ELHS IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO 2020. 0 0 0 0 0 0 0 0 0 GARRY DE LEEUWERK SENIOR VP FOR FINANCE/CFO, THRU DEC 2023 0 243434 0 100 0 0 0 237489 0 8863 0 489886 0 0 LORRI A SENK PRESIDENT/CEO 0 297710 0 100 0 0 0 0 0 1258 0 299068 0 0 PART I, LINE 3 EGER LUTHERAN HOMES AND SERVICES, INC. AND SUBSIDIARIES; A TAX-EXEMPT HEALTHCARE SYSTEM COMPOSED OF A NURSING HOME AND OTHER ENTITIES WHOSE PURPOSE IS TO SERVE THE COMMUNITY ("SYSTEM"). THE SYSTEM HAS AN EXECUTIVE COMMITTEE ("COMMITTEE") OF THE BOARD OF TRUSTEES. THE COMPENSATION AND BENEFITS OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER ARE REVIEWED BY THE COMMITTEE TO ENSURE FAIR MARKET VALUE COMPENSATION IS PAID. WHERE APPROPRIATE, THE BOARD REVIEWS EXTERNAL COMPARABLE DATA AND SEEKS ADVICE OF THE COMMITTEE TO ENSURE TOTAL COMPENSATION OF THIS INDIVIDUAL IS REASONABLE AT FAIR MARKET VALUE. OTHER MEMBERS OF MANAGEMENT, INCLUDING, BUT NOT LIMITED TO, THESE REPORTED ON FORM 990 ARE REVIEWED BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND THE VICE PRESIDENT OF HUMAN RESOURCES, IN ACCORDANCE WITH JOB PERFORMANCE AND CURRENT FAIR MARKET VALUE SALARY DATA. FORM 990, PART VI, SECTION B, LINE 11B EGER LUTHERAN HOMES AND SERVICES HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION IS A SUBSIDIARY WITHIN EGER LUTHERAN HOMES AND SERVICES, INC., A TAX-EXEMPT HEALTHCARE SYSTEM COMPOSED OF A NURSING HOME AND OTHER ENTITIES WHOSE PURPOSE IS TO SERVE THE COMMUNITY ("SYSTEM"). THIS ORGANIZATION AND SYSTEM REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND SENIOR MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE ORGANIZATION AND THE ORGANIZATION'S PRESIDENT/CHIEF EXECUTIVE OFFICER FOR REVIEW. IF NECESSARY, ANY CONFLICTS OF INTEREST ARE THEN REVIEWED AND DISCUSSED BY THE ORGANIZATION'S BOARD OF TRUSTEES. AN INTERESTED PERSON MUST LEAVE THE MEETING DURING THE DISCUSSION OF THAT MATTER THAT GIVES RISE TO THE POTENTIAL CONFLICT AND CANNOT VOTE ON THE MATTER. THE MINUTES OF THE BOARD MUST CONTAIN THE FOLLOWING WITH REGARD TO CONSIDERATION OF ANY MATTER INVOLVING A CONFLICT OF INTEREST THE BOARD MINUTES MUST STATE WHICH TRUSTEES WERE PRESENT FOR THE DISCUSSION AND VOTE, THE CONTENT OF THE DISCUSSION AND ANY ROLL CALL OF THE VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 16,607. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,607. CONSULTANTS: PROGRAM SERVICE EXPENSES 59,739. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,739. FORM 990, PART XI, LINE 9: EQUITY TRANSFER TO A RELATED PARTY -100. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. EGER HEALTH CARE AND REHABILITATION CENTER 140 MEISNER AVENUE STATEN ISLAND NY 10306 133524533 OPERATE SKILLED NURSING FACILITY & REHABILITATION FACILITY NY 501(C)(3) LINE 10 CATHOLIC HEALTH CARE SYSTEM DBA ARCHCARE 0 EGER HARBOR HOUSE INC 140 MEISNER AVENUE STATEN ISLAND NY 10306 133999654 OPERATE SKILLED NURSING FACILITY & REHABILITATION FACILITY NY 501(C)(3) LINE 10 EGER LUTHERAN HOMES AND SERVICES 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 1 0 EGER HEALTH CARE AND REHABILITATION CENTER A 59780 COST EGER HARBOR HOUSE INC A 43000 COST EGER HEALTH CARE AND REHABILITATION CENTER E 55000 COST EGER HEALTH CARE AND REHABILITATION CENTER M 207000 COST