2024-04-04T12:45:56-07:00 2022-12-31 990 2022-01-01 160743145 ROSA COPLON JEWISH HOME AND INFIRMARY ROSA 7166393311 2700 North Forest Road Getzville NY 140681527 Robert Mayer President / CEO / CFO 7166393311 2024-04-03 Robert Mayer 999009999 1 1 11 0 AAL2 2022 2023-04-26 12:10:37Z ROSA COPLON LIVING CENTER Robert T Mayer 2700 N Forest Road Getzville NY 14068 15782148 0 X www.weinbergcampus.org X 1916 NY The mission of Menorah Campus, Inc. d/b/a the Harry and Jeanette Weinberg Campus, is to address the full needs of older people in our region: medical, residential, emotional, financial, social, and spiritual. Rosa Coplon Jewish Home and Infirmary is a subsidiary of Menorah Campus, Inc. 11 11 326 5 0 0 0 0 14507872 15635562 31668 36017 2181672 110569 16721212 15782148 0 0 0 0 8550723 10013049 0 0 0 12151275 12345829 20701998 22358878 -3980786 -6576730 2434926 2621955 26159412 32731346 -23724486 -30109391 X The mission of Menorah Campus, Inc. d/b/a the Harry and Jeanette Weinberg Campus, is to address the full needs of older people in our region: medical, residential, emotional, financial, social, and spiritual. Rosa Coplon Jewish Home and Infirmary is a subsidiary of Menorah Campus, Inc. and operates a 180 bed skilled nursing facility (including rehabilitation services) and a Home Health Agency. 0 0 18630876 14769675 MENORAH CAMPUS INC. D/B/A THE HARRY AND JEANETTE WEINBERG CAMPUS ("WEINBERG CAMPUS") IS AN EXEMPT ORGANIZATION AND IS THE SOLE MEMBER FOR 5 EXEMPT OPERATING SUBSIDIARIES INCLUDING ROSA COPLON JEWISH HOME AND INFIRMARY. WEINBERG CAMPUS, THROUGH ITS OPERATING SUBSIDIARIES, OFFERS A VARIETY OF LIVING OPTIONS AND CUSTOMIZABLE CARE PROGRAMS TO MEET THE NEEDS OF SENIORS IN WESTERN NEW YORK. THE SERVICES PROVIDED RANGE FROM INDEPENDENT LIVING APARTMENTS WITH SUPPORTIVE SERVICES AVAILABLE AS NEEDED TO A MORE STRUCTURED ADULT HOME SETTING, SHORT TERM REHABILITATION, LONG TEM SKILLED NURSING, HOME CARE, AND A MENTAL HEALTH RESIDENCE. WEINBERG CAMPUS IS A LEADER IN DEVELOPING THOUGHTFUL APPROACHES TO THE CHALLENGES OF AGING AND STRIVES TO CREATE A HOME-LIKE ENVIRONMENT THAT ASSISTS INDIVIDUALS TO LIVE ACCORDING TO THEIR NEEDS AND VALUES. WEINBERG CAMPUS PROVIDES SERVICES TO APPROXIMATELY 2,000 INDIVIDUALS ON AN ANNUAL BASIS. ROSA COPLON JEWISH HOME AND INFIRMARY ("ROSA COPLON") OPERATES A 180-BED SKILLED NURSING FACILITY WHICH PROVIDES LONG-TERM MEDICAL CARE FOR ELDERLY MEN AND WOMEN IN THE WESTERN NEW YORK COMMUNITY. ROSA COPLON HAS A HIGH POPULATION OF MEDICARE AND MEDICAID ELIGIBLE RESIDENTS. ROSA ALSO PROVIDES SHORT-TERM INPATIENT REHABILITATION SERVICES. ROSA IS TRULY AN INNOVATIVE STYLE NURSING HOME WHERE RESIDENTS ENJOY LIFE-ENRICHING ACTIVITIES AND FAMILY VISITS WITH SPACIOUS BEDROOMS AND BEAUTIFULLY FURNISHED AND SUNLIT LIVING ROOMS. CAREGIVING STAFF ARE JUST A FEW STEPS AWAY. SPECIALLY TRAINED GERIATRIC STAFF CONDUCT PATIENT EVALUATIONS AT AREA HOSPITALS AND FACILITATE THE ADMISSIONS PROCESS. ROSA COPLON IS THE ONLY NURSING HOME IN THE COUNTRY TO BE AWARDED THE PRESTIGIOUS PETER F. DUCKER AWARD FOR NON-PROFIT INNOVATION. THE SERVICES PROVIDED BY ROSA INCLUDE: ALL NECESSARY MEDICAL SERVICES, 24-HOUR NURSING AND AIDE SERVICES, VARIOUS PHYSICIAN SERVICES, ALL NECESSARY PHYSICAL, OCCUPATIONAL AND SPEECH SERVICES, AND NUTRITIONAL SERVICES (3 MEALS PER DAY). 772288 970258 ROSA COPLON OPERATES A CERTIFIED HOME HEALTHCARE AGENCY, WHICH PROVIDES RESTORATIVE AND MAINTENANCE HOMECARE SERVICES TO THE WESTERN NEW YORK COMMUNITY. 0 0 0 19403164 1 0 0 1 0 0 0 0 1 1 0 0 0 0 1 0 0 1 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 0 0 0 1 0 0 326 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X Robert T Mayer 7166393311 2700 North Forest Road Getzville NY 140681527 ROBERT T MAYER PRESIDENT/CEO & ASSISTANT SECRETARY 1.0 39.0 X X X X 0 242350 103021 MATTHEW MCDOUGALL ADMINISTRATOR 1.0 39.00 X X 0 205000 0 DAVID DUNKELMAN FORMER PRESIDENT/CEO 0 0 X 0 178723 0 LOUISE VELLA V. P. HUMAN RESOURCES 1.0 39.0 X 0 128154 0 KENNETH A ROGERS CHAIRMAN 1.0 0.9 X X 0 0 0 RICHARD H GORDON DIRECTOR 1.0 0.9 X 0 0 0 LAWRENCE M COHEN DIRECTOR 1.0 0.9 X 0 0 0 MARK A CRIDEN DIRECTOR 1.0 0.9 X 0 0 0 ORRIN D TOBBE DIRECTOR / TREASURER 1.0 0.9 X X 0 0 0 JANET K WISBAUM DIRECTOR 1.0 0.9 X 0 0 0 CYNTHIA A KOMM DIRECTOR / SECRETARY 1.0 0.9 X X 0 0 0 LITO GUTIERREZ DIRECTOR 1.0 0.9 X 0 0 0 JOHN CRAIK Director 1.0 0.9 X 0 0 0 MONICA NEUWIRT Director 1.0 0.9 X 0 0 0 0 754227 103021 3 1 1 0 0 0 0 0 0 0 0 0 0 Rosa Coplon Nursing Home 623000 14665304 14665304 0 0 Rosa Coplon Certified Home Health Agency 621610 970258 970258 0 0 0 0 0 0 15635562 36017 0 0 36017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Cable and Phone 623000 3099 3099 0 0 107470 107470 0 0 110569 15782148 15746131 0 36017 X 8153322 7762235 391087 96598 96598 1194425 1177898 16527 568704 555808 12896 553889 492511 61378 104323 104323 813 813 1847338 1847338 12112 8292 3820 126760 126760 324587 324587 262 137 125 150 150 6148441 3826376 2322065 Rental Leases Moveable Equipment 240473 237243 3230 0 Pharmacy Services 615637 615637 0 0 Food 606989 606989 0 0 Bad Debt Expense 454000 454000 0 0 1310055 1270755 39300 0 22358878 19403164 2955714 0 175 175 2154986 2344403 163862 163268 1653 0 114250 114109 2434926 2621955 1928623 4454570 24230789 28276776 26159412 32731346 X -23841982 -30226887 117496 117496 -23724486 -30109391 2434926 2621955 -6576730 0 0 0 191825 0 X X 0 1 X 1 0 X 1185613 1185613 19323344 19331504 16284698 16682176 15743032 87364754 7449 7183 1432 3684 3099 22847 19330793 19338687 17471743 16685860 15746131 88573214 88573214 14 336 589 31668 36017 68624 14 336 589 31668 36017 68624 19330807 19339023 17472332 16717528 15782148 88641838 0.99923 0.99953 0.00077 0.00047 X 0 0 0 0 0 0 1 1850 0 0 1850 0 Schedule C, Part II-B, Line 1 ENGAGE A CONSULTANT TO PROVIDE ADVICE ON LEGISLATIVE AND GOVERNMENTAL STRATEGY, MONITOR LEGISLATIVE AND AGENCY ACTIVITIES AND PROVIDE ADVOCACY ON ISSUES IDENTIFIED BY ROSA COPLON JEWISH HOME AND INFIRMARY. 1 113596 443505 459220 97881 0 71769 0 0 0 0 0 71769 71769 0 0 0 0 0 71769 71769 0 0 0 0 0 71769 71769 0 0 0 0 0 71769 71769 0 0 0 0 0 71769 0 1 0 1 0 0 Due to Third Party Payors 610606 Due to Affiliates 27666170 28276776 Schedule D, Part IV, Line 1b The organization holds resident trust funds in an interest bearing account. These funds are assets of the residents. These funds are not included in the organization's financial statements as assets or liabilities. Schedule D, Part V, Line 4 The intended use of these Endowment funds is the utilization of income generated from the permanently restricted assets for the benefit of Rosa Coplon Jewish Home and Infirmary. X X X X X X 1 1 0 0 0 0 0 0 1 0 ROBERT T MAYER PRESIDENT/CEO & ASSISTANT SECRETARY 0 242499 0 0 0 0 0 85000 0 25521 0 353020 0 353020 MATTHEW MCDOUGALL ADMINISTRATOR 0 205000 0 0 0 0 0 0 0 0 0 205000 0 205000 DAVID DUNKELMAN FORMER PRESIDENT/CEO 0 0 0 0 0 178723 0 0 0 0 0 178723 0 178723 Schedule J, Part I, Line 3 THE METHODS USED TO ESTABLISH COMPENSATION OF THE PRESIDENT WERE USED BY MENORAH CAMPUS, INC., RELATED ORGANIZATION OF ROSA COPLON JEWISH HOME AND INFIRMARY. Schedule J, Part I, Line 4 ROBERT MAYER, PRESIDENT/CEO OF MENORAH CAMPUS, INC., PARTICIPATES IN A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN. DURING 2020, ROBERT MAYER ACCRUED DEFERRED COMPENSATION IN THE AMOUNT OF $85,000. MENORAH CAMPUS, INC. DID NOT MAKE CONTRIBUTIONS TO THE PLAN IN 2021. AS OF 12/31/2021, ROBERT MAYER WAS SUBSTANTIALLY VESTED IN THE FUNDED PLAN AMOUNTS. Schedule J, Part I, Line 8 PURSUANT TO A WRITTEN CONTRACT WITH MENORAH CAMPUS, INC., ROBERT MAYER IS PAID A FIXED SALARY EACH YEAR. Form 990, Part I, Line 1 AND OPERATES A 180-BED SKILLED NURSING FACILITY (INCLUDING REHABILIATION SERVICES) AND HOME HEALTH AGENCY. Form 990, Part III, Line 4a PROVIDES LONG-TERM MEDICAL CARE FOR ELDERLY MEN AND WOMEN IN THE WESTERN NEW YORK COMMUNITY. ROSA COPLON HAS A HIGH POPULATION OF MEDICARE AND MEDICAID ELIGIBLE RESIDENTS. ROSA ALSO PROVIDES SHORT-TERM INPATIENT REHABILITATION SERVICES. ROSA IS TRULY AN INNOVATIVE STYLE NURSING HOME WHERE RESIDENTS ENJOY LIFE-ENRICHING ACTIVITIES AND FAMILY VISITS WITH SPACIOUS BEDROOMS AND BEAUTIFULLY FURNISHED AND SUNLIT LIVING ROOMS. CAREGIVING STAFF ARE JUST A FEW STEPS AWAY. SPECIALLY TRAINED GERIATRIC STAFF CONDUCT PATIENT EVALUATIONS AT AREA HOSPITALS AND FACILITATE THE ADMISSIONS PROCESS. ROSA COPLON IS THE ONLY NURSING HOME IN THE COUNTRY TO BE AWARDED THE PRESTIGIOUS PETER F. DUCKER AWARD FOR NON-PROFIT INNOVATION. THE SERVICES PROVIDED BY ROSA INCLUDE: ALL NECESSARY MEDICAL SERVICES, 24-HOUR NURSING AND AIDE SERVICES, VARIOUS PHYSICIAN SERVICES, ALL NECESSARY PHYSICAL, OCCUPATIONAL AND SPEECH SERVICES, AND NUTRITIONAL SERVICES (3 MEALS PER DAY). Form 990, Part VI, Section A, Line 6 MENORAH CAMPUS, INC. IS THE SOLE MEMBER OF ROSA COPLON JEWISH HOME AND INFIRMARY. MENORAH CAMPUS, INC. ELECTS THE DIRECTORS OF ROSA COPLON JEWISH HOME AND INFIRMARY. Form 990, Part VI, Section A, Line 7a MENORAH CAMPUS, INC. IS THE SOLE MEMBER OF ROSA COPLON JEWISH HOME AND INFIRMARY. MENORAH CAMPUS, INC. ELECTS THE DIRECTORS OF ROSA COPLON JEWISH HOME AND INFIRMARY. Form 990, Part VI, Section A, Line 7b AMENDMENT OF THE CERTIFICATE OF INCORPORATION OF ROSA COPLON JEWISH HOMEAND INFIRMARY MUST BE APPROVED BY THE MEMBERS OF ROSA COPLON JEWISH HOME AND INFIRMARY. MENORAH CAMPUS, INC. IS THE SOLE MEMBER OF ROSA COPLON JEWISH HOME AND INFIRMARY. MENORAH CAMPUS, INC. ELECTS THE DIRECTORS OF ROSA COPLON JEWISH HOME AND INFIRMARY. Form 990, Part VI, Section B, Line 11b GOVERNING BOARD 990 REVIEW PROCESS: ANNUALLY EACH MEMBER OF THE BOARD OF DIRECTORS WILL REVIEW THE PROPOSED FORM 990 PRIOR TO SUBMISSION TO THE APPROPRIATE AGENCIES. Form 990, Part VI, Section B, Line 12c Copies of the Conflict of Interest Policy are furnished to each Director, Officer, Committee Member, and Management employee. Each new Director, Officer, Committee Member, and Management Employee is advised of this policy upon undertaking his/her prospective duties. Employees are educated about the importance of the Conflict of Interest Policy. Each Director, Officer, Committee Member, and Management employee signs an annual Compliance Agreement acknowledging receipt of this Policy and agreeing to abide by it. Form 990, Part VI, Section B, Line 15 The determination of the President/CEO and the VP-Operations' multiple-year contracts with Menorah Campus, Inc. (sole member of Rosa Coplon Jewish Home and Infirmary) were based on independent analysis performed outside of the organization and were approved in 2010. 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. Additionally, the financial statements are available along with the 990 at WWW.GUIDESTAR.ORG Form 990, Part IX, Line 11g Primarily contracted nursing agency costs. Form 990, Part XII, Line 2c THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. MENORAH CAMPUS INC 2700 NORTH FOREST ROAD GETZVILLE NY 14068 161376699 HEALTHCARE NY 501(C)(3) LINE 10 N/A 0 MENORAH CAMPUS ADULT HOME INC 2700 NORTH FOREST ROAD GETZVILLE NY 14068 161376702 HOUSING NY 501(C)(3) LINE 10 MENORAH CAMPUS INC 0 MENORAH CAMPUS HEALTH SERVICES INC 2700 NORTH FOREST ROAD GETZVILLE NY 14068 455282970 HEALTHCARE NY 501(C)(3) LINE 10 MENORAH CAMPUS INC 0 MENORAH CAMPUS INDEPENDENT SENIOR APARTMENTS INC 2700 NORTH FOREST ROAD GETZVILLE NY 14068 161376701 HOUSING NY 501(C)(3) LINE 10 MENORAH CAMPUS INC 0 GREENWOOD RESIDENCES INC 2700 NORTH FOREST ROAD GETZVILLE NY 14068 161345198 HOUSING NY 501(C)(3) LINE 10 MENORAH CAMPUS INC 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 MENORAH CAMPUS INC k 5641315 Examination of financial records MENORAH CAMPUS INC e 2518207 Examination of financial records Due to circumstances beyond our control we were unable to complete the Form 990 filing in a timely manner. In 2017, Menorah Campus Inc. entered into an agreement with an unrelated third party to sell substantially all of its assets including the assets of Rosa Coplon Jewish Home and Infirmary. The buyer was unable to obtain all of the necessary approvals from the New York State Department of Health to complete the sale transaction and as a result the sale agreement was terminated in 2022. The prolonged delay to complete the sale transaction caused considerable uncertainty about the future of the organization which made it very difficult to attract and retain key staff. The entire finance department left to pursue other opportunities. Without a properly staffed finance department it was not possible to complete the Form 990 filings on time. In addition, Rosa Coplon Jewish Home and Infirmary operates various programs to provide services to frail elderly individuals in Western New York. Our organization was severely impacted by the COVID-19 pandemic commencing in early 2020 and continuing through 2022. The COVID 19 pandemic caused significant reductions in the number of individuals being served which resulted in a precipitous drop in revenues and also exacerbated staff shortages making it challenging to complete the Form 990 filings on time. We have taken steps to catch up on delinquent filings. We have hired a financial professional to bring our financial records up to date and to catch up on delinquent Form 990 filings and to ensure that future Form 990's are filed by the requisite deadlines.