2024-04-10T09:43:28-05:00 2023-05-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2022-06-01 592753822 MORSELIFE HOME CARE INC MORS 5614715111 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 RANDY WOLAN CFO 5614715111 2024-04-10 1 RANDY WOLAN 999009999 1 VICKI L HINZ CPA P00356696 4077405400 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEITH A MYERS 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 88741008 0 X WWW.MORSELIFE.ORG X 1986 FL TO HELP CLIENTS MAINTAIN THEIR INDEPENDENCE BY REMAINING IN THEIR OWN HOMES. 20 20 777 21 0 0 1041512 474459 79618547 87218451 706094 908307 180894 139791 81547047 88741008 0 0 0 0 24425739 25251155 0 0 0 53102353 58540659 77528092 83791814 4018955 4949194 27463868 33370850 9485500 10543288 17978368 22827562 THE ORGANIZATION OFFERS A FULL SPECTRUM OF HOME BASED SENIOR CARE FOR THE JEWISH ELDERLY IN PALM BEACH COUNTY. ITS GOAL IS TO HELP CLIENTS MAINTAIN THEIR INDEPENDENCE BY REMAINING IN THEIR OWN HOMES FOR AS LONG AS FEASIBLY POSSIBLE. 0 0 67405440 86235257 HOME CARE - THE AGENCY'S GOAL IS TO HELP CLIENTS MAINTAIN THEIR INDEPENDENCE BY REMAINING IN THEIR OWN HOMES FOR AS LONG AS IS FEASIBLY POSSIBLE. HOME CARE SERVICES INCLUDE ASSISTANCE WITH THE ACTIVITIES OF DAILY LIVING, COMPANIONSHIP, TRANSPORTATION AND HOME-MAKING AS WELL AS NURSING ASSESSMENTS TO DEVELOP CARE PLANS. THIS PROGRAM SERVED 1,543 CLIENTS DURING THE FISCAL YEAR ENDED MAY 31, 2022. 476595 1122985 OUTPATIENT - THIS PROGRAM PROVIDES SKILLED SERVICE INCLUDING NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY AND SPEECH THERAPY TO MEDICARE RECIPIENTS WHO MEET THE CONDITIONS OF PARTICIPATION FOR HOME BOUND SERVICES. THIS MEDICARE CERTIFIED PROGRAM IS STRICTLY MONITORED BY CMS (CENTER FOR MEDICAID AND MEDICARE SERVICES) AND A FISCAL INTERMEDIARY (IN THIS CASE PALMETTO GBA) UNDER STRICT FEDERAL GUIDELINES. 67882035 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 1 1 0 0 1 49 0 1 777 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 1 0 X X LUSCHKA DELGADO 5614715111 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 TERRI C SRIBERG CHAIRMAN 2.00 16.00 X X 0 0 0 VICKI LORING TREASURER/SECRETARY 2.00 6.00 X X 0 0 0 MARILYN ZELNICK BERMAN DIRECTOR 2.00 8.00 X 0 0 0 RICHARD COMITER DIRECTOR 2.00 6.00 X 0 0 0 MARILYN KATZ DIRECTOR 2.00 8.00 X 0 0 0 STANLEY M KATZ DIRECTOR 2.00 16.00 X 0 0 0 ARTHUR S LORING DIRECTOR 2.00 16.00 X 0 0 0 DAVID MOSCOW DIRECTOR 2.00 10.00 X 0 0 0 DEAN ROSENBACH DIRECTOR 2.00 6.00 X 0 0 0 ANDREW SANKIN DIRECTOR 2.00 6.00 X 0 0 0 CYNTHIA HIRSCH DIRECTOR 2.00 6.00 X 0 0 0 FRANCINE KITTREDGE DIRECTOR 2.00 10.00 X 0 0 0 BETH GOLDBERG DIRECTOR 2.00 6.00 X 0 0 0 JOHN LEVIN DIRECTOR 2.00 6.00 X 0 0 0 DEBORAH ROBBINS DIRECTOR 2.00 6.00 X 0 0 0 JUDITH SCHLAGER DIRECTOR 2.00 6.00 X 0 0 0 SHEILA APPLESTEIN DIRECTOR 2.00 6.00 X 0 0 0 EILEEN BERMAN DIRECTOR 2.00 6.00 X 0 0 0 HEIDI HOROWITZ DIRECTOR 2.00 6.00 X 0 0 0 WENDY LEVY DIRECTOR 2.00 6.00 X 0 0 0 PAOLA POUPONNEAU-NISBETT SR. VP OF COMMUNITY (BEG. 01/23) 30.00 20.00 X 246146 0 5684 KEITH A MYERS PRESIDENT/CEO 2.00 18.00 X 0 0 0 RANDY WOLAN CFO (BEG. 6/30/23) 2.00 56.00 X 0 253528 8181 IVAN MERKELJ MEDICAL DIRECTOR OF PACE 40.00 X 441754 0 25733 ALEJANDRO ROBLES TORRES GERIATRIC PHYSICIAN 40.00 X 280972 0 4084 TINA KOWALSKI ADMINISTRATOR 40.00 X 175644 0 12769 TONY NGUYEN STAFF THERAPIST 40.00 X 136259 0 7280 PETER GOLIVER DIRECTOR, CLINICAL SERVICES PACE 40.00 X 120084 0 0 AMY HERROD NURSE PRACTITIONER 40.00 X 116046 0 5680 ALAN SADOWSKY SR. VP OF COMMUNITY (END. 12/22) 30.00 20.00 X 629879 0 28393 2146784 253528 97804 12 1 1 0 MORSELIFE HEALTH SYSTEMS INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 MANAGEMENT SERVICES 4433742 TABULA RASA HEALTHCARE INC 228 STRAWBRIDGE DR STE 1 MOURSETOWN NJ 08057 HEALTHCARE SERVICES 1222635 AMICABLE HOME HEALTH CARE INC 2101 VISTA PARKWAY STE 102 WEST PALM BEACH FL 33411 HOME HEALTH AGENCY 490779 ACEVEDO CONSUTLING INCORPORATED 2605 W ATLANTIC AVE STE D102 DELRAY BEACH FL 33445 MEDICAL CODING CONSULTANT 140402 BALLARD PARTNERS INC 201 EAST PARK AVENUE WEST PALM BEACH FL 32301 CONSULTANT 130296 7 339124 110335 25000 474459 PACE PROGRAM REVENUE 623000 68582898 68582898 NET CLIENT SERVICES REVENUE 623000 18629930 18629930 OTHER CLIENT SERVICE REVENUE 623000 5623 5623 87218451 908307 908307 INSURANCE RECOVERY 900099 139791 139791 139791 88741008 87358242 0 908307 1551257 1551257 20756926 16620920 4136006 728693 507334 221359 2214279 1896025 318254 4433742 4433742 5130 5130 49362 49362 2574393 2000653 573740 54957 54957 493863 9848 484015 581044 581044 4077025 666136 3410889 264096 211658 52438 33379 6351 27028 8105 8105 554659 543675 10984 1910941 37313 1873628 MEDICAL CLAIM EXPENSES 42155376 42155376 DIETARY EXPENSE 392342 392342 PATIENT TRANSPORT 386358 386358 MEDICAL SUPPLIES 284980 284980 280907 30765 250142 83791814 67882035 15909779 0 1351902 583842 3581556 1634016 18862349 26037862 36850 23653 1671923 1307112 6722435 4220378 1945788 2502057 13500 1282308 27463868 33370850 4872207 3518383 213114 290154 4400179 6734751 9485500 10543288 X 17978368 22827562 17978368 22827562 27463868 33370850 X 4949194 -100000 X X 0 1 X 1 0 X 1212157 164479 354169 1041512 474459 3246776 53061606 68096437 76031554 79618547 87218451 364026595 54273763 68260916 76385723 80660059 87692910 367273371 0 0 0 367273371 73999 217643 129682 706094 908307 2035725 73999 217643 129682 706094 908307 2035725 260762 92428 181230 180894 139791 855105 54608524 68570987 76696635 81547047 88741008 370164201 0.99220 0.99400 0.00550 0.00370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1677394 913660 763734 4985377 3306718 1678659 59664 59664 2502057 CLIENT DEPOSITS 40509 PACE MEDICAL CLAIMS LIABILITY 5544897 ESTIMATED THIRD-PARTY SETTLEMENTS 199625 ROU LEASE LIABILITY 949720 6734751 X PART X, LINE 2: MORSELIFE HOME CARE, INC. IS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS; THE CONSOLIDATED FINANCIAL STATEMENTS CONTAIN THE FOLLOWING FOOTNOTE: THE INTERNAL REVENUE SERVICE ("IRS") HAS DETERMINED THAT THE HOME CARE AND HOSPICE ARE EXEMPT FROM FEDERAL INCOME TAXES AND ARE QUALIFIED AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). ACCORDINGLY, THESE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES FOR THESE ENTITIES. 0 1 0 0 0 0 0 0 0 ALAN SADOWSKY SR. VP OF COMMUNITY (END. 12/22) 619063 0 113 0 10703 0 9797 0 18596 0 658272 0 0 0 IVAN MERKELJ MEDICAL DIRECTOR OF PACE 437854 0 300 0 3600 0 5612 0 20121 0 467487 0 0 0 ALEJANDRO ROBLES TORRES GERIATRIC PHYSICIAN 277052 0 320 0 3600 0 0 0 4084 0 285056 0 0 0 RANDY WOLAN CFO (BEG. 6/30/23) 0 233478 0 20050 0 0 0 0 0 8181 0 261709 0 0 PAOLA POUPONNEAU-NISBETT SR. VP OF COMMUNITY (BEG. 01/23) 246096 0 50 0 0 0 0 0 5684 0 251830 0 0 0 TINA KOWALSKI ADMINISTRATOR 175419 0 225 0 0 0 0 0 12769 0 188413 0 0 0 PART I, LINE 4B MORSELIFE HOME CARE, INC. MAINTAINS TWO NONQUALIFIED EMPLOYEE DEFERRED COMPENSATION PLANS OPEN TO CERTAIN KEY EMPLOYEES UNDER INTERNAL REVENUE CODE 457(B) AND SECTION 457(F) (COLLECTIVELY, THE 457 PLANS). THE 457 PLANS PROVIDE, AMONG OTHER THINGS, FOR VOLUNTARY CONTRIBUTIONS TO BE MADE BY ELIGIBLE PARTICIPANTS. THESE FUNDS REMAIN THE PROPERTY OF MORSELIFE HEALTH SYSTEM, INC. AND SUBSIDIARIES. MORSELIFE HEALTH SYSTEM, INC. AND SUBSIDIARIES HAVE A FIDUCIARY DUTY OF ACCOUNTABILITY FOR THESE FUNDS. MORSELIFE HOME CARE, INC. MADE CONTRIBUTIONS ON BEHALF OF THE FOLLOWING LISTED EMPLOYEE(S) THAT PARTICIPATED IN THE DEFERRED COMPENSATION PLAN UNDER IRC. SEC. 457(B): MERKELJ, IVAN - $5,612 SADOWSKY, ALAN - $10,703 FORM 990, PART VI, SECTION A, LINE 2 THE FILING ORGANIZATION'S CEO, KEITH MYERS, AND CFO, RANDY WOLEN ARE BUSINESS PARTNERS AS THEY ARE OWNERS OF AMPLIFII MANAGEMENT, LLC. FORM 990, PART VI, SECTION A, LINE 3 AS OF JANUARY 1, 2019, THE AGENCY ENTERED INTO A MANAGEMENT AGREEMENT ("AGREEMENT") WITH AMPLIFII MANAGEMENT, LLC ("AMPLIFII"), AN UNRELATED, FOR-PROFIT ENTITY, TO PROVIDE SPECIFICALLY DESCRIBED CONSULTING SERVICES WHICH ENCOMPASS RECOMMENDATIONS, SUPPORT, GUIDANCE AND OVERSIGHT WITH RESPECT TO THE OVERALL BUSINESS OPERATIONS AND DEVELOPMENT ACTIVITIES OF THE AGENCY THAT ARE ALSO CLOSELY ALINED WITH AMPLIFII'S CONSULTING SERVICES AS PROVIDED TO OTHER RELATED HEALTH CARE FACILITIES. THE INITIAL TERM OF THE AGREEMENT IS FOR A PERIOD OF FIVE (5) YEARS AND MAY BE EXTENDED FOR AN ADDITIONAL PERIOD OF FIVE (5) YEARS AS AGREED. THE AGREEMENT PROVIDES FOR THE PAYMENT OF CONSULTING FEES TO AMPLIFII BASED ON A DEFINED PERCENTAGE OF THE AGENCY'S ADJUSTED GROSS REVENUES. AMPLIFII IS SOLELY RESPONSIBLE FOR ALL ITS OPERATING EXPENSES INCURRED IN PROVIDNG THE CONSUTLING SERVICES DEFIND IN THE AGREEMENT WITH THE AGENCY, WITHOUT PROVISION FOR REIMBURSEMENT. FORM 990, PART VI, SECTION A, LINE 6 MORSELIFE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF MORSELIFE HOME CARE, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, MORSELIFE HEALTH SYSTEM, INC., SHALL ELECT BOARD MEMBERS AND AT ANY TIME IN ITS SOLE DISCRETION, REMOVE AND NAME A REPLACEMENT FOR ANY BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 7B MORSELIFE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF MORSELIFE HOME CARE, INC AND, AS SUCH, ELECTS THE BOARD OF DIRECTORS AND HAS ULTIMATE VOTING AND VETO AUTHORITY OVER THE AGENCY'S BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE COMMITTEE, COMPOSED OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS FROM EACH OF THE MORSELIFE RELATED ORGANIZATIONS AND THE SENIOR VICE PRESIDENT OF FINANCE, IS RESPONSIBLE FOR THE REVIEW OF THE FORM 990. THE CHAIRPERSON OF MORSELIFE HEALTH SYSTEM, INC. IS THE CHAIRPERSON OF THE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL BOARD MEMBERS TO SUBMIT A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE STATEMENTS, WHEN COMPLETED AND RETURNED, ARE REVIEWED BY THE PRESIDENT TO ENSURE THAT THERE ARE NO INADVERTENT CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15B MORSELIFE HOME CARE, INC. IS AN ORGANIZATION CONTROLLED BY MORSELIFE HEALTH SYSTEM, INC., A RELATED TAX-EXEMPT ORGANIZATION. THE PRESIDENT & CEO OF THE ORGANIZATION IS RESPONSIBLE FOR THE COMPENSATION OF THE MEMBERS OF THE EXECUTIVE TEAM, INCLUDING THE SR. VICE PRESIDENTS AND CHIEF FINANCIAL OFFICER. ANNUAL INCREASES AND BASE SALARY AMOUNTS ARE COMPARED TO THE COMPENSATION PACKAGES FOR SIMILAR POSITIONS UTILIZING OTHER SIMILAR ENTITIES' PUBLISHED IRS FORM 990. IN ADDITION, INDEPENDENT SALARY SURVEYS CONDUCTED BY NATIONAL ASSOCIATIONS & OTHER PROVIDER ENTITIES ARE UTILIZED TO ENSURE COMPARABILITY AND APPROPRIATENESS. THE PRESIDENT & CEO REPORTS ON THE ANNUAL INCREASE, SALARY ADJUSTMENT, AND/OR CHANGE IN BENEFIT PACKAGE FOR THE EXECUTIVE TEAM MEMBERS TO THE COMPENSATION COMMITTEE MADE UP OF THE BOARD OF DIRECTORS. 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. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER -100,000. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE ORGANIZATION'S AUDIT, COMPLIANCE AND ETHICS COMMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT ACCOUNTING FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. MORSELIFE FOUNDATION INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592774476 PROVIDES FUNDING TO AFFILIATED TAX-EXEMPT ENTITIES FL 501(C)(3) LINE 7 MORSELIFE HEALTH SYSTEM INC 0 NEARLY NEW THRIFT SHOP OF MORSE GERIATRIC CENTER 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592533256 RAISES FUNDS TO SUPPORT AFFILIATED TAX-EXEMPT ENTITIES FL 501(C)(3) LINE 12B, II MORSELIFE HEALTH SYSTEM INC 0 FRIENDS OF MORSELIFE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650329966 RAISES FUNDS TO SUPPORT AFFILIATED TAX-EXEMPT ENTITIES FL 501(C)(3) LINE 7 MORSELIFE HEALTH SYSTEM INC 0 MORSELIFE HEALTH SYSTEM INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650018299 PROVIDES HEALTH CARE, HOUSING AND SUPPORT SERVICES TO SENIORS FL 501(C)(3) LINE 12C, III-FI N/A 0 JOSEPH L MORSE HEALTH CENTER INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592120896 OWNS AND OPERATES A SKILLED NURSING FACILITY FL 501(C)(3) LINE 10 MORSELIFE HEALTH SYSTEM INC 0 MORSELIFE HOUSING CORPORATION INC 4920 LORING DRIVE WEST PALM BEACH FL 33417 650888855 OPERATES A SENIOR LIVING COMMUNITY WITH FULL HEALTH SERVICES FL 501(C)(3) LINE 10 MORSELIFE HEALTH SYSTEM INC 0 LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 900730105 PROVIDES COMMUNITY-BASED SERVICES TO SENIORS FL 501(C)(3) LINE 10 MORSELIFE HEALTH SYSTEM INC 0 MORSELIFE HOSPICE INSTITUTE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 800730376 PROVIDES HOSPICE AND PALLIATIVE CARE SERVICES. FL 501(C)(3) LINE 10 MORSELIFE HOME CARE INC 1 NEXT GENERATIONS OF HOLOCAUST SURVIVORS INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 263902517 PROVIDES LEARNING OPPORTUNITIES THROUGH LESSONS LEARNED FROM THE HOLOCAUST FL 501(C)(3) LINE 10 LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC 0 1 0 1 1 1 0 0 0 0 0 1 1 1 1 1 1 0 1 0 MORSELIFE HOSPICE INSTITUTE INC A 314231 FAIR MARKET VALUE MORSELIFE HOSPICE INSTITUTE INC D 2654231 FAIR MARKET VALUE MORSELIFE HOSPICE INSTITUTE INC L 158185 FAIR MARKET VALUE MORSELIFE HOSPICE INSTITUTE INC E 221602 FAIR MARKET VALUE