2024-11-11T12:39:47-06:00 2023-12-31 WithumSmithBrown PC 1411 BROADWAY 9TH FLOOR NEW YORK NY 10018 990 2023-01-01 112625096 ELDERPLAN INC % DAVID KOSCHITZKI ELDE 7184917208 55 WATER ST 46th FLOOR NEW YORK NY 10041 DAVID WAGNER CEO, PRESIDENT 7184917208 2024-11-15 true true ISRAEL TANNENBAUM CPA P01589203 9738989494 2023 2024-10-15 13:58:12Z DAVID WAGNER 55 WATER ST 46th FLOOR NEW YORK NY 10041 1638944863 false X WWW.MJHS.ORG X 1982 NY A MEDICARE MANAGED CARE AND MEDICAID MANAGED LONG TERM CARE PROGRAM. 15 13 1141 13 0 0 0 0 1256923265 1584100434 2650052 10261278 0 0 1259573317 1594361712 0 0 0 0 113951926 112777300 0 0 0 1133653102 1449046805 1247605028 1561824105 11968289 32537607 501767408 678009254 260353338 389813383 241414070 288195871 X ELDERPLAN (WHICH INCLUDES HOMEFIRST - ONE OF THE OLDEST, AND TODAY ONE OF THE LARGEST AND MOST HIGHLY-RATED MANAGED LONG-TERM CARE PLANS IN NY STATE), IS A HEALTH PLAN WITH MEDICARE AND MEDICAID CONTRACTS. ELDERPLAN STARTED AS ONE OF THE ORIGINAL SOCIAL HEALTH MAINTENANCE ORGANIZATIONS IN THE COUNTRY. MORE THAN 35 YEARS LATER, ELDERPLAN, A MEMBER OF MJHS HEALTH SYSTEM, CARRIES ON THE CORE VALUES OF COMPASSION, DIGNITY AND RESPECT FIRST ESTABLISHED BY THE FOUR BROOKLYN LADIES IN 1907. ELDERPLAN IS A NOT-FOR-PROFIT HEALTH PLAN COMMITTED TO SUPPORTING, GUIDING AND CARING FOR ADULTS 65 AND OVER AND INDIVIDUALS 18+ WITH SPECIAL NEEDS IN NEW YORK STATE, EMPOWERING THEM TO ACHIEVE THEIR GREATEST LEVEL OF INDEPENDENCE AND QUALITY OF LIFE THROUGH PIONEERING HEALTH CARE AND SOCIAL SUPPORT PROGRAMS. false false 1327160599 0 1584100434 A NOT-FOR-PROFIT HEALTH PLAN THAT'S DEDICATED TO CARING FOR NEW YORKERS, ELDERPLAN (INCLUDING HOMEFIRST - ONE OF THE OLDEST, AND TODAY ONE OF THE LARGEST AND MOST HIGHLY-RATED, MANAGED LONG-TERM CARE PLANS IN NY STATE) IS COMMITTED TO SERVING THE NEEDS OF AT-RISK, LARGELY DUAL-ELEGIBLE, MEMBERS OF THE COMMUNITY OF ALL RELIGIOUS AND CULTURAL BACKGROUNDS AS WELL AS GENDER IDENTITY, SEXUAL ORIENTATION AND MILITARY STATUS. A MEMBER OF THE MJHS HEALTH SYSTEM FAMILY, ELDERPLAN CARRIES ON A TRADITION OF COMPASSION, DIGINITY AND RESPECT, FIRST ESTABLISHED BY THE FOUR BROOKLYN LADIES IN 1907. ELDERPLAN OFFERS SPECIAL NEEDS PLANS TO HELP BENEFICIARIES RECEIVE THE SUPPORT, GUIDANCE, CARE COORDINATION AND HEALTH-RELATED SERVICES NECESSARY FOR THEM TO REMAIN SAFELY AT HOME. ELDERPLAN ALSO OFFERS HEALTH PLANS FOR BENEFICIARIES WHO LIVE IN CONTRACTED NURSING HOMES AND ASSISTED LIVING COMMUNITIES. AS A NOT-FOR-PROFIT, ELDERPLAN REINVESTS EARNINGS TO BRING ITS MEMBERS IMPROVED BENEFITS. ELDERPLAN BELIEVES THAT HEALTH CARE IS MORE THAN JUST CARING FOR PEOPLE, IT'S CARING ABOUT THEM TOO. AS OF 12/31/2023, ELDERPLAN (INCLUSIVE OF HOMEFIRST) CARED FOR 34,857 MEMBERS ACROSS NYC, WESTCHESTER, NASSAU, SUFFOLK, PUTNAM, ROCKLAND, DUCHESS, ONTARIO, ORLEANS, SENECA, SULLIVAN, ULSTER, YATES, LIVINGSTON ORANGE, AND MONROE COUNTIES. 1327160599 true false false true false false false false false false true false false true true false true false 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 false false false true 4339 0 true 1141 true false false false false false false false false false false false false X 15 13 false false false false true true true true true false false true true true true true true false true false NY X DAVID KOSCHITZKI 7184917208 55 WATER STREET 46TH FLOOR NEW YORK NY 10041 X DAVID WAGNER CEO/PRESIDENT 20.93 13.57 X X 0 1346372 138798 DAVID KOSCHITZKI CHIEF FINANCIAL OFFICER 23.12 11.38 X 0 696333 124203 CHRISTINA VAN VORT CHIEF LEGAL OFFICER 23.54 11.46 X 0 680101 87581 LAURISSA BURNS CHIEF ADMINISTRATIVE OFFICER 35.0 0.0 X 509957 0 60119 DIANA GELFAND CHIEF CLINICAL OFFICER 35.0 0.0 X 479512 0 72307 GILBERT BURGOS ED OF MEDICAL AFFAIRS 29.0 6.0 X 391406 0 75782 JOHN COLEMAN VP OF FINANCE 35.0 0.0 X 366897 0 80822 SAIFUL KHAN SVP (TERM 3/27/23) 35.0 0.0 X 392264 0 34658 JACLYN O'BRIEN VP OF HEALTH ECONOMICS 35.0 0.0 X 353419 0 50791 CRAIG AZOFF SVP, ELDERPLAN INFO SVCS. 35.0 0.0 X 351141 0 29811 BARBARA LATESTA DIRECTOR 0.5 0.0 X 14428 0 0 BRADLEY FLUEGEL CHAIRMAN 0.5 3.0 X X 0 0 0 ARTHUR GOSHIN VICE CHAIRMAN 0.5 4.5 X X 0 0 0 AMIR KISHON SECRETARY 0.5 0.5 X X 0 0 0 PETER BAILEY TREASURER 0.5 0.5 X 0 0 0 BURTON ESRIG DIRECTOR 0.5 3.0 X 0 0 0 ELI FELDMAN DIRECTOR 0.5 4.5 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 DANIELLE ROLLMANN DIRECTOR 0.5 6.0 X 0 0 0 IRA ROSEN DIRECTOR 0.5 0.0 X 0 0 0 TINA SADARANGANI DIRECTOR 0.5 0.0 X 0 0 0 JAY TALBOT DIRECTOR 0.5 2.0 X 0 0 0 JAMES WILLIS DIRECTOR 0.5 0.0 X 0 0 0 2859024 2722806 754872 334 false true false CVSCAREMARK ONE CVS DRIVE WOONSOCKET RI 02895 PHARMACY BENEFIT MGR 99152077 ASSISTCAREHOME HEALTHCARE SERVICES 2357 60TH STREET BROOKLYN NY 11204 LIC HOME CARE AGENCY 31864241 BESTCARE INC PO BOX 9010 LEVITTOWN NY 11756 LIC HOME CARE AGENCY 30038047 C AND T HOMECARE SERVICES LLC 175-61 HILLSIDE AVE SUITE 403 JAMAICA NY 11432 LIC HOME CARE AGENCY 27739130 CARE FINDERS LLC 325A AUDOBON AVENUE NEW YORK NY 10033 LIC HOME CARE AGENCY 26392435 714 0 CAPITATION PAYMENTS 524114 1583113647 1583113647 MEMBER SURPLUS INCOME 524114 986787 986787 1584100434 11875484 0 11875484 0 0 0 0 0 42968945 44583151 -1614206 -1614206 -1614206 0 0 0 0 0 0 0 0 0 0 1594361712 1584100434 0 10261278 X 0 0 0 0 1121895 1121895 0 87097093 87097093 3372005 3372005 15096211 15096211 6090096 6090096 0 561572 561572 263413 263413 0 0 0 1359270909 1309900516 49370393 0 4399948 4399948 15058216 15058216 0 0 7516623 7516623 492970 492970 0 109864 109864 0 0 4018891 4018891 40428 40428 MJHS ALLOCATED EXPENSES 38418707 38418707 MEDICAL EXPENSES 17219655 17219655 MEALS 465203 465203 OTHER EXPENSES 1210406 1210406 1561824105 1327160599 234663506 0 0 0 214323084 231160691 0 0 27318100 87297321 0 0 0 0 10000000 10000000 0 0 1409735 1087159 72729707 37889683 14053990 34840024 159476949 188188644 0 0 0 0 0 0 75185550 125435415 501767408 678009254 88069724 107338726 0 0 0 0 0 0 0 0 0 0 0 0 0 0 172283614 282474657 260353338 389813383 X 241414070 288195871 0 0 241414070 288195871 501767408 678009254 X 32537607 9244194 5000000 X X false true X true false X 0 0 0 0 0 0 1217464113 1185434441 1133490461 1256923265 1584100434 6377412714 0 0 0 1217464113 1185434441 1133490461 1256923265 1584100434 6377412714 0 0 0 6377412714 4195625 3025057 2095429 3593458 11875484 24785053 0 4195625 3025057 2095429 3593458 11875484 24785053 0 0 1221659738 1188459498 1135585890 1260516723 1595975918 6402197767 0.99613 0.99730 0.00387 0.00270 X false false false false false false false false true 120342 120342 false false PART II-B, LINE 1I, LOBBYING ACTIVITIES: ELDERPLAN, INC. PAYS DUES TO LEADING AGE NY, ASSOCIATION FOR COMMUNITY AFFILIATED PLANS, SPECIAL NEEDS PLAN ALLIANCE, NEW YORK HEALTH PLAN ASSOCIATION, AND HEALTHCARE ASSOCIATION OF NEW YORK. IN ACCORDANCE WITH CODE SECTION 6033(E) OF THE INTERNAL REVENUE CODE, AND AS REPORTED BY LEADING AGE NY, ASSOCIATION FOR COMMUNITY AFFILIATED PLANS, SPECIAL NEEDS PLAN ALLIANCE, NEW YORK HEALTH PLAN ASSOCIATION, AND HEALTHCARE ASSOCIATION OF NEW YORK STATE, A PORTION OF THESE DUES ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES. THE LOBBYING ACTIVITIES APPLICABLE FOR 2023 LEADING AGE NY, ASSOCIATION FOR COMMUNITY AFFILIATED PLANS, SPECIAL NEEDS PLAN ALLIANCE, NEW YORK HEALTH PLAN ASSOCIATION, AND HEALTHCARE ASSOCIATION OF NEW YORK DUES WERE $867, $5,390, $26,569, $6,327 AND $1,913 RESPECTIVELY. In addition, personnel meet with or call government officials or legislations to help influence/promote the activities of Elderplan, Inc. The amount paid during 2023 as staff compensation and benefits was $6,638. DURING 2023, ELDERPLAN, INC. ALSO PAID MANNATT, PHELPS & PHILLIPS, LLC AND HINMAN STRAUB PC FOR LOBBYING ACTIVITIES. THE AMOUNTS PAID DURING 2023 TO MANNATT, PHELPS & PHILLIPS, LLC AND HINMAN STRAUB PC WERE $49,530 AND $23,108 RESPECTIVELY. 29307063 1375139 27931924 41623852 34804047 6819805 1798792 1710497 88295 34840024 RIGHT OF USE ASSETS 118300526 OTHER CURRENT ASSETS 5593916 ACCRUED INTEREST RECEIVABLE 920833 REINSURANCE RECEIVABLE 490045 AMOUNTS REC. UNINSURED PLANS 130095 125435415 0 OPERATING LEASE LIABILITIES 141711913 DUE TO THIRD PARTY PAYORS 120158492 LIABILITY HELD UNDER UNINSURED PLANS 13691341 UNPAID CLAIMS ADJUSTMENT EXPENSE 3604520 PREMIUM DEFICIENCY RESERVE 2000000 DUE TO AFFILIATES 1167581 UNCLAIMED DISBURSEMENTS 140810 282474657 1608605906 9244194 5000000 14244194 1594361712 1594361712 1561824105 1561824105 1561824105 PART XI, LINE 2D: AMOUNTS INCLUDED IN LINE 2D OF SCHEDULE D, PART XI: - CHANGE IN PREMIUM DEFICIENCY: $5,000,000 false false false false false false false true false DAVID WAGNER CEO/PRESIDENT 0 1084208 0 195000 0 67164 0 56925 0 81873 0 1485170 0 0 DAVID KOSCHITZKI CHIEF FINANCIAL OFFICER 0 569608 0 82500 0 44225 0 46200 0 78003 0 820536 0 0 CHRISTINA VAN VORT CHIEF LEGAL OFFICER 0 567423 0 82500 0 30178 0 46200 0 41381 0 767682 0 0 LAURISSA BURNS CHIEF ADMINISTRATIVE OFFICER 418366 0 49200 0 42391 0 33000 0 27119 0 570076 0 0 0 DIANA GELFAND CHIEF CLINICAL OFFICER 415289 0 49200 0 15023 0 33000 0 39307 0 551819 0 0 0 GILBERT BURGOS ED OF MEDICAL AFFAIRS 351101 0 25004 0 15301 0 23925 0 51857 0 467188 0 0 0 JOHN COLEMAN VP OF FINANCE 320332 0 22750 0 23815 0 23925 0 56897 0 447719 0 0 0 SAIFUL KHAN SVP (TERM 3/27/23) 74685 0 48100 0 269479 0 0 0 34658 0 426922 0 0 0 JACLYN O'BRIEN VP OF HEALTH ECONOMICS 303359 0 21302 0 28758 0 23242 0 27549 0 404210 0 0 0 CRAIG AZOFF SVP, ELDERPLAN INFO SVCS. 304153 0 21000 0 25988 0 22913 0 6898 0 380952 0 0 0 PART I, LINE 3: THE SALARIES FOR THE EXECUTIVES ARE DETERMINED BY METROPOLITAN JEWISH HEALTH SYSTEM, INC., A RELATED ORGANIZATION. THE METHODS UTILIZED INCLUDE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANTS, REVIEW OF THE FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE COMPENSATION COMMITTE OF THE BOARD. PART I, LINE 7: BONUS ELIGIBILITY IS BASED ON THE EXTENT THAT EACH EXECUTIVE AND EMPLOYEE HAS ACHIEVED HIS/HER GOAL AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART IV, 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 & 7B: DIRECTORS SHALL BE ELECTED BY THE MEMBERS OF THE ORGANIZATION. ALL MEMBERS HAVE THE SAME VOTING RIGHTS. THE MEMBERS CAN: 1) ELECT DIRECTORS 2)EXERCISES OTHER LIMITED POWERS AS GRANTED TO IT UNDER THE NEW YORK NOT FOR PROFIT CORPORATION LAW. 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 FILLED 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 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 15A: ELDERPLAN, INC. DOES NOT COMPENSATE ITS CEO & PRESIDENT REPORTED ON PART VII OF THE FORM 990. THE CEO & PRESIDENT IS PAID BY A RELATED 501(C)(3) ORGANIZATION, METROPOLITAN JEWISH HEALTH SYSTEM ("MJHS"). THE PROCESSES USED TO DETERMINE THE CEO & PRESIDENT'S COMPENSATION IS DISCLOSED ON MJHS' ANNUAL FORM 990. MJHS 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. 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. THE BASIS FOR ITS DETERMINATION AND ALL DECISIONS MADE ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15B: ELDERPLAN, INC. ONLY PAYS TWO KEY EMPLOYEES. IT DOES NOT COMPENSATE ITS OFFICERS WHO ARE PAID BY A RELATED 501(C)(3) ORGANIZATION, METROPOLITAN JEWISH HEALTH SYSTEM ("MJHS"). THE PROCESSES USED TO DETERMINE THE OTHER OFFICERS' COMPENSATION IS DISCLOSED ON MJHS' ANNUAL FORM 990. MJHS 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. THIS MARKET ANALYSIS IS THEN REVIEWED BY 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. THE BASIS FOR ITS DETERMINATION AND ALL DECISIONS MADE ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES. FOR ELDERPLAN'S TWO KEY EMPLOYEES THE CHIEF HUMAN RESOURCES OFFICER, IN CONJUNCTION WITH THE CEO, USES LOCAL SURVEYS AND OTHER RELEVANT DATA TO DETERMINE THE COMPENSATION OF THE KEY EMPLOYEES TO ENSURE MARKET COMPETITIVENESS. THE BASIS FOR ITS DETERMINATION AND ALL DECISIONS MADE ARE CONTEMPORANEOUSLY DOCUMENTED. 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. FORM 990, PART XI, LINE 9: OTHER CHANGES IN NET ASSETS: - CHANGE IN PREMIUM DEFICIENCY: $5,000,000. FORM 990 PART IX LINE 11G DESCRIPTION:PERSONAL CARE AIDE TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:INPATIENT FEES TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:OUTPATIENT FEES TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:ADMIN FEES TOTAL FEES:15004611 FORM 990 PART IX LINE 11G DESCRIPTION:PCP FFS TOTAL FEES:15672963 FORM 990 PART IX LINE 11G DESCRIPTION:DRUGS & PHARMACY TOTAL FEES:68150900 FORM 990 PART IX LINE 11G DESCRIPTION:AMBULATORY TOTAL FEES:16896058 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICAL THERAPY TOTAL FEES:9254966 FORM 990 PART IX LINE 11G DESCRIPTION:CHRONIC FEES TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:2264575 FORM 990 PART IX LINE 11G DESCRIPTION:NURSING HOME TOTAL FEES:45449197 METROPOLITAN JEWISH HEALTH SYSTEM INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 113538697 ADMIN. SVCS. NY 501(C)(3) LINE 7 NA false MENORAH HOME AND HOSPITAL FOR THE AGED 55 WATER ST 46TH FLOOR NEW YORK NY 10041 111672777 NURSING HOME NY 501(C)(3) LINE 3 MJHS false SHOREFRONT GERIATRIC INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 113072153 NURSING HOME NY 501(C)(3) LINE 10 MJHS false METROPOLITAN JEWISH HOME CARE INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 320060822 HOME CARE NY 501(C)(3) LINE 10 MJHS false HOMEFIRST LHCSA INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 611501623 HOME CARE NY 501(C)(3) LINE 12A, I MJHS false SHOREFRONT TOWERS HOUSING DEVELOP FUND 55 WATER ST 46TH FLOOR NEW YORK NY 10041 113200785 HOUSING NY 501(C)(3) LINE 10 MJHS false METROPOLITAN JEWISH HEALTH SYSTEM FOUND 55 WATER ST 46TH FLOOR NEW YORK NY 10041 111630753 FUNDRAISING NY 501(C)(3) LINE 7 MJHS false MJHS HOSPICE AND PALLIATIVE CARE INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 133438643 HOSPICE NY 501(C)(3) LINE 3 MJHS false MJHS MEDICAL ASSOCIATES PC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 275273404 HEALTH CARE NY 501(C)(3) LINE 10 MJHS false FIRST TO CARE HOME CARE INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 113300822 HOME CARE NY 501(C)(3) LINE 10 MJHS false INSTITUTE FOR APPLIED GERONTOLOGY 55 WATER ST 46TH FLOOR NEW YORK NY 10041 113135751 RESEARCH NY 501(C)(3) LINE 10 MJHS false ISABELLA GERIATRIC CENTER INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 133623808 NURSING HOME NY 501(C)(3) LINE 10 MJHS false MJGC CORP 55 WATER ST 46TH FLOOR NEW YORK NY 10041 113356665 HOLDING COMPANY NY MJHS C CORPORATION 0 0 false MJHS SOLUTIONS INC 55 WATER ST 46TH FLOOR NEW YORK NY 10041 872479283 HOLDING COMPANY NY MJHS FOUNDATION C CORPORATION 0 0 false false false false false true false false false false true false false true true true true false false false SCHEDULE R, PART V THIS ORGANIZATION IS A PARTICIPATING AGENCY OF METROPOLITAN JEWISH HEALTH SYSTEM, INC. ("MJHS") AND IS A TAX-EXEMPT ORGANIZATION. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN MJHS AND OTHER PARTICIPATING AGENCIES PURSUANT TO SERVICES ARRANGEMENTS BETWEEN SUCH ORGANIZATIONS. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER PARTICIPATING AGENCIES. MJHS HEALTH SYSTEM SEEKS TO BE THE PREMIER PROVIDER OF HEALTH SERVICES IN THE GREATER METROPOLITAN AREA, ENSURING ACCESS TO HEALTH, SUPPORTIVE AND COMMUNITY-BASED SERVICES IN FURTHERANCE OF ITS CHARITABLE TAX-EXEMPT PURPOSES.