2025-11-10T14:42:25-06:00 2024-12-31 222027092 WITHUM SMITH & BROWN PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990 2024-01-01 161482447 JEWISH HOME OF ROCHESTER SENIOR HOUSING INC JEWI 5854277760 2000 SUMMIT CIRCLE DRIVE ROCHESTER NY 14618 CARLY ZECHER CFO 5854277760 2025-10-30 1 0 MARY MADONIA P00405803 7168472651 2025-10-30 2024 2025-03-06 01:10:19Z THE SUMMIT AT BRIGHTON MICHAEL KING 2000 SUMMIT CIRCLE DRIVE ROCHESTER NY 14618 13405622 0 X WWW.JEWISHHOMEROC.ORG X 1995 NY JEWISH HOME OF ROCHESTER SENIOR HOUSING (THE SUMMIT), PROVIDES INDEPENDENT LIVING, ENRICHED HOUSING AND OTHER RELATED SERVICES TO RESIDENTS, AS WELL AS LONG-TERM CARE SERVICES IN CONJUNCTION WITH JEWISH HOME OF ROCHESTER. THE SUMMIT CONSISTS OF 90 INDEPENDENT LIVING UNITS AND 60 ENRICHED LIVING UNITS AT WOLK MANOR. 19 18 200 18 0 0 25000 25701 12478550 13126625 162971 178498 75765 74798 12742286 13405622 0 0 0 0 5635768 6011282 0 0 0 6832787 7290027 12468555 13301309 273731 104313 25908518 24777635 23242012 26176669 2666506 -1399034 X JEWISH HOME OF ROCHESTER SENIOR HOUSING (THE SUMMIT), PROVIDES INDEPENDENT LIVING, ENRICHED HOUSING AND OTHER RELATED SERVICES TO RESIDENTS, AS WELL AS LONG-TERM CARE SERVICES IN CONJUNCTION WITH JEWISH HOME OF ROCHESTER. THE SUMMIT CONSISTS OF 90 INDEPENDENT LIVING UNITS AND 60 ENRICHED LIVING UNITS AT WOLK MANOR. 0 0 11287387 13201423 THE SUMMIT AT BRIGHTON IS THE FIRST AND ONLY LIFE CARE COMMUNITY IN THE GREATER ROCHESTER AREA, OFFERING FIRST-CLASS RETIREMENT LIVING IN A RELAXED, YET INVIGORATING ENVIRONMENT. OUR CAREFREE LIFESTYLE - WITH CONVENIENT SERVICES, THOUGHTFUL AMENITIES, AND PROGRAMS TO ENTERTAIN AND INSPIRE - PROVIDES THE OPPORTUNITY TO LIVE LIFE TO THE FULLEST, EITHER IN THE PRIVACY OF YOUR OWN SPACIOUS APARTMENT, OR IN THE COMPANY OF NEIGHBORS WHO QUICKLY BECOME FRIENDS. AT THE END OF 2024, SUMMIT HAD AN OCCUPANCY PERCENTAGE OF 96%.SEE SCHEDULE O FOR CONTINUATIONRESIDENTS ARE ABLE TO ENJOY THE FRESH AIR ON OUR WALKING TRAILS, PUTTING GREEN, GAZEBO AND PICNIC AREA, OR SIT IN THE SUN AND READ A BOOK OVERLOOKING THE PONDS, FOUNTAINS, GARDENS AND WOODED LANDSCAPE THAT IS SITUATED ON 25 PARK-LIKE ACRES. RESIDENTS ARE ABLE TO ENJOY TIME WITH FAMILY AND FRIENDS ON THE PATIO WHERE ALL INVOLVED CAN DINE, RELAX AND ENJOY NATURE IN AN OUTDOOR SETTING. FOR INDOOR ENJOYMENT THERE ARE A VARIETY OF AREAS FOR SOCIALIZATION, RECREATION, ENTERTAINMENT AND SOLACE:TWO BEAUTIFULLY APPOINTED DINING ROOMS OUTDOOR PATIO FOR DINING AND SPECIAL CELEBRATIONSCASUAL CAFE NON-KOSHER TERRACE GRILLCOCKTAIL LOUNGE LIBRARY AND COMMUNICATIONS CENTER FITNESS CENTER, INDOOR POOL AND HYDRO SPA LARGE MULTI-PURPOSE ROOM FOR EXERCISE CLASSES, YOGA, TAI CHI, MOVIES AND ENTERTAINMENT BILLIARD AND GAME ROOMS ARTS AND CRAFTS STUDIO COUNTRY STORE AND GIFT SHOP BEAUTY SALON/BARBER SHOP GUEST ROOMS FOR VISITING FAMILY AND FRIENDS COVERED AND SURFACE PARKING 11287387 1 0 0 0 0 0 0 0 1 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 57 0 1 200 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X CARLY ZECHER 5854277760 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 X ROBERT BAKER BOARD MEMBER 0.30 1.20 X 0 0 0 ALAN KINEL BOARD MEMBER / BOARD CHAIR 0.30 1.20 X X 0 0 0 MARC REICH TREASURER / V CHAIR (TO APRIL 2024) 0.30 1.20 X X 0 0 0 MICHAEL S KING BOARD MEMBER / CORP PRES & CEO 20.00 20.00 X X 123055 900714 33589 CARLY ZECHER SENIOR VP OF FINANCE & CFO 34.00 6.00 X 52701 200568 856 DANIEL A MENDELSON MD VP OF MEDICAL SERVICES 38.00 2.00 X 18039 412189 37815 WENDY FERRER VP OF SENIOR HOUSING 40.00 0.00 X 142385 47016 0 TRAVIS MASONIS VP OF IT 36.00 4.00 X 21773 239979 11129 ADAM ANOLIK BOARD MEMBER 0.30 1.20 X 0 0 0 BETSY D BRUGG ESQ BOARD MEMBER 0.30 1.20 X 0 0 0 EMILY A KROHN LCSW BOARD MEMBER 0.30 1.20 X 0 0 0 ERIC STONEHILL ESQ BOARD MEMBER 0.30 1.20 X 0 0 0 HELENA KAPTEIN-SHRIER RN BSN BOARD MEMBER 0.30 1.20 X 0 0 0 HON JONATHAN W FELDMAN BOARD MEMBER 0.30 1.20 X 0 0 0 IRENA BOYCE PHD BOARD MEMBER (UNTIL APRIL 2024) 0.30 1.20 X 0 0 0 JOY RYEN PLOTNIK ESQ BOARD MEMBER 0.30 1.20 X 0 0 0 RICHARD N GRAY BOARD MEMBER (FROM MAY 2024) 0.30 1.20 X 0 0 0 JILL EISENSTEIN BOARD MEMBER (UNTIL APRIL 2024) 0.30 1.20 X 0 0 0 MARSHA N WITTINK MD MBE BOARD MEMBER 0.30 1.20 X 0 0 0 KENNETH J GLAZER BOARD MEMBER 0.30 1.20 X 0 0 0 MARVIN WOLK BOARD MEMBER 0.30 1.20 X 0 0 0 MAURICE VARON MD BOARD MEMBER 0.30 1.20 X 0 0 0 MICHELE RUDA LEVE BOARD MEMBER 0.30 1.20 X 0 0 0 VALERIE ALHART BOARD MEMBER / SECRETARY 0.30 1.20 X X 0 0 0 WENDY SILVERMAN RN BSN BOARD MEMBER 0.30 1.20 X 0 0 0 TARA SMITH LPN LPN 40.00 0.00 X 119463 0 0 ALISON BEARER SALES COUNSELOR 40.00 0.00 X 103621 0 7794 ANTHONY PENNIE LPN LPN 40.00 0.00 X 100642 0 0 HAMID KHARMAZ RESIDENT ASST TEAM LEAD 40.00 0.00 X 102467 0 0 784146 1800466 91183 7 0 1 1 PIKE CONSTRUCTION SERVICES INC 15 CIRCLE STREET ROCHESTER NY 14607 CONSTRUCTION 773215 184 WINTON ROAD INC 590 SALT ROAD SUITE 7 WEBSTER NY 14580 PAVING/SNOW REMOVAL 226260 OTIS ELEVATOR COMPANY 2 TOWNLINE CIRCLE 1 ROCHESTER NY 14623 MECHANICAL 208483 KENNEDY MECHANICAL PLUMBING 11 COMFORT STREET ROCHESTER NY 14620 MECHANICAL 194631 UNITED CARPET BROKERS INC 340 CULVER ROAD ROCHESTER NY 14607 FLOORING 154584 7 25701 25701 ENRICHED HOUSING (WOLK) 623990 7187642 7187642 SENIOR HOUSING (SUMMIT) 623990 5938983 5938983 13126625 178498 178498 OTHER 900099 74798 74798 74798 13405622 13201423 0 178498 158009 158009 4882045 4608239 273806 115021 103519 11502 487907 425529 62378 368300 331470 36830 33242 33242 10300 10300 26160 26160 124197 124197 16120 13707 2413 38163 38163 22540 13213 9327 220877 198790 22087 1789773 1610796 178977 158838 142954 15884 DINING / FACILITY SERVI 2241528 2241528 JHR ALLOCATION LABOR 1155400 332768 822632 NURSING HOME SERVICES 826236 826236 626653 400475 226178 13301309 11287387 2013922 0 923483 3598375 636809 637550 59980 67558 46270823 31397435 15627137 14873388 5404569 4472621 3256540 1128143 25908518 24777635 659100 694617 1641734 1880199 4630711 5931870 148115 697575 16162352 16972408 23242012 26176669 X 2640541 -1548255 25965 149221 2666506 -1399034 25908518 24777635 X 104313 -4169853 X X 0 1 X 1 0 X 500 3952 63813 25965 25701 119931 11577615 11507273 12472625 12554315 13201423 61313251 11578115 11511225 12536438 12580280 13227124 61433182 0 0 0 61433182 32547 2636 16991 162006 178498 392678 32547 2636 16991 162006 178498 392678 11610662 11513861 12553429 12742286 13405622 61825860 0.99360 0.99540 0.00640 0.00460 X 0 1 X 1540000 1540000 30837610 23321198 7516412 8472950 3941083 4531867 5420263 4135154 1285109 14873388 OTHER INVESTMENTS; MONEY MARKET 4472621 C 4472621 DUE TO RELATED ORGANIZATIONS 116373 REFUNDABLE ADVANCED FEES 16837068 LEASE LIABILITY 18967 16972408 X PART IV, LINE 2B: RESIDENT FUNDS AND SECURITY DEPOSITS ARE MAINTAINED IN BANK ACCOUNTS THAT ARE SEPARATE FROM THE COMPANY'S ACCOUNTS. INTEREST EARNED ON THESE FUNDS IS CREDITED TO THE RESIDENT'S ACCOUNTS. PART X, LINE 2: THE ENTITIES COMPRISING THE COMPANY ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE COMPANY ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH US GAAP, WHICH REQUIRES THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS THAT THE COMPANY HAS TAKEN OR EXPECTS TO TAKE IN THE COMPANY'S TAX RETURNS. X X X 0 0 0 0 0 0 0 0 0 MICHAEL S KING BOARD MEMBER / CORP PRES & CEO 123055 287128 0 116396 0 497190 5400 12600 4677 10912 133132 924226 0 497190 CARLY ZECHER SENIOR VP OF FINANCE & CFO 52701 158098 0 42470 0 0 0 0 214 642 52915 201210 0 0 DANIEL A MENDELSON MD VP OF MEDICAL SERVICES 18039 342737 0 69452 0 0 1150 21850 741 14074 19930 448113 0 0 WENDY FERRER VP OF SENIOR HOUSING 142385 15821 0 31195 0 0 0 0 0 0 142385 47016 0 0 TRAVIS MASONIS VP OF IT 21773 195960 0 44019 0 0 0 0 1113 10016 22886 249995 0 0 FORM 990, PART VII, SECTION A LINE 5 CARLY ZECHER CFO HAD A PORTION OF HER COMPENSATION ALLOCATED TO RELATED ORGANIZATIONS AND $42,563 WAS ALLOCATED TO THE JEWISH SENIOR LIFE FOUNDATION EIN #22-2263845, AN UNRELATED ORGANIZATION. A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 2017-07-21 7447000 REFUNDING OF PRIOR ISSUE ISSUED ON 6/28/2006 0 0 0 A 7447000 625573 148921 6672506 1998 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 1 CITIZENS BANK 15.400000000000 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 JEWISH SENIOR LIFE IS THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE CORPORATE MEMBER APPROVES THE NOMINATIONS OF ALL OF THE BOARD MEMBERS OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE JEWISH HOME OF ROCHESTER SENIOR HOUSING FINANCE DEPARTMENT. IT IS REVIEWED BY AN INDEPENDENT, OUTSIDE ACCOUNTANT AND WITH THE AUDIT COMMITTEE PRIOR TO SUBMISSION. A COPY OF THE 990 IS AVAILABLE TO ALL BOARD MEMBERS UPON REQUEST. FORM 990, PART XII THE ORGANIZATION DOES NOT COMPENSATE ITS BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, AND KEY EMPLOYEE ANNUALLY SIGNS THE CONFLICT OF INTEREST POLICY. IF A CONFLICT ARISES AND DISCLOSURE OF THE FINANCIAL INTEREST IS MADE, THE INTERESTED PERSONS WILL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF APPROPRIATE, THE CHAIRPERSON OF THE BOARD OR COMMITTEE WILL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD WILL THEN DETERMINE WITH THE ORGANIZATION HOW IT CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO CONFLICT OF INTEREST. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT WILL INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD HIM OR HER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF THE BOARD DETERMINES THAT THE PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 JHR SENIOR HOUSING IS REPRESENTED UNDER JSL, THE PARENT COMPANY, WHICH HAS FORMED A COMPENSATION COMMITTEE COMPRISED OF THE BOARD CHAIR, TREASURER, SECRETARY AND AT LEAST TWO OTHER AT LARGE BOARD MEMBERS TO REVIEW AND DETERMINE THE ANNUAL COMPENSATION PACKAGES FOR THE SENIOR MANAGEMENT TEAM. ON A REGULAR BASIS THE COMPENSATION COMMITTEE OBTAINS FROM A THIRD PARTY CONSULTANT, A COMPENSATION SURVEY THAT DETERMINES THE MARKET RATES FOR EACH OF THE POSITIONS AND THEN DETERMINES WHAT IF ANY ADJUSTMENTS SHOULD BE MADE TO SALARIES. THIS SAME COMPENSATION COMMITTEE, ON AN ANNUAL BASIS DETERMINES WHAT THE VARIABLE COMPENSATION GOALS SHOULD BE AND WHETHER OR NOT THEY HAVE BEEN MET. THE LAST MEETING TOOK PLACE ON DECEMBER 2, 2024. FORM 990, PART VI, SECTION C, LINE 19 THE JEWISH HOME OF ROCHESTER SENIOR HOUSING, INC'S FINANCIAL RESULTS ARE INCLUDED AS PART OF THE CONSOLIDATED ANNUAL REPORT OF ITS PARENT, JEWISH SENIOR LIFE. THIS REPORT IS WIDELY DISTRIBUTED AND AVAILABLE UPON REQUEST. JHR SENIOR HOUSING MAY PROVIDE UPON REQUEST ITS CONFLICT OF INTEREST POLICY AS WELL AS ANY APPROPRIATE DOCUMENTS. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS FROM JEWISH HOME OF ROCHESTER ENRICHED HOUSINC, INC. -4,169,853. FORM 990, PART XI, LINE 2C AN AUDIT COMMITTEE COMPRISED OF MEMBERS OF THE JSL BOARD, A RELATED ENTITY, HAS BEEN CREATED WITH THE PURPOSE OF SELECTING THE INDEPENDENT AUIDT FIRM TO OVERSEE THE ANNUAL AUDIT AND TO ACCEPT OR AMEND THE AUDIT REPORT AS PRESENTED. THE AUDIT COMMITEE MEETS INDEPENDENTLY WITH THE SELECTED AUDIT FIRM ON AN ANNUAL BASIS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. JEWISH HOME OF ROCHESTER 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 160743058 NURSING HOME FACILITY NY 501 (C)(3) 10 JEWISH SENIOR LIFE 0 JHR ENRICHED HOUSING INC 4000 SUMMIT CIRCLE DRIVE ROCHESTER NY 14618 161546905 ASSISTED LIVING FACILITY NY 501 (C)(3) 10 JEWISH SENIOR LIFE 0 JEWISH SENIOR LIFE 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 223409164 PARENT COMPANY NY 501 (C)(3) 12, TYPE 1 N/A 0 JSL COMMUNITY SERVICES 2980 S CLINTON AVENUE ROCHESTER NY 14623 352404430 DAY RETREAT FOR MEMORY LOSS SUPPORT NY 501 (C)(3) 10 JEWISH SENIOR LIFE 0 JSL PROPERTIES INC 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 371899962 HOLD LAND NY 501 (C)(2) N/A JEWISH SENIOR LIFE 0 JEWISH SENIOR LIFE LHCSA INC 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 931631495 MEDICAL SERVICE NY 501(C)(3) 10 JEWISH SENIOR LIFE COMMUNITY SERVICES INC 0 JEWISH HOME MODERATE HOUSING INC 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 993861172 AFFORDABLE HOUSING NY 501(C)(3) 10 JEWISH SENIOR LIFE 0 JSL COMPANION SERVICES 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 800878467 NON-MEDICAL HOME CARE SERVICES NY N/A C 1 JSL MEDICAL MANAGEMENT LLC 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 882918958 MANAGEMENT COMPANY NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0