2025-11-13T15:22:31+00:00 2024-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2024-01-01 356041299 INDIANAPOLIS JEWISH HOME INC INDI 3172512261 7001 HOOVER ROAD INDIANAPOLIS IN 46260 Janie Maurer President 3172512261 2025-11-13 true true Nicole Fishback P01279475 3173834000 2025-11-17 2024 2025-03-06 01:10:19Z EVAN LUBLINE 7001 HOOVER ROAD INDIANAPOLIS IN 46260 27237963 false X WWW.HOOVERWOOD.ORG X 1968 IN INDIANAPOLIS JEWISH HOME, INC., HOOVERWOOD, IS A NON-PROFIT NURSING FACILITY SPECIALIZING IN REHAB, DEMENTIA CARE, ASSISTED LIVING, AND HOSPICE SERVICES. 18 18 349 25 0 5183941 823625 26075919 25892850 236542 410688 52129 63953 31548531 27191116 0 0 13580120 13508172 0 0 13139385 13168913 26719505 26677085 4829026 514031 53558044 54494908 15333171 15014032 38224873 39480876 SINCE ITS ORIGINAL MISSION OF ESTABLISHING A SHELTERED HOME FOR THE WANDERING POOR, THE INDIANAPOLIS JEWISH HOME, INC., HOOVERWOOD, HAS DEVELOPED INTO A STATE-OF-THE-ART COMPREHENSIVE NURSING HOME. HOOVERWOOD LIVING, A NON-PROFIT, NON-SECTARIAN ORGANIZATION, GOVERNED BY A DEDICATED BOARD OF DIRECTORS, IS A CONSTITUENT AGENCY OF THE JEWISH (Continued on Schedule O) false false 17811441 20074197 ORIGINALLY ESTABLISHED AS THE JEWISH SHELTER HOUSE IN 1902 AND LATER THE BORINSTEIN HOME IN 1929, HOOVERWOOD HAS BEEN OFFERING CARE AND SERVICES TO THE ELDERLY IN OUR COMMUNITY FOR MORE THAN A CENTURY. HOOVERWOOD'S TRADITION OF HEALTHCARE EXCELLENCE CONTINUES TODAY WITH AN ORGANIZATIONAL MISSION THAT EMPHASIZES: DIGNITY, SPIRITUALITY, COMMUNITY AND VISION. AS A NON-PROFIT ORGANIZATION CERTIFIED BY MEDICARE AND MEDICAID, HOOVERWOOD SPECIALIZES IN SHORT-TERM REHABILITATION FOLLOWING A HOSPITALIZATION, SKILLED NURSING CARE, LONG-TERM CARE, MEMORY AND DEMENTIA CARE, AND MEDICAL SPECIALTIES INCLUDING GERIATRICS, AND GERIATRIC PSYCHIATRY. HOOVERWOOD'S DEPARTMENT OF REHABILITATION SERVICES PROVIDES PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES ON AN INPATIENT AND OUTPATIENT BASIS. HOOVERWOOD'S INTERDISCIPLINARY TEAM OF NURSES, NURSING ASSISTANTS, SOCIAL WORKERS, DIETITIANS, ACTIVITY STAFF AND THERAPISTS WORK TOGETHER TO COORDINATE RESIDENTS' OVERALL CARE AND PROVIDE SKILLED CARE, ENCOURAGEMENT AND SUPPORT IN ORDER FOR OUR RESIDENTS TO REACH THEIR HIGHEST POTENTIAL. THE HOOVERWOOD TEAM TAKES GREAT PRIDE IN THE IMPRESSIVE NUMBER OF RESIDENTS WHO GRADUATE FROM THEIR REHABILITATION PROGRAM AND RETURN HOME TO THEIR PRIOR LEVEL OF FUNCTION AND INDEPENDENCE. HOOVERWOOD'S GERIATRIC PSYCHIATRIST PROVIDES EVALUATION AND TREATMENT OF A VARIETY OF MENTAL HEALTH ISSUES AND ASSISTS THE RESIDENTS AS THEY COPE WITH CHANGES AND CHALLENGES IN THEIR LIVES. HOOVERWOOD IS PROUD TO HAVE SERVED 271 RESIDENTS IN 2024. OUR SHALOM SANCTUARY CENTER FOR ELDER ABUSE WORKS WITH LOCAL ADULT PROTECTIVE SERVICES, POLICE, AND EMERGENCY ROOMS TO PROVIDE A SAFE ENVIRONMENT FOR THE MOST VULNERABLE MEMBERS OF OUR COMMUNITY. THIS IS THE ONLY PROGRAM LIKE IT IN INDIANA AND IS FILLING A MUCH-NEEDED SERVICE IN CARING FOR THE ELDERLY IN OUR COMMUNITY. IT SERVED 9 RESIDENTS IN 2024. 3919611 4186480 AARON-RUBEN-NELSON HOSPICE OPENED IN LATE 2021. THIS PROGRAM CURRENTLY SERVES HOOVERWOOD AND KRAFT COMMONS RESIDENTS IN THE LAST STAGES OF THEIR LIVES AND PROVIDES COMFORT AND SUPPORT TO THE PATIENTS AND THEIR FAMILIES AT ONE OF THEIR MOST DIFFICULT TIMES. AS THE ONLY JEWISH HOSPICE IN INDIANAPOLIS, OUR VALUES GUIDE US IN SERVING ALL FAITHS IN CENTRAL INDIANA. AARON-RUBEN-NELSON HOSPICE IS PROUD TO HAVE SERVED 41 RESIDENTS IN 2024. 1745101 1632173 KRAFT COMMONS IS HOOVERWOOD'S PREMIER ASSISTED LIVING FACILITY WHICH PROVIDES CARE TO THOSE INDIVIDUALS WHO NEED A LITTLE GUIDANCE IN THEIR DAILY ACTIVITIES. RESIDENTS PARTICIPATE IN WELLNESS AND FITNESS PROGRAMS, ON-SITE BEAUTY AND BARBER SHOP APPOINTMENTS, HAPPY HOUR, OUTINGS TO RESTAURANTS AND SPECIAL EVENTS AROUND TOWN, AND OTHER RECREATIONAL ACTIVITIES. OUR RESIDENTS ALSO HAVE ACCESS TO THE JCC FITNESS CENTER AND INDOOR AND OUTDOOR POOLS. KRAFT COMMONS IS PROUD TO HAVE SERVED 26 RESIDENTS IN ITS BOUTIQUE FACILITY IN 2024. 23476153 true true false false false false false false false false true true false false true false true false false false false false false false true false false false false true true false false false false false false false false true false false false false false false false false false false false true 25 0 true 349 true false false false false false true true false false false false false false false X 18 18 true false false false false false false true true false false false true true true true true true true true false false IN X VADIM INGER 3172512261 7001 HOOVER ROAD INDIANAPOLIS IN 46260 AARON GIRSON BOARD TREASURER 2.0 0.0 X X 0 0 0 CARRIE GRASS VICE PRESIDENT 2.0 0.0 X X 0 0 0 CINDI KOPOLOW VICE PRESIDENT 2.0 0.0 X X 0 0 0 JANIE MAURER BOARD PRESIDENT 2.0 0.0 X X 0 0 0 CYNTHIA YOSHA-SNYDER DIRECTOR 2.0 0.0 X 0 0 0 DIANE LUTZ DIRECTOR 2.0 0.0 X 0 0 0 JENNIFER NELSON-WILLIAMS DIRECTOR 2.0 0.0 X 0 0 0 JULIE KRODEL DIRECTOR 2.0 0.0 X 0 0 0 LESLIE TOBE DIRECTOR 2.0 0.0 X 0 0 0 LINDA MORDOH DIRECTOR 2.0 0.0 X 0 0 0 LOUIS PROFETA DIRECTOR 2.0 0.0 X 0 0 0 LYNN LEVY DIRECTOR 2.0 0.0 X 0 0 0 MARCIA GOLDSTEIN DIRECTOR 2.0 0.0 X 0 0 0 MARK SIGMAN DIRECTOR 2.0 0.0 X 0 0 0 MICHELLE KORIN DIRECTOR 2.0 0.0 X 0 0 0 MIRANDA BERNADAC DIRECTOR 2.0 0.0 X 0 0 0 MURRAY FIRESTONE DIRECTOR 2.0 0.0 X 0 0 0 SHELLEY KAHN DIRECTOR 2.0 0.0 X 0 0 0 STACY SEGAL END 10312024 DIRECTOR 2.0 0.0 X 22521 0 92 DIANA WYSOCKI CFO(Retired Dec. 2024) 40.0 0.0 X 221469 0 16570 EVAN LUBLINE CEO 40.0 0.0 X 397388 0 24817 JENNIFER VOSS ADMINISTRATOR 40.0 0.0 X 151678 0 7017 KRISTIN ALLISON HOSPICE ADMINISTRATOR 40.0 0.0 X 118916 0 11829 LINDA HURNS LPN 40.0 0.0 X 123985 0 11937 MATHIAS ADAMA CNA 40.0 0.0 X 132251 0 5643 RACHEL KARIUKI RN-MENTOR 40.0 0.0 X 120649 0 15394 1288857 0 93299 9 false true false 0 13001 810624 823625 RESIDENT SERVICES LESS CONTRACTUAL ALLOW 623990 20932437 20932437 HRH Management Fee 623990 773933 773933 ARN Hospice Revenue 623990 4186480 4186480 0 0 0 0 25892850 410688 410688 0 0 0 0 110800 13001 46847 63953 63953 0 0 0 0 0 27191116 25892850 0 474641 660244 660244 11070125 10003629 1066496 238549 215567 22982 783098 707654 75444 756156 683308 72848 3868 3868 66031 66031 695176 628203 66973 0 97467 97467 2473252 2234979 238273 358536 323995 34541 20585 18602 1983 322113 291081 31032 1061179 958945 102234 517526 467668 49858 Hancock Regional Contract Ex 5961106 5386813 574293 Medical and Dietary Supplies 759047 759047 Bad Debt Expense 455573 455573 Other 377454 341089 36365 0 0 0 0 26677085 23476153 3200932 0 697058 1546322 5599995 9004823 3746380 167303 3159299 3668837 0 0 0 0 537129 319947 35912859 6810153 29693937 29102706 7792018 8366260 0 2332228 2318710 53558044 54494908 2148107 2569540 13160387 12433333 0 0 24677 11159 15333171 15014032 X 34117687 39038592 4107186 442284 38224873 39480876 53558044 54494908 514031 741972 0 X false true true false X 1306210 2650726 935094 5183941 823625 10899596 19853044 19531123 22399770 26075919 25892856 113752712 0 0 0 21159254 22181849 23334864 31259860 26716481 124652308 0 0 0 0 10000 10000 78923 285936 715997 1439956 501553 3022365 78923 285936 715997 1439956 511553 3032365 121619943 6172 -3547 20197 236542 410688 670052 0 6172 -3547 20197 236542 410688 670052 0 0 0 0 0 110800 110800 21165426 22178302 23355061 31496402 27237969 125433160 0.96960 0.96317 0.01 0.0 X 0 0 0 0 0 0 Schedule A, Part III, Line 12 Other Income DESCRIPTION - FUNDRAISING INCOME, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 110800.0, COLUMN F - 110800.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12408688 1652457 10756231 21636958 3831490 17805468 1867213 1326206 541007 29102706 Closely-held equity interests Financial derivatives Alternative Investments 8366260 F 8366260 Federal Income Taxes Operating Leases 11159 11159 27979935 741972 46847 788819 27191116 0 0 27191116 26723932 46847 46847 26677085 0 0 26677085 Schedule D, Part X, Line 2 ASC 740 DISCLOSURE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Fundraising Expenses - 46847 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising Expenses - 46847 GOLF OUTING 123801 13001 110800 27995 18852 0 0 123801 13001 110800 27995 18852 46847 63953 X true true X X X X false false false false false false false true false EVAN LUBLINE CEO 362388 0 35000 0 0 0 13651 0 11166 0 422205 0 0 0 DIANA WYSOCKI CFO(Retired Dec. 2024) 217238 0 0 0 4231 0 8936 0 7634 0 238039 0 0 0 RACHEL KARIUKI RN-MENTOR 120649 0 0 0 0 0 3805 0 11589 0 136043 0 0 0 MATHIAS ADAMA CNA 132251 0 0 0 0 0 5209 0 434 0 137894 0 0 0 JENNIFER VOSS ADMINISTRATOR 151678 0 0 0 0 0 5802 0 1215 0 158695 0 0 0 KRISTIN ALLISON HOSPICE ADMINISTRATOR 118916 0 0 0 0 0 4404 0 7425 0 130745 0 0 0 LINDA HURNS LPN 123985 0 0 0 0 0 3755 0 8182 0 135922 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments GIFT CARDS ARE GIVEN TO SOME EMPLOYEES DURING THE YEAR AS A THANK YOU OR FOR RECOGNITION OF A JOB WELL DONE. THESE ARE GROSSED UP FOR TAXES. Schedule J, Part I, Line 7 Non-fixed payments THE EXECUTIVE DIRECTOR'S AND CFO'S BONUSES ARE DETERMINED BY THE COMPENSATION COMMITTEE ON A SUBJECTIVE BASIS. IT IS BASED ON THE COMMITTEE'S PERCEPTION OF THE COMPLETION OF CERTAIN GOALS, PROJECTS, AND OVERALL PERFORMANCE OF HOOVERWOOD, TAKING INTO CONSIDERATION BOARD OF HEALTH PERFORMANCE, EMPLOYEE RETENTION, AND OVERALL SATISFACTION WITH PERFORMANCE. A COLORADO EDUCATIONAL AND CULTURAL FACILITIES 840896727 2018-10-01 8000000 CONSTRUCTION LOAN FOR RENOVATIONS false false false B COLORADO EDUCATIONAL AND CULTURAL FACILITIES 840896727 2016-06-30 8000000 CONSTRUCTION LOAN FOR RENOVATIONS false false false A 1185184 8000000 114540 6370372 1218792 false false false true B 1163640 8000000 133153 7866847 2018 false false true true A false false true true false false 0 0 0.0 false false 0 false true B false false true true false false 0 0 0.0 false false 0 false true A false true false false true false 0 false false false 0 false false true B false true false false true false 0 false false false 0 false false true A true B true Caitlin Lubline SPOUSE OF OFFICER 73741 Director of Development false Schedule L, Part IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: THE CEO WAS NOT INVOLVED IN THE DECISION TO HIRE HIS SPOUSE OR SET HER COMPENSATION. Form 990, Part VI, Line 1a MATERIAL DIFFERENCES IN VOTING RIGHTS: THE BOARD OF DIRECTORS IS COMPOSED OF NOT MORE THAN 18 INDIVIDUALS WHO ARE DEDICATED TO AND SUPPORTIVE OF THE CORPORATION'S MISSION. THIS INCLUDES THE EXECUTIVE COMMITTEE, CONSISTING OF THE CHAIRPERSON, VICE-CHAIRPERSON, SECRETARY, TREASURER, IMMEDIATE PAST CHAIRPERSON, AND SUCH OTHER MEMBERS OF THE BOARD AS THE CHAIRPERSON DEEMS NECESSARY FOR THE FUNCTIONING OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAY EXERCISE ALL AUTHORITY OF BOARD IN THE MANAGEMENT OF THE CORPORATION. MATTERS OF IMPORTANCE, HOWEVER, SHALL BE REFERRED TO THE BOARD FOR APPROVAL, INCLUDING THE ANNUAL BUDGET, CEO and CFO HIRING AND REMOVAL, SALE OF SUBSTANTIALLY ALL ASSETS ASSOCIATED WITH A DISCRETE BUSINESS LINE, ADOPTION OF A STRATEGIC PLAN FOR THE CORPORATION, AND A COMMITMENT IN EXCESS OF $100,000. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons AARON GIRSON and STACY SEGAL - Family relationship Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT, THEN COPIES ARE PROVIDED TO EVERY MEMBER OF THE GOVERNING BODY BEFORE IT IS FILED WITH THE IRS. THE FORM 990 IS ALSO prepared BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. Form 990, Part VI, Line 12c Conflict of interest policy ALL DIRECTORS AND OFFICERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE STATEMENTS ARE REVIEWED BY THE CFO. IF ANY CONFLICTS OF INTEREST ARE NOTED, THE CEO AND PRESIDENT OF THE BOARD ARE NOTIFIED. THE PRESIDENT OF THE BOARD ENSURES THAT ANY BOARD MEMBER WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ABSTAINS FROM VOTING ON DECISIONS RELATED TO THE CONFLICT. Form 990, Part VI, Line 15a Process to establish compensation of top management official EACH YEAR, THE COMPENSATION COMMITTEE IS SCHEDULED TO DISCUSS THE COMPENSATION OF THE CEO. THE COMPENSATION COMMITTEE CONSISTS OF MEMBERS FROM THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE USES CURRENT COMPENSATION AND FRINGE BENEFIT INFORMATION ALONG WITH OTHER COMPARATIVE DATA, AND PERFORMANCE EVALUATIONS TO ANALYZE COMPENSATION FOR THE CEO. THE DELIBERATION AND DECISION IS CONTEMPORANEOUSLY DOCUMENTED IN THE COMMITTEE MINUTES AFTER A CONSENSUS IS REACHED, THE DECISION IS DISCUSSED WITH THE CEO. THE SAME PROCESS IS ALSO COMPLETED FOR THE CHIEF FINANCIAL OFFICER. THE CEO AND CFO'S COMPENSATION WAS LAST REVIEWED IN DECEMBER 2024. Form 990, Part VI, Line 15b Process to establish compensation of other employees See Part VI Line 15A footnote above. Form 990, Part VI, Line 19 Required documents available to the public THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VII, Section A, Line 1a VOTING RIGHTS OF PAST PRESIDENTS: BYLAWS STATE THAT ALL PAST PRESIDENTS ARE HONORARY BOARD MEMBERS AND HAVE NO VOTING RIGHTS. Form 990, Part VII, Section A, Line 1a, Column (A) Stacy Segal Stacy is the immediate past president of the board and served as a board member until October 2024. She then became a full-time employee of the organization. The compensation reported in Part VII relates to her role as employee after resigning from the board. FORM 990, PART III, LINE 1 FEDERATION OF GREATER INDIANAPOLIS. WITH THE VALUES AND TRADITIONS OF JUDAISM AS ITS FOUNDATION, HOOVERWOOD'S MISSION STATEMENT IS BASED ON FOUR CORE VALUES THAT TOGETHER CONTINUE HOOVERWOOD'S TRADITION OF HEALTHCARE EXCELLENCE. DIGNITY- TO UNDERSTAND OUR RESIDENTS AS INDIVIDUALS WITH THEIR OWN HISTORIES, VALUES, AND CONTRIBUTIONS, AND TO PROVIDE OPPORTUNITIES FOR CONTINUED GROWTH, INDEPENDENCE, AND FEELINGS OF SELF-WORTH. SPIRITUALITY - TO UPHOLD THE BELIEFS AND TRADITIONS OF THE JEWISH FAITH, WHILE PROVIDING FOR THE SPIRITUAL WELL-BEING OF RESIDENTS OF ALL FAITHS. COMMUNITY - TO PROVIDE A HOME-LIKE FRIENDLY ENVIRONMENT TO ALL RESIDENTS AND STAFF. VISION - TO PREPARE FOR THE FUTURE OF THE AGING POPULATION THROUGH A COMMITMENT TO EDUCATION, RESEARCH, AND QUALITY CARE. FORM 990, PART VIII AND IX AGREEMENT WITH HANCOCK REGIONAL HOSPITAL: ON MAY 10, 2013, THE ORGANIZATION EXECUTED SEPARATE SUBLEASE, MANAGEMENT AND LICENSE AGREEMENTS (AGREEMENTS) WITH HANCOCK REGIONAL HOSPITAL (HRH). THE SUBLEASE RESULTS IN A CHANGE OF OWNERSHIP FOR REGULATORY PURPOSES, WITH THE ORGANIZATION CONTINUING TO MANAGE DAY-TO-DAY OPERATIONS VIA THE MANAGEMENT AGREEMENT. THE AGREEMENTS EXPIRE IN 24 MONTHS AND AUTOMATICALLY RENEW FOR SUCCESSIVE TWO-YEAR TERMS UNLESS TERMINATED BY EITHER PARTY. THE SUBLEASE COVERS ALL REAL AND PERSONAL PROPERTY AND REQUIRES HRH TO REMIT MONTHLY LEASE PAYMENTS OF $62,902 AND PAY ALL EXECUTORY COSTS (TAXES, INSURANCE, UTILITIES, AND MAINTENANCE). THE MANAGEMENT AGREEMENT REQUIRES MONTHLY PAYMENTS BASED UPON NET PATIENT REVENUE AND AN ANNUAL QUALITY INCENTIVE PAYMENT DEPENDENT ON THE FACILITY MEETING CERTAIN QUALITY MEASURES. THE LICENSE AGREEMENT REQUIRES MONTHLY PAYMENTS OF $1,000. EITHER THE ORGANIZATION OR HRH HAS THE ABILITY TO TERMINATE THE AGREEMENTS PRIOR TO THE TERMINATION DATE BY PROVIDING 90 DAYSICE TO THE OTHER PARTY. AT THE TERMINATION OF THE AGREEMENTS, THE ORGANIZATION AND HRH ARE REQUIRED TO PERFORM CERTAIN ACTIONS AS DEFINED BY THE AGREEMENTS.