2025-11-15T22:06:48-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-01-01 135564936 EGER LUTHERAN HOMES AND SERVICES INC EGER 7189893020 140 MEISNER AVENUE STATEN ISLAND NY 10306 DR PATRICIA TOOKER CHAIR 7189893020 2025-11-15 1 1 MELISSA MODELSON P01603524 9143818900 2025-11-13 2024 2025-03-06 01:10:19Z DR PATRICIA TOOKER 140 MEISNER AVENUE STATEN ISLAND NY 10306 490729 0 9386 X N/A X 1916 NY THE ORGANIZATION IS A LEADER IN THE DELIVERY OF POST-HOSPITAL, LONG-TERM AND END-OF-LIFE CARE.THE ORGANIZATION IS A LEADER IN THE DELIVERY OF POST-HOSPITAL, LONG-TERM AND END-OF-LIFE CARE AND SUPPORT SERVICES. 11 11 0 20 0 0 58416 50782 553429 439343 136 364 1947 240 613928 490729 0 0 0 0 0 0 0 0 0 635900 389707 635900 389707 -21972 101022 5828389 6770261 3253247 4087782 2575142 2682479 X EGER LUTHERAN HOMES AND SERVICES, INC. A LEADER IN THE DELIVERY OF POST-HOSPITAL, LONG-TERM AND END-OF-LIFE CARE, FUNDRAISING AND SUPPORT SERVICES, STRIVES TO REMAIN RESPONSIVE TO THE DIVERSE NEEDS OF STATEN ISLAND AND ITS NEIGHBORING COMMUNITIES. EGER SEEKS TO PROVIDE A SAFE, CARING AND LEARNING ENVIRONMENT IN WHICH PEOPLE CAN LIVE AND WORK, AND THAT IS DESIGNED TO ENHANCE THE QUALITY OF LIFE FOR ALL, RELYING UPON LUTHERAN VALUES AS ITS ANCHOR. 0 0 361521 0 439343 EXPENSES INCURRED IN THE DELIVERY OF POST-HOSPITAL, LONG-TERM AND END-OF-LIFE CARE, FUNDRAISING AND SUPPORT SERVICES IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND ACTIVITIES OF ITS RELATED TAX-EXEMPT ORGANIZATIONS WHICH PROVIDE HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY. 361521 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X ANNMARIE COVONE 6466334702 205 LEXINGTON AVE 2ND FLR NEW YORK NY 10016 DR PATRICIA TOOKER CHAIR 1.00 1.00 X X 0 0 0 CYNTHIA ROBERTI VICE CHAIR 1.00 1.00 X X 0 0 0 LESLIE B KASEGRANDE SECRETARY 1.00 2.00 X X 0 0 0 JAMES CHIN TRUSTEE 0.50 0.00 X 0 0 0 BRENDA GRANDELL TRUSTEE 0.50 0.00 X 0 0 0 ROBERT C HASTEDT TRUSTEE 0.50 0.00 X 0 0 0 LILLIAN LAGAZZO TRUSTEE 0.50 0.00 X 0 0 0 DR MARCIA LYLES TRUSTEE 0.50 0.00 X 0 0 0 PETER MONTANTI TRUSTEE 0.50 0.00 X 0 0 0 REV JOHN SARAKA TRUSTEE 0.50 0.00 X 0 0 0 DR JANE DEFAZIO TRUSTEE 0.50 0.00 X 0 0 0 LORRI A SENK PRESIDENT/CEO THRU 06/24 19.00 36.00 X 0 324999 156526 GARRY DE LEEUWERK SENIOR VP FORMER SENIOR VP FOR FINANCE/CFO 0.00 0.00 X 0 317458 1677 0 642457 158203 0 1 1 0 0 50782 50782 RENTAL INCOME 900099 439343 439343 439343 364 364 OTHER OPERATING INCOME 900099 240 240 240 490729 439343 0 604 X 2208 2208 10750 10750 51915 36687 15228 6256 6256 100717 100717 20048 20048 159495 159495 36600 36600 REPAIRS AND MAINTENANCE 1514 1514 MISC EXPENSES 204 204 389707 361521 28186 0 3405 260725 260215 183774 18952 5200 12360 0 5211680 2683953 2687223 2527727 2846234 3792835 5828389 6770261 90843 77571 412404 310211 2750000 3700000 3253247 4087782 X 2527200 2634173 47942 48306 2575142 2682479 5828389 6770261 X 101022 6315 X X 0 1 X 1 0 X X 2 EGER HARBOR HOUSE INC 133999654 10 0 0 0 EGER HEALTH CARE AND REHABILITATION CENTER 133524533 10 1 0 0 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 EGER HARBOR HOUSE INC: EGER LUTHERAN HOMES AND SERVICES INC. (THE ORGANIZATION") SUPPORTS EGER HARBOR HOUSE INC, AND EGER HEALTH CARE AND REHABILITATION CENTER. THE ORGANIZATION SPONSORS POST-HOSPITAL, LONG-TERM AND END-OF-LIFE CARE, FUNDRAISING AND SUPPORT SERVICES IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND ACTIVITIES OF ITS RELATED TAX-EXEMPT ORGANIZATIONS WHICH OPERATE A SKILLED NURSING FACILITY & REHABILITATION FACILITY. THE SUPPORT SERVICES PROVIDED BY THE ORGANIZATION SERVE THE SAME CHARITABLE CLASS AS ITS SUPPORTED ORGANIZATIONS. PART IV, SECTION A, LINE 1: EGER LUTHERAN HOMES AND SERVICES INC. (THE ORGANIZATION") SUPPORTS EGER HARBOR HOUSE INC, AND EGER HEALTH CARE AND REHABILITATION CENTER. THE ORGANIZATION SPONSORS POST-HOSPITAL, LONG-TERM AND END-OF-LIFE CARE, FUNDRAISING AND SUPPORT SERVICES IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND ACTIVITIES OF ITS RELATED TAX-EXEMPT ORGANIZATIONS WHICH OPERATE A SKILLED NURSING FACILITY & REHABILITATION FACILITY. THE SUPPORT SERVICES PROVIDED BY THE ORGANIZATION SERVE THE SAME CHARITABLE CLASS AS ITS SUPPORTED ORGANIZATIONS. PART IV, SECTION E, LINE 2A: EGER LUTHERAN HOMES AND SERVICES, INC.'S ACTIVITIES DIRECTLY FURTHER THE EXEMPT PURPOSES OF ITS TWO SUPPORTED SUBSIDIARY ORGANIZATIONS BY CONDUCTING FUNDRAISING EFFORTS ON THEIR BEHALF AND MANAGING REAL PROPERTY INVESTMENTS. THE MANAGEMENT OF PROPERTY OF A RESIDENTIAL HOSPICE PROGRAM SUPPORTS THE DELIVERY OF HOSPICE CARE AND RELATED SERVICES TO THE SAME CHARITABLE CLASS OF INDIVIDUALS SERVED BY THE SUPPORTED ORGANIZATIONS. THESE ACTIVITIES ARE INTEGRAL TO THE SUPPORTED ORGANIZATIONS' OPERATIONS AND CONSTITUTE FUNCTIONS THEY WOULD OTHERWISE NEED TO PERFORM THEMSELVES IN ORDER TO PROVIDE ADEQUATE SERVICES TO THE INDIVIDUALS IN THEIR COMMUNITY. PART IV, SECTION D, LINE 3: THE SUPPORTED ORGANIZATIONS CONTINUE TO HAVE A SIGNIFICANT VOICE IN THE EGER LUTHERAN HOMES AND SERVICES, INC. MANY OF BOARD MEMBERS OF ELHS ALSO SIT ON THE BOARDS OF THE TWO SUPPORTED ORGANIZATIONS OR ARE OFFICERS OF THE SUPPORTED ORGANIZATIONS. THEREFORE, THE SUPPORTED ORGANIZATIONS MAINTAIN A SIGNIFICANT VOICE IN THE USE OF THE CHARITABLE ASSETS OF EGER LUTHERAN HOMES THROUGHOUT THE ENTIRE YEAR. PART IV, SECTION E, LINE 2B: EGER LUTHERAN HOMES AND SERVICES, INC.'S ACTIVITIES DIRECTLY FURTHER THE EXEMPT PURPOSES OF ITS TWO SUPPORTED SUBSIDIARY ORGANIZATIONS BY CONDUCTING FUNDRAISING EFFORTS ON THEIR BEHALF AND MANAGING REAL PROPERTY INVESTMENTS. THE ORGANIZATION'S FUNDRAISING PROVIDES ESSENTIAL FINANCIAL RESOURCES FOR THE CHARITABLE AND HEALTHCARE PROGRAMS OF THE SUBSIDIARIES, WHILE ITS MANAGEMENT OF PROPERTY ADJACENT TO A RESIDENTIAL HOSPICE SUPPORTS THE DELIVERY OF HOSPICE CARE AND RELATED SERVICES. THESE ACTIVITIES ARE INTEGRAL TO THE SUPPORTED ORGANIZATIONS' OPERATIONS AND CONSTITUTE FUNCTIONS THEY WOULD OTHERWISE NEED TO PERFORM THEMSELVES HAD ELS NOT PERFORMED THEM. THE SUPPORTED ORGANIZATION'S WOULD NEED TO DO THEIR OWN FUNDRAISING TO SUPPORT THEIR RESPECTIVE PROGRAMS. IN ADDITION, THE RENTAL OF THE PROPERTY FOR HOSPICE SERVICES IS INTEGRAL TO THE OVERALL CHARITABLE CLASS OF INDIVIDUALS SERVED BY THE SUPPORTED ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 584332 584332 3325757 1745200 1580557 446983 382416 64567 854608 556337 298271 2527727 DUE FROM RELATED PARTIES 3792835 3792835 SUBVENTION LOAN - ARCHCARE 3500000 DUE TO RELATED PARTY 200000 3700000 X 488859 0 488859 1870 1870 490729 387837 0 387837 1870 1870 389707 PART X, LINE 2: ELHS RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THE TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT ELHS HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. ELHS IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF INTEREST EXPENSE TO FORM 990, PART IX, LINE 20 1,870. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF INTEREST EXPENSE TO FORM 990, PART IX, LINE 20 1,870. 1 0 0 0 0 0 0 0 0 LORRI A SENK PRESIDENT/CEO THRU 06/24 0 188608 0 0 0 136391 0 155876 0 650 0 481525 0 0 GARRY DE LEEUWERK SENIOR VP FORMER SENIOR VP FOR FINANCE/CFO 0 84531 0 0 0 232927 0 0 0 1677 0 319135 0 232927 PART I, LINE 3 EGER LUTHERAN HOMES AND SERVICES, INC. AND SUBSIDIARIES; A TAX-EXEMPT HEALTHCARE SYSTEM COMPOSED OF A NURSING HOME AND OTHER ENTITIES WHOSE PURPOSE IS TO SERVE THE COMMUNITY ("SYSTEM"). THE SYSTEM HAS AN EXECUTIVE COMMITTEE ("COMMITTEE") OF THE BOARD OF TRUSTEES. THE COMPENSATION AND BENEFITS OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER ARE REVIEWED BY THE COMMITTEE TO ENSURE FAIR MARKET VALUE COMPENSATION IS PAID. WHERE APPROPRIATE, THE BOARD REVIEWS EXTERNAL COMPARABLE DATA AND SEEKS ADVICE OF THE COMMITTEE TO ENSURE TOTAL COMPENSATION OF THIS INDIVIDUAL IS REASONABLE AT FAIR MARKET VALUE. OTHER MEMBERS OF MANAGEMENT, INCLUDING, BUT NOT LIMITED TO, THESE REPORTED ON FORM 990 ARE REVIEWED BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND THE VICE PRESIDENT OF HUMAN RESOURCES, IN ACCORDANCE WITH JOB PERFORMANCE AND CURRENT FAIR MARKET VALUE SALARY DATA. PART I, LINE 4A LORRI A. SENK, AND GARRY DE LEEUWERK RECEIVED SEVERANCE PAYMENTS FROM EGER HEALTH CARE AND REHABILITATION CENTER IN THE AMOUNT OF $136,391, AND $232,927, RESPECTIVELY, WHICH WAS INCLUDED IN THEIR 2024 W-2. FORM 990, PART VI, SECTION B, LINE 11B EGER LUTHERAN HOMES AND SERVICES HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION IS A SUBSIDIARY WITHIN EGER LUTHERAN HOMES AND SERVICES, INC., A TAX-EXEMPT HEALTHCARE SYSTEM COMPOSED OF A NURSING HOME AND OTHER ENTITIES WHOSE PURPOSE IS TO SERVE THE COMMUNITY ("SYSTEM"). THIS ORGANIZATION AND SYSTEM REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND SENIOR MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE ORGANIZATION AND THE ORGANIZATION'S PRESIDENT/CHIEF EXECUTIVE OFFICER FOR REVIEW. IF NECESSARY, ANY CONFLICTS OF INTEREST ARE THEN REVIEWED AND DISCUSSED BY THE ORGANIZATION'S BOARD OF TRUSTEES. AN INTERESTED PERSON MUST LEAVE THE MEETING DURING THE DISCUSSION OF THAT MATTER THAT GIVES RISE TO THE POTENTIAL CONFLICT AND CANNOT VOTE ON THE MATTER. THE MINUTES OF THE BOARD MUST CONTAIN THE FOLLOWING WITH REGARD TO CONSIDERATION OF ANY MATTER INVOLVING A CONFLICT OF INTEREST THE BOARD MINUTES MUST STATE WHICH TRUSTEES WERE PRESENT FOR THE DISCUSSION AND VOTE, THE CONTENT OF THE DISCUSSION AND ANY ROLL CALL OF THE VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 8,105. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,105. ENGINEERING SERVICES: PROGRAM SERVICE EXPENSES 28,582. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,582. FINANCE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,913. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,913. HUMAN RESOURCE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,315. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,315. FORM 990, PART XI, LINE 9: EQUITY TRANSFER FROM RELATED PARTY 6,315. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. EGER HEALTH CARE AND REHABILITATION CENTER 140 MEISNER AVENUE STATEN ISLAND NY 10306 133524533 OPERATE SKILLED NURSING FACILITY & REHABILITATION FACILITY NY 501(C)(3) LINE 10 CATHOLIC HEALTH CARE SYSTEM DBA ARCHCARE 0 EGER HARBOR HOUSE INC 140 MEISNER AVENUE STATEN ISLAND NY 10306 133999654 OPERATE SKILLED NURSING FACILITY & REHABILITATION FACILITY NY 501(C)(3) LINE 10 EGER LUTHERAN HOMES AND SERVICES 1 0 0 0 0 1 0 0 0 0 1 0 1 1 1 1 0 0 0 0