2025-11-13T17:45:37-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-01-01 132631069 PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION PARK 7182892100 271-11 76TH AVENUE NEW HYDE PARK NY 110401433 ROBERT WERNER CFO/EVP OF OPERATIONS 7182892100 2025-11-13 1 1 MELISSA MODELSON P01603524 9143818900 2025-11-11 2024 2025-03-06 01:10:19Z MICHAEL ROSENBLUT 271-11 76TH AVENUE NEW HYDE PARK NY 110401433 123558641 0 X WWW.PARKERINSTITUTE.ORG X 1968 NY THE INSTITUTE'S MOST SIGNIFICANT ACTIVITIES DURING THE YEAR INCLUDED PROVIDING, WITH COMPASSION AND DEDICATION, SUPERIOR QUALITY HEALTH CARE AND REHABILITATION FOR ADULTS AND TO DIRECTLY OR INDIRECTLY COORDINATE ARRANGEMENTS AND PROVISION FOR COMPREHENSIVE HEALTH CARE AND SOCIAL SUPPORT SERVICES TO FRAIL ELDERLY AND OTHER INDIVIDUALS WHO MAY REQUIRE CHRONIC OR LONG TERM CARE, AND TO ENGAGE IN EDUCATIONAL ACTIVITIES RELATING TO SUCH ACTIVITIES. 15 15 1089 27 0 0 12246886 23844828 94442026 96673594 18901 10066 2519468 3021609 109227281 123550097 39047396 30521198 0 0 85746109 88426165 0 0 0 38552468 39570269 163345973 158517632 -54118692 -34967535 257080485 246553927 68964683 69730734 188115802 176823193 X TO PROVIDE WITH COMPASSION AND DEDICATION SUPERIOR QUALITY HEALTH CARE AND REHABILITATION FOR ADULTS AND TO DIRECTLY OR INDIRECTLY COORDINATE ARRANGEMENTS AND PROVISION FOR COMPREHENSIVE HEALTH CARE AND SOCIAL SUPPORT SERVICES TO FRAIL ELDERLY AND OTHER INDIVIDUALS WHO MAY REQUIRE CHRONIC OR LONG TERM CARE, AND TO ENGAGE IN EDUCATIONAL ACTIVITIES RELATING TO SUCH ACTIVITIES. 0 0 129501588 30521198 92198915 SUB-ACUTE CARE/SHORT-TERM REHABILITATION AND LONG-TERM CARE/SKILLED MEDICAL AND NURSING CARESUB-ACUTE CARE/SHORT-TERM REHABILITATIONMORE THAN THIRTY YEARS AGO, PARKER JEWISH INSTITUTE PIONEERED SHORT-TERM REHABILITATION FOR OLDER ADULTS. TODAY, THE INSTITUTE'S UNIQUE RESTORATIVE THERAPY PROGRAM, REFLECTING THE LIFESTYLE DESIRED BY TODAY'S SENIORS, PROMOTES INDEPENDENCE AND RAPID RETURN TO HOME AFTER REHABILITATION FROM THE BROAD RANGE OF SURGICAL PROCEDURES, STROKE, AMPUTATION, INJURIES AND ILLNESS. THE SUB-ACUTE REHABILITATION PROGRAM OFFERS STATE-OF-THE-ART REHABILITATION AND CLINICALLY COMPLEX CARE IN A NURTURING ENVIRONMENT. DISTINGUISHED IN PATIENT CARE, RESEARCH AND TEACHING, THE MEDICAL DEPARTMENT INCLUDES PRIMARY CARE PHYSICIANS AS WELL AS SPECIALISTS AND A COMPLETE ROSTER OF CONSULTANTS.WE OFFER FAVORABLE NURSE TO PATIENT STAFFING RATIOS, AND A NURSING STAFF EXPERIENCED IN CARING FOR COMPLEX MEDICAL AND POST-SURGICAL NEEDS THAT MAY INCLUDE PNEUMONIA, CORONARY BYPASS SURGERY, CARDIO-THORACIC SURGERY, OR VASCULAR SURGERY. SPECIALIZED TREATMENTS HAVE BEEN DEVELOPED TO DEAL WITH TRACHEOTOMIES, I.V. THERAPY, PAIN MANAGEMENT, CHEMOTHERAPY AND WOUND CARE MANAGEMENT. THE STROKE AND NEUROLOGICAL REHABILITATION COMPONENT OF THE PROGRAM INCORPORATES THE MOST ADVANCED TECHNIQUES INTO INDIVIDUALIZED TREATMENT PLANS THAT RESULT IN BETTER OUTCOMES AND AN EARLIER DISCHARGE TO HOME.THE INTERDISCIPLINARY REHABILITATION TEAMS AT PARKER INCLUDE PHYSIATRISTS (PHYSICIANS WHO SPECIALIZE IN PHYSICAL MEDICINE AND REHABILITATION), AS WELL AS PHYSICAL, OCCUPATIONAL AND SPEECH THERAPISTS, RECREATION THERAPISTS, NUTRITIONISTS, AND SOCIAL WORKERS. THERE IS A FULLY EQUIPPED KITCHEN, BEDROOM AND BATHROOM FOR RE-TRAINING PURPOSES. STAFF ALSO FIT PROSTHETIC DEVICES, AND TRAIN PATIENTS IN THE USE OF ADAPTIVE EQUIPMENT.ADDITIONAL PATIENT CARE SERVICES AVAILABLE TO SUB-ACUTE CARE/SHORT TERM REHABILITATION PATIENTS INCLUDE:- FOOD SERVICE TO MEET SPECIAL DIETARY NEEDS- 24-HOUR LABORATORY SERVICES- CHAPLAINCY SERVICE LONG-TERM CARE/SKILLED MEDICAL AND NURSING CARELONG-TERM CARE AT PARKER EMPHASIZES THE IMPORTANCE OF A CARING ENVIRONMENT AND QUALITY OF LIFE. THE PROFESSIONAL STAFF DEVELOPS INDIVIDUALIZED CARE PLANS FOR EACH RESIDENT, AND INTERDISCIPLINARY TEAMS REGULARLY REVIEW PROGRESS. RESIDENTS AT PARKER ENJOY A HOME AWAY FROM HOME THAT OFFERS ADVANCED CARE AND TRADITIONAL CARING.THE MEDICAL STAFF AT PARKER IS ONE OF THE LARGEST, MOST HIGHLY TRAINED OF ANY SIMILAR FACILITY IN THE COUNTRY. PHYSICIANS ARE AVAILABLE 24-HOURS A DAY AND ARE ON-SITE 18 HOURS A DAY. AMONG ITS SPECIAL SERVICES, THE INSTITUTE PROVIDES ON-SITE CLINICS IN DENTISTRY, OPHTHALMOLOGY, EAR-NOSE-THROAT, RADIOLOGY, ORTHOPEDICS, PODIATRY AND AUDIOLOGY, AS WELL AS PSYCHOLOGY SERVICES. IN 2024, APPROXIMATELY 178,767 DAYS OF CARE WERE PROVIDED TO 1,796 PEOPLE.RESIDENTS ARE CARED FOR BY "THE PARKER NURSE" --A SPECIAL PROFESSIONAL WHO REFLECTS THE HIGHEST LEVELS OF SKILL AND COMPASSION, AND REGULARLY TAKES PART IN TRAINING TO ADVANCE SKILLS AND UPDATE KNOWLEDGE. UNDER THE SUPERVISION OF THE VICE PRESIDENT OF PATIENT CARE SERVICES, NURSE MANAGERS HAVE 24-HOUR RESPONSIBILITY FOR ALL ASPECTS OF RESIDENT CARE. REGISTERED NURSES ARE ON DUTY 24 HOURS TO PROVIDE SUPERVISION, TREATMENT AND MEDICATION. CERTIFIED NURSING ASSISTANTS PROVIDE PERSONAL CARE ASSISTANCE WHEN NECESSARY, AND ENCOURAGE INDEPENDENCE WHERE APPROPRIATE. PARKER'S CNAS ARE OFFERED REMARKABLE TRAINING OPPORTUNITIES TO REGULARLY UPDATE THEIR SKILLS. NURSES STAFF THE CONCIERGE/PATIENT LIAISON SERVICE THAT EASES THE TRANSITION OF RESIDENTS FROM HOME OR HOSPITAL TO A LONG TERM CARE SETTING.THE REHABILITATION POTENTIAL OF EACH RESIDENT IS EVALUATED UPON ADMISSION AND THROUGHOUT THEIR STAY AT PARKER. THE DEPARTMENT OF PHYSICAL MEDICINE AND REHABILITATION PROVIDES INDIVIDUALIZED PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY DEDICATED TO ENABLING EACH RESIDENT'S MAXIMUM LEVEL OF ACTIVITY.THE EXPERIENCED PROFESSIONALS OF PARKER'S SOCIAL WORK DEPARTMENT OFFER SUPPORT AND COUNSELING, HELPING RESIDENTS AND THEIR FAMILIES COPE WITH THE IMPACT OF AGING AND ILLNESS. ASSISTANCE IS PROVIDED FOR SOCIAL, FINANCIAL, PSYCHOLOGICAL AND FAMILY CONCERNS. THERAPEUTIC RECREATION SPECIALISTS PROVIDE THE SOCIAL, CREATIVE AND INTELLECTUAL STIMULATION SO VITAL TO A RESIDENT'S EMOTIONAL AND PHYSICAL WELL-BEING. A COMPUTER CENTER, LIVE ENTERTAINMENT, EXERCISE, GAMES, ARTS AND CRAFTS ARE AMONG THE VARIED OPTIONS OF A RECREATION PROGRAM THAT PROMOTES A HEALTHY LEISURE LIFE, 365 DAYS A YEAR. PARKER'S DIETARY STAFF IS RESPONSIBLE FOR THE PLANNING, PREPARATION AND DELIVERY OF NUTRITIOUS MEALS AND SNACKS. PARKER IS A CERTIFIED KOSHER FACILITY, AND IS HIGHLY REGARDED FOR ITS SUPERB, APPETIZING MEALS. A GROWING "BUFFET DINING" PROGRAM PROVIDES RESTAURANT-STYLE DINING FOR RESIDENTS, PART OF THE PROGRAM OF CULTURE CHANGE THAT FOSTERS PATIENT-CENTERED CARE AND A "HOME AWAY FROM HOME" ENVIRONMENT.THE DEPARTMENT OF PASTORAL SERVICES OFFERS SPIRITUAL COUNSELING. RELIGIOUS SERVICES ARE HELD FOR ALL MAJOR FAITHS. A "MEDITATION SUITE" IS PROVIDED FOR THE QUIET MOMENTS THAT A DIVERSE POPULATION OF FAMILIES MAY REQUIRE.PARKER PROVIDED SERVICES TO 1,796 PATIENTS DURING 2024.FAMILY CALL CENTER DEPARTMENTPARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION MAINTAINS A FAMILY CALL CENTER DEPARTMENT WHO ARE AVAILABLE TO PROVIDE IN A FRIENDLY AND WELCOMING MANNER, A CENTRALIZED COMMUNICATION CENTER FOR THE FAMILY MEMBERS OF OUR PATIENTS AND RESIDENTS, WHO RESIDE IN THE FACILITY. THE CALL CENTER REPRESENTATIVES (CCRS) HAVE THE APPROPRIATE TRAINING AND OVERSIGHT TO PERFORM DAILY FUNCTIONS OF TRIAGING AND DOCUMENTING INBOUND AND OUTBOUND CALLS.THE PARKER FAMILY CALL CENTER IS AN IMPORTANT COMMUNICATIONS LINK FOR PATIENT'S AND RESIDENT'S FAMILIES. CALL CENTER REPRESENTATIVES WILL MANAGE CALLS FROM FAMILIES TO A DEDICATED NUMBER, AND WILL TRIAGE EACH CALL TO RESOLVE OR ESCALATE TO A SATISFACTORY OUTCOME. IN ORDER TO PROVIDE CUSTOMER SERVICE AND MEET THE EXPECTATIONS OF OUR PATIENTS, RESIDENTS AND THEIR FAMILIES, CALL CENTER REPRESENTATIVES WILL IDENTIFY CONCERN AND/OR REQUEST, HANDLE AND RESOLVE, OR ESCALATE TO THE APPROPRIATE DEPARTMENT OR ADMINISTRATOR. 5129006 0 2307521 CERTIFIED HOME HEALTH CARE & LONG TERM HOME HEALTH CARELONG TERM HOME HEALTH CAREPARKER'S LONG TERM HOME HEALTH CARE PROGRAM COMBINES THE COMFORTS OF HOME WITH THE EXPERT AND EXPERIENCED CARE OF PARKER'S SKILLED NURSING FACILITY. THE PROGRAM HAS BEEN IN EXISTENCE SINCE 1985.CERTIFIED HOME HEALTH CARE CERTIFIED HOME HEALTH CARE SERVICES ARE INTERMITTENT SKILLED CARE, PROVIDED UNDER THE DIRECTION OF MD ORDERS. HOME HEALTH CARE SERVICES ARE COORDINATED WITH INTERDISCIPLINARY TEAM MEMBERS TO ENSURE THE MOST EFFICIENT PLAN FOR THE PATIENTS' SAFE TRANSITION AND STAY IN THE COMMUNITY.PARTICIPANTS IN THIS PROGRAM RECEIVE INDIVIDUALIZED NURSING, MEDICAL AND REHABILITATION SERVICES THAT ALLOW THEM TO MAINTAIN MAXIMUM INDEPENDENCE AND REMAIN IN THE COMFORT OF THEIR HOMES.OUR CERTIFIED HOME HEALTH AGENCY IS LICENSED IN BROOKLYN, BRONX, QUEENS, NASSAU, SUFFOLK AND WESTCHESTER COUNTIES. REFERRALS MAY BE MADE FROM AN ACUTE CARE OR LONG TERM CARE FACILITY, COMMUNITY, OR DIRECTLY FROM HOME.HOME CARE SERVICES INCLUDE:-COMPREHENSIVE ASSESSMENT BY A REGISTERED NURSE-INDIVIDUALIZED NURSING CARE PLANS-PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY-SOCIAL WORK AND NUTRITION-HOME HEALTH AIDES-DISCHARGE PLANNING-SPECIALIZED SERVICES ARE AVAILABLE SUCH AS INFUSION AND WOUND CARE-24-HOUR TELEPHONE AVAILABILITYTHE CERTIFIED HOME HEALTH CARE PROGRAM PROVIDED SERVICES TO 307 PATIENTS IN 2024. 2538752 0 2167158 COMMUNITY / INPATIENT HOSPICECOMMUNITY / INPATIENT HOSPICE AT PARKER JEWISH INSTITUTE PROVIDES COMFORT, RELIEF, AND PEACE OF MIND TO INDIVIDUALS WITH ADVANCED OR LIFE-LIMITING ILLNESS AND THEIR FAMILIES. WE ARE AN INTIMATE AND UNIQUE PROGRAM THAT PROVIDES PERSONALIZED CARE TO ENSURE YOUR COMFORT, ENHANCE YOUR QUALITY OF LIFE, PRESERVE YOUR DIGNITY, AND RESPECT YOUR CHOICES.WE ARE HERE FOR YOU 24-HOURS-A-DAY, 7-DAYS-A-WEEKAS AN ILLNESS PROGRESSES, IT CAN BE DIFFICULT TO MAKE CHOICES ABOUT CARE OR KNOW WHAT TO EXPECT. OUR COMPASSIONATE TEAM CAN HELP YOU EXPLORE YOUR OPTIONS. WE RESPECT YOUR RIGHT TO CHOOSE WHICH SERVICES ARE BEST, AS WELL AS WHEN AND WHERE YOU RECEIVE CARE.WORKING WITH YOU, YOUR CARE TEAM WILL PARTNER WITH YOUR CAREGIVERS AND PERSONAL DOCTOR TO DEVELOP A CARE PLAN TAILORED TO YOUR NEEDS AND GOALS.YOUR SERVICES MAY INCLUDE:-MEDICAL CARE, INCLUDING ALL MEDICATION, SUPPLIES, AND EQUIPMENT NECESSARY TO MANAGE YOUR SYMPTOMS AND RELIEVE PHYSICAL DISCOMFORT-GUIDANCE ON WHAT TO EXPECT AS YOUR CONDITION CHANGES-COUNSELING FOR EMOTIONAL AND SPIRITUAL SUPPORT-HELP WITH PRACTICAL ISSUES, SUCH AS ADVANCE CARE PLANNING, MEDICAL DECISION-MAKING, AND PREPARING FOR THE FUTURE.YOU'LL HAVE 24/7 ACCESS TO CARE AND SERVICES. WE'RE HERE TO SUPPORT YOU HOWEVER AND WHENEVER YOU NEED, INCLUDING CONNECTING YOU TO SERVICES THAT THE PARKER JEWISH INSTITUTE HAS LONG BEEN A LEADER IN PROVIDING.THE HOSPICE PROGRAM PROVIDED 9,378 DAYS OF CARE IN 2024 FOR 106 PATIENTS AND THEIR FAMILIES.PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION SERVES AS AN INVESTOR AND OWNER IN A COLLABORATIVE LIMITED LIABILITY PARTNERSHIP, AGEWELL NEW YORK LLC THROUGH ITS DISREGARDED ENTITY, PARKERCARE NEW YORK, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY. AGEWELL NEW YORK LLC OPERATES A NEW YORK STATE MEDICAID MANAGED LONG TERM CARE PLAN ("MLTCP"), MEDICARE ADVANTAGE PLAN AND A MEDICAID ADVANTAGE PLUS PLAN, WHICH PROMOTES MANAGED LONG TERM HEALTH CARE FOR A BROAD SECTION OF THE COMMUNITY ON A CHARITABLE BASIS. AGEWELL SOLD THE MLTC PLAN, EFFECTIVE OCTOBER 1, 2022, TO ANOTHER MANAGED CARE ORGANIZATION. AS OF DECEMBER 31, 2023 AGEWELL NEW YORK LLC HAS SHUT DOWN OPERATIONS. 137169346 1 1 0 1 0 0 0 0 1 1 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 276 0 1089 1 0 0 0 0 0 0 0 0 0 0 1 0 X 15 15 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X ROBERT WERNER 7182892100 271-11 76TH AVENUE NEW HYDE PARK NY 11040 ROBERT STERLING CHAIRMAN 1.00 3.10 X X 0 0 0 FRANCES KATZ VICE CHAIR 1.00 2.10 X X 0 0 0 NINA KOPPELMAN VICE CHAIR 1.00 3.10 X X 0 0 0 SHERYL SILVERSTEIN DMD VICE CHAIR 1.00 3.10 X X 0 0 0 TARYN TANZER TREASURER 1.00 1.10 X X 0 0 0 GARY GRANOFF ASSISTANT TREASURER 1.00 3.10 X X 0 0 0 JERRY LANDSBERG SECRETARY 1.00 3.10 X X 0 0 0 MIKE L DENHOFF ASSISTANT SECRETARY 1.00 3.10 X X 0 0 0 WILLIAM ACKERMAN TRUSTEE 1.00 1.10 X 0 0 0 HOWARD BORIS TRUSTEE 1.00 1.10 X 0 0 0 LEE CHARLES TRUSTEE 1.00 2.10 X 0 0 0 BARBARA KURSHAN COLEMAN TRUSTEE 1.00 2.10 X 0 0 0 PHILIP KAPLAN TRUSTEE 1.00 3.10 X 0 0 0 ALVIN MURSTEIN TRUSTEE 1.00 1.10 X 0 0 0 LEONARD TANZER TRUSTEE 1.00 3.10 X 0 0 0 MICHAEL N ROSENBLUT PRESIDENT/CEO 45.00 15.10 X 2216521 0 132050 ROBERT M WERNER CFO/EVP FOR OPERATIONS 45.00 10.10 X 1134827 0 103093 IGOR ISRAEL MD CHIEF MEDICAL OFFICER 40.00 0.00 X 360594 0 68402 WILLIAM PALUMBO VP ADMINISTRATION 40.00 0.00 X 373598 0 85083 COLLEEN ARIOLA VP OF PATIENT SERVICES 50.00 0.00 X 323102 0 21001 PASCAL BAHBIT MBILAIN SAMA REGISTERED NURSE 62.00 0.00 X 327382 0 0 RAQUEL NABAS REGISTERED NURSE 79.00 0.00 X 311174 0 21460 DAVID RILLERA REGISTERED NURSE 56.00 0.00 X 289891 0 0 CHERRIE MAE TURLA REGISTERED NURSE 52.00 0.00 X 267864 0 0 ANNE-MARIE DUVAL REGISTERED NURSE 49.00 0.00 X 257198 0 0 5862151 0 431089 139 0 1 0 ASCEN WORKFORCE LLC PO BOX 936601 ATLANTA GA 31193 AGENCY NURSING STAFF SERVICES 4863453 THERADYNAMICS REHAB MANAGEMENT LLC 255 CROSSWAYS PARK DRIVE WOODBURY NY 11797 OT, PT AND SPEECH SERVICES 3276460 CUSTOM COMPUTER SPECIALISTS INC 70 SUFFOLK COURT HAUPPAUGE NY 11788 IT SERVICES 1820170 CONSILIUM PARTNERS 360 LLC 2604 ELMWOOD AVENUE SUITE 319 ROCHESTER NY 14618 HUMAN RESOURCE STAFFING SERVICES 1130310 PERFECT CHOICE STAFFING 225 CROSSWAYS PARK DRIVE WOODBURY NY 11797 AGENCY THERAPY AIDE STAFF SERVICES 750325 44 14000000 9654096 190732 23844828 MEDICAID REVENUE 623000 52850416 52850416 MEDICARE REVENUE 623000 35677778 35677778 PRIVATE PATIENT 623000 5208815 5208815 MANAGEMENT INCOME AGEWELL 623000 1558856 1558856 OTHER PATIENT REVENUE 623000 1160517 1160517 217212 217212 96673594 10066 10066 76000 8544 67456 67456 67456 REIMBURSEMENT FROM AFFILIATE 900099 2559470 2559470 CAFETERIA INCOME 900099 167859 167859 OTHER INCOME 900099 102520 102520 124304 124304 2954153 123550097 96673594 0 3031675 30000000 30000000 521198 521198 4818271 1231780 3586491 63813409 54005181 9808228 5633202 5198248 434954 8522151 7611192 910959 5639132 4809458 829674 422247 422247 143000 143000 63966 63966 4753220 2897416 1855804 955196 955196 2329929 2081537 248392 1094774 31088 1063686 3498582 3149954 348628 47224 47224 90359 87555 2804 170263 170263 5725291 5300068 425223 3739782 3739782 CASH RECEIPT ASSESSMENT 3844597 3844597 REPAIRS AND MAINTENANCE 3190129 3164563 25566 DIETARY 2390409 2390409 MEDICAL SUPPLIES 2387495 2387495 4723806 4500338 223468 158517632 137169346 21348286 0 671126 6876315 961562 892762 468564 8572931 14489565 13349758 237262 245839 1065223 1454978 180783212 130283588 52586740 50499624 604493 585923 1754990 1147895 89208567 39352241 95032393 123575661 257080485 246553927 20595304 19025469 31154432 30084186 627587 587873 1675903 1869153 14911457 18164053 68964683 69730734 X 185251056 173875238 2864746 2947955 188115802 176823193 257080485 246553927 X -34967535 -1893437 25568363 X X 0 1 X 1 1 1 X 8434700 7127628 15608126 12246886 23844828 67262168 74446684 79878038 83045020 94442026 96673594 428485362 240181 240181 82881384 87005666 98653146 106688912 120758603 495987711 0 0 0 495987711 1950664 2580234 744043 94808 86066 5455815 1950664 2580234 744043 94808 86066 5455815 2009282 2489961 2501070 2452015 2713972 12166300 86841330 92075861 101898259 109235735 123558641 513609826 0.96570 0.96510 0.01060 0.01120 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 96,608. 2021 AMOUNT: $ 81,425. 2022 AMOUNT: $ 56,405. 2023 AMOUNT: $ 71,918. 2024 AMOUNT: $ 102,520. CAFETERIA - 2020 AMOUNT: $ 114,805. 2021 AMOUNT: $ 104,703. 2022 AMOUNT: $ 130,766. 2023 AMOUNT: $ 154,193. BARBER AND BEAUTY - 2020 AMOUNT: $ 7,819. 2021 AMOUNT: $ 7,038. 2022 AMOUNT: $ 8,960. 2023 AMOUNT: $ 6,606. MEDICAL RECORDS INCOME - 2020 AMOUNT: $ 6,095. 2021 AMOUNT: $ 9,267. 2022 AMOUNT: $ 8,602. 2023 AMOUNT: $ 11,848. VENDING MACHINES - 2020 AMOUNT: $ 424. 2021 AMOUNT: $ 14,789. 2022 AMOUNT: $ 8,018. 2023 AMOUNT: $ 10,552. PURCHASE DISCOUNTS REBATES - 2020 AMOUNT: $ 6,656. 2021 AMOUNT: $ 77,226. 2022 AMOUNT: $ 33,242. 2023 AMOUNT: $ 15,127. 2024 AMOUNT: $ 15,969. RECOVERY OF BAD DEBT - 2020 AMOUNT: $ 13,673. 2021 AMOUNT: $ 100,719. 2022 AMOUNT: $ 212,503. 2023 AMOUNT: $ 29,133. 2024 AMOUNT: $ 36,013. FOOD SERVICES - 2020 AMOUNT: $ 5,990. REIMBURSEMENT FROM AFFILIATE - 2020 AMOUNT: $ 1,757,212. 2021 AMOUNT: $ 2,094,794. 2022 AMOUNT: $ 2,042,574. 2023 AMOUNT: $ 2,152,638. 2024 AMOUNT: $ 2,559,470. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 63966 63966 0 PART II-B, LINE 1: AMOUNTS REPORTED ON LINE 11 REPRESENTS THE PORTION OF MEMBERSHIP DUES PAID BY THE ORGANIZATION TO PROFESSIONAL ASSOCIATIONS AND SIMILAR ORGANIZATIONS ATTRIBUTABLE TO LOBBYING ACTIVITIES. 0 1 X 175295 175295 175295 175295 175295 175295 175295 175295 175295 175295 0.00000 1.00000 0.00000 0 0 516666 516666 123811234 83031137 40780097 54105211 45830183 8275028 2350101 1422268 927833 50499624 INVESTMENT IN AGEWELL LLC 39352241 F 39352241 EQUITY INTEREST IN PARKER JEWISH FOUNDATION 105683529 PROFESSIONAL LIABILITIES INSURANCE RECOVERIES RECEIVABLE 14646778 DUE FROM THIRD PARTY PAYORS 2007606 FUNDS HELD IN TRUST FOR RESIDENTS 587873 OTHER ASSETS 198078 DEFERRED COMPENSATION RECEIVABLE 251543 RIGHT OF USE ASSETS 40721 DUE FROM AFFILIATES 142695 DUE FROM RELATED PARTIES 16838 123575661 DEFERRED COMPENSATION PAYABLE 397383 ACCRUED PENSION LIABILITY 2626753 PATIENT ADVANCES 315650 PROFESSIONAL LIABILITIES 14646778 DUE TO THIRD PARTY PAYORS 177489 18164053 X 119218861 -1893437 8544 -1884893 121103754 2446343 2446343 123550097 157239968 8544 8544 157231424 1286208 1286208 158517632 PART IV, LINE 2B: RESIDENTS' FUNDS ARE HELD BY THE INSTITUTE ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT LIVING ALLOWANCES RECEIVED BY RESIDENTS AS WELL AS OTHER RESIDENTS' FUNDS DEPOSITED WITH THE INSTITUTE FOR SAFEKEEPING. THE FUNDS ARE DISBURSED BY THE INSTITUTE AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND PURPOSE IS TO PROVIDE LONG-TERM SUPPORT FOR ITS CHARITABLE PURPOSES. PART X, LINE 2: PARKER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT PARKER HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. PARKER IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE PERIODS PRIOR TO DECEMBER 31, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES REPORTED ON PART VIII, LINE 6B 8,544. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 1,159,763. BAD DEBT EXPENSE REPORTED ON PART IX, LINE 24 1,286,208. LOSS ON DISPOSAL OF PROPERTY 372. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES REPORTED ON PART VIII, LINE 6B 8,544. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE REPORTED ON PART IX, LINE 24 1,286,208. 1 PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION FOUNDATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 113041480 501(C)(3) 30000000 0 GENERAL OPERATING SUPPORT 1 0 ALZHEIMER'S CAREGIVER SCHOLARSHIPS 301 486136 VOLUNTEER STIPENDS 57 35062 PART I, LINE 2: APPLICANTS AND CARE RECIPIENTS MUST BE ENROLLED IN THE WILLING HEARTS HELPFUL HANDS PROGRAM AND LIVE IN NASSAU OR SUFFOLK COUNTY IN ORDER TO BE ELIGIBLE FOR RESPITE SERVICES. THERE ARE NO INCOME REQUIREMENTS FOR THIS PROGRAM. FOR A CARE RECIPIENT TO BE DEEMED ELIGIBLE TO RECEIVE SERVICES, THEY MUST HAVE A DIAGNOSIS OF ALZHEIMER'S DISEASE OR DEMENTIA. TO APPLY, AN APPLICATION MUST BE SUBMITTED TO THE PROGRAM. ONCE THE APPLICATION IS SUBMITTED A COMPREHENSIVE IN-HOME CLINICAL ASSESSMENT TO DETERMINE ELIGIBILITY. CLIENTS MUST BE DEEMED ELIGIBLE TO RECEIVE SERVICES UNDER THE GRANT BY THE STATE. GRANT FUNDS MAY NOT BE USED TO SUPPLANT OTHER SOURCES OF GOVERNMENTAL FUNDING. WE HAVE AN INTERNAL MONITORING TOOL THAT TRACKS APPLICATIONS AND APPROVALS. FOR EACH APPROVED APPLICATION, A NOTICE IS ISSUED TO THE VENDOR CONFIRMING THE NUMBER OF HOURS, THE SCHOLARSHIP AMOUNT, AND THE SERVICES APPROVED. ON A REGULAR BASIS WE CALL CAREGIVERS TO VERIFY THAT THE SERVICES AUTHORIZED ARE BEING PROVIDED. AT THAT TIME WE ALSO CONFIRM THE HOURS AND AMOUNTS REMAINING. X X X X 0 1 0 0 0 0 0 0 0 MICHAEL N ROSENBLUT PRESIDENT/CEO 1451586 0 705617 0 59318 0 64441 0 67609 0 2348571 0 50939 0 ROBERT M WERNER CFO/EVP FOR OPERATIONS 679403 0 425000 0 30424 0 34204 0 68889 0 1237920 0 23259 0 WILLIAM PALUMBO VP ADMINISTRATION 372080 0 0 0 1518 0 21230 0 63853 0 458681 0 0 0 IGOR ISRAEL MD CHIEF MEDICAL OFFICER 355412 0 0 0 5182 0 6342 0 62060 0 428996 0 0 0 COLLEEN ARIOLA VP OF PATIENT SERVICES 292180 0 15762 0 15160 0 17303 0 3698 0 344103 0 11212 0 RAQUEL NABAS REGISTERED NURSE 302624 0 8550 0 0 0 0 0 21460 0 332634 0 0 0 PASCAL BAHBIT MBILAIN SAMA REGISTERED NURSE 326432 0 950 0 0 0 0 0 0 0 327382 0 0 0 DAVID RILLERA REGISTERED NURSE 286066 0 3825 0 0 0 0 0 0 0 289891 0 0 0 CHERRIE MAE TURLA REGISTERED NURSE 264339 0 3525 0 0 0 0 0 0 0 267864 0 0 0 ANNE-MARIE DUVAL REGISTERED NURSE 253948 0 3250 0 0 0 0 0 0 0 257198 0 0 0 PART I, LINE 4B CONTRIBUTIONS MADE BY PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION TO A SUPPLEMENTARY NON-QUALIFIED RETIREMENT PLAN DURING 2024 ARE AS FOLLOWS: MICHAEL N. ROSENBLUT $57,541 ROBERT M. WERNER $27,304 WILLIAM PALUMBO $14,931 COLLEEN ARIOLA $11,687 DISTRIBUTIONS WERE MADE FROM A SUPPLEMENTARY NON-QUALIFIED RETIREMENT PLAN DURING 2024 TO THE FOLLOWING: MICHAEL N. ROSENBLUT $56,015 ROBERT M. WERNER $26,068 COLLEEN ARIOLA $12,322 A DORMITORY AUTHORITY OF THE STATE OF NEW YORK 146000293 000000000 2016-07-28 39027095 REFINANCING DUE TO MAJOR RENOVATIONS 0 0 0 A 7567047 39039965 780542 5489835 32756718 2017 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 0 1 CHATHAM FINANCIAL SERVICES 3.297000000000 1 0 0 0 1 A 1 SCHEDULE K, PART IV, LINE 3: INCLUDED IN THE TOTAL PROCEEDS OF THE ISSUE ARE $12,870 OF INVESTMENT EARNINGS, EARNED FROM FUNDS HELD IN DEBT SERVICE FUNDS. FORM 990, PART VI, SECTION A, LINE 2 TARYN TANZER AND LEONARD TANZER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION SHALL BE GERIATRIC RESOURCES OF NEW YORK. FORM 990, PART VI, SECTION A, LINE 7A AT EACH ANNUAL MEETING OF GERIATRIC RESOURCES OF NEW YORK, TRUSTEES OF THE INSTITUTE SHALL BE ELECTED TO VACANT POSITIONS ON THE BOARD, EACH FOR A TERM OF THREE YEARS, TO HOLD OFFICE UNTIL HIS SUCCESSOR HAS BEEN ELECTED AND HAS QUALIFIED. A VACANCY IN ANY OFFICE MAY BE FILLED BY THE BOARD OF TRUSTEES OF GERIATRIC RESOURCES OF NEW YORK AS PROVIDED IN THE BYLAWS OF GERIATRIC RESOURCES OF NEW YORK. FORM 990, PART VI, SECTION A, LINE 7B THE REPEAL OR AMENDMENT OF ANY BYLAW OF THE CORPORATION SHALL BE EFFECTED BY EITHER OF THE FOLLOWING METHODS: (I) A VOTE OF TWO-THIRDS OF THE ENTIRE BOARD OF TRUSTEES OF GERIATRIC RESOURCES OF NEW YORK OR (II) A VOTE OF TWO-THIRDS OF THE TRUSTEES PRESENT AT ANY MEETING OF THE BOARD OF TRUSTEES OF GERIATRIC RESOURCES OF NEW YORK, PROVIDED THAT (A) WRITTEN NOTICE OF EITHER THE TEXT OR SUBSTANCE OF ANY PROPOSED AMENDMENT OR APPEAL OF THE BYLAWS SHALL BE GIVEN TO ALL TRUSTEES AT LEAST TEN BUSINESS DAYS PRIOR TO THE DATE OF THE MEETING AT WHICH THE AMENDMENT OR REPEAL IS TO BE PROPOSED, WITH NOTICE OF THE RIGHT TO INFORM THE BOARD OF TRUSTEES OF THE TRUSTEE'S OPPOSITION IN WRITING, AND (B) NO MORE THAN A TOTAL OF ONE-THIRD OF ALL TRUSTEES HAVE ADVISED THE BOARD OF TRUSTEES EITHER IN WRITING OF THEIR OPPOSITION, OR EXPRESSED THEIR OPPOSITION TO SUCH AMENDMENT OR REPEAL VERBALLY AT A MEETING AT WHICH A QUORUM IS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION 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 MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF TRUSTEES AND OFFICERS OF THE BOARD ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY. EACH PERSON MUST COMPLETE A STATEMENT AFFIRMING THAT THEY DO NOT HAVE ANY CONFLICTS OR POTENTIAL CONFLICTS. WHEN A POTENTIAL OR ACTUAL FINANCIAL INTEREST HAS BEEN DISCLOSED, THE BOARD (OR A COMMITTEE) SHALL EVALUATE WHETHER THE ORGANIZATION COULD, WITH REASONABLE EFFORT, OBTAIN A MORE ADVANTAGEOUS TRANSACTION WITH ANOTHER ENTITY. ANY BOARD COMMITTEE MAY CONDUCT THIS EVALUATION ON BEHALF OF THE BOARD AND MAKE RECOMMENDATIONS TO THE BOARD. TYPICALLY, THE EVALUATION WILL INVOLVE OBTAINING ONE OR MORE COMPETITIVE BIDS, EXCEPT WHERE (A) THE CONTEMPLATED TRANSACTION IS SO SMALL THAT THE DOLLAR AMOUNTS INVOLVED DO NOT JUSTIFY A COMPETITIVE BID; AND/OR (B) THE ORGANIZATION IS REASONABLY CERTAIN, AND CAN DOCUMENT, THAT THE CONTEMPLATED PRODUCT OR SERVICE IS BEING OFFERED AT OR BELOW FAIR MARKET RATES. IF, BASED ON THE ABOVE EVALUATION, THE ORGANIZATION DETERMINES THAT IT CANNOT OBTAIN, WITH REASONABLE EFFORT, A MORE ADVANTAGEOUS TRANSACTION WITH ANOTHER ENTITY, THE FACILITY MAY PROCEED WITH THE PROPOSED TRANSACTION OR ARRANGEMENT, SO LONG AS THE BOARD DETERMINES, BY A MAJORITY VOTE OF DISINTERESTED DIRECTORS, THAT THE PROPOSED TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST AND IS FAIR AND REASONABLE. THE TRUSTEE OR OFFICER WITH THE POTENTIAL OR ACTUAL FINANCIAL INTEREST SHALL NOT BE PRESENT DURING THE DISCUSSION OF THE ISSUE OR THE VOTE. THE MINUTES OF THE BOARD (AND OF THE BOARD'S EXECUTIVE COMMITTEE) SHALL INCLUDE: THE NAMES OF THE TRUSTEES, OFFICERS OR COMMITTEE MEMBERS, IF ANY, WHO DISCLOSED FINANCIAL INTERESTS; THE NATURE OF THE FINANCIAL INTEREST THAT POSES A POTENTIAL OR ACTUAL CONFLICT; A SUMMARY OF THE CONTENT OF THE BOARD'S (OR EXECUTION COMMITTEE'S) DISCUSSIONS (INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT); AND A RECORD THAT A VOTE WAS TAKEN REGARDING THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 A WRITTEN EMPLOYMENT CONTRACT IS CURRENTLY IN PLACE FOR THE PRESIDENT/CEO. THE CONTRACT WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. EXTERNAL INFORMATION AND SURVEYS WERE USED FOR COMPARATIVE PURPOSES IN DETERMINING THE COMPENSATION AMOUNTS IN THE CONTRACT. PERFORMANCE IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE BOARD OF TRUSTEES. RECOMMENDATIONS ARE MADE TO THE COMPENSATION COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD WHO APPROVE THE SALARIES OF THE KEY EMPLOYEES AND OTHER HIGHLY COMPENSATED EMPLOYEES. RECOMMENDATIONS ARE BASED ON A REVIEW OF FORM 990'S OF SIMILAR-SIZED ORGANIZATIONS. THE BOARD'S APPROVAL OF THE SALARIES ARE DOCUMENTED IN THE MINUTES TO THE MEETING. 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 POSTED ON NEW YORK STATE ATTORNEY GENERAL WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, FORM 990, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. THE ORGANIZATION ALSO FILES AN ANNUAL COST REPORT WITH THE NEW YORK STATE DEPARTMENT OF HEALTH WHICH CONTAINS FINANCIAL STATEMENTS AND RELATED NOTE DISCLOSURES. THIS COST REPORT IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN EQUITY INTEREST IN PARKER FOUNDATION 22,142,661. CHANGE IN FAIR VALUE OF DERIVATIVE ASSET -607,095. LOSS ON DISPOSAL OF PROPERTY -372. PENSION LIABILITY ADJUSTMENT 4,033,169. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PARKERCARE NEW YORK LLC 271-11 76 AVENUE NEW HYDE PARK NY 11040 453736400 INVESTED IN A NYS MEDICAID MANAGED LONG-TERM CARE PLAN NY -1893026 45316541 PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION PARKER JEWISH INSTITUTE FOR HEALTH CARE & REHAB FOUNDATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 113041480 TO SUPPORT AND BENEFIT THE PARKER JEWISH INSTITUTE NY 501(C)(3) LINE 7 GERIATRIC RESOURCES OF NEW YORK 0 GERIATRIC RESOURCES OF NEW YORK 271-11 76TH AVENUE NEW HYDE PARK NY 11040 113100541 TO SUPPORT AND BENEFIT THE PARKER JEWISH INSTITUTE NY 501(C)(3) LINE 12B, II N/A 0 QUEENS-LONG ISLAND RENAL INSTITUTE INC 271-11 76TH AVENUE NEW HYDE PARK NY 11040 264827558 OPERATE A DIAGNOSTIC AND TREATMENT CENTER SPECIALIZING IN RENAL DIALYSIS NY 501(C)(3) LINE 3 GERIATRIC RESOURCES OF NEW YORK 0 LEAGUE OF THE PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION 271-11 76TH AVENUE NEW HYDE PARK NY 11040 112516708 TO SUPPORT AND BENEFIT THE PARKER JEWISH INSTITUTE AND ITS RELATED ENTITIES NY 501(C)(3) LINE 10 GERIATRIC RESOURCES OF NEW YORK 0 AGEWELL NEW YORK LLC 271-11 76TH AVE NEW HYDE PARK NY 11040 300743059 OPERATES A PARTIALLY CAPITATED MEDICAID & MEDICARE MANAGED LT CARE PROGRAM NY PARKERCARE NEW YORK LLC RELATED 4426796 30752197 0 1 0.55000 0 1 1 0 1 0 0 0 0 1 0 0 1 1 1 0 0 0 0