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Nonprofiteer
← ISABELLA GERIATRIC CENTER INC

Form 990 for tax year 2024

Filed by ISABELLA GERIATRIC CENTER INC.

Totals

Total revenue
$110,551,612
Total expenses
$120,389,409
Contributions and grants received
$5,548,597
Grants paid
$0
Program service revenue
$105,332,505
Investment income
-$683,966
Other revenue
$354,476
Total assets, end of year
$118,215,462
Total liabilities, end of year
$93,524,513
Net assets or fund balances, end of year
$24,690,949
Program services expenses (Part IX)
$109,959,376
Management and general expenses
$10,430,033
Fundraising expenses
$0
Program service expenses (Part III)
$109,959,376

Program services were 91.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $34,256

  • 1e · Government grants (contributions)

    $5,411,341

  • 1f · All other contributions, gifts and grants

    $103,000

  • 2a · Program service revenue: NURSING HOME

    total $103,175,022 · related or exempt $103,175,022

  • 2b · Program service revenue: PREMIUM REVENUE

    total $1,477,550 · related or exempt $1,477,550

  • 2c · Program service revenue: INDEPENDENT LIVING

    total $679,933 · related or exempt $679,933

  • 3 · Investment income

    total $38,812 · unrelated business $0 · excluded $38,812

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $51,487

  • 6c · Rental income or loss

    real property $51,487 · personal property $0

  • 6d · Net rental income or loss

    total $51,487 · excluded $51,487

  • 7b · Less cost or other basis and sales expenses

    other assets $722,778

  • 7c · Gain or loss

    other assets -$722,778

  • 7d · Net gain or loss

    total -$722,778 · excluded -$722,778

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CAFETERIA INCOME

    total $198,568 · excluded $198,568

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $104,421 · excluded $104,421

  • 11e · Other revenue, total

    $302,989

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $735,166 · management and general $735,166

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $40,441,823 · program services $37,487,634 · management and general $2,954,189

  • 8 · Pension plan contributions

    total $3,008,215 · program services $2,791,711 · management and general $216,504

  • 9 · Other employee benefits

    total $11,622,859 · program services $10,693,741 · management and general $929,118

  • 10 · Payroll taxes

    total $3,137,182 · program services $2,865,390 · management and general $271,792

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $725,785 · program services $662,906 · management and general $62,879

  • 11c · Fees: accounting

    total $152,541 · program services $139,325 · management and general $13,216

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $34,341,035 · program services $31,365,871 · management and general $2,975,164 · fundraising $0

  • 12 · Advertising and promotion

    total $248,082 · program services $226,589 · management and general $21,493

  • 13 · Office expenses

    total $3,648,198 · program services $3,332,134 · management and general $316,064

  • 14 · Information technology

    total $577,247 · program services $527,237 · management and general $50,010

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $3,727,225 · program services $3,404,314 · management and general $322,911

  • 17 · Travel

    total $113,070 · program services $103,274 · management and general $9,796

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $17,192 · program services $15,703 · management and general $1,489

  • 20 · Interest

    total $1,570,889 · program services $1,434,793 · management and general $136,096

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $4,116,116 · program services $3,759,513 · management and general $356,603

  • 23 · Insurance

    total $3,427,192 · program services $3,130,274 · management and general $296,918

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $6,337,839 · program services $5,788,755 · management and general $549,084

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $1,836,543 · program services $1,677,433 · management and general $159,110

  • 24c · Other expenses: LICENSES

    total $183,370 · program services $167,484 · management and general $15,886

  • 24d · Other expenses: MISCELLANEOUS

    total $421,840 · program services $385,295 · management and general $36,545

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $338,882 · end of year $1,098,812

  • 2 · Savings and temporary cash investments

    beginning of year $3,794,083 · end of year $3,583,157

  • 3 · Pledges and grants receivable

    beginning of year $2,038,695 · end of year $1,322,247

  • 4 · Accounts receivable

    beginning of year $7,648,880 · end of year $9,770,294

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $203,037 · end of year $30,545

  • 10a · Land, buildings and equipment: cost or other basis

    $139,743,414

  • 10b · Land, buildings and equipment: accumulated depreciation

    $40,343,631

  • 10c · Land, buildings and equipment, net

    beginning of year $101,555,653 · end of year $99,399,783

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $83,140 · end of year $83,140

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $2,838,486 · end of year $2,927,484

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,064,682 · end of year $16,749,194

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $1,185,908 · end of year $883,420

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $32,671,817 · end of year $30,411,531

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $35,049,703 · end of year $45,480,368

  • 27 · Net assets without donor restrictions

    beginning of year $34,523,746 · end of year $24,686,225

  • 28 · Net assets with donor restrictions

    beginning of year $5,000 · end of year $4,724

Mission and programs · 2024

Mission

OPERATING AS ISABELLA CENTER FOR REHABILITATION AND NURSING CARE, ISABELLA IS A 705-BED NOT-FOR-PROFIT ORGANIZATION THAT IS A MEMBER OF THE MJHS HEALTH SYSTEM FAMILY. ISABELLA IS COMMITTED TO PROVIDING EXCEPTIONAL SHORT-TERM, SUB-ACUTE REHABILITATION SERVICES AND LONG-TERM SKILLED NURSING IN A CARING ENVIRONMENT THAT OFFERS SUPPORT AND GUIDANCE AS HEALTH CARE NEEDS EVOLVE FOR PATIENTS AND RESIDENTS OF ALL RELIGIOUS, CULTURAL AND ECONOMIC BACKGROUNDS AS WELL AS GENDER IDENTITY, SEXUAL ORIENTATION AND MILITARY STATUS. ISABELLA BECAME A MEMBER OF MJHS HEALTH SYSTEM IN DECEMBER 2017.

Activities or mission (Part I)

TO PROVIDE QUALITY CARE THROUGH DIVERSE PROGRAMS DESIGNED TO PROMOTE HEALTH AND INDEPENDENCE WITHIN AND BEYOND

  • ISABELLA IS A 705-BED CENTER FOR REHABILITATION AND NURSING CARE, OFFERING 24 HOUR SKILLED SERVICES AND SPECIALIZED CARE IN AN ENVIRONMENT DESIGNED TO PROMOTE HEALTH AND INDEPENDENCE AS WELL AS RESIDENT-CENTERED CARE. ISABELLA OFFERS PERSONALIZED REHABILITATION SERVICES FOR THOSE REQUIRING SHORT-STAY, SUB-ACTIVE CARE, ENCOURAGING INDEPENDENCE AND A RAPID AND SAFE RETURN HOME. ISABELLA ALSO OFFERS THERAPEUTIC PROGRAMS AND COMPASSIONATE CARE FOR LONG-TERM RESIDENTS TO ENHANCE QUALITY OF LIFE AND PROVIDE STIMULATION ON A SENSORY AND COGNITIVE BASIS. IN ADDITION, ISABELLA'S PALLIATIVE CARE PROGRAM OFFERS COMFORT AND SUPPORT TO RESIDENTS WHO MAY BE LIVING WITH A SERIOUS OR CHRONIC ILLNESS. THE PALLIATIVE CARE TEAM WORKS WITH THERESIDENT AND THEIR FAMILY TO PROVIDE AN INDIVIDUALIZED PROGRAM THAT WILL OFFER RELIEF FROM PAIN AND OTHER DEBILITATING SYMPTOMS. ISABELLA ALSO OFFERS A SAFE, CARING ENVIRONMENT FOR ADULTS AT ALL STAGES OF DEMENTIA OR ALZHEIMER'S DISEASE. IN 2024, ISABELLA PROVIDED 248,890 DAYS OF SKILLES NURSING CARE PROVIDED WITH COMPASSION, DIGNITY AND RESPECT. IN ADDITION, ISABELLA OPERATES ISABELLA HOUSE, WHICH INCLUDES 78 STUDIO AND ONE-BEDROOM APARTMENTS FOR INDEPENDENT ADULTS AGE 62 AND OLDER. RESIDENCES OFFER A SAFE, SPACIOUS, ENJOYABLE PLACE TO LIVE IN CLOSE PROXIMITY TO A WIDE RANGE OF MEDICAL AND SOCIAL SUPPORT SERVICES, IF AND WHEN THEY ARE NEEDED. RENT INCLUDES TWO MEALS PER DAY, UTILITIES, BASIC CABLE TV, RECREATIONAL ACTIVITIES, 24-HOUR SECURITY AND TRANSPORTATION.

    Expenses $109,959,376 · Revenue $105,332,505

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Wagner

    CEO, PRESIDENT

    Total calculated
    $1,655,965
    From this org
    $0
    From related orgs
    $1,508,391
    Other
    $147,574
    Hours/week
    1.25 + 33.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,165,170 related
    Bonus
    $0 + $273,000 related
    Other
    $0 + $70,221 related
    Deferred
    $0 + $59,513 related
    Nontaxable benefits
    $0 + $88,061 related
    Filer's total
    $0 + $1,655,965 related

  • David Koschitzki

    CHIEF FINANCIAL OFFICER

    Total calculated
    $863,294
    From this org
    $0
    From related orgs
    $727,248
    Other
    $136,046
    Hours/week
    1.37 + 33.13 related

    Schedule J breakdown matched by us

    Base
    $0 + $591,551 related
    Bonus
    $0 + $86,625 related
    Other
    $0 + $49,072 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $87,746 related
    Filer's total
    $0 + $863,294 related

  • Christina Van Vort

    CHIEF LEGAL OFFICER

    Total calculated
    $828,857
    From this org
    $0
    From related orgs
    $738,027
    Other
    $90,830
    Hours/week
    1.39 + 33.61 related

    Schedule J breakdown matched by us

    Base
    $0 + $590,389 related
    Bonus
    $0 + $84,975 related
    Other
    $0 + $62,663 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $42,530 related
    Filer's total
    $0 + $828,857 related

  • Loyola Princivil-Barnett

    COO MJHS CENTERS FOR REHAB

    Total calculated
    $735,166
    From this org
    $601,645
    From related orgs
    $0
    Other
    $133,521
    Hours/week
    23.45 + 11.55 related

    Schedule J breakdown matched by us

    Base
    $492,696
    Bonus
    $73,673
    Other
    $35,276
    Deferred
    $48,300
    Nontaxable benefits
    $85,221
    Filer's total
    $735,166

  • Joseph Nesci

    DIRECTOR OF FACILITIES MGMT.

    Total calculated
    $313,160
    From this org
    $253,265
    From related orgs
    $0
    Other
    $59,895
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $215,575
    Bonus
    $26,500
    Other
    $11,190
    Deferred
    $15,854
    Nontaxable benefits
    $44,041
    Filer's total
    $313,160

  • Christine Young

    DIR OF NURSING (TERM 11/24)

    Total calculated
    $291,092
    From this org
    $236,320
    From related orgs
    $0
    Other
    $54,772
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $180,187
    Bonus
    $12,500
    Other
    $43,633
    Deferred
    $0
    Nontaxable benefits
    $54,772
    Filer's total
    $291,092

  • Deirdre Downes

    CORP DIRECTOR, SW/ SUP CARE

    Total calculated
    $246,223
    From this org
    $178,293
    From related orgs
    $0
    Other
    $67,930
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $167,850
    Bonus
    $5,000
    Other
    $5,443
    Deferred
    $12,441
    Nontaxable benefits
    $55,489
    Filer's total
    $246,223

  • John Cuva

    DIRECTOR OF HOUSEKEEPING

    Total calculated
    $229,591
    From this org
    $178,976
    From related orgs
    $0
    Other
    $50,615
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $164,065
    Bonus
    $5,000
    Other
    $9,911
    Deferred
    $11,944
    Nontaxable benefits
    $38,671
    Filer's total
    $229,591

  • Deena Varghese

    ASSITANT HEAD NURSE

    Total calculated
    $177,371
    From this org
    $177,371
    From related orgs
    $0
    Other
    $0
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $177,371
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $177,371

  • Jay Talbot

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Mark Lipton

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Steven Topal

    SECRETARY, TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Alexander Balko

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Burton Esrig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Eli Feldman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Bradley Fluegel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • William Gormley Sr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Arthur Goshin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Hila Richardson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Ann Wyatt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 COMMITTEE OF THE BOARD.
PART I, LINE 4B:
The organization maintains an unfunded Supplemental Retirement Plan for certain officers and key employees.
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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MJGC CORP

    C CORPORATION · HOLDING COMPANY · NY · share of income $0 · share of assets $0

    Directly controlled by MJHS

  • MJHS SOLUTIONS INC

    C CORPORATION · HOLDING COMPANY · NY · share of income $0 · share of assets $0

    Directly controlled by MJHS FOUNDATION

Provenance

Return type
form_990
Tax year
2024
Filed
11 February 2025
IRS schema version
2024v5.2
Source object
202533179349302323

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