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Nonprofiteer
← SCHAFFER EXTENDED CARE CENTER

Form 990 for tax year 2024

Filed by SCHAFFER EXTENDED CARE CENTER.

Totals

Total revenue
$17,777,361
Total expenses
$26,565,866
Contributions and grants received
$99,342
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$25,659,514
Management and general expenses
$906,352
Fundraising expenses
$0
Program service expenses (Part III)
$25,659,514

Program services were 96.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CATHERINE KLEMA

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 3.6 related

  • EMANUEL CHIRICO

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 1.9 related

  • JAMES M BUTLER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.3 + 4.5 related

  • PHILIP O OZUAH MD PHD

    PRESIDENT & CEO

    Total calculated
    $16,690,037
    From this org
    $0
    From related orgs
    $16,639,270
    Other
    $50,767
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $5,348,892 related
    Bonus
    $0 + $7,087,500 related
    Other
    $0 + $4,202,878 related
    Deferred
    $0 + $17,000 related
    Nontaxable benefits
    $0 + $33,767 related
    Filer's total
    $0 + $16,690,037 related

  • ALAN N SUNA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • ALISA R DOCTOROFF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 3.4 related

  • ALLEN M SPIEGEL MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • BARRY S BLATTMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.9 related

  • BRUCE DONIGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • DANIEL R TISHMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 3.2 related

  • DAVID B KEIDAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • DOUGLAS F EISENBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • EDWIN H STERN III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • ELLEN BRESLOW NEWHOUSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • GAYLE F ROBINSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.9 related

  • HELEN A JOHNSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.4 related

  • JAY B ABRAMSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 2.9 related

  • JENNIE EMIL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.9 related

  • JOEL BRAUN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • JOHN HEFFER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.7 related

  • JOHN P GUTFREUND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • JON W ROTENSTREICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • JONATHAN A LIPTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • LEWIS HENKIND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • MARGARET L NATHAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • MATTHEW H NORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • MELISSA CERIALE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 2.6 related

  • NATHAN GANTCHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • PATRICIA BAUMAN

    TRUSTEE (DECEASED 3/26/2024)

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • PATRICIA GREEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • RONALD L MOELIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 1.9 related

  • RUTH L GOTTESMAN EDD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 2.7 related

  • STACEY R LANE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • THOMAS L HARRISON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • CHRISTOPHER S PANCZNER

    ASSISTANT SECRETARY

    Total calculated
    $1,966,237
    From this org
    $0
    From related orgs
    $1,918,564
    Other
    $47,673
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $951,566 related
    Bonus
    $0 + $277,093 related
    Other
    $0 + $689,905 related
    Deferred
    $0 + $17,000 related
    Nontaxable benefits
    $0 + $30,673 related
    Filer's total
    $0 + $1,966,237 related

  • COLLEEN BLYE

    EXEC VP & CFO

    Total calculated
    $4,280,008
    From this org
    $0
    From related orgs
    $4,248,644
    Other
    $31,364
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,972,255 related
    Bonus
    $0 + $1,189,650 related
    Other
    $0 + $1,086,739 related
    Deferred
    $0 + $17,000 related
    Nontaxable benefits
    $0 + $14,364 related
    Filer's total
    $0 + $4,280,008 related

  • ANTHONY ALFANO

    VP & EXEC DIRECTOR MNR

    Total calculated
    $590,091
    From this org
    $0
    From related orgs
    $542,348
    Other
    $47,743
    Hours/week
    20 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $457,404 related
    Bonus
    $0 + $80,000 related
    Other
    $0 + $4,944 related
    Deferred
    $0 + $17,000 related
    Nontaxable benefits
    $0 + $30,743 related
    Filer's total
    $0 + $590,091 related

  • SUSAN GREEN-LORENZEN RN

    SYSTEM SENIOR VP-OPERATIONS

    Total calculated
    $3,118,181
    From this org
    $0
    From related orgs
    $3,093,931
    Other
    $24,250
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $944,520 related
    Bonus
    $0 + $460,884 related
    Other
    $0 + $1,688,527 related
    Deferred
    $0 + $8,500 related
    Nontaxable benefits
    $0 + $15,750 related
    Filer's total
    $0 + $3,118,181 related

  • MARIAMMA JACOB

    REGISTERED NURSE

    Total calculated
    $239,061
    From this org
    $200,298
    From related orgs
    $0
    Other
    $38,763
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $200,219
    Bonus
    $0
    Other
    $79
    Deferred
    $12,376
    Nontaxable benefits
    $26,387
    Filer's total
    $239,061

  • ROSALEE TROUGHT

    NURSING SUPERVISOR

    Total calculated
    $222,656
    From this org
    $222,656
    From related orgs
    $0
    Other
    $0
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $222,656
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $222,656

  • ROSILY THOMAS

    REGISTERED NURSE

    Total calculated
    $268,934
    From this org
    $228,062
    From related orgs
    $0
    Other
    $40,872
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $228,011
    Bonus
    $0
    Other
    $51
    Deferred
    $12,376
    Nontaxable benefits
    $28,496
    Filer's total
    $268,934

  • SUSAMMA THOMAS

    REGISTERED NURSE

    Total calculated
    $254,395
    From this org
    $215,023
    From related orgs
    $0
    Other
    $39,372
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $214,972
    Bonus
    $0
    Other
    $51
    Deferred
    $12,376
    Nontaxable benefits
    $26,996
    Filer's total
    $254,395

  • YOLANDA SMYTH

    NURSING SUPERVISOR

    Total calculated
    $243,628
    From this org
    $243,628
    From related orgs
    $0
    Other
    $0
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $243,628
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $243,628

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4a Severance or change-of-control payment
SUSAN GREEN-LORENZEN, FORMER SENIOR VICE PRESIDENT-OPERATIONS, RECEIVED SEVERANCE IN THE AMOUNT OF $567,242 AND IS REFLECTED IN THE TOTAL REPORTED FOR COLUMN (B) (III) OTHER COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
AS IT RELATES TO COMPENSATION FROM MONTEFIORE EINSTEIN, INC. AND MONTEFIORE HEALTH SYSTEM, INC. FOR ALL OFFICERS AND KEY EMPLOYEES: THE COMPENSATION COMMITTEE REVIEWS AND APPROVES ALL FORMS OF COMPENSATION AND BENEFITS PROVIDED TO EACH EXECUTIVE WITH THE ASSISTANCE OF A NATIONAL INDEPENDENT COMPENSATION CONSULTING FIRM. THE CONSULTING FIRM ASSISTS THE COMPENSATION COMMITTEE WITH ITS DECISION-MAKING PROCESS TO ENSURE EXECUTIVE COMPENSATION LEVELS ARE REASONABLE AND APPROPRIATE RELATIVE TO THOSE OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. BASE SALARIES IN COLUMN B(I) ARE DETERMINED BASED ON COMPETITIVE MARKET PRACTICES FOR POSITIONS WITH A COMPARABLE SCOPE OF RESPONSIBILITIES WITHIN A PEER GROUP OF SIMILARLY SITUATED HEALTH SYSTEMS. BONUS AND INCENTIVE COMPENSATION IN COLUMN B(II) IS BASED ON THE ACHIEVEMENT OF PERFORMANCE GOALS. THE EXECUTIVES' COMPENSATION PROGRAM HAS A SIGNIFICANT PAY-AT-RISK COMPONENT TO ENSURE THE ALIGNMENT OF PAY AND ORGANIZATIONAL PERFORMANCE. GOALS ARE SET IN ADVANCE IN AREAS SUCH AS QUALITY OF PATIENT CARE, PATIENT SATISFACTION, COMMUNITY SERVICES AND FINANCIAL PERFORMANCE. COMPENSATION IS AT RISK IF THE GOALS ESTABLISHED BY THE COMPENSATION COMMITTEE ARE NOT MET. OTHER REPORTABLE COMPENSATION IN COLUMN B(III) INCLUDES DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. IN A MANNER DESIGNED TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES EXPRESSLY REVIEWED AND APPROVED ALL COMPENSATION AND BENEFITS ARRANGEMENTS, INCLUDING THESE RETIREMENT BENEFIT ARRANGEMENTS FOR SENIOR EXECUTIVES, IN A MANNER THAT QUALIFIED UNDER THE INTERMEDIATE SANCTIONS RULES OF THE FEDERAL TAX LAW, AND IN RECOGNITION OF (A) THE EXECUTIVES' YEARS OF SERVICE TO THE ORGANIZATION AND (B) THE SIGNIFICANT CONTRIBUTIONS TO ENHANCING THE ABILITY OF THE ORGANIZATION TO ACHIEVE ITS CHARITABLE MISSION IN A MANNER CONSISTENT WITH FINANCIAL SOLVENCY. ACCORDINGLY, THIS BENEFIT SHOULD BE VIEWED AS APPLYING TO YEARS OF SERVICE FOR THE ORGANIZATION. POOLED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DISTRIBUTIONS BASED ON MULTIPLE YEARS OF SERVICE: SUSAN GREEN-LORENZEN, R.N. - $1,119,761; PHILIP O. OZUAH, M.D., PH.D. - $757,098; CHRISTOPHER PANCZNER - $667,198; COLLEEN BLYE - $1,011,335. THE HEALTH SYSTEM ALSO FUNDS A NONQUALIFYING CONTRIBUTION SERP PLAN. AN OFFICER OF THE ORGANIZATION CURRENTLY PARTICIPATES IN THIS PLAN. CONTRIBUTIONS ARE AT A FIXED PERCENTAGE OF BASE SALARY OR TOTAL CASH COMPENSATION (BASE SALARY PLUS ANNUAL INCENTIVE AWARD). A NOTIONAL BALANCE IS DEVELOPED FOR EACH PARTICIPANT THAT IS THE TOTAL OF CONTRIBUTIONS LESS DISTRIBUTIONS (INTEREST IS NOT ACCRUED). ON JANUARY 1 FOLLOWING THE THIRD, SIXTH AND NINTH ANNIVERSARIES OF EACH PARTICIPANT'S PARTICIPATION DATE, 50% OF THE REMAINING SERP ACCOUNT BECOMES VESTED AND IS PAID OUT IF THE PARTICIPANT IS EMPLOYED ON THAT DATE. ON JANUARY 1 FOLLOWING THE TWELFTH ANNIVERSARY OF EACH PARTICIPANT'S PARTICIPATION DATE, THE REMAINDER OF THE SERP ACCOUNT BECOMES FULLY VESTED AND IS PAID OUT. IF A PARTICIPANT REACHES AGE 65 BEFORE THEIR TWELFTH ANNIVERSARY OF THEIR PARTICIPATION DATE, THEIR SERP ACCOUNT BALANCE WILL BECOME FULLY VESTED ON THE LATER OF THE FIRST OF THE MONTH FOLLOWING THEIR 65TH BIRTHDAY OR THE THIRD ANNIVERSARY OF THEIR PARTICIPATION DATE. SERP ACCOUNT BALANCES WILL ALSO BECOME FULLY VESTED UPON THE EARLIEST OF DEATH OR DISABILITY WHILE EMPLOYED BY MONTEFIORE, INVOLUNTARY TERMINATION WITHOUT CAUSE OR IF MONTEFIORE CHOOSES TO TERMINATE THE PLAN. THERE WAS ONE DISTRIBUTION PAID OUT AS TAXABLE INCOME RELATED TO THE NONQUALIFYING DEFINED CONTRIBUTION SERP PLAN: PHILIP O. OZUAH, M.D., PH.D. - $3,307,500.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.1
Source object
202513179349311956

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