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Nonprofiteer
← METROPOLITAN JEWISH HEALTH SYSTEM INC

Form 990 for tax year 2023

Filed by METROPOLITAN JEWISH HEALTH SYSTEM INC.

Totals

Total revenue
$68,121,117
Total expenses
$68,018,350
Contributions and grants received
$7,200,000
Grants paid
$5,000,000
Program service revenue
$58,828,841
Investment income
$2,067,707
Other revenue
$24,569
Total assets, end of year
$38,842,625
Total liabilities, end of year
$32,339,368
Net assets or fund balances, end of year
$6,503,257
Program services expenses (Part IX)
$5,000,000
Management and general expenses
$63,018,350
Fundraising expenses
$0
Program service expenses (Part III)
$5,000,000

Program services were 7.4% 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

    $7,200,000

  • 2a · Program service revenue: REIMBURSED EXPENSES

    total $58,828,841 · related or exempt $58,828,841

  • 3 · Investment income

    total $2,013,467 · excluded $2,013,467

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

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    other assets $54,240

  • 7c · Gain or loss

    other assets $54,240

  • 7d · Net gain or loss

    total $54,240 · excluded $54,240

  • 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: MISCELLANEOUS REVENUE

    total $24,569 · excluded $24,569

  • 11e · Other revenue, total

    $24,569

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,000,000 · program services $5,000,000

  • 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 $3,073,388 · management and general $3,073,388

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $22,825,705 · management and general $22,825,705

  • 8 · Pension plan contributions

    total $1,041,608 · management and general $1,041,608

  • 9 · Other employee benefits

    total $4,832,648 · management and general $4,832,648

  • 10 · Payroll taxes

    total $1,679,006 · management and general $1,679,006

  • 11a · Fees: management

    total $367,649 · management and general $367,649

  • 11b · Fees: legal

    total $782,881 · management and general $782,881

  • 11c · Fees: accounting

    total $109,500 · management and general $109,500

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $2,933,293 · management and general $2,933,293

  • 12 · Advertising and promotion

    total $4,076,033 · management and general $4,076,033

  • 13 · Office expenses

    total $1,343,077 · management and general $1,343,077

  • 14 · Information technology

    total $5,058,914 · management and general $5,058,914

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $7,129,191 · management and general $7,129,191

  • 17 · Travel

    total $177,672 · management and general $177,672

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $4,559 · management and general $4,559

  • 20 · Interest

    total $551,042 · management and general $551,042

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $1,437,697 · management and general $1,437,697

  • 23 · Insurance

    total $4,908,372 · management and general $4,908,372

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $636,795 · program services $0 · management and general $636,795 · fundraising $0

  • 24b · Other expenses: FEDERAL EXCISE TAX

    total $29,961 · management and general $29,961

  • 24c · Other expenses: OTHER EXPENSES

    total $19,359 · management and general $19,359

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $114,561 · end of year $114,561

  • 2 · Savings and temporary cash investments

    beginning of year $2,437,901 · end of year $5,658,752

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 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 $2,192,794 · end of year $3,931,724

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

    $5,986,128

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

    $3,477,484

  • 10c · Land, buildings and equipment, net

    beginning of year $3,219,298 · end of year $2,508,644

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 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 $26,753,341 · end of year $26,628,944

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,690,025 · end of year $14,383,277

  • 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 $0 · end of year $0

  • 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 $10,023,810 · end of year $9,369,048

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,603,570 · end of year $8,587,043

  • 27 · Net assets without donor restrictions

    beginning of year $6,400,490 · end of year $6,503,257

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

MJHS HEALTH SYSTEM IS A CHARITABLE NOT-FOR-PROFIT ESTABLISHED TO SUPPORT THE ACTIVITIES OF AFFILIATED ORGANIZATIONS. MJHS IS BUILT ON THE CORE VALUES OF COMPASSION, DIGNITY AND RESPECT, FIRST ESTABLISHED BY THE FOUR BROOKLYN LADIES IN 1907, AS WELL AS CARING FOR, SUPPORTING AND GUIDING, PATIENTS, RESIDENTS, MEMBERS AND THEIR FAMILIES, AS THEIR HEALTH CARE NEEDS EVOLVE OVER TIME. TODAY, MJHS REMAINS COMMITTED TO THE PROVISION OF HEALTH CARE, HOUSING AND SERVICES FOR AT-RISK MEMBERS OF THE COMMUNITY OF ALL ECONOMIC, RELIGIOUS, AND CULTURAL BACKGROUNDS AS WELL AS GENDER IDENTITY, SEXUAL ORIENTATION AND MILITARY STATUS, INCLUDING: THE ILL, THE IMPAIRED, THE DISABLED, THE FRAIL ELDERLY AND CHILDREN FACING AN ADVANCED OR LIFE-LIMITING ILLNESS.

Activities or mission (Part I)

TO SUPPORT THE DELIVERY OF HEALTH CARE SERVICES TO PATIENTS IN THE NEW YORK METROPOLITAN AREA.

  • ESTABLISHED IN 1907 BY THE FOUR BROOKLYN LADIES, AND ROOTED IN THE CORE VALUES OF COMPASSION, DIGNITY AND RESPECT, TODAY MJHS IS ONE OF THE MOST INNOVATIVE HEALTH SYSTEMS IN THE REGION SERVING, CARING FOR, SUPPORTING AND GUIDING PEOPLE OF ALL ECONOMIC, RELIGIOUS AND CULTURAL BACKGROUNDS AS WELL AS GENDER IDENTITY, SEXUAL ORIENTATION AND MILITARY STATUS. MJHS HEALTH SYSTEM IS COMMITTED TO ENSURING THAT ALL NEW YORKERS HAVE ACCESS TO HEALTH, SUPPORTIVE AND COMMUNITY-BASED SERVICES INCLUDING: HOME CARE, HOSPICE AND PALLIATIVE CARE FOR ADULTS AND CHILDREN, TWO CENTERS FOR REHABILITATION AND NURSING CARE, AN INSTITUTE FOR INNOVATION IN PALLIATIVE CARE, HOUSING AS WELL AS HEALTH PLANS FOR MEDICARE, DUAL MEDICARE AND MEDICAID, AND LONG-TERM CARE RECIPIENTS AT EVERY LEVEL OF HEALTH. IN 2023, THE MJHS FAMILY OF PROGRAMS AND SERVICES CARED FOR APPROXIMATELY 61,700 NEW YORKERS ACROSS THE 5 BOROUGHS OF NYC, NASSAU, SUFFOLK, WESTCHESTER, ROCKLAND, PUTNAM, DUCHESS, ORANGE, ONTARIO, ORLEANS, SENECA, SULLIVAN, ULSTER, YATES, LIVINGSTON AND MONROE COUNTIES.

    Expenses $5,000,000 · Grants $5,000,000 · Revenue $58,828,841

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Wagner

    CEO, President

    Total calculated
    $1,485,170
    From this org
    $1,346,372
    From related orgs
    $0
    Other
    $138,798
    Hours/week
    3 + 31.5 related

    Schedule J breakdown matched by us

    Base
    $1,084,208
    Bonus
    $195,000
    Other
    $67,164
    Deferred
    $56,925
    Nontaxable benefits
    $81,873
    Filer's total
    $1,485,170

  • David Koschitzki

    Chief Financial Officer

    Total calculated
    $820,536
    From this org
    $696,333
    From related orgs
    $0
    Other
    $124,203
    Hours/week
    3 + 31.5 related

    Schedule J breakdown matched by us

    Base
    $569,608
    Bonus
    $82,500
    Other
    $44,225
    Deferred
    $46,200
    Nontaxable benefits
    $78,003
    Filer's total
    $820,536

  • Christina Van Vort

    Chief Legal Officer

    Total calculated
    $767,682
    From this org
    $680,101
    From related orgs
    $0
    Other
    $87,581
    Hours/week
    3 + 32 related

    Schedule J breakdown matched by us

    Base
    $567,423
    Bonus
    $82,500
    Other
    $30,178
    Deferred
    $46,200
    Nontaxable benefits
    $41,381
    Filer's total
    $767,682

  • Diane Ashley

    Chief Marketing & Comm

    Total calculated
    $604,279
    From this org
    $508,077
    From related orgs
    $0
    Other
    $96,202
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $409,068
    Bonus
    $41,200
    Other
    $57,809
    Deferred
    $33,000
    Nontaxable benefits
    $63,202
    Filer's total
    $604,279

  • Nadine Ferguson

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $552,042
    From this org
    $444,283
    From related orgs
    $0
    Other
    $107,759
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $377,570
    Bonus
    $52,500
    Other
    $14,213
    Deferred
    $33,000
    Nontaxable benefits
    $74,759
    Filer's total
    $552,042

  • Felicia Dyer Johnson

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $527,668
    From this org
    $433,224
    From related orgs
    $0
    Other
    $94,444
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $380,511
    Bonus
    $37,500
    Other
    $15,213
    Deferred
    $33,000
    Nontaxable benefits
    $61,444
    Filer's total
    $527,668

  • Jacob Beniawski

    VP, FINANCE

    Total calculated
    $486,757
    From this org
    $387,569
    From related orgs
    $0
    Other
    $99,188
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $331,094
    Bonus
    $23,901
    Other
    $32,574
    Deferred
    $23,925
    Nontaxable benefits
    $75,263
    Filer's total
    $486,757

  • Eni Bakallbashi

    CHIEF STRATEGY OFFICER

    Total calculated
    $472,590
    From this org
    $362,441
    From related orgs
    $0
    Other
    $110,149
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $318,179
    Bonus
    $33,475
    Other
    $10,787
    Deferred
    $33,000
    Nontaxable benefits
    $77,149
    Filer's total
    $472,590

  • Danielle Rollmann

    Chair

    Total calculated
    $0
    Hours/week
    5 + 1.5 related

  • Bradley Fluegel

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Burton Esrig

    Secretary

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Steven Topal

    Treasurer

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Peter Bailey

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Eli S Feldman

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Cari Almo Gallman

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Arthur Goshin

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Stephen Jackson

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Benjamin Karsch

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Amir Kishon

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Geline Midouin

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Jay Talbot

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 1, LINE 7
BONUS ELIGIBILITY IS BASED ON THE EXTENT THAT EACH EXECUTIVE AND EMPLOYEE HAS ACHIEVED HIS/HER GOAL AND APPROVED BY THE EXECUTIVE COMMMITTEE 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

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 · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by MJHS

  • MJHS SOLUTIONS INC

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

    Directly controlled by MJHS FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443169349301589

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