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Nonprofiteer
← THE JOSEPH L MORSE HEALTH CENTER INC

Form 990 for tax year 2022

Filed by THE JOSEPH L MORSE HEALTH CENTER INC.

Totals

Total revenue
$40,060,914
Total expenses
$43,196,389
Contributions and grants received
$4,041,531
Grants paid
$0
Program service revenue
$35,315,236
Investment income
$239,627
Other revenue
$464,520
Total assets, end of year
$65,530,531
Total liabilities, end of year
$44,784,739
Net assets or fund balances, end of year
$20,745,792
Program services expenses (Part IX)
$38,771,997
Management and general expenses
$4,424,392
Fundraising expenses
$0
Program service expenses (Part III)
$38,771,997

Program services were 89.8% 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

    $1,291,531

  • 1f · All other contributions, gifts and grants

    $2,750,000

  • 2a · Program service revenue: NET RESIDENT SERVICE REVENUE

    total $33,634,570 · related or exempt $33,634,570

  • 2b · Program service revenue: OTHER RESIDENT SERVICE REVENUE

    total $1,680,666 · related or exempt $1,680,666

  • 3 · Investment income

    total $239,627 · excluded $239,627

  • 6a · Gross rents

    real property $464,520

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $464,520

  • 6d · Net rental income or loss

    total $464,520 · related or exempt $464,520

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,338,159 · program services $816,277 · management and general $521,882

  • 7 · Other salaries and wages

    total $17,463,996 · program services $16,847,684 · management and general $616,312

  • 9 · Other employee benefits

    total $785,341 · program services $744,938 · management and general $40,403

  • 10 · Payroll taxes

    total $1,743,973 · program services $1,660,030 · management and general $83,943

  • 11a · Fees: management

    total $3,395,884 · program services $3,250,269 · management and general $145,615

  • 11b · Fees: legal

    total $240,596 · program services $100 · management and general $240,496

  • 11c · Fees: accounting

    total $105,366 · management and general $105,366

  • 11g · Fees: other

    total $1,573,794 · program services $684,314 · management and general $889,480

  • 12 · Advertising and promotion

    total $201,929 · management and general $201,929

  • 13 · Office expenses

    total $319,759 · program services $148,277 · management and general $171,482

  • 14 · Information technology

    total $502,227 · program services $501,961 · management and general $266

  • 16 · Occupancy

    total $2,291,222 · program services $2,283,584 · management and general $7,638

  • 17 · Travel

    total $13,374 · program services $10,172 · management and general $3,202

  • 19 · Conferences, conventions and meetings

    total $35,020 · program services $25,408 · management and general $9,612

  • 20 · Interest

    total $1,217,209 · program services $1,217,209

  • 22 · Depreciation, depletion and amortization

    total $4,132,096 · program services $4,090,775 · management and general $41,321

  • 23 · Insurance

    total $1,070,867 · program services $12,832 · management and general $1,058,035

  • 24a · Other expenses: DIETARY/FOOD EXPENSES

    total $3,097,719 · program services $3,097,719

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $1,570,190 · program services $1,570,190

  • 24c · Other expenses: QUALITY ASSESSMENT FEE

    total $580,135 · program services $580,135

  • 24d · Other expenses: PATIENT EXPENSES

    total $476,231 · program services $476,231

  • 24e · All other expenses

    total $1,041,302 · program services $753,892 · management and general $287,410

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,821,150 · end of year $161,470

  • 4 · Accounts receivable

    beginning of year $2,370,089 · end of year $3,902,976

  • 7 · Other notes and loans receivable

    beginning of year $8,490,594 · end of year $4,368,444

  • 8 · Inventories for sale or use

    beginning of year $581,971 · end of year $600,548

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,033,719 · end of year $1,132,420

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

    $106,529,330

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

    $60,000,526

  • 10c · Land, buildings and equipment, net

    beginning of year $49,505,574 · end of year $46,528,804

  • 12 · Investments: other securities

    beginning of year $1,436,627 · end of year $991,929

  • 15 · Other assets

    beginning of year $4,167,733 · end of year $7,843,940

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,889,927 · end of year $4,908,065

  • 19 · Deferred revenue

    beginning of year $510,573 · end of year $1,587

  • 20 · Tax-exempt bond liabilities

    beginning of year $39,101,545 · end of year $38,408,054

  • 25 · Other liabilities

    beginning of year $2,326,099 · end of year $1,467,033

  • 27 · Net assets without donor restrictions

    beginning of year $22,579,313 · end of year $20,745,792

Mission and programs · 2022

Mission

THE ORGANIZATION OWNS AND OPERATES A 160-BED SKILLED NURSING FACILITY, 52-UNIT MEMORY CARE ASSISTED LIVING FACILITY, AND 160-UNIT AFFORDABLE ASSISTED LIVING FACILITY, PROVIDING CARE TO INDIGENT & FRAIL SENIORS IN THE SURROUNDING AREA. THE ORGANIZATION IS DEDICATED TO ENHANCING SENIOR LIVING.

Activities or mission (Part I)

THE ORGANIZATION IS DEDICATED TO ENHANCING SENIOR LIVING IN THE SPIRIT OF JEWISH TRADITION.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $35,116,567 · Revenue $33,634,570

  • THE INSTITUTE FOR GERIATRIC RESEARCH HAS A FORMAL ACADEMIC RELATIONSHIP WITH THE UNIVERSITY OF MIAMI SCHOOL OF GERIATRIC MEDICINE, FLORIDA ATLANTIC UNIVERSITY (FAU) AND NOVA SOUTHEASTERN UNIVERSITY. POST-DOCTORAL MEDICAL STUDENTS FROM THE UNIVERSITY OF MIAMI ROTATE THROUGH THE FACILITY EACH MONTH. MEDICAL STUDENTS FROM FAU, AND NOVA ARE PLACED AT THE MORSE GERIATRIC CAMPUS FOR CLINICAL ROTATIONS. THE INSTITUTE HAS FIELD WORK AND PRECEPTOR RELATIONS IN ALL THE ALLIED HEALTH PROFESSIONS INCLUDING NURSING, SOCIAL WORK, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, NUTRITION, AND COUNSELING. THE INSTITUTE HAS COMPLETED ORIGINAL RESEARCH ON TOPICS RANGING FROM ENHANCING NUTRITION, REMOTE WIRELESS MONITORING, AND WORKFORCE RECRUITMENT AND RETENTION STRATEGIES. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.THE INSTITUTE HAS WRITTEN AND/OR COLLABORATED TO WRITE GRANTS DEMONSTRATING BEST PRACTICES WITH BOTH PRIVATE AND PUBLIC FOUNDATIONS. THE MORSELIFE LEARNING INSTITUTE WAS DEVELOPED TO PROVIDE TRAINING TO RESIDENTS, FAMILY MEMBERS, AND PROFESSIONALS.

    Expenses $98,052

  • THE NURSING EDUCATION PROGRAM IS DESIGNED TO MEET BOTH THE MANDATED TRAINING NEEDS OF NURSES AND PROVIDE ENHANCED SKILLS OF BOTH DIRECT CARE AND MANAGEMENT STAFF. A MONTHLY CALENDAR OF EVENTS, TYPICALLY MORE THAN TEN CLASSES EACH MONTH, IS OFFERED TO NURSING AND GERIATRIC CENTER STAFF. THESE EDUCATIONAL SESSIONS MEET THE REQUIREMENTS FOR LICENSURE AND PROVIDE SPECIFIC LEARNING INSTRUCTION IN AREAS THAT NURSING MANAGEMENT HAS DETERMINED AS PRIORITY NEEDS FOR THE CARE OF THE FACILITY'S RESIDENTS.

    Expenses $284,234

  • RENTAL INCOME, GIFT SHOP, AND CULINARY SERVICES TO AFFILIATES AND EMPLOYEES.

    Expenses $3,273,144 · Revenue $2,145,186

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • CAROL CRAWFORED

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • GAIL FISCHER

    TREASURER/SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • TERRI C SRIBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 16 related

  • MARILYN KATZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 8 related

  • STANLEY M KATZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 16 related

  • DAVID S MACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • MARLENE SILVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KAREN KASNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ELLEN WOLF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KEITH MYERS

    PRESIDENT/CEO

    Total calculated
    $0
    Hours/week
    2 + 18 related

  • RANDY WOLAN

    CFO (BEG. 6/30/23)

    Total calculated
    $261,709
    From this org
    $0
    From related orgs
    $253,528
    Other
    $8,181
    Hours/week
    2 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,478 related
    Bonus
    $0 + $20,050 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $8,181 related
    Filer's total
    $0 + $261,709 related

  • KARL DHANA

    SENIOR VP OF MEDICAL AFFAIRS

    Total calculated
    $669,013
    From this org
    $639,242
    From related orgs
    $0
    Other
    $29,771
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $590,129
    Bonus
    $41,866
    Other
    $7,247
    Deferred
    $6,892
    Nontaxable benefits
    $22,879
    Filer's total
    $669,013

  • LEENA GEEVARGHESE

    SVP OF HEALTH CENTER (BEG 05/23)

    Total calculated
    $223,191
    From this org
    $218,922
    From related orgs
    $0
    Other
    $4,269
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,806
    Bonus
    $6,649
    Other
    $11,467
    Deferred
    $0
    Nontaxable benefits
    $4,269
    Filer's total
    $223,191

  • TRISHA HEWES

    SENIOR VP OF MARKETING

    Total calculated
    $380,670
    From this org
    $353,016
    From related orgs
    $0
    Other
    $27,654
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $350,739
    Bonus
    $50
    Other
    $2,227
    Deferred
    $18,273
    Nontaxable benefits
    $9,381
    Filer's total
    $380,670

  • STEPHEN SHELL

    RISK MANAGER

    Total calculated
    $180,962
    From this org
    $177,361
    From related orgs
    $0
    Other
    $3,601
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,991
    Bonus
    $20,150
    Other
    $43,220
    Deferred
    $0
    Nontaxable benefits
    $3,601
    Filer's total
    $180,962

  • FRAN KROITOR

    DIRECTOR OF REHAB

    Total calculated
    $189,965
    From this org
    $168,358
    From related orgs
    $0
    Other
    $21,607
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,799
    Bonus
    $237
    Other
    $3,322
    Deferred
    $0
    Nontaxable benefits
    $21,607
    Filer's total
    $189,965

  • ROBERT MORIN

    DIRECTOR OF MAINTENANCE AND SECURITY

    Total calculated
    $167,510
    From this org
    $163,241
    From related orgs
    $0
    Other
    $4,269
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,125
    Bonus
    $80
    Other
    $3,036
    Deferred
    $0
    Nontaxable benefits
    $4,269
    Filer's total
    $167,510

  • SWETABEN PATEL

    INFECTION PREVENTIONIST

    Total calculated
    $167,276
    From this org
    $161,854
    From related orgs
    $0
    Other
    $5,422
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,711
    Bonus
    $1,143
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,422
    Filer's total
    $167,276

  • CARMEN SHELL

    SVP OF HEALTH CENTER (END 05/23)

    Total calculated
    $511,950
    From this org
    $491,656
    From related orgs
    $0
    Other
    $20,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,497
    Bonus
    $338
    Other
    $124,821
    Deferred
    $11,908
    Nontaxable benefits
    $8,386
    Filer's total
    $511,950

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

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

The filer's explanations (Part III)

PART I, LINE 3
JOSEPH L. MORSE HEALTH'S KEY PERSONNEL ARE MAINLY EMPLOYED BY MORSELIFE HEALTH SYSTEM, INC., A RELATED 501(C)(3) ORGANIZATION. THAT ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION FOR JOSEPH L. MORSE HEALTH'S KEY PERSONNEL: COMPENSATION COMMITTEE; FORM 990 OF OTHER ORGANIZATIONS; WRITTEN EMPLOYMENT CONTRACT; COMPENSATION SURVEY OR STUDY; APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
JOSEPH L. MORSE HEALTH CENTER, INC. MAINTAINS TWO NONQUALIFIED EMPLOYEE DEFERRED COMPENSATION PLANS OPEN TO CERTAIN KEY EMPLOYEES UNDER INTERNAL REVENUE CODE 457(B) AND SECTION 457(F) (COLLECTIVELY, THE 457 PLANS). THE 457 PLANS PROVIDE, AMONG OTHER THINGS, FOR VOLUNTARY CONTRIBUTIONS TO BE MADE BY ELIGIBLE PARTICIPANTS. THESE FUNDS REMAIN THE PROPERTY OF MORSELIFE HEALTH SYSTEM, INC. AND SUBSIDIARIES. MORSELIFE HEALTH SYSTEM, INC. AND SUBSIDIARIES HAVE A FIDUCIARY DUTY OF ACCOUNTABILITY FOR THESE FUNDS. JOSEPH L. MORSE HEALTH CENTER, INC. MADE CONTRIBUTIONS ON BEHALF OF THE FOLLOWING LISTED EMPLOYEE(S) THAT PARTICIPATED IN THE DEFERRED COMPENSATION PLAN UNDER IRC. SEC. 457(B): DHANA, KARL - $6,892 SHELL, CARMEN - $11,909

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.

Provenance

Return type
form_990
Tax year
2022
Filed
12 April 2024
IRS schema version
2022v5.0
Source object
202401039349301970

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