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Nonprofiteer
← ISABELLA GERIATRIC CENTER INC

Form 990 for tax year 2023

Filed by ISABELLA GERIATRIC CENTER INC.

Totals

Total revenue
$99,863,580
Total expenses
$109,251,449
Contributions and grants received
$4,852,929
Grants paid
$0
Program service revenue
$94,707,029
Investment income
$49,225
Other revenue
$254,397
Total assets, end of year
$118,500,856
Total liabilities, end of year
$83,972,110
Net assets or fund balances, end of year
$34,528,746
Program services expenses (Part IX)
$98,886,362
Management and general expenses
$10,365,087
Fundraising expenses
$0
Program service expenses (Part III)
$98,886,362

Program services were 90.5% 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

    $20,955

  • 1e · Government grants (contributions)

    $4,781,974

  • 1f · All other contributions, gifts and grants

    $50,000

  • 2a · Program service revenue: NURSING HOME

    total $92,909,407 · related or exempt $92,909,407

  • 2b · Program service revenue: PREMIUM REVENUE

    total $943,800 · related or exempt $943,800

  • 2c · Program service revenue: INDEPENDENT LIVING

    total $853,822 · related or exempt $853,822

  • 3 · Investment income

    total $49,225 · unrelated business $0 · excluded $49,225

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

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $50,437

  • 6c · Rental income or loss

    real property $50,437 · personal property $0

  • 6d · Net rental income or loss

    total $50,437 · excluded $50,437

  • 7d · Net gain or loss

    total $0

  • 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 $102,966 · excluded $102,966

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $100,994 · excluded $100,994

  • 11e · Other revenue, total

    $203,960

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 $711,907 · management and general $711,907

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $38,059,955 · program services $34,980,255 · management and general $3,079,700

  • 8 · Pension plan contributions

    total $2,734,794 · program services $2,517,151 · management and general $217,643

  • 9 · Other employee benefits

    total $10,322,395 · program services $9,414,432 · management and general $907,963

  • 10 · Payroll taxes

    total $2,711,753 · program services $2,454,479 · management and general $257,274

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $512,456 · program services $463,837 · management and general $48,619

  • 11c · Fees: accounting

    total $173,670 · program services $157,193 · management and general $16,477

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $29,377,114 · program services $26,590,000 · management and general $2,787,114 · fundraising $0

  • 12 · Advertising and promotion

    total $267,498 · program services $242,119 · management and general $25,379

  • 13 · Office expenses

    total $3,305,322 · program services $2,991,734 · management and general $313,588

  • 14 · Information technology

    total $655,292 · program services $593,122 · management and general $62,170

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $3,834,154 · program services $3,470,394 · management and general $363,760

  • 17 · Travel

    total $89,479 · program services $80,990 · management and general $8,489

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $12,626 · program services $11,428 · management and general $1,198

  • 20 · Interest

    total $1,276,903 · program services $1,155,759 · management and general $121,144

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $4,403,351 · program services $3,985,589 · management and general $417,762

  • 23 · Insurance

    total $3,286,115 · program services $2,974,349 · management and general $311,766

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $5,280,236 · program services $4,779,281 · management and general $500,955

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $1,718,071 · program services $1,555,071 · management and general $163,000

  • 24c · Other expenses: LICENSES

    total $242,427 · program services $219,427 · management and general $23,000

  • 24d · Other expenses: MISCELLANEOUS

    total $275,931 · program services $249,752 · management and general $26,179

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,648,809 · end of year $338,882

  • 2 · Savings and temporary cash investments

    beginning of year $3,746,992 · end of year $3,794,083

  • 3 · Pledges and grants receivable

    beginning of year $2,542,916 · end of year $2,038,695

  • 4 · Accounts receivable

    beginning of year $7,740,994 · end of year $7,648,880

  • 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 $138,308 · end of year $203,037

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

    $137,783,168

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

    $36,227,515

  • 10c · Land, buildings and equipment, net

    beginning of year $104,920,772 · end of year $101,555,653

  • 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 $1,853,865 · end of year $2,838,486

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,830,897 · end of year $15,064,682

  • 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 $1,141,088 · end of year $1,185,908

  • 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 $34,846,870 · end of year $32,671,817

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $33,940,326 · end of year $35,049,703

  • 27 · Net assets without donor restrictions

    beginning of year $43,911,615 · end of year $34,523,746

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2023

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 2023, ISABELLA PROVIDED 239,933 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 $98,886,362 · Revenue $94,707,029

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
    $0
    From related orgs
    $1,346,372
    Other
    $138,798
    Hours/week
    1.39 + 33.11 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,084,208 related
    Bonus
    $0 + $195,000 related
    Other
    $0 + $67,164 related
    Deferred
    $0 + $56,925 related
    Nontaxable benefits
    $0 + $81,873 related
    Filer's total
    $0 + $1,485,170 related

  • David Koschitzki

    CHIEF FINANCIAL OFFICER

    Total calculated
    $820,536
    From this org
    $0
    From related orgs
    $696,333
    Other
    $124,203
    Hours/week
    1.55 + 32.95 related

    Schedule J breakdown matched by us

    Base
    $0 + $569,608 related
    Bonus
    $0 + $82,500 related
    Other
    $0 + $44,225 related
    Deferred
    $0 + $46,200 related
    Nontaxable benefits
    $0 + $78,003 related
    Filer's total
    $0 + $820,536 related

  • Christina Van Vort

    CHIEF LEGAL OFFICER

    Total calculated
    $767,682
    From this org
    $0
    From related orgs
    $680,101
    Other
    $87,581
    Hours/week
    1.57 + 33.43 related

    Schedule J breakdown matched by us

    Base
    $0 + $567,423 related
    Bonus
    $0 + $82,500 related
    Other
    $0 + $30,178 related
    Deferred
    $0 + $46,200 related
    Nontaxable benefits
    $0 + $41,381 related
    Filer's total
    $0 + $767,682 related

  • Loyola Princivil-Barnett

    COO MJHS CENTERS FOR REHAB

    Total calculated
    $711,907
    From this org
    $586,866
    From related orgs
    $0
    Other
    $125,041
    Hours/week
    23.45 + 11.55 related

    Schedule J breakdown matched by us

    Base
    $480,314
    Bonus
    $71,527
    Other
    $35,025
    Deferred
    $46,200
    Nontaxable benefits
    $78,841
    Filer's total
    $711,907

  • Joseph Nesci

    DIRECTOR OF FACILITIES MGMT.

    Total calculated
    $301,899
    From this org
    $246,503
    From related orgs
    $0
    Other
    $55,396
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $209,938
    Bonus
    $26,500
    Other
    $10,065
    Deferred
    $15,401
    Nontaxable benefits
    $39,995
    Filer's total
    $301,899

  • Christine Young

    DIRECTOR OF NURSING

    Total calculated
    $285,891
    From this org
    $223,121
    From related orgs
    $0
    Other
    $62,770
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $201,698
    Bonus
    $12,500
    Other
    $8,923
    Deferred
    $14,720
    Nontaxable benefits
    $48,050
    Filer's total
    $285,891

  • Deirdre Downes

    DIRECTOR SW,SUPP CARE

    Total calculated
    $244,001
    From this org
    $180,454
    From related orgs
    $0
    Other
    $63,547
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $163,189
    Bonus
    $5,000
    Other
    $12,265
    Deferred
    $12,558
    Nontaxable benefits
    $50,989
    Filer's total
    $244,001

  • Dean Wedderburn

    LPN

    Total calculated
    $183,956
    From this org
    $183,956
    From related orgs
    $0
    Other
    $0
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $182,456
    Bonus
    $1,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $183,956

  • Deena Varghese

    ASSITANT HEAD NURSE

    Total calculated
    $176,727
    From this org
    $176,727
    From related orgs
    $0
    Other
    $0
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $175,227
    Bonus
    $1,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $176,727

  • Jay Talbot

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Mark Lipton

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 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 + 1.5 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 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

  • 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 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 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
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443169349303609

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