Skip to content
Nonprofiteer
← METROPOLITAN JEWISH HEALTH SYSTEM INC

Form 990 for tax year 2024

Filed by METROPOLITAN JEWISH HEALTH SYSTEM INC.

Totals

Total revenue
$62,442,809
Total expenses
$62,642,809
Contributions and grants received
$6,800,000
Grants paid
$3,000,000
Program service revenue
$53,521,811
Investment income
$2,117,391
Other revenue
$3,607
Total assets, end of year
$36,910,430
Total liabilities, end of year
$30,607,173
Net assets or fund balances, end of year
$6,303,257
Program services expenses (Part IX)
$3,000,000
Management and general expenses
$59,642,809
Fundraising expenses
$0
Program service expenses (Part III)
$3,000,000

Program services were 4.8% 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

    $6,800,000

  • 2a · Program service revenue: REIMBURSED EXPENSES

    total $53,521,811 · related or exempt $53,521,811

  • 3 · Investment income

    total $2,116,070 · unrelated business $0 · excluded $2,116,070

  • 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 $1,321

  • 7c · Gain or loss

    other assets $1,321

  • 7d · Net gain or loss

    total $1,321 · excluded $1,321

  • 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 $3,607 · excluded $3,607

  • 11e · Other revenue, total

    $3,607

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,000,000 · program services $3,000,000

  • 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 $3,348,116 · management and general $3,348,116

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $23,874,203 · management and general $23,874,203

  • 8 · Pension plan contributions

    total $1,191,044 · management and general $1,191,044

  • 9 · Other employee benefits

    total $5,049,520 · management and general $5,049,520

  • 10 · Payroll taxes

    total $1,833,464 · management and general $1,833,464

  • 11a · Fees: management

    total $262,964 · management and general $262,964

  • 11b · Fees: legal

    total $350,575 · management and general $350,575

  • 11c · Fees: accounting

    total $132,450 · management and general $132,450

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $2,365,115 · program services $0 · management and general $2,365,115 · fundraising $0

  • 12 · Advertising and promotion

    total $6,171,601 · management and general $6,171,601

  • 13 · Office expenses

    total $1,134,645 · management and general $1,134,645

  • 14 · Information technology

    total $5,138,518 · management and general $5,138,518

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $1,191,899 · management and general $1,191,899

  • 17 · Travel

    total $226,323 · management and general $226,323

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,038 · management and general $1,038

  • 20 · Interest

    total $528,506 · management and general $528,506

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $956,691 · management and general $956,691

  • 23 · Insurance

    total $5,166,504 · management and general $5,166,504

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $646,413 · management and general $646,413

  • 24b · Other expenses: FEDERAL EXCISE TAX

    total $72,851 · management and general $72,851

  • 24c · Other expenses: OTHER EXPENSES

    total $369 · management and general $369

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 $5,658,752 · end of year $3,475,665

  • 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 $3,931,724 · end of year $3,056,174

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

    $6,765,990

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

    $4,370,236

  • 10c · Land, buildings and equipment, net

    beginning of year $2,508,644 · end of year $2,395,754

  • 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 $26,628,944 · end of year $27,868,276

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,383,277 · end of year $14,305,952

  • 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 $9,369,048 · end of year $8,654,762

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $8,587,043 · end of year $7,646,459

  • 27 · Net assets without donor restrictions

    beginning of year $6,503,257 · end of year $6,303,257

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

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 2024, THE MJHS FAMILY OF PROGRAMS AND SERVICES CARED FOR APPROXIMATELY 76,000 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 $3,000,000 · Grants $3,000,000 · Revenue $53,521,811

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
    $1,508,391
    From related orgs
    $0
    Other
    $147,574
    Hours/week
    3 + 31.5 related

    Schedule J breakdown matched by us

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

  • David Koschitzki

    Chief Financial Officer

    Total calculated
    $863,294
    From this org
    $727,248
    From related orgs
    $0
    Other
    $136,046
    Hours/week
    3 + 31.5 related

    Schedule J breakdown matched by us

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

  • Christina Van Vort

    Chief Legal Officer

    Total calculated
    $828,857
    From this org
    $738,027
    From related orgs
    $0
    Other
    $90,830
    Hours/week
    3 + 32 related

    Schedule J breakdown matched by us

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

  • Diane Ashley

    Chief Marketing & Comm officer

    Total calculated
    $629,319
    From this org
    $521,331
    From related orgs
    $0
    Other
    $107,988
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $419,063
    Bonus
    $43,260
    Other
    $59,008
    Deferred
    $34,500
    Nontaxable benefits
    $73,488
    Filer's total
    $629,319

  • Nadine Ferguson

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $621,251
    From this org
    $512,633
    From related orgs
    $0
    Other
    $108,618
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $422,490
    Bonus
    $60,000
    Other
    $30,143
    Deferred
    $34,500
    Nontaxable benefits
    $74,118
    Filer's total
    $621,251

  • Felicia Dyer Johnson

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $562,430
    From this org
    $460,394
    From related orgs
    $0
    Other
    $102,036
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $404,431
    Bonus
    $40,875
    Other
    $15,088
    Deferred
    $34,500
    Nontaxable benefits
    $67,536
    Filer's total
    $562,430

  • Eni Bakallbashi

    CHIEF STRATEGY OFFICER

    Total calculated
    $531,096
    From this org
    $413,049
    From related orgs
    $0
    Other
    $118,047
    Hours/week
    26.25 + 8.75 related

    Schedule J breakdown matched by us

    Base
    $359,955
    Bonus
    $34,479
    Other
    $18,615
    Deferred
    $34,500
    Nontaxable benefits
    $83,547
    Filer's total
    $531,096

  • Jacob Beniawski

    VP, FINANCE

    Total calculated
    $504,808
    From this org
    $397,042
    From related orgs
    $0
    Other
    $107,766
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $338,753
    Bonus
    $24,618
    Other
    $33,671
    Deferred
    $25,013
    Nontaxable benefits
    $82,753
    Filer's total
    $504,808

  • Danielle Rollmann

    Chair

    Total calculated
    $0
    Hours/week
    5 + 1.5 related

  • Bradley Fluegel

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 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

  • Alexander Balko

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Abraham Brody

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Eli 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 + 0.5 related

  • 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
  • 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 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

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
2024
Filed
12 March 2025
IRS schema version
2024v5.2
Source object
202523169349305107

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.