2024-10-30T18:11:55-05:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-01-01 135596795 JOHN E ANDRUS MEMORIAL INC JOHN 9144783700 185 OLD BROADWAY HASTINGSONHUDSON NY 10706 JAMES ROSENMAN CEO 9144783700 2024-11-15 1 1 EVA MRUK P00543254 9143818900 2024-10-30 2023 2024-10-15 13:58:12Z ANDRUS ON HUDSON JAMES ROSENMAN 185 OLD BROADWAY HASTINGSONHUDSON NY 10706 40791898 0 X WWW.ANDRUSONHUDSON.ORG X 1923 NY TO CREATE AND SUSTAIN A RESIDENTIAL CARE COMMUNITY WITH A STIMULATING AND SECURE ENVIRONMENT. PROVIDING SKILLED NURSING AND OTHER RELATED SERVICES FOR THE BENEFIT OF THE RESIDENTS AND PATIENTS WITHIN A RESIDENTIAL CARE COMMUNITY IN AN ENVIRONMENT FOCUSED ON HIGH QUALITY OF CARE, SERVICES, AND WELLBEING OF OUR RESIDENTS AND PATIENTS. 13 13 267 13 37512 0 12151464 6439492 25346170 26223918 21216 260251 4382422 1361257 41901272 34284918 0 0 0 0 19577045 21496643 0 0 0 10065842 11044922 29642887 32541565 12258385 1743353 46751069 49669774 3864810 5031578 42886259 44638196 ANDRUS ON HUDSON IS A CARING ORGANIZATION FOSTERING THE WELLBEING, DIGNITY, AND QUALITY OF LIFE FOR ELDERS ON ITS CAMPUS AND THROUGHOUT WESTCHESTER COUNTY. 0 0 27366059 0 26223918 ANDRUS ON HUDSON (AOH) IS A SKILLED NURSING FACILITY, WHICH PROVIDES ROOM AND BOARD SERVICES TO ITS RESIDENTS. AOH IS A NYS-LICENSED 197-BED FACILITY. REVENUES ARE DERIVED FROM PROVIDING HEALTH CARE SERVICES. A SIGNIFICANT PORTION OF THE FACILITY'S OPERATING REVENUES IS FUNDED THROUGH MEDICAID AND MEDICARE PROGRAMS, AS WELL AS SELF-PAY INDIVIDUALS. THE MAJORITY OF RESIDENTS COME FROM WESTCHESTER COUNTY. IN 2023, ANDRUS ON HUDSON PROVIDED 70,611 DAYS OF SKILLED NURSING SERVICES TO 471 PATIENTS. 27366059 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 201 1 1 267 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X THERESA NICHOLSON 9144783700 185 OLD BROADWAY HASTINGSONHUDSON NY 10706 ELIZABETH MOON SHOGREN CHAIR 4.00 1.00 X X 0 0 0 JOCELYN DOWNIE VICE CHAIR 4.00 1.00 X X 0 0 0 JEFFREY GEORGE TREASURER 4.00 1.00 X X 0 0 0 MARC DE VENOGE ASSISTANT TREASURER 4.00 3.00 X X 0 0 0 ALEXANDRA MOON CARDON SECRETARY 4.00 1.00 X X 0 0 0 DAVIS BENEDICT BOARD DIRECTOR 4.00 0.00 X 0 0 0 ROBERT CADOUX BOARD DIRECTOR 4.00 1.00 X 0 0 0 LINDSEY GRIFFITH BOARD DIRECTOR 4.00 1.00 X 0 0 0 DOZENE GUISHARD BOARD DIRECTOR 4.00 1.00 X 0 0 0 ROBERT HEDLUND BOARD DIRECTOR 4.00 1.00 X 0 0 0 KAUPE KIMBERLY BOARD DIRECTOR 4.00 1.00 X 0 0 0 COLETTE PHIPPS BOARD DIRECTOR 4.00 1.00 X 0 0 0 ANDREW SHERMAN BOARD DIRECTOR 4.00 1.00 X 0 0 0 MCCAIN MCMURRAY BOARD DIRECTOR, THRU FEB. 2023 4.00 1.00 X 0 0 0 JAMES ROSENMAN CEO 37.50 0.00 X 497496 0 63190 THERESA NICHOLSON DIRECTOR OF FINANCE 37.50 0.00 X 168058 0 8109 JON KOLE COO 37.50 0.00 X 312998 0 27677 MAXINE MCLEAN LPN 37.50 0.00 X 176310 0 39605 MARCIA LEE LPN 37.50 0.00 X 166539 0 38667 RICHARD FELIPE DIRECTOR OF PLANT OPERATIONS 37.50 0.00 X 169812 0 10573 DELBERT CARTER RN MANAGER 37.50 0.00 X 184871 0 54681 1676084 0 242502 35 0 1 0 AFFINITY REHABILITATION LLP 536 OLD HOWELL ROAD GREENVILLE SC 29615 REHABILITATION SERVICES 1503481 INFINITE CARE STAFFING AGENCY 16 MT EBO SOUTH SUITE 12A3 BREWSTER NY 10509 STAFFING AGENCY 605611 AMENTA EMMA 252 TRUMBULL STREET HARTFORD CT 06103 ARCHITECTURE 299041 A BORRELLI MECHANICAL 147 WHEELER AVENUE PLEASANTVILLE NY 10570 MAINTENANCE 287904 PEARLCARE SEARCH GROUP LLC 1428 WEST BELMONT AVENUE SUITE 1 CHICAGO IL 606733040 STAFFING AGENCY 282953 12 11439 724326 5508979 194748 6439492 MEDICAID 623000 16797287 16797287 MEDICARE 623000 5300591 5300591 PRIVATE PAY REVENUE 623000 2357554 2357554 OTHER PATIENT REVENUE 623000 1768486 1768486 26223918 287028 287028 1274973 94786 1180187 1180187 1180187 6313040 6339817 -26777 -26777 -26777 0 11439 5112 -5112 -5112 104777 67265 37512 37512 OTHER INCOME 900099 92589 92589 PURCHASE DISCOUNTS/REBATES 900099 56081 56081 148670 34284918 26223918 37512 1583996 X 736853 736853 13617735 12329529 1288206 1194885 1044734 150151 4110805 3566914 543891 1836365 1579274 257091 244696 244696 48780 48780 2402 2402 1076 1076 3923385 3022755 900630 84258 64916 19342 599096 463421 135675 127372 98133 29239 877727 703937 173790 55177 42511 12666 1361119 1268411 92708 425963 330564 95399 NY CASH RECEIPTS ASSESS 1364435 1364435 MEDICAL SUPPLIES 883393 680606 202787 FOOD EXPENSES 656663 505923 150740 MISC OPERATING EXPENSES 220739 170067 50672 168641 129929 38712 32541565 27366059 5175506 0 5967255 7205830 3898924 5894673 9725771 7540461 2355371 2298040 18128 18128 16865 266108 52739069 36539823 15572759 16199246 8396257 8802213 799739 1445075 46751069 49669774 2383888 2823320 407929 779258 1072993 1429000 3864810 5031578 X 32709495 36251383 10176764 8386813 42886259 44638196 46751069 49669774 X 1743353 261388 -252804 X X 0 1 X 1 0 X 6037270 1750475 6811550 12151464 6439492 33190251 22626210 23912639 24467236 25346170 26223918 122576173 28663480 25663114 31278786 37497634 32663410 155766424 0 0 0 155766424 838946 833635 803955 4425050 1562001 8463587 838946 833635 803955 4425050 1562001 8463587 95358 92979 101483 124464 148670 562954 29597784 26589728 32184224 42047148 34374081 164792965 0.94520 0.94700 0.05140 0.04770 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 95,358. 2020 AMOUNT: $ 21,180. 2021 AMOUNT: $ 25,766. 2022 AMOUNT: $ 68,180. 2023 AMOUNT: $ 92,589. PURCHASE DISCOUNTS/REBATES - 2020 AMOUNT: $ 48,106. 2021 AMOUNT: $ 65,522. 2022 AMOUNT: $ 56,284. 2023 AMOUNT: $ 56,081. INSURANCE PROCEEDS - 2020 AMOUNT: $ 23,693. 2021 AMOUNT: $ 10,195. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2402 2402 0 PART II-B, LINE 1: AMOUNTS REPORTED ON LINE 1I REPRESENTS THE PORTION OF MEMBERSHIP DUES PAID BY THE ORGANIZATION TO PROFESSIONAL ASSOCIATIONS AND SIMILAR ORGANIZATIONS ATTRIBUTABLE TO LOBBYING ACTIVITIES. 0 1 X 402806 20786 20786 402806 402806 16165 16165 402806 402806 14567 14567 402806 402806 13490 13490 402806 402806 16753 16753 402806 0.00000 1.00000 0.00000 0 0 701675 701675 40620422 30241694 10378728 7404181 5911347 1492834 4012791 386782 3626009 16199246 PROFESSIONAL AND SIMILAR LIABILITIES 1429000 1429000 X 34645128 261388 99898 361286 34283842 1076 1076 34284918 32640387 99898 99898 32540489 1076 1076 32541565 PART IV, LINE 2B: RESIDENT FUNDS HELD IN TRUST ARE MAINTAINED IN BANK ACCOUNTS SEPARATE FROM JOHN E. ANDRUS MEMORIAL, INC.'S ACCOUNTS. INTEREST EARNED ON RESIDENT FUNDS IS CREDITED TO THE RESIDENTS' ACCOUNTS. PART V, LINE 4: THE ENDOWMENT CONSISTS OF A DONOR RESTRICTED ENDOWMENT FUND ESTABLISHED FOR RESIDENT ACTIVITIES. THE OBJECTIVE OF THE ORGANIZATION IS TO MAINTAIN THE PRINCIPAL ENDOWMENT FUND AT THE ORGINAL AMOUNT DESIGNATED BY THE DONOR AND TO EARN INCOME ON THE FUNDS. THE INVESTMENT POLICY IS TO ACHIEVE THIS OBJECTIVE TO INVEST IN LOW-RISK SECURITIES. INTEREST EARNED IN RELATION TO THE ENDOWMENT FUNDS IS RECORDED AS TEMPORARILY RESTRICTED INCOME AND RELEAED FROM RESTRICTION UPON EXPENDITURE FOR THE PROGRAM FOR WHICH THE ENDOWMENT FUND WAS ESTABLISHED. PART X, LINE 2: JEAM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THE TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT JEAM HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. JEAM IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 94,786. EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 5,112. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 94,786. EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 5,112. 104777 67100 165 0 104777 67100 165 67265 37512 NY 1 0 1 0 1.00000 0.00000 THERESA NICHOLSON 185 OLD BROADWAY HASTINGSONHUDSON NY 10706 0 0 X X X 0 0 0 0 0 0 0 1 0 JAMES ROSENMAN CEO 438021 0 59475 0 0 0 13200 0 49990 0 560686 0 0 0 JON KOLE COO 262998 0 50000 0 0 0 12712 0 14965 0 340675 0 0 0 DELBERT CARTER RN MANAGER 143871 0 41000 0 0 0 8037 0 46644 0 239552 0 0 0 MAXINE MCLEAN LPN 175284 0 1026 0 0 0 0 0 39605 0 215915 0 0 0 MARCIA LEE LPN 163086 0 3453 0 0 0 0 0 38667 0 205206 0 0 0 RICHARD FELIPE DIRECTOR OF PLANT OPERATIONS 169812 0 0 0 0 0 6838 0 3735 0 180385 0 0 0 THERESA NICHOLSON DIRECTOR OF FINANCE 161058 0 7000 0 0 0 6722 0 1387 0 176167 0 0 0 PART I, LINE 7 INDIVIDUALS REPORTED ON FORM 990, PART VII, SECTION A RECEIVED BOARD APPROVED DISCRETIONARY BONUSES IN 2023. BONUSES ARE REPORTED AS TAXABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN B(II). FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE: WHEN THE FORM 990 HAS BEEN REVIEWED BY THE CEO AND DIRECTOR OF FINANCE AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS SUBMITTED ELECTRONICALLY TO ALL MEMBERS OF THE GOVERNING BODY FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. ALL COMMENTS/QUESTIONS ARE DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE, WHICH IT ANNUALLY MONITORS AND ENFORCES. THE POLICY REQUIRES THAT ALL DIRECTORS AND EMPLOYEES MUST ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. THE SIGNED CONFLICT OF INTEREST POLICY IS KEPT ON FILE. IN THE EVENT OF A CONFLICT OF INTEREST, THE CONFLICTED MEMBER MUST IMMEDIATELY DISCLOSE THE EXISTENCE AND MATERIALITY OF ANY CONFLICTS TO THE CHAIR. A CONFLICTED MEMBER CANNOT VOTE OR PARTICIPATE IN THE DELIBERATIONS. ALL POTENTIAL OR ACTUAL CONFLICTS OF INTEREST DISCUSSED OR VOTED UPON ARE DOCUMENTED IN THE ORGANIZATIONS BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS DELEGATED BY THE BOARD TO CONDUCT PERFORMANCE REVIEWS OF THE CEO AND DETERMINES, SUBJECT TO APPLICABLE GENERAL BOARD OF DIRECTORS REVIEW AND PURSUANT TO APPLICABLE CONTRACTUAL OBLIGATIONS, ANNUAL COMPENSATION INCLUSIVE OF ANY APPLICABLE INCENTIVE COMPENSATION AWARD(S). THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN FOR THE CEO IN 2023 AND THE APPROVAL IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. THE COMPENSATION FOR "TOP MANAGEMENT OFFICIALS", "OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY EXECUTIVE LEADERSHIP AND IS BASED ON MULTIPLE FACTORS INCLUDING BUT NOT LIMITED TO: AVAILABLE MARKET BASED INFORMATION SUCH AS WAGE SURVEYS, LENGTH OF EXPERIENCE, EMPLOYMENT/JOB PERFORMANCE, PUBLICLY AVAILABLE INFORMATION AS APPLICABLE, CURRENT TRENDS AND OTHER COMPARABLE INFORMATION. THE APPROVAL IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 403,841. MANAGEMENT AND GENERAL EXPENSES 120,325. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 524,166. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 328,760. MANAGEMENT AND GENERAL EXPENSES 97,954. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 426,714. THERAPISTS: PROGRAM SERVICE EXPENSES 1,156,721. MANAGEMENT AND GENERAL EXPENSES 344,645. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,501,366. LPNS AND RNS: PROGRAM SERVICE EXPENSES 972,584. MANAGEMENT AND GENERAL EXPENSES 289,782. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,262,366. DENTAL FEES: PROGRAM SERVICE EXPENSES 33,283. MANAGEMENT AND GENERAL EXPENSES 9,917. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,200. LAB FEES: PROGRAM SERVICE EXPENSES 40,777. MANAGEMENT AND GENERAL EXPENSES 12,149. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,926. RADIOLOGY FEES: PROGRAM SERVICE EXPENSES 27,184. MANAGEMENT AND GENERAL EXPENSES 8,099. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,283. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 2,613. MANAGEMENT AND GENERAL EXPENSES 778. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,391. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 56,992. MANAGEMENT AND GENERAL EXPENSES 16,981. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,973. FORM 990, PART XI, LINE 9: LOSS ON ASSET DISPOSAL -252,804. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HELEN A BENEDICT FOUNDATION INC 200 MADISON AVENUE 25TH FLOOR NEW YORK NY 10016 133940833 GRANT-MAKING NY 501(C)(3) PF JOHN E ANDRUS MEMORIAL INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HELEN A BENEDICT FOUNDATION INC C 724326 CASH VALUE