2025-09-22T14:09:05-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 815241497 PARKER HEALTH GROUP INC PARK 7325458330 1421 RIVER ROAD PISCATAWAY NJ 08854 NICHOLAS CARR CFO 7325458330 2025-09-21 1 1 KERRI N BOGDA P00760402 7177404863 2025-09-21 2024 2025-03-06 01:10:19Z ROBERTO MUNIZ 1421 RIVER ROAD PISCATAWAY NJ 08854 610627 0 X WWW.PARKERLIFE.ORG X 2015 NJ PARKER HEALTH GROUP SUPPORTS AFFILIATES' DEPTS INCLUDING FINANCE, HUMAN RESOURCES & PAYROLL. 17 16 68 16 0 0 0 256551 0 0 20330 193746 14602 160330 34932 610627 0 0 0 0 10938934 12600399 0 0 0 5921092 6591145 16860026 19191544 -16825094 -18580917 30309559 18755817 17298478 8344931 13011081 10410886 X THE OBJECTS AND PURPOSES OF THE CORPORATION SHALL BE TO PROVIDE AND PROMOTE A CARE CONTINUUM FOR THE AGING VIA SKILLED NURSING, MEMORY CARE, ASSISTED LIVING, ADULT DAY CARE, REHABILITATION, HEALTHY AGING, AND INTERGENERATIONAL AND OTHER PROGRAMS, TOGETHER WITH CONDUCTING AND ASSISTING RELATED EDUCATION AND RESEARCH BY COORDINATION, PERFORMANCE, AND SUPPORT OF THE OPERATION AND FUNCTIONS AND THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF THE FRANCIS E. PARKER MEMORIAL HOME, INC., PARKER HOME AND COMMUNITY BASED SERVICES, INC., THE FRANCIS E. PARKER ASSISTED LIVING CENTER, INC., PARKER AT MONROE, INC., PARKER AT EAST WINDSOR INC., PARKER AT SOMERSET, INC., PARKER REHABILITATION SERVICES, INC. AND OTHER AFFILIATES THAT MAY BE ESTABLISHED IN TIME. 0 0 2520761 0 0 PARKER HEALTH GROUP, INC'S PROGRAM SERVICES FOCUS ON ITS SUPPORTED ORGANIZATIONS THE FRANCIS E. PARKER MEMORIAL HOME, PARKER HOME AND COMMUNITY BASED SERVICES, INC., THE FRANCIS E. PARKER ASSISTED LIVING CENTER, INC., PARKER AT MONROE, INC., PARKER AT EAST WINDSOR INC., PARKER AT SOMERSET, INC., PARKER REHABILITATION SERVICES, INC., AND PARKER FOUNDATION, INC. 2520761 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 196 0 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X NICHOLAS CARR CFO 7325652418 1421 RIVER ROAD PISCATAWAY NJ 08854 ALFRED F TALLIA MD MPH TRUSTEE 0.60 3.40 X 20000 0 0 CLIFFORD E HOLLAND TRUSTEE 0.60 3.40 X 20000 0 0 DENISE BOUDREAU TRUSTEE 0.60 3.40 X 20000 0 0 DIANE HILL PHD TRUSTEE 0.60 3.40 X 20000 0 0 JOHN A PAPA TREASURER 4.00 10.00 X X 0 0 0 JOSEPH DOYLE TRUSTEE 0.60 3.40 X 20000 0 0 JOSEPH FERRO MD TRUSTEE 0.60 3.40 X 18000 0 0 JOSEPH G BRAUNREUTHER ESQ SECRETARY 4.00 10.00 X X 20000 0 0 JOSEPH VELDERMAN TRUSTEE 0.60 3.40 X 20000 0 0 LINDA SCHWIMMER JD VICE-CHAIR 4.00 10.00 X X 20000 0 0 MAJD ALWAN PHD TRUSTEE 0.60 3.40 X 20000 0 0 MARGUERITE K SCHLAG EDD RN CHAIR 4.00 10.00 X X 25000 0 0 PENELOPE LATTIMER PHD TRUSTEE 0.60 3.40 X 20000 0 0 ROBERTO MUNIZ MPA FLNHA PRESIDENT/CEO 24.00 16.00 X X 762170 0 69513 STEPHEN LANDERS MD TRUSTEE 0.60 3.40 X 0 0 0 WILLIAM P TIBBITT TRUSTEE 0.60 3.40 X 20000 0 0 WILLIAM R HAGAMAN JR TRUSTEE 0.60 3.40 X 20000 0 0 DONNA SILBERT CHIEF STRATEGY OFFICER 40.00 0.00 X 351382 0 30305 ELIZABETH SPARLING CHIEF OPERATING OFFICER 40.00 0.00 X 403665 0 34600 JAMES DELLAPA CHIEF INFORMATION OFF. (UNTIL 6/24) 40.00 0.00 X 229025 0 21351 JEAN REBELE CHIEF TALENT OFFICER 40.00 0.00 X 322422 0 38326 MARY JO VETTER CHIEF CLINICAL OFFICER 40.00 0.00 X 251767 0 25822 ROBERT MOSQUERA CHIEF INFORMATION & INNOVATION OFF. 40.00 0.00 X 46605 0 5046 CAROL BURT RES. PLANNING ADMIN. (UNTIL 12/24) 40.00 0.00 X 257287 0 23133 EDWARD MATTHEWS EXECUTIVE ADVISOR (UNTIL 7/24) 24.00 16.00 X 234993 0 19344 MEGAN KOVALTCHOUK CHIEF OF STAFF 40.00 0.00 X 219164 0 28343 NICHOLAS CARR CFO 40.00 0.00 X 269212 0 30539 ANNE E KURZENBERGER SR. DIRECTOR, HR & TALENT 40.00 0.00 X 197610 0 18608 CANDICE PIETRZAK DIR., CULTURE & PARKER EXPERIENCE 40.00 0.00 X 162172 0 23710 JUDITH COLLETT MILLER DIRECTOR OF BUSINESS DEVELOPMENT 40.00 0.00 X 189081 0 21489 MICHAEL A BROPHY SR. DIR. OF SALES & MKTING 40.00 0.00 X 185113 0 18584 PAMELA SMITH DIRECTOR OF BUSINESS DEVELOPMENT 40.00 0.00 X 203090 0 30105 4567758 0 438818 34 0 1 0 CTCI WESTHEIMER ROAD STE 200 WESTCHASE P HOUSTON TX 77077 ENGINEERING/CONSTRUCTION SERVICES 795673 MERIPLEX SOLUTIONS LLC 10111 RICHMOND AVE SUITE 500 HOUSTON TX 77042 IT SERVICES 531768 ORACLE CREDIT CORPORATION 500 ORACLE PARKWAY FL 1 REDWOOD CITY CA 94065 FINANCIAL SERVICES 514835 GRASSI HEALTHCARE ADVISORS LLC 50 JERICHO QUADRANGLE JERICHO NY 11753 HEALTHCARE ADVISORS 415704 VALUEMOMENTUM INC 1030 STATE ST ERIE PA 16501 IT CONSULTING 325744 25 256551 256551 193746 193746 INSURANCE REIMBURSEMEN 900099 148305 148305 APPLICATION FEES 900099 12025 12025 160330 610627 0 0 354076 5080260 5080260 3631174 3631174 1731368 1731368 1472425 1472425 685172 685172 135413 135413 328079 328079 563 563 719445 379085 340360 606613 606613 89440 13606 75834 88212 88212 119075 119075 260661 165136 95525 1122075 1122075 MISCELLANEOUS 908482 908482 STRATEGIC PLANNING 901859 901859 MEDICAL SUPPLIES 343436 343436 CARE CONTINUUM 233897 233897 733895 263526 470369 19191544 2520761 16670783 0 8166 8808 6936905 5496700 596829 445651 15739302 3355073 22395659 12384229 372000 420429 30309559 18755817 9594238 7929751 7704240 415180 17298478 8344931 X 13011081 10410886 13011081 10410886 30309559 18755817 X -18580917 15980722 X 0 1 X 1 1 1 X X 4 THE FRANCIS E PARKER MEMORIAL HOME 221589209 3 1 0 0 PARKER AT MONROE INC 471335159 3 1 0 0 PARKER REHABILITATION SERVICES 471958020 3 1 0 0 PARKER AT SOMERSET INC 471944928 3 1 0 0 4 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 FORM 990 SCHEDULE A PART IV LINE 2 THE FILING ORGANIZATION INCLUDES AMONG ITS SUPPORTED ORGANIZATIONS PARKER AT EAST WINDSOR, INC. (47-1890220), AN ORGANIZATION THAT CURRENTLY DOES NOT HAVE A TAX EXEMPT DETERMINATION LETTER. PARKER AT EAST WINDSOR IS CURRENTLY INACTIVE, WITH NO ASSETS OR ACTIVITY, BUT WILL EVENTUALLY BECOME A RETIREMENT COMMUNITY. WHEN THE FILING ORGANIZATION IS READY TO FUND THE CONSTRUCTION OF THE NEW FACILITY, IT WILL FILE FORM 1023 TO GAIN TAX EXEMPT STATUS FOR PARKER AT EAST WINDSOR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 563 563 0 PART II-B, LINE 1: THE PARKER HEALTH GROUP PAYS DUES TO LEADINGAGE NEW JERSEY WHICH ADVOCATES FOR NURSING HOMES AND OTHER CARE FACILITIES FOR THE AGED. SMALL PORTIONS OF THE DUES TO LEADINGAGE NEW JERSEY ARE USED FOR LOBBYING EXPENSES. 6589691 6589691 1490139 127198 1362941 7109502 7109502 549970 3227875 -2677905 12384229 ACCRUED PENSION COST 415180 415180 16443044 15980722 15980722 462322 148305 148305 610627 19043239 -148305 -148305 19191544 0 19191544 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET PERIODIC PENSION COSTS 1,489,989. EQUITY TRANSFER FROM RELATED ENTITY 7,467,752. PENSION LIABILITY ADJUSTMENT 7,022,981. PART XI, LINE 4B - OTHER ADJUSTMENTS: INSURANCE RECOVERY 148,305. PART XII, LINE 2D - OTHER ADJUSTMENTS: INSURANCE RECOVERY -148,305. X 1 1 X X X X 0 1 0 0 0 0 0 1 0 ROBERTO MUNIZ MPA FLNHA PRESIDENT/CEO 531825 0 100000 0 130345 0 56401 0 13112 0 831683 0 0 0 ELIZABETH SPARLING CHIEF OPERATING OFFICER 359689 0 42977 0 999 0 29871 0 4729 0 438265 0 0 0 DONNA SILBERT CHIEF STRATEGY OFFICER 297307 0 53249 0 826 0 26002 0 4303 0 381687 0 0 0 JEAN REBELE CHIEF TALENT OFFICER 267909 0 53739 0 774 0 23859 0 14467 0 360748 0 0 0 NICHOLAS CARR CFO 230601 0 37950 0 661 0 19922 0 10617 0 299751 0 0 0 CAROL BURT RES. PLANNING ADMIN. (UNTIL 12/24) 219838 0 36835 0 614 0 19039 0 4094 0 280420 0 0 0 MARY JO VETTER CHIEF CLINICAL OFFICER 241087 0 10000 0 680 0 18631 0 7191 0 277589 0 0 0 EDWARD MATTHEWS EXECUTIVE ADVISOR (UNTIL 7/24) 194141 0 40315 0 537 0 17390 0 1954 0 254337 0 0 0 JAMES DELLAPA CHIEF INFORMATION OFF. (UNTIL 6/24) 207971 0 20472 0 582 0 16948 0 4403 0 250376 0 0 0 MEGAN KOVALTCHOUK CHIEF OF STAFF 178196 0 40446 0 522 0 16218 0 12125 0 247507 0 0 0 PAMELA SMITH DIRECTOR OF BUSINESS DEVELOPMENT 172875 0 29700 0 515 0 15029 0 15076 0 233195 0 0 0 ANNE E KURZENBERGER SR. DIRECTOR, HR & TALENT 179427 0 17680 0 503 0 14623 0 3985 0 216218 0 0 0 JUDITH COLLETT MILLER DIRECTOR OF BUSINESS DEVELOPMENT 172192 0 16397 0 492 0 13992 0 7497 0 210570 0 0 0 MICHAEL A BROPHY SR. DIR. OF SALES & MKTING 168583 0 16055 0 475 0 13698 0 4886 0 203697 0 0 0 CANDICE PIETRZAK DIR., CULTURE & PARKER EXPERIENCE 140701 0 21053 0 418 0 12001 0 11709 0 185882 0 0 0 PART I, LINE 1A AS PART OF THE WELLNESS MEMBERSHIP REIMBURSEMENT POLICY, ALL FULL-TIME EMPLOYEES CAN BE REIMBURSED UP TO $100 PER QUARTER FOR A MEMBERSHIP. IN 2024, 5 LISTED EMPLOYEES USED THE BENEFIT. PART I, LINE 4B THE CEO, ROBERTO MUNIZ, PARTICIPATES IN A 457(F) PLAN. IN 2024, HE RECEIVED $128,500, WHICH WAS TREATED AS TAXABLE COMPENSATION. THE EXECUTIVE COMMITTEE DESIGNATES ELIGIBLE PARTICIPANTS IN THE PLAN AND DETERMINES THE AMOUNT TO BE CONTRIBUTED. PART I, LINE 7 EXECUTIVES AND MANAGEMENT PERSONNEL RECEIVED BONUSES AS A PART OF THEIR COMPENSATION FOR THE YEAR 2024. BONUSES ARE BASED UPON PERFORMANCE EVALUATIONS THAT REFLECT PREVIOUSLY AGREED UPON GOALS AND OBJECTIVES WHICH HAVE BOTH FINANCIAL AND NON-FINANCIAL ELEMENTS. FORM 990, PART V, LINES 2A & 2B THE FILING ENTITY IS THE PARENT IN A GROUP AND IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. PARKER HEALTH GROUP REPORTS ALL EMPLOYEES ON ITS FORM W-3, HOWEVER, EACH AFFILIATE HAS EMPLOYEES ALLOCATED TO THAT ENTITY. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V, LINE 2A FOR EACH OF THE AFFILIATES ARE THOSE WHO HAVE BEEN DEEMED TO BE EMPLOYEES OF EACH AFFILIATE ORGANIZATION. THE AFFILIATES FOR WHICH PARKER HEALTH GROUP IS THE COMMON PAY AGENT IS AS FOLLOWS: FRANCIS E PARKER ASSISTED LIVING, FRANCIS E PARKER MEMORIAL HOME, PARKER HOME AND COMMUNITY BASED SERVICES, PARKER AT MONROE, PARKER AT SOMERSET AND PARKER REHAB SERVICES. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT PERFORMS AN INITIAL REVIEW OF THE FORM 990. ONCE MANAGEMENT IS SATISFIED, THE FINANCE COMMITTEE SUBSEQUENTLY REVIEWS THE RETURN IN DETAIL. BOARD MEMBERS ARE THEN PROVIDED WITH COPIES OF THE RETURN PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. ANY TRUSTEE, OFFICER, OR KEY EMPLOYEE WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OF TRUSTEES OR A COMMITTEE THEREOF SHALL MAKE A PROMPT AND FULL DISCLOSURE OF THE INTEREST TO THE BOARD OF TRUSTEES OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. THE BOARD OF TRUSTEES OR COMMITTEE TO WHICH DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST IS MADE SHALL DETERMINE, BY A MAJORITY VOTE, WHETHER A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, THE INTERESTED PERSON SHALL NOT VOTE ON, NOR USE PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. SUCH PERSON MAY BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT BUT MAY NOT BE COUNTED WHEN THE BOARD OF TRUSTEES OR A COMMITTEE OF THE BOARD OF TRUSTEES TAKES ACTION ON THE TRANSACTION. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. THE FULL BOARD MONITORS THE CONFLICT OF INTEREST POLICY AND WORKS WITH ORGANIZATION PERSONNEL TO ENSURE THAT ALL BOARD MEMBERS COMPLETE THE ANNUAL STATEMENTS. FOLLOW-UP IS PROVIDED BY LEGAL COUNSEL, IF NECESSARY. WHILE THE CONFLICT OF INTEREST POLICY DOES NOT EXPLICITLY STATE FAMILY AND BUSINESS RELATIONSHIPS, IT IS UNDERSTOOD THAT THESE RELATIONSHIPS MAY BE A SOURCE OF POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT COMPENSATION CONSULTANT, SULLIVAN, COTTER, AND ASSOCIATES, PROVIDES ANNUAL COMPENSATION SURVEY RESULTS TO THE ORGANIZATION. THE EXECUTIVE COMMITTEE (BOARD CHAIR, VICE-CHAIR, AND TREASURER) AND THE CHAIR OF THE PEOPLE COMMITTEE COMPOSE THE "AUTHORIZED BODY" WHICH HAS OVERSIGHT OF EXECUTIVE COMPENSATION ISSUES. THEY EVALUATE AND DETERMINE CEO COMPENSATION. THE SURVEY RESULTS ENSURE THAT COMPENSATION WILL BE WITHIN FAIR MARKET VALUE RANGE FOR THE INDUSTRY. USING THE SAME SURVEY, THE CEO DETERMINES COMPENSATION FOR THE REMAINING MANAGEMENT EXECUTIVES. ALL BOARD LEVEL DISCUSSIONS ARE DOCUMENTED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET PERIODIC PENSION COSTS 1,489,989. EQUITY TRANSFER FROM RELATED ENTITY 7,467,752. PENSION LIABILITY ADJUSTMENT 7,022,981. THE FRANCIS E PARKER ASSISTED LIVING CENTER INC 1421 RIVER ROAD PISCATAWAY NJ 08854 202937952 ASSISTED LIVING NJ 501(C)(3) LINE 12A, I PARKER HEALTH GROUP INC 1 PARKER HOME AND COMMUNITY BASED SERVICES INC 1421 RIVER ROAD PISCATAWAY NJ 08854 261887505 ADULT DAY HEALTH SERVICES NJ 501(C)(3) LINE 12A, I PARKER HEALTH GROUP INC 1 PARKER AT MONROE INC 1422 RIVER ROAD PISCATAWAY NJ 08854 471335159 NURSING HOME CARE NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 1 PARKER REHABILITATION SERVICES 1421 RIVER ROAD PISCATAWAY NJ 08854 471958020 REHABILITATION SERVICES NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 1 PARKER AT SOMERSET INC 1421 RIVER ROAD PISCATAWAY NJ 08854 471944928 NURSING HOME CARE NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 1 PARKER FOUNDATION INC 1421 RIVER ROAD PISCATAWAY NJ 08854 364858938 NURSING HOME CARE NJ 501(C)(3) LINE 12B, II PARKER HEALTH GROUP INC 1 THE FRANCIS E PARKER MEMORIAL HOME 1421 RIVER ROAD PISCATAWAY NJ 08854 221589209 NURSING HOME CARE NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 1 PARKER AT EAST WINDSOR 1421 RIVER ROAD PISCATAWAY NJ 08854 471890220 NURSING HOME CARE NJ PARKER HEALTH GROUP INC C 1.00000 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 1 PARKER FOUNDATION INC S 7467752 COST PARKER AT MONROE INC O 84858 COST PARKER REHABILITATION SERVICES O 56572 COST PARKER AT SOMERSET INC O 84858 COST THE FRANCES E PARKER MEMORIAL HOME O 84858 COST PARKER HOME AND COMMUNITY BASED SERVICES INC O 84858 COST THE FRANCES E PARKER ASSISTED LIVING CENTER INC O 56572 COST