2023-11-14T12:00:10-06:00 2022-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-01-01 260493240 THE JEWISH HOME FAMILY INC JEWI 2017841414 10 LINK DRIVE ROCKLEIGH NJ 07647 CAROL SILVER ELLIOTT PRESIDENT & CEO 2017841414 2023-11-13 1 CAROL SILVER ELLIOTT XXX-XX-XXXX 0 KERRI N BOGDA CPA P00760402 7177404863 2023-11-13 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CAROL SILVER ELLIOTT 10 LINK DRIVE ROCKLEIGH NJ 07647 3337531 0 X WWW.JEWISHHOMEFAMILY.ORG X 2007 NJ PROVIDE THE BEST CARE, SERVICE, & GUIDANCE FOR THE BENEFIT OF OUR ELDERLY & THEIR FAMILIES. 33 32 16 116 98808 88027 336907 310500 2868248 2926545 65486 99372 5804 1114 3276445 3337531 3500 814 0 0 2747431 2433277 0 0 212918 546722 768877 3297653 3202968 -21208 134563 680649 696781 1552742 1465504 -872093 -768723 X THE MISSION OF THE JEWISH HOME FAMILY AND ITS CONSTITUENT ORGANIZATIONS IS TO PROVIDE THE VERY BEST CARE, SERVICE, AND GUIDANCE FOR THE BENEFIT OF OUR ELDERLY AND THEIR FAMILIES, AT HOME AND AT OUR FACILITIES, NOW AND INTO THE FUTURE, REGARDLESS OF RACE, RELIGION OR FINANCIAL ABILITY, CONSISTENT WITH OUR JEWISH TRADITIONS AND VALUES. 0 0 814 814 2926545 THE JEWISH HOME FAMILY OVERSEES THE ACTIVITIES, PERFORMANCE AND FINANCIAL HEALTH OF ITS CONSTITUENT ORGANIZATIONS AND ATTEMPTS TO IDENTIFY, DEFINE AND ADDRESS THOSE AREAS IN WHICH THE NEEDS OF OUR ELDERLY REMAIN UNMET. AS SUCH, THE JEWISH HOME FAMILY CONSTITUTES THE SIGNIFICANT RESOURCE THROUGH WHICH THE JEWISH COMMUNITIES OF BERGEN, HUDSON, AND ROCKLAND COUNTIES CARE FOR THE ELDERLY. 814 1 1 0 0 0 0 0 0 0 0 1 1 0 1 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 1 1 1 1 0 0 1 14 0 16 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 33 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 IL CT X BRANDY M STEFANCO CFO 2017841414 10 LINK DRIVE ROCKLEIGH NJ 07647 PETER MARTIN CHAIRMAN 0.75 0.00 X X 0 0 0 JONATHAN FURER VICE PRESIDENT 0.25 0.00 X X 0 0 0 AMIE GARTENBURG VICE PRESIDENT 0.25 0.00 X X 0 0 0 JAYNE PETAK VICE PRESIDENT 0.25 0.00 X X 0 0 0 STEVEN MOREY GREENBERG SECRETARY 0.25 0.75 X X 0 0 0 GARRET BEDRIN TREASURER 0.50 0.50 X X 0 0 0 ROBERTA ABRAMS BOARD MEMBER 0.10 0.00 X 0 0 0 HOWARD BLATT BOARD MEMBER 0.02 0.02 X 0 0 0 MYRNA BLOCK BOARD MEMBER 0.08 0.10 X 0 0 0 HOWARD CHERNIN BOARD MEMBER 0.10 0.50 X 0 0 0 WARREN FELDMAN BOARD MEMBER 0.15 0.25 X 0 0 0 STEVEN FRIEDLAND BOARD MEMBER 0.08 0.00 X 0 0 0 GAYLE GERSTEIN BOARD MEMBER 0.10 0.10 X 0 0 0 DR SANDRA GOLD BOARD MEMBER 0.10 0.20 X 0 0 0 MILTON KAHN BOARD MEMBER 0.02 0.00 X 0 0 0 MAGGIE KAPLEN BOARD MEMBER 0.25 0.35 X 0 0 0 KEITH KOOPER BOARD MEMBER 0.02 0.00 X 0 0 0 ALAN LIEBER BOARD MEMBER 0.25 0.00 X 0 0 0 LISA MACTAS BOARD MEMBER 0.25 0.50 X 0 0 0 JAY NADEL BOARD MEMBER 0.50 0.00 X 0 0 0 DR JEFF PAVELL BOARD MEMBER 0.09 0.00 X 0 0 0 ROBERT PECKAR BOARD MEMBER 0.20 0.00 X 0 0 0 JOANN HASSAN PERLMAN BOARD MEMBER 0.08 0.10 X 0 0 0 LINDA FARBER POST BOARD MEMBER 0.08 0.00 X 0 0 0 RACHEL RIMLAND BOARD MEMBER 0.10 0.00 X 0 0 0 DANIEL RUBIN BOARD MEMBER 0.10 0.00 X 0 0 0 STAN SHIRVAN BOARD MEMBER 0.02 0.00 X 0 0 0 CAROL K SILBERSTEIN BOARD MEMBER 0.10 0.20 X 0 0 0 LEON SOKOL BOARD MEMBER 0.10 0.10 X 0 0 0 BARRY SPRUNG BOARD MEMBER 0.15 0.00 X 0 0 0 DR MARK TANCHEL BOARD MEMBER 0.15 0.00 X 0 0 0 HARVEY TEKEL BOARD MEMBER 0.15 0.00 X 0 0 0 RENA ROSENBERG BOARD MEMBER (UNTIL 6/22) 0.00 0.00 X 0 0 0 CAROL SILVER ELLIOT PRESIDENT & CEO 38.85 1.15 X X 621866 0 56599 BRANDY M STEFANCO CHIEF FINANCIAL OFFICER 40.00 0.00 X 292475 0 37319 LAUREN LEVANT SVP OF HUMAN RESOURCES 40.00 0.00 X 199574 0 36384 CLARA MINCH CONTROLLER 40.00 0.00 X 142916 0 35823 EVE RENNA FINANCE STAFF 40.00 0.00 X 109978 0 1640 1366809 0 167765 5 0 1 0 0 37900 250100 22500 310500 MANAGEMENT FEES 561000 2926545 2926545 2926545 99372 98808 564 MISCELLANEOUS REVENUE 561000 1114 1114 1114 3337531 2926545 98808 1678 814 814 1006504 803491 203013 1186976 1186976 8578 8578 132169 132169 99050 89145 9905 36378 36378 79000 79000 188046 188046 162082 162082 27203 27203 108678 108678 33684 33684 42445 42445 24399 24399 3078 3078 23617 23617 UBI TAXES 17446 17446 DUES & SUBSCRIPTIONS 19003 19003 MINOR EQUIPMENT 1583 1583 LICENSES & TAXES ADMIN 1573 1573 662 662 3202968 814 2989236 212918 221401 143954 125 42192 56452 26248 20833 6734 5415 75000 325000 335322 165835 680649 696781 789612 1003801 763130 461703 1552742 1465504 X -872093 -768723 -872093 -768723 680649 696781 X 134563 -31193 X 0 1 X 1 0 X X 5 JEWISH HOME AND REHABILITATION CENTER 221500528 3 1 0 0 JEWISH HOME FOUNDATION OF NORTH JERSEY 521720580 7 1 0 0 JEWISH HOME OF ROCKLEIGH 223466678 10 1 0 0 JEWISH HOME ASSISTED LIVING 451501306 10 1 0 0 JEWISH HOME AT HOME INC 271101121 7 1 0 0 5 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART I, LINE 1: THE ORGANIZATION PROVIDES MANAGEMENT SUPPORT TO THE SUPPORTED ORGANIZATIONS. SCHEDULE A, PART IV, SECTION C, LINE 1: THE MANAGEMENT RESPONSIBILITIES OF THE SUPPORTED ORGANIZATIONS OF JEWISH HOME FAMILY ARE VESTED WITH THE MANAGEMENT OF JEWISH HOME FAMILY. IN ADDITION, THE BOARD OF JEWISH HOME FAMILY HAS THE RIGHT TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODIES OF THE SUPPORTED ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26248 20833 5415 5415 INVESTMENT IN JV 75000 C INVESTMENT IN UNITED NURSING SERVICES LLC 250000 C 325000 DUE FROM AFFILIATES 9330 HEALTH INSURANCE & WORKERS COMP RESERVE 156505 165835 DUE TO AFFILIATES 461703 461703 3306338 0 3306338 31193 31193 3337531 3202968 0 3202968 0 3202968 PART XI, LINE 4B - OTHER ADJUSTMENTS: TAX ADJUSTMENT FOR INCOME FROM INVESTMENT IN LIMITED PARTNERSHIP 31,193. X X X 0 0 0 0 0 0 0 0 0 CAROL SILVER ELLIOT PRESIDENT & CEO 621866 0 0 0 0 0 33050 0 23549 0 678465 0 0 0 BRANDY M STEFANCO CHIEF FINANCIAL OFFICER 292475 0 0 0 0 0 2925 0 34394 0 329794 0 0 0 LAUREN LEVANT SVP OF HUMAN RESOURCES 199574 0 0 0 0 0 1990 0 34394 0 235958 0 0 0 CLARA MINCH CONTROLLER 142916 0 0 0 0 0 1429 0 34394 0 178739 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS AND REQUIRES ALL BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST. IN ADDITION, THERE ARE BOARD DISCUSSIONS REGARDING CONFLICTS OF INTEREST AS NEEDED. IF A CONFLICT OF INTEREST IS PRESENT, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW PROCEDURES ARE PERFORMED FOR THE CEO AND CFO BY THE ORGANIZATION. THE ORGANIZATION USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE. THE COMPENSATION FOR THE CEO WAS LAST REVIEWED IN 2019 PRIOR TO THE RENEWAL OF THE CEO'S CONTRACT. THE COMPENSATION FOR THE CFO WAS LAST COMPLETED PRIOR TO THE 6/9/20 START DATE OF THE CFO'S CONTRACT. THE ORGANIZATION OBTAINS SALARY SURVEYS AND A SALARY STUDY IS CONDUCTED FOR THE PURPOSES OF COMPARING THE SALARIES THE ORGANIZATION PAYS ITS KEY EMPLOYEES WITH THE SALARIES FROM THOSE POSITIONS OF OTHER SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE JEWISH HOME FAMILY'S CONSOLIDATED AUDIT IS AVAILABLE ON THE WEBSITE. IN ADDITION, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INVESTMENT IN LIMITED PARTNERSHIP -31,193. JHF REHAB INC 10 LINK DRIVE ROCKLEIGH NJ 07647 844609088 INVESTMENT HOLDING COMPANY NJ 67886 94640 THE JEWISH HOME FAMILY INC JHF NURSE RECRUITMENT LLC 10 LINK DRIVE ROCKLEIGH NJ 07647 881292102 RECRUITMENT NJ 250210 260180 THE JEWISH HOME FAMILY INC JEWISH HOME AT ROCKLEIGH 10 LINK DRIVE ROCKLEIGH NJ 07647 223466678 ENHANCE THE QUALITY OF LIFE OF OUR GROWING ELDERLY NJ 501(C)(3) LINE 10 THE JEWISH HOME FAMILY INC 1 JEWISH HOME ASSISTED LIVING 685 WESTWOOD AVENUE RIVER VALE NJ 07675 450501306 PROVIDE ASSISTED LIVING TO THE ELDERLY NJ 501(C)(3) LINE 10 THE JEWISH HOME FAMILY INC 1 JEWISH HOME AND REHABILITATION CENTER 10 LINK DRIVE ROCKLEIGH NJ 07647 221500528 PROVIDE NURSING CARE TO THE ELDERLY NJ 501(C)(3) LINE 3 THE JEWISH HOME FAMILY INC 1 JEWISH HOME FOUNDATION OF NORTH JERSEY INC 10 LINK DRIVE ROCKLEIGH NJ 07647 521720580 SUPPORT VARIOUS PROGRAMS AT RELATED ORGANIZATIONS NJ 501(C)(3) LINE 7 THE JEWISH HOME FAMILY INC 1 JEWISH HOME AT HOME INC 10 LINK DRIVE ROCKLEIGH NJ 07647 271101121 PROVIDE SERVICES TO THE ELDERLY OR ASSIST THEM IN THEIR HOME ENVIRONMENT NJ 501(C)(3) LINE 7 THE JEWISH HOME FAMILY INC 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 JEWISH HOME AT ROCKLEIGH L 1974414 PERCENTAGE OF BUDGETED REVENUE JEWISH HOME ASSISTED LIVING L 642788 PERCENTAGE OF BUDGETED REVENUE JEWISH HOME AT HOME INC L 190573 PERCENTAGE OF BUDGETED REVENUE JEWISH HOME FOUNDATION OF NORTH JERSEY INC L 118770 PERCENTAGE OF BUDGETED REVENUE