2023-11-10T13:28:58-06:00 2022-12-31 221478099 COHNREZNICK LLP 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2022-01-01 133603516 FUND FOR THE AGED INC FUND 2128705000 120 WEST 106TH ST NEW YORK NY 10025 MARK WEISS CFO 2128705000 2023-11-15 1 MARK WEISS 999009999 0 LORI ROTHE YOKOBOSKY CPA P01273422 2122970400 2023-11-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY FARBER MD 120 WEST 106TH ST NEW YORK NY 10025 156734889 0 X WWW.JEWISHHOME.ORG X 1991 NY OUR MISSION IS TO EMPOWER OLDER ADULTS TO ENHANCE PURPOSE AND WELL-BEING THROUGH A PORTFOLIO OF INNOVATIVE HEALTH CARE SERVICES. 7 6 9 6 0 0 2505920 3627559 0 0 6756235 1692919 23530 -194761 9285685 5125717 4259387 7101592 0 0 1052942 905541 0 0 2043366 910657 1681588 6222986 9688721 3062699 -4563004 112659825 97079912 840507 749759 111819318 96330153 OUR MISSION IS TO EMPOWER OLDER ADULTS TO ENHANCE PURPOSE AND WELL-BEING THROUGH A PORTFOLIO OF INNOVATIVE HEALTH CARE SERVICES. 0 0 7101592 7101592 0 THE FOUNDATION CREATES MEANINGFUL PHILANTHROPIC PARTNERSHIPS WITH INDIVIDUAL DONORS, FOUNDATIONS, CORPORATIONS, AND AGENCIES. DONATIONS FUND A WIDE ARRAY OF PROGRAMS INCLUDING BUT NOT LIMITED TO PALLIATIVE CARE, VOLUNTEER SUPPORT, INTERGENERATIONAL YOUTH PROGRAMS, TECHNOLOGY INITIATIVES, DINNING ASSISTANCE, AND RELIGIOUS LIFE PROGRAMMING. 7101592 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 0 1 9 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 NY X MARK WEISS 2128705000 120 WEST 106TH ST NEW YORK NY 10025 ALAN ALTSCHULER TREASURER 0.20 2.60 X X 0 0 0 ELIZABETH PAGEL SEREBRANSKY CO-CHAIR 0.20 2.60 X X 0 0 0 JEFFREY I FARBER MD PRESIDENT & CEO 0.65 44.35 X X 0 1033795 80755 JONATHAN HOCHBERG DIRECTOR 0.20 0.60 X 0 0 0 LYNN OBERLANDER SECRETARY 0.20 2.00 X X 0 0 0 MICHAEL LUSKIN DIRECTOR 0.20 0.60 X 0 0 0 TAMI SCHNEIDER CO-CHAIR 0.20 2.60 X X 0 0 0 MARK WEISS CFO 0.65 44.35 X 0 495741 28521 ALYSSA HERMAN CHIEF DEVELOPMENT OFFICER 35.00 X 291181 0 62401 EVE MARSAN DIRECTOR OF SPECIAL EVENTS 35.00 X 109599 0 14394 TAMAR MAJOR VP OF DEVELOPMENT 35.00 X 214203 0 53196 TAMARA THOMPSON SENIOR DIRECTOR 35.00 X 142079 0 25058 757062 1529536 264325 4 0 1 0 CORE Z OPERATIONS LLC 1450 BROADWAY 40TH FLOOR NEW YORK NY 10018 PROFESSIONAL SERVICES 131935 1 853242 2774317 3627559 654334 654334 152415496 151376911 1038585 1038585 1038585 37500 853242 232261 -194761 -194761 5125717 0 0 1498158 7101592 7101592 714924 714924 22880 22880 117978 117978 49759 49759 164692 164692 11928 11928 342766 342766 220813 220813 57600 57600 17131 17131 93472 93472 4106 4106 40832 40832 9216 9216 BAD DEBTS EXPENSES 517429 517429 HOME OFFICE TRANSFERS 200997 200997 OTHER FUNDRAISING EXPEN 606 606 9688721 7101592 543763 2043366 196160 1366084 6133912 6708091 1935963 477641 32149 25604 14742 74151 578817 53653 527999 525164 48353897 23395679 45782460 41639019 9682543 22868479 112659825 97079912 174246 162163 536742 479237 129519 108359 840507 749759 X 70583303 58302561 41236015 38027592 111819318 96330153 112659825 97079912 -4563004 -10926161 0 X 0 1 X 1 0 X 3640880 2485588 3262363 2505920 2774317 14669068 3640880 2485588 3262363 2505920 2774317 14669068 1480144 13188924 2736977 3377315 857611 627117 654334 8253354 75300 15450 95805 658481 845036 23767458 0.55490 0.54650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2018 AMOUNT: $ 75,300. 2019 AMOUNT: $ 15,450. 2021 AMOUNT: $ 95,805. 2022 AMOUNT: $ 658,481. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10508447 1000 -728031 -162363 9619053 9679826 3250 1232058 406687 1050844 8375413 2250 1374010 71847 9679826 7238323 3100 1443132 309142 8375413 8840057 15526 -813285 803975 7238323 0.42908 0.57091 0 0 578817 53653 525164 525164 LIMITED LIABILITY COMPANIES 41639019 F 41639019 DUE FROM AFFILIATES 22868479 22868479 ANNUITY OBLIGATIONS 29075 INSURANCE CLAIM 79284 108359 X 149156202 -10926161 155299412 144373251 4782951 342766 342766 5125717 177814807 168468852 168468852 9345955 342766 342766 9688721 PART X, LINE 2: THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2019 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, THE FOUNDATION WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF GENERAL AND ADMINISTRATIVE EXPENSES IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND INCLUDE ACCRUED INTEREST AND PENALTIES IN ACCRUED EXPENSES IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION REVENUES 178,514,291. INTERCOMPANY ELIMINATIONS -23,214,879. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION EXPENSES 187,605,156. INTERCOMPANY ELIMINATIONS -19,136,304. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: GALA 890742 853242 37500 232261 890742 853242 37500 232261 232261 -194761 1 JEWISH HOME LIFECARE HARRY AND JEANETTE WEINBERG BRONX CAMPUS 120 WEST 106TH ST NEW YORK NY 10025 237071900 501(C)(3) 123971 0 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION JEWISH HOME LIFECARE MANHATTAN 120 WEST 106TH ST NEW YORK NY 10025 131624033 501(C)(3) 5381475 0 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION JEWISH HOME LIFECARE SARAH NEUMAN CENTER 120 WEST 106TH ST NEW YORK NY 10025 133620568 501(C)(3) 1158880 0 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION JEWISH HOME LIFECARE UNIVERSITY AVENUE ASSISTED LIVING INC 120 WEST 106TH ST NEW YORK NY 10025 273960910 501(C)(3) 20029 0 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION KITTAY HOUSE 120 WEST 106TH ST NEW YORK NY 10025 132619576 501(C)(3) 159591 0 UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION 5 PART I, LINE 2: FUND FOR THE AGED INC. PROVIDES RESOURCES TO THE CONSTITUENT SYSTEM ENTITIES AND OTHER ORGANIZATIONS THAT PROVIDE MULTIFACETED GERIATRIC SERVICES IN THE NEW YORK METROPOLITAN AREA. THE SERVICES PROVIDED BY THESE CONSTITUENT ENTITIES ARE SET FORTH IN AN ANNUAL REPORT THAT PROVIDES AN INTEGRATED OVERVIEW, AS WELL AS A DETAILED REPORT ON THE SPECIFIC SERVICES AND ACHIEVEMENTS OF EACH SUCH ENTITY. THE ORGANIZATION MONITORS THE GRANTS THROUGH SET BUDGETS FOR THE DEPARTMENTS IN THE RELATED ORGANIZATIONS AND REVIEW THE EXPENSES AGAINST THE BUDGET ON A MONTHLY BASIS. 0 1 0 0 0 0 0 1 0 JEFFREY I FARBER MD PRESIDENT & CEO 0 838117 0 115156 0 80522 0 20114 0 60641 0 1114550 0 0 MARK WEISS CFO 0 494499 0 0 0 1242 0 12347 0 16174 0 524262 0 0 ALYSSA HERMAN CHIEF DEVELOPMENT OFFICER 290491 0 0 0 690 0 9860 0 52541 0 353582 0 0 0 TAMAR MAJOR VP OF DEVELOPMENT 212913 0 0 0 1290 0 7221 0 45975 0 267399 0 0 0 TAMARA THOMPSON SENIOR DIRECTOR 140789 0 0 0 1290 0 0 0 25058 0 167137 0 0 0 PART I, LINE 4B THE PRESIDENT AND CEO PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN WITH A RELATED ORGANIZATION. PART I, LINE 7 THE BONUSES ARE BASED UPON EMPLOYEES ACHIEVING GOALS SET AT THE BEGINNING OF THE YEAR. THE BONUS IS RECOMMENDED TO THE COMPENSATION COMMITTEE CHAIRED BY AND INDEPENDENT DIRECTOR OF THE NEW JEWISH HOME. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGNAIZATION IS JEWISH HOME LIFECARE, A NEW YORK NOT-FOR-PROFIT. FORM 990, PART VI, SECTION A, LINE 7A JEWISH HOME LIFECARE MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE COMPLETED RETURN IS REVIEWED BY MANAGEMENT. ANY COMMENTS ARISING FROM THE REVIEW ARE DISCUSSED AND IF REQUIRED, CHANGES ARE MADE. THE DRAFT IS SUBMITTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE NEW JEWISH HOME AND SUBSIDIARIES FOR ITS REVIEW AND APPROVAL. ONCE THE AUDIT AND COMPLIANCE COMMITTEE COMPLETE ITS REVIEW, A COPY OF THE DRAFT RETURN WAS PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS, OFFICER, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE ASKED TO REVIEW THE POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST THAT MADE HAVE OCCURRED SINCE THE LAST DISCLOSURE. THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD REVIEWS THE DISCLOSURES AS SUMMARIZED BY THE COMPLIANCE DEPARTMENT. ALL IDENTIFIED CONFLICTS OF INTEREST ARE DISCUSSED AND EITHER APPROVED OR REJECTED BY THE BOARD. IF THE BOARD OF DIRECTORS OR THE GOVERNANCE COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE DIRECTOR WITH THE CONFLICT MAY NOT TAKE PART IN THE DISCUSSION PROCESS TO WHICH THE CONFLICT RELATES. SUCH DISCLOSURE AND THE FACT THAT THE DIRECTOR DID NOT VOTE OR PARTICIPATE IN THE DELIBERATIONS IS RECORDED IN THE RELEVANT MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE UPON REQUEST FUND FOR THE AGED HOLDING LLC 120 WEST 106TH ST NEW YORK NY 10025 OWNS PROPERTY OF TWO DELAWARE LLC'S NY FUND FOR THE AGED 156 WEST 106TH STREET 120 WEST 106TH ST NEW YORK NY 10025 270308650 HEALTH SERVICES NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 GERIATRIC CAREER DEVELOPMENT PROGRAM INC 120 WEST 106TH ST NEW YORK NY 10025 462452619 HEALTH SERVICES NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 HARRY & JEANETTE WEINBERG GARDENS HDFC 120 WEST 106TH ST NEW YORK NY 10025 204981328 AFFORDABLE HOUSING NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX 0 HARRY & JEANETTE WEINBERG RIVERDALE HDFC 120 WEST 106TH ST NEW YORK NY 10025 133865179 AFFORDABLE HOUSING NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX 0 JEWISH HOME LIFECARE 120 WEST 106TH ST NEW YORK NY 10025 133267073 HEALTH SERVICES NY 501(C)(3) LINE 10 N/A 0 JEWISH HOME LIFECARE COMMUNITY SERVICES 120 WEST 106TH ST NEW YORK NY 10025 270158524 HOME HEALTH AGENCY NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX 120 WEST 106TH ST NEW YORK NY 10025 237071900 HEALTH SERVICES NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 JEWISH HOME LIFECARE MANHATTAN 120 WEST 106TH ST NEW YORK NY 10025 131624033 HEALTH SERVICES NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 JEWISH HOME LIFECARE SARAH NEUMAN CENTER 120 WEST 106TH ST NEW YORK NY 10025 133620568 HEALTH SERVICES NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX 0 JEWISH HOME LIFECARE UNIVERSITY AVE ASSISTED LIVING 120 WEST 106TH ST NEW YORK NY 10025 273960910 ASSISTED LIVING NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 KENNETH GLADSTONE BUILDING HDFC 120 WEST 106TH ST NEW YORK NY 10025 134078893 AFFORDABLE HOUSING NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX 0 KITTAY HOUSE 120 WEST 106TH ST NEW YORK NY 10025 132619576 AFFORDABLE HOUSING NY 501(C)(3) LINE 10 JEWISH HOME LIFECARE 0 JEWISH HOME LIFECARE HOME ASSISTANCE PERSONNELL INC 120 WEST 106TH STREET NEW YORK NY 10025 133267068 PERSONAL CARE WORKER NY N/A C 0 JEWISH HOME LIFECARE SPECTRUM SERVICES 120 WEST 106TH STREET NEW YORK NY 10025 453563804 PERSONAL CARE WORKER NY N/A C 0 2614 KINGSBRIDGE CORP 120 WEST 106TH STREET NEW YORK NY 10025 132749776 PARKING GARAGE NY N/A C 0 102 WEST 107TH STREET CORPORATION 120 WEST 106TH STREET NEW YORK NY 10025 132760057 PARKING GARAGE NY N/A C 0 JEWISH HOME LIFECARE MANAGEMENT LLC 120 WEST 106TH STREET NEW YORK NY 10025 320359277 PERSONAL CARE WORKER NY N/A C 0 JHHA MEDICAL GROUP PC 120 WEST 106TH STREET NEW YORK NY 10025 133364558 HEALTH SERVICES NY N/A C 0 0 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 0 1