2023-11-11T23:10:25-06:00 2022-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-01-01 311654257 JEWISH FEDERATION SENIOR HOUSING INC JEWI 8566792211 3051 WEST CHAPEL AVENUE CHERRY HILL NJ 08002 DAVID THOMPSON CHIEF EXECUTIVE OFFICER 8566792211 2023-11-10 1 DAVID THOMPSON 999009999 0 KERRI N BOGDA CPA P00760402 7177404863 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GESHER HOUSE DAVID THOMPSON 1110 LAUREL OAK ROAD VOORHEES NJ 08043 0 0 X WWW.JSHHS.ORG X 1999 NJ TO PROVIDE SAFE, CLEAN, AND AFFORDABLE HOUSING TO VERY LOW INCOME PERSONS. X 23 23 0 23 0 0 0 0 0 0 405 0 1129 0 1534 0 0 0 0 0 0 0 0 0 0 1417 0 1417 0 117 0 923985 0 13636 0 910349 0 X JEWISH FEDERATION SENIOR HOUSING, INC., A NON-PROFIT AGENCY, IS COMMITTED TO PROVIDING THE BENEFITS OF QUALITY HOUSING AND COMPASSIONATE HEALTHCARE SERVICES TO SENIOR RESIDENTS AND THEIR FAMILIES. CONTINUED ON SCHEDULE OOUR COMMUNITY BASED HOUSING CREATES A DIGNIFIED AND RESPECTFUL ENVIRONMENT CONSISTENT WITH JEWISH VALUES. THROUGH COLLABORATIVE PARTNERSHIPS, WE HONOR OUR SENIORS AND STRIVE TO OFFER THEM EXCELLENT PROGRAMS TO ENHANCE THEIR SOCIAL, CULTURAL, AND SPIRITUAL WELL-BEING. 0 0 JEWISH FEDERATION SENIOR HOUSING, INC. (THE CORPORATION), A NEW JERSEY NONPROFIT CORPORATION, OWNED AND OPERATED A 75-UNIT APARTMENT PROJECT FOR LOW-INCOME SENIOR CITIZENS, KNOWN AS GESHER HOUSE (THE PROJECT), LOCATED IN CHERRY HILL, NEW JERSEY. THE PROJECT WAS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) WITH RESPECT TO RENTAL CHANGES, OPERATING EXPENSES, DISTRIBUTIONS TO OFFICERS OR DIRECTORS AND OPERATING METHODS. THE CORPORATION'S MAJOR PROGRAM WAS SECTION 202, SUPPORTIVE HOUSING FOR THE ELDERLY.CONTINUED ON SCHEDULE O.DURING 2019, AN ASSET PURCHASE AGREEMENT (APA) WAS ENTERED INTO WITH CAPITAL REALTY GROUP, INC. (AN UNRELATED BUYER) AND THE CORPORATION AND A RELATED ENTITY, BERNARD DUBIN HOUSE, L.P. (THE PARTNERSHIP). EFFECTIVE JUNE 1, 2020, THE CORPORATION CLOSED THE APA AND SOLD SUBSTANTIALLY ALL ASSETS AND TRANSFERRED CERTAIN LIABILITIES USED IN OR INCIDENTAL TO THE CONDUCT OF THE BUSINESS TO THE BUYER AND THIS REPORTING ENTITY IS WINDING DOWN. THE BUYER ASSUMED THE MORTGAGE FOR THE CORPORATION. THE CORPORATION WILL CONTINUE UNTIL THE FILING REQUIREMENTS FOR THIS REPORTING ENTITY ARE COMPLETED, AT WHICH TIME THERE WILL THEN BE NO REMAINING NET ASSETS IN THIS REPORTING ENTITY. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 1 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X DAVID THOMPSON CFO 8566792211 1110 LAUREL OAK ROAD VOORHEES NJ 08043 BRIAN ZELL MD PRESIDENT 0.25 0.75 X X 0 0 0 MARK ADLER VICE PRESIDENT 0.25 0.75 X X 0 0 0 IAN D MEKLINSKY ESQ VICE PRESIDENT 0.25 0.75 X X 0 0 0 JIM FEIGENBAUM VICE PRESIDENT 0.25 0.75 X X 0 0 0 MICHAEL FRANKEL TREASURER 0.25 0.75 X X 0 0 0 NAOMI SCHIMMER SECRETARY 0.25 0.75 X X 0 0 0 ALISON PLATT-TARNOPOL IMMEDIATE PAST PRESIDENT 0.25 0.75 X X 0 0 0 JD ABRAMS TRUSTEE 0.25 0.75 X 0 0 0 CARL H BAGELL CPA TRUSTEE 0.25 0.75 X 0 0 0 NANCY EPSTEIN TRUSTEE 0.25 0.75 X 0 0 0 LARRY GOTTLIEB TRUSTEE 0.25 0.75 X 0 0 0 LAURA GOTTLIEB TRUSTEE 0.25 0.75 X 0 0 0 DAVID GUTIN ESQ TRUSTEE 0.25 0.75 X 0 0 0 SUSAN HERRON TRUSTEE 0.25 0.75 X 0 0 0 AMANDA KAMINER TRUSTEE 0.25 0.75 X 0 0 0 HEATHER KRAMER TRUSTEE 0.25 0.75 X 0 0 0 ANDREA ANDI LEVIN TRUSTEE 0.25 0.75 X 0 0 0 ARTHUR MILGRIM TRUSTEE 0.25 0.75 X 0 0 0 NANCY PERILSTEIN TRUSTEE 0.25 0.75 X 0 0 0 MARK R ROSEN ESQ TRUSTEE 0.25 0.75 X 0 0 0 GLENN SLOVES TRUSTEE 0.25 0.75 X 0 0 0 MARK SOBEL TRUSTEE 0.25 0.75 X 0 0 0 LEORA WAICHE TRUSTEE 0.25 0.75 X 0 0 0 DAVID THOMPSON CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 288444 39203 MEREDITH BECKER CHIEF OPERATIONAL OFFICER 1.00 39.00 X 0 199302 12456 0 487746 51659 0 0 1 0 0 0 0 0 0 0 0 0 0 913677 8734 1574 0 923985 0 10745 2891 13636 0 X 910349 0 910349 0 923985 0 X 0 -910349 X 0 0 0 X 566 530 0 0 1096 535271 543098 227662 0 0 1306031 535271 543664 228192 1307127 0 0 0 1307127 865 1938 1546 405 0 4754 865 1938 1546 405 4754 16370 14159 1150 1129 32808 552506 559761 230888 1534 1344689 0.97210 0.94000 0.00350 0.00250 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 382. 2019 AMOUNT: $ 9,856. 2021 AMOUNT: $ 69. 2022 AMOUNT: $ 0. LAUNDRY VENDING REVENUE - 2018 AMOUNT: $ 3,113. 2019 AMOUNT: $ 3,200. 2022 AMOUNT: $ 0. FORGIVENESS OF DEBT - 2018 AMOUNT: $ 11,290. 2019 AMOUNT: $ 203. 2021 AMOUNT: $ 1,060. 2022 AMOUNT: $ 0. TENANT CHARGES - 2018 AMOUNT: $ 1,585. 2019 AMOUNT: $ 900. 2020 AMOUNT: $ 1,150. 2022 AMOUNT: $ 0. 0 0 0 0 0 0 0 0 0 DAVID THOMPSON CHIEF EXECUTIVE OFFICER 0 268001 0 3000 0 17443 0 17800 0 21403 0 327647 0 0 MEREDITH BECKER CHIEF OPERATIONAL OFFICER 0 193996 0 2000 0 3306 0 12456 0 0 0 211758 0 0 PART I, LINE 3 SJF-CCRC, A RELATED ENTITY, USES A COMPENSATION COMMITTEE, FORM 990 TAX RETURNS FROM OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. CASH 910349 CASH VALUE 223701092 SJF CCRC INC 1110 LAUREL OAK RD VOORHEES NJ 08043 501(C)(3) 1 1 0 0 PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: ALL BOARD MEMBERS AND OFFICERS OF JEWISH FEDERATION SENIOR HOUSING, INC. ALSO SERVE AS OFFICERS AND DIRECTORS FOR ITS PARENT ORGANIZATION, SJF-CCRC, INC. FORM 990, PART VI, SECTION A, LINE 1A THE PRESIDENT SHALL PRESIDE AT ALL MEETINGS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS, THE IMMEDIATE PAST PRESIDENT, AND SUCH ADDITIONAL MEMBERS OF THE BOARD OF TRUSTEES AS ARE APPOINTED BY THE PRESIDENT WITH CONSENT OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL ACT FOR THE BOARD OF TRUSTEES BETWEEN REGULAR BOARD MEETINGS ON MATTERS, WHICH IN THE JUDGMENT OF THE EXECUTIVE COMMITTEE, CONSTITUTE EMERGENCIES, WHICH CANNOT BE ACTED UPON IN TIME AT A REGULAR OR SPECIAL MEETING OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL PRESENT PROPOSALS TO THE BOARD OF TRUSTEES FOR ITS ACTION WITH RESPECT TO THE PROGRAMS, DIRECTION, OR MANAGEMENT OF THE FACILITIES GOVERNED BY THE CORPORATION. MINUTES OF ALL MEETINGS OF THE EXECUTIVE COMMITTEE SHALL BE MAINTAINED AND A REPORT OF BUSINESS CONDUCTED SHALL BE PRESENTED AT THE NEXT IMMEDIATE MEETING OF THE BOARD OF TRUSTEES. NO ACTION OF THE EXECUTIVE COMMITTEE SHALL BE TAKEN ON ANY MATTERS THAT WOULD OTHERWISE REQUIRE ACTION BY THE BOARD OF TRUSTEES UNLESS IT IS SUBSEQUENTLY RATIFIED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL MEET AT LEAST QUARTERLY. FORM 990, PART VI, SECTION A, LINE 2 LARRY AND LAURA GOTTLIEB HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 JEWISH FEDERATION HOUSING MANAGEMENT COMPANY, A RELATED TAX-EXEMPT PARTY, PROVIDES MANAGEMENT AND OTHER SUPPORT SERVICES TO THE ORGANIZATION UNDER A MANAGEMENT AGREEMENT. FORM 990, PART VI, SECTION A, LINE 7A AN AFFILIATED COMPANY, JEWISH FEDERATION OF SOUTHERN NEW JERSEY, HAS THE RIGHT TO APPOINT TWO MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B AN AFFILIATED COMPANY, JEWISH FEDERATION OF SOUTHERN NEW JERSEY, HAS THE RIGHT TO VOTE ON TWO MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE CFO WILL REVIEW THE FORM 990 IN DETAIL. A COPY OF THE FORM 990 WILL BE PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW PRIOR TO FILING. A COPY WILL ALSO BE MADE AVAILABLE FOR THE FULL BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT IS FURNISHED ANNUALLY TO EACH KEY INDIVIDUAL (WHICH INCLUDES ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES) FOLLOWING THE ANNUAL MEETING. ANY NEW KEY INDIVIDUAL IS PROVIDED WITH A COPY OF THIS POLICY UPON COMMENCEMENT OF THEIR POSITION. KEY INDIVIDUALS ARE REQUIRED TO GIVE FULL DISCLOSURE, IN WRITING, OF ANY RELATIONSHIP OR INTEREST THAT MAY GIVE RISE TO A CONFLICT TO THE PRESIDENT OF THE BOARD AND TO THE CHAIRMAN OF ANY COMMITTEE ACTING ON THE CONTRACT OR TRANSACTION. STAFF MEMBERS SHALL DISCLOSE, IN WRITING, ANY POSSIBLE CONFLICT OF INTEREST FOR THEMSELVES OR THEIR FAMILY MEMBERS TO THE CHIEF FINANCIAL OFFICER. THE POLICY IS REVIEWED AND DISTRIBUTED TO THE BOARD ANNUALLY. IF THERE IS A SPECIFIC CONFLICT, BOARD MEMBERS RECUSE THEMSELVES FROM PARTICIPATING IN RELATED DISCUSSIONS OR VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE CEO GOES THROUGH A COMMITTEE PROCESS FOR COMPENSATION REVIEW. COMPARATIVE INFORMATION IS PROVIDED TO ENABLE THE BOARD COMMITTEE TO MAKE AN ACCURATE SUGGESTION TO THE BOARD. OTHER EMPLOYEES ARE COMPENSATED BASED UPON AN INTERNAL REVIEW PROCESS. FAIR MARKET VALUE OF COMPENSATION WAS INITIALLY DETERMINED USING INDUSTRY SOURCES SUCH AS LEADINGAGE AND ASSOCIATION OF JEWISH AGING SERVICES (AJAS). THE COMPENSATION PROCESS IS DOCUMENTED IN THE MINUTES. THE INDIVIDUALS ARE COMPENSATED BY A RELATED ORGANIZATION, SJF-CCRC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER TO AFFILIATE -910,349. JEWISH FEDERATION OF SOUTHERN NEW JERSEY 1301 SPRINGDALE ROAD CHERRY HILL NJ 08003 210634489 SOCIAL SERVICES & OTHER COMMUNITY SERVICES NJ 501(C)(3) LINE 7 N/A 0 JFH MANAGEMENT COMPANY INC 3051 W CHAPEL AVENUE CHERRY HILL NJ 08002 222208648 FOOD & HOUSEKEEPING SERVICES FOR AFFORDABLE HOUSING NJ 501(C)(3) LINE 10 N/A 0 SJF CCRC INC 1110 LAUREL OAK ROAD VOORHEES NJ 08043 223701092 CONTINUING CARE RETIREMENT COMMUNITY NJ 501(C)(3) LINE 10 N/A 0 BERNARD DUBIN HOUSE LIMITED PARTNERSHIP 3051 WEST CHAPEL AVENUE CHERRY HILL NJ 08002 208334276 REAL ESTATE NJ N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0