2024-04-10T09:31:51-05:00 2023-05-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2022-06-01 900730105 LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC LOLA 5614715111 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 RANDY WOLAN CFO 5616875753 2024-04-10 1 RANDY WOLAN 999009999 1 VICKI L HINZ CPA P00356696 4077405400 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEITH A MYERS 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 3984667 0 X WWW.MORSELIFE.ORG X 2011 FL TO PROVIDE SKILLED NURSING AND OTHER THERAPEUTIC, SOCIAL AND SPIRITUAL SERVICES TO CLIENTS. 19 19 26 74 0 0 2773569 3521251 373697 463416 0 0 0 0 3147266 3984667 1245613 1951631 0 0 885402 1023288 0 0 0 946690 1124201 3077705 4099120 69561 -114453 753007 1096879 1039404 1497729 -286397 -400850 X THE FILING ORGANIZATION IS A MISSION-DRIVEN NOT-FOR-PROFIT ORGANIZATION OFFERING HOME AND COMMUNITY-BASED SERVICES PRIMARILY TO THE JEWISH ELDERLY OF PALM BEACH COUNTY. THE GOAL IS TO HELP CLIENTS MAINTAIN THEIR INDEPENDENCE BY REMAINING IN THEIR OWN HOMES. 0 0 2039747 1791565 HOLOCAUST NOW INITIATIVE - THE HOLOCAUST INITIATIVE IS TO IDENTIFY AND PROVIDE SERVICES TO HOLOCAUST SURVIVORS AND THEIR FAMILIES IN PALM BEACH COUNTY FLORIDA. HOLOCAUST SURVIVORS MAY RECEIVE BENEFITS FROM EXISTING SERVICE PROVIDERS HOWEVER, IT IS COMMON THAT THE SERVICES PROVIDED ARE LIMITED OR INCOMPLETE. THE HOLOCAUST INITIATIVE ASSESSES CLIENT AND FAMILY NEEDS AND USES THE ARRAY OF SERVICES AVAILABLE AT MORSELIFE HEALTH SYSTEM TO FILL IN THESE GAPS. SERVICES MAY INCLUDE, HOME CARE, CHORE SERVICES, REHABILITATION SERVICES, HOUSING ASSISTANCE AND COUNSELING. THE NOW INITIATIVE ALSO ACTIVELY WORKS THROUGH COMMUNITY EDUCATION, SEMINARS, AND AN ACTIVE OUTREACH PROGRAM TO IDENTIFY SURVIVORS THAT WERE PREVIOUSLY NOT KNOWN TO THE ORGANIZED JEWISH COMMUNITY. 860617 1046 334268 THE NEIGHBOR TO NEIGHBOR (N2N) PROGRAM IDENTIFIES NEEDS AND PROVIDES A FULL RANGE OF PROGRAMS AND SERVICES TO ENABLE OLDER ADULTS IN 12 GATED COMMUNITIES. THESE SERVICES ARE SOCIAL AND RECREATIONAL ACTIVITIES, EDUCATION PROGRAMS, REFERRAL TO MEDICAL, HOMECARE, LEGAL AND FINANCIAL SERVICES, ACCESS TO PREVENTIVE HEALTHCARE SERVICES, SUPPORT FOR FAMILY CAREGIVERS AND TRANSPORTATION FOR SHOPPING AND EVENTS. THE JUST CHECKING PROGRAM PROVIDES CARE MANAGEMENT SERVICES IN THE HOME. THE PROGRAM HAS BEEN OPERATIONAL SINCE 2000 AND WAS ORIGINALLY DESIGNED TO PRESERVE PEOPLE AT HOME AND AVOID INSTITUTIONAL CARE. 385285 129148 THE KOSHER MEALS ON WHEELS PROGRAM WAS DEVELOPED IN RESPONSE TO AN UNMET NEED IN THE COMMUNITY. DELIVERY IS PROVIDED BY VOLUNTEERS AND IS AVAILABLE TO THE HOMEBOUND ELDERLY WITHIN A SPECIFIC GEOGRAPHICAL AREA. MEALS ARE KEPT TO A NOMINAL COST, WHICH IS ACTUALLY PRICED TO BE BELOW THE COST OF PREPARING AND PLATING THE MEAL. ALMOST ALL OF THE 46,048 HOME-DELIVERED MEALS ARE DELIVERED BY A DEDICATED CORPS OF VOLUNTEERS WHO WILLINGLY GIVE THEIR TIME AND SERVICES FOR THIS PROGRAM. FOR MANY MEALS ON WHEELS RECIPIENTS, THIS IS THE ONE NUTRITIOUS, FORTIFIED MEAL THEY RECEIVE DAILY, AND BECAUSE OF AN INFERIOR PUBLIC TRANSPORTATION SYSTEM AND THEIR OWN INABILITY TO DRIVE, THIS PROGRAM IS A LIFELINE THAT ENABLES THESE MEAL RECIPIENTS TO REMAIN LIVING INDEPENDENTLY IN THE COMMUNITY. THIS PROGRAM SERVES 245 CLIENTS. 475002 159020 HOMEBOUND MITZVAH PROGRAM - THIS PROGRAM BRINGS THE HIGH HOLIDAYS AND PASSOVER TO HOMEBOUND MEMBERS OF THE JEWISH COMMUNITY. VOLUNTEERS PREPARE AND DELIVER MEALS, DVD'S OF SERVICES, RELIGIOUS ITEMS AND PRAYER BOOKS TO MEMBERS OF THE COMMUNITY. THIS PROGRAM SERVED 2,380 MEALS DURING THE YEAR ENDED MAY 31, 2022. A COMPLETE MEAL, INCLUDING ALL THE TRIMMINGS AND A DVD RELIGIOUS SERVICE IS PROVIDED SO THAT JEWISH SENIORS, WHO ARE UNABLE TO PREPARE A TRADITIONAL MEAL, CAN CONTINUE TO CELEBRATE CULTURAL TRADITIONS THAT THEY HAVE EXPERIENCED THEIR ENTIRE LIFE. THIS PROGRAM SERVED 2,380 MEALS DURING THE CURRENT YEAR.PROMISE FUND - THE PROMISE FUND IS A GRANT ALLOCATION FROM THE PROMISE FOUNDATION A 501 C (3) ORGANIZATION. THE PROGRAM IS DESIGNED TO PROVIDE PATIENT NAVIGATION SERVICES AND DIAGNOSTIC ASSESSMENTS AS NEEDED TO PATIENTS. THE PROGRAM EMPHASIZES PROVIDING ASSISTANCE TO LOW INCOME MINORITY AND UNDERSERVED POPULATIONS WITH LIMITED ACCESS TO THE EXISTING HEALTH CARE NETWORK. THE GOAL OF THE PROGRAM IS TO PROMOTE EARLY DETECTION AND PROVIDE EDUCATION IN THOSE COMMUNITIES THAT TYPICALLY PRESENT WITH STAGE III AND STAGE IV CANCERS. 475002 159020 3760651 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 1 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X LUSCHKA DELGADO 5612096108 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 TERRI C SRIBERG CHAIRMAN 2.00 16.00 X X 0 0 0 VICKI LORING TREASURER/SECRETARY 2.00 6.00 X X 0 0 0 RICHARD COMITER DIRECTOR 2.00 6.00 X 0 0 0 MARILYN KATZ DIRECTOR 2.00 8.00 X 0 0 0 STANLEY M KATZ DIRECTOR 2.00 16.00 X 0 0 0 ARTHUR S LORING DIRECTOR 2.00 16.00 X 0 0 0 DAVID MOSCOW DIRECTOR 2.00 10.00 X 0 0 0 DEAN ROSENBACH DIRECTOR 2.00 6.00 X 0 0 0 ANDREW SANKIN DIRECTOR 2.00 6.00 X 0 0 0 CYNTHIA HIRSCH DIRECTOR 2.00 6.00 X 0 0 0 FRANCINE KITTREDGE DIRECTOR 2.00 10.00 X 0 0 0 BETH GOLDBERG DIRECTOR 2.00 6.00 X 0 0 0 JOHN LEVIN DIRECTOR 2.00 6.00 X 0 0 0 DEBORAH ROBBINS DIRECTOR 2.00 6.00 X 0 0 0 JUDITH SCHLAGER DIRECTOR 2.00 6.00 X 0 0 0 SHEILA APPLESTEIN DIRECTOR 2.00 6.00 X 0 0 0 EILEEN BERMAN DIRECTOR 2.00 6.00 X 0 0 0 HEIDI HOROWITIZ DIRECTOR 2.00 6.00 X 0 0 0 WENDY LEVY DIRECTOR 2.00 6.00 X 0 0 0 KEITH MYERS PRESIDENT/CEO 2.00 18.00 X 0 0 0 RANDY WOLAN CFO (BEG. 6/30/23) 2.00 56.00 X 0 253528 8181 PAOLA POUPONNEAU-NISBETT SR. VP OF COMMUNITY (BEG. 01/23) 8.00 42.00 X 0 246146 5684 JUDITH UZZI CLINICAL PROGRAM DIRECTOR 40.00 X 131318 0 5145 ERICA ROSENKRANZ DIR. HOLOCAUST & SURVIVOR INITIATIVES 40.00 X 100638 0 13477 LEIGH ROUTMAN EXECUTIVE DIR. LIVING LEARNING EXP. 40.00 X 113601 0 7162 ALAN SADOWSKY SR. VP OF COMMUNITY (END. 12/22) 8.00 42.00 X 0 629879 28393 345557 1129553 68042 3 1 1 0 MORSELIFE HOME CARE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 HOME CARE SERVICES 1583226 JENNI FRUMER NEWSTEIN 146 COCOPLUM LANE ROYAL PALM BEACH FL 33411 DIRECTOR SERVICES 287122 THREE PALMS PRODUCTION INC 11087 APPLEGATE LANE BOYNTON BEACH FL 33437 VIDEO PRODUCTION 204167 VICTORY NURSING INC 965 WEDGWORTH ROAD BELLE GLADE FL 33430 CNA CLASSES 149593 PHYLLIS ROSEN 5300 W ATLANTIC AVE 102 DELRAY BEACH FL 33484 HOME CARE SERVICES 116728 5 3031798 489453 3521251 COMMUNITY SERVICES 621610 334268 334268 MEALS ON WHEELS 621610 129148 129148 463416 3984667 463416 0 0 152134 152134 1799497 1799497 905266 780228 125038 32681 23037 9644 85341 67438 17903 182429 58428 124001 700 700 156126 151245 4881 6716 2996 3720 53449 35160 18289 17830 17830 51609 42904 8705 303 303 104260 103679 581 72 72 13900 13900 21522 21522 DIETARY EXPENSES 461232 461232 RECRUITING 21591 17406 4185 MEALS AND ENTERTAINMENT 14700 14700 RESIDENT EXPENSES 10440 10440 7322 7322 4099120 3760651 338469 0 130596 51886 97131 158695 52752 19485 90489 66146 22676 24343 449852 842470 753007 1096879 446791 349964 8403 304 584210 1147461 1039404 1497729 X -286397 -400850 -286397 -400850 753007 1096879 -114453 0 X X 0 1 X 1 0 X 1067061 1364447 1854586 2773569 3521251 10580914 380859 325012 318928 373697 463416 1861912 1447920 1689459 2173514 3147266 3984667 12442826 0 0 0 12442826 1447920 1689459 2173514 3147266 3984667 12442826 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90489 66146 24343 24343 DUE FROM AFFILIATES 842470 842470 DUE TO AFFILIATES 1147461 1147461 X 3984667 0 3984667 0 3984667 4099120 0 4099120 0 4099120 PART X, LINE 2: THE INTERNAL REVENUE SERVICE ("IRS") HAS DETERMINED THAT THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES AND IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). ACCORDINGLY, THESE FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. 0 MORSELIFE HOME CARE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 900730105 501(C)(3) 0 152134 TO SERVE RECIPIENTS WITH HOME DELIVERED MEALS, CARE MANAGEMENT, CAREGIVER SUPPORT AND NUTRITIONAL SERVICES. HOLOCAUST SURVIVORS FINANCIAL ASSISTANCE 1791565 PART III, LINE 1, COLUMN (B) THE ORGANIZATION SERVES THOUSANDS OF INDIVIDUALS EACH YEAR INTERNALLY AND WITH THE SUPPORT OF MULTIPLE ORGANIZATIONS. 0 1 0 0 0 0 0 0 0 ALAN SADOWSKY SR. VP OF COMMUNITY (END. 12/22) 0 619063 0 113 0 10703 0 9797 0 18596 0 658272 0 0 RANDY WOLAN CFO (BEG. 6/30/23) 0 233478 0 20050 0 0 0 0 0 8181 0 261709 0 0 PAOLA POUPONNEAU-NISBETT SR. VP OF COMMUNITY (BEG. 01/23) 0 246096 0 50 0 0 0 0 0 5684 0 251830 0 0 PART I, LINE 4B MORSELIFE HOME CARE, INC., A RELATED ORGANIZATION, MAINTAINS A NONQUALIFIED EMPLOYEE DEFERRED COMPENSATION PLAN OPEN TO CERTAIN KEY EMPLOYEES UNDER INTERNAL REVENUE CODE 457(B) AND SECTION 457(F) (COLLECTIVELY, THE 457 PLANS). THE 457 PLANS PROVIDE, AMONG OTHER THINGS, FOR VOLUNTARY CONTRIBUTIONS TO BE MADE BY ELIGIBLE PARTICIPANTS. THESE FUNDS REMAIN THE PROPERTY OF MORSELIFE HEALTH SYSTEM, INC. AND SUBSIDIARIES. MORSELIFE HEALTH SYSTEM, INC. AND SUBSIDIARIES HAVE A FIDUCIARY DUTY OF ACCOUNTABILITY FOR THESE FUNDS. MORSELIFE HOME CARE, INC. MADE CONTRIBUTIONS ON BEHALF OF THE FOLLOWING LISTED EMPLOYEE(S) THAT PARTICIPATED IN THE DEFERRED COMPENSATION PLAN UNDER IRC. SEC. 457(B): SADOWSKY, ALAN - $10,703 FORM 990, PART VI, SECTION A, LINE 2 THE FILING ORGANIZATION'S CEO, KEITH MYERS, AND CFO, RANDY WOLAN ARE BUSINESS PARTNERS AS THEY ARE OWNERS OF AMPLIFII MANAGEMENT, LLC. FORM 990, PART VI, SECTION A, LINE 3 AS OF JANUARY 1, 2019, THE AGENCY ENTERED INTO A MANAGEMENT AGREEMENT ("AGREEMENT") WITH AMPLIFII MANAGEMENT, LLC ("AMPLIFII"), AN UNRELATED, FOR-PROFIT ENTITY, TO PROVIDE SPECIFICALLY DESCRIBED CONSULTING SERVICES WHICH ENCOMPASS RECOMMENDATIONS, SUPPORT, GUIDANCE AND OVERSIGHT WITH RESPECT TO THE OVERALL BUSINESS OPERATIONS AND DEVELOPMENT ACTIVITIES OF THE AGENCY THAT ARE ALSO CLOSELY ALINED WITH AMPLIFII'S CONSULTING SERVICES AS PROVIDED TO OTHER RELATED HEALTH CARE FACILITIES. THE INITIAL TERM OF THE AGREEMENT IS FOR A PERIOD OF FIVE (5) YEARS AND MAY BE EXTENDED FOR AN ADDITIONAL PERIOD OF FIVE (5) YEARS AS AGREED. THE AGREEMENT PROVIDES FOR THE PAYMENT OF CONSULTING FEES TO AMPLIFII BASED ON A DEFINED PERCENTAGE OF THE AGENCY'S ADJUSTED GROSS REVENUES. AMPLIFII IS SOLELY RESPONSIBLE FOR ALL ITS OPERATING EXPENSES INCURRED IN PROVIDNG THE CONSUTLING SERVICES DEFIND IN THE AGREEMENT WITH THE AGENCY, WITHOUT PROVISION FOR REIMBURSEMENT. FORM 990, PART VI, SECTION A, LINE 6 MORSELIFE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF LOLA & SAUL KRAMER SENIOR SERVICES AGENCY, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, MORSELIFE HEALTH SYSTEM, INC., SHALL ELECT BOARD MEMBERS AND AT ANY TIME IN ITS SOLE DISCRETION, REMOVE AND NAME A REPLACEMENT FOR ANY BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 7B MORSELIFE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF LOLA & SAUL KRAMER SENIOR SERVICES AGENCY, INC. AND, AS SUCH, ELECTS THE BOARD OF DIRECTORS AND HAS ULTIMATE VOTING AND VETO AUTHORITY OVER THE AGENCY'S BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE COMMITTEE, COMPOSED OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS FROM EACH OF THE MORSELIFE RELATED ORGANIZATIONS AND THE SENIOR VICE PRESIDENT OF FINANCE, IS RESPONSIBLE FOR THE REVIEW OF THE FORM 990. THE CHAIRPERSON OF MORSELIFE HEALTH SYSTEM, INC. IS THE CHAIRPERSON OF THE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL BOARD MEMBERS TO SUBMIT A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE STATEMENTS, WHEN COMPLETED AND RETURNED, ARE REVIEWED BY THE PRESIDENT TO ENSURE THAT THERE ARE NO INADVERTENT CONFLICTS OF INTEREST. 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 XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE ORGANIZATION'S AUDIT, COMPLIANCE AND ETHICS COMMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT ACCOUNTING FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. JOSEPH L MORSE HEALTH CENTER INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592120896 OWNS AND OPERATES A SKILLED NURSING FACILITY FL 501(C)(3) LINE 10 MORSELIFE HEALTH SYSTEM INC 0 MORSELIFE FOUNDATION INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592774476 PROVIDES FUNDING TO AFFILIATED TAX-EXEMPT ENTITIES FL 501(C)(3) LINE 7 MORSELIFE HEALTH SYSTEM INC 0 MORSELIFE HOUSING CORPORATION INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650888855 OPERATES A SENIOR LIVING COMMUNITY WITH FULL HEALTH SERVICES FL 501(C)(3) LINE 10 MORSELIFE HEALTH SYSTEM INC 0 NEARLY NEW THRIFT SHOP OF MORSE GERIATRIC INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592533256 RAISES FUNDS TO SUPPORT AFFILIATED TAX-EXEMPT ENTITIES FL 501(C)(3) LINE 12B, II MORSELIFE HEALTH SYSTEM INC 0 FRIENDS OF MORSELIFE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650329966 RAISES FUNDS TO SUPPORT AFFILIATED TAX-EXEMPT ENTITIES FL 501(C)(3) LINE 7 MORSELIFE FOUNDATION INC 0 MORSELIFE HOME CARE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 592753822 PROVIDES HOME HEALTH AND OTHER SERVICES TO SENIORS FL 501(C)(3) LINE 10 MORSELIFE HEALTH SYSTEM INC 0 MORSELIFE HOSPICE INSTITUTE INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 800730376 PROVIDES HOSPICE AND PALLIATIVE CARE SERVICES. FL 501(C)(3) LINE 10 MORSELIFE HOME CARE INC 0 MORSELIFE HEALTH SYSTEM INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 650018299 PROVIDES HEALTH CARE, HOUSING AND SUPPORT SERVICES TO SENIORS FL 501(C)(3) LINE 12C, III-FI N/A 0 NEXT GENERATIONS OF HOLOCAUST SURVIVORS INC 4847 DAVID S MACK DRIVE WEST PALM BEACH FL 33417 263902517 PROVIDES LEARNING OPPORTUNITIES THROUGH LESSONS LEARNED FROM THE HOLOCAUST FL 501(C)(3) LINE 10 LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC 1 0 0 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 1