2024-10-14T12:07:19+00:00 2023-12-31 390859910 Baker Tilly Advisory Group LP 1570 Fruitville Pike Suite 400 Lancaster PA 17601 990 2023-01-01 205041160 JEFFERSON'S FERRY FOUNDATION JEFF 6316502724 ONE JEFFERSON FERRY DRIVE SOUTH SETAUKET NY 11720 Robert E Caulfield CEO 6316502724 2024-10-14 false true Kerri N Bogda CPA P00760402 7177404863 2024-10-14 2023 2024-10-15 13:58:12Z ROBERT E CAULFIELD ONE JEFFERSON FERRY DRIVE SOUTH SETAUKET NY 11720 903684 false X WWW.JEFFERSONSFERRY.ORG X 2006 NY TO PROMOTE & RAISE FUNDS TO ENHANCE SERVICES FOR RESIDENTS & STAFF OF THIS LIFECARE COMMUNITY. 10 9 0 28 0 0 379673 426612 0 30022 157350 12946 -1506 422641 582456 314994 336608 0 93706 132209 0 145420 150731 24240 559431 493057 -136790 89399 1911005 2066484 42802 20465 1868203 2046019 THE FOUNDATION SHALL WORK IN PARTNERSHIP WITH THE JEFFERSON'S FERRY BOARD OF DIRECTORS AND STAFF TO PROMOTE AND RAISE PHILANTHROPIC FUNDS TO ENHANCE SERVICES FOR THE RESIDENTS AND STAFF OF JEFFERSON'S FERRY LIFECARE COMMUNITY. false false 341024 336608 0 THE FOUNDATION SHALL WORK IN PARTNERSHIP WITH THE JEFFERSON'S FERRY BOARD OF DIRECTORS AND STAFF TO PROMOTE AND RAISE PHILANTHROPIC FUNDS TO ENHANCE SERVICES FOR THE RESIDENTS AND STAFF OF THIS LIFECARE COMMUNITY. THE FOUNDATION WILL PROMOTE BENEVOLENCE BY ENTHUSIASTICALLY ENGAGING AND ENLIGHTENING THE RESIDENTS, FAMILIES, STAFF, VOLUNTEER LEADERS AND OTHER INTERESTED PEOPLE AND ORGANIZATIONS TO UNDERSTAND AND NURTURE EMOTIONAL, SPIRITUAL, AND HEALTH CARE OF THE SENIORS WHO RESIDE AT JEFFERSON'S FERRY. 341024 true true false false false false false false false false true false true true false false true false false false false false false true false false true false true false false false false false false false false false false false false false true false false false true 4 0 0 false false false false false false false false false false false false X 10 9 false false false false true true true true true false false true true true true true true false false false NY X BRIAN AMTMANN CFO 6316502724 ONE JEFFERSON FERRY DRIVE SOUTH SETAUKET NY 11720 GLORIA SNYDER CHAIR 1.0 3.0 X X 0 0 0 JAMES DANOWSKI VICE CHAIR 1.0 3.0 X X 0 0 0 JOHN SINI TREASURER 1.0 3.0 X X 0 0 0 ROBERT CAULFIELD CHIEF EXECUTIVE OFFICER 5.0 55.0 X X 0 628604 167561 WAYNE SHATTES SECRETARY 1.0 3.0 X X 0 0 0 DEBRA ENGELHARDT MEMBER 1.0 3.0 X 0 0 0 KENNETH ROBERTS MEMBER 1.0 3.0 X 0 0 0 KIM KUBASEK MEMBER 1.0 3.0 X 0 0 0 LAWRENCE DAVIDOW MEMBER 1.0 3.0 X 0 0 0 WENDY DARWELL MEMBER 1.0 3.0 X 0 0 0 BRIAN AMTMANN CHIEF FINANCIAL OFFICER 5.0 45.0 X 0 305055 22700 0 933659 190261 0 false true false 0 79944 346668 426612 0 0 0 0 0 32387 32387 0 0 387529 262566 124963 0 124963 124963 49503 79944 58662 -9159 -9159 7653 7653 7653 0 0 0 0 0 582456 0 0 155844 336608 336608 110233 110233 13328 13328 8648 8648 3480 3480 3133 3133 550 0 0 550 3256 3256 3192 1861 1331 2555 2555 DONOR DEVELOPMENT 3438 3438 COMMERATIVE BENCH PROGRAM 1561 1561 CATERING 1261 1261 FOUNDATION SPECIAL EVENTS 955 955 859 0 0 859 493057 341024 6613 145420 733362 668276 28146 12550 0 0 0 0 3413 7826 0 0 0 0 607812 612525 280083 519462 0 258189 245845 1911005 2066484 30452 20362 0 0 12350 103 42802 20465 X 570131 725990 1298072 1320029 1868203 2046019 1911005 2066484 X 89399 86742 1675 X false true X true false X X X 1 ACTIVE RETIREMENT COMMUNITY INC 311631439 9 true 336608 0 1 336608 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 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 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 X true false false false false false false false false false false false false false false true false 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED CORPORATE NOTES AND BONDS 519462 F 519462 SPLIT INTEREST AGREEMENTS 245845 245845 DUE TO RELATED PARTIES 103 103 726402 86742 -1458 85284 641118 -58662 -58662 582456 548586 58662 58662 489924 3133 3133 493057 Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGE IN VALUE OF PLEDGES RECEIVABLE - 1675 INVESTMENT MANAGEMENT FEES - -3133 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements SPECIAL EVENT EXPENSES - -58662 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SPECIAL EVENT EXPENSES - 58662 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements INVESTMENT MANAGEMENT FEES - 3133 CASINO NIGHT 129447 79944 49503 6829 19735 12435 19663 0 0 129447 79944 49503 6829 19735 12435 19663 58662 -9159 true ACTIVE RETIREMENT COMMUNITY INC ONE JEFFERSON FERRY DRIVE SOUTH SETAUKET NY 11720 311631439 501(C)(3) 47612 PROGRAM SUPPORT 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. JEFFERSON'S FERRY FOUNDATION IS A SUPPORTING ORGANIZATION OF ACTIVE RETIREMENT COMMUNITY (THE COMMUNITY). THE GRANTS REPORTED ON SCHEDULE I, PART II FOR THE 2023 YEAR REPRESENT GRANTS MADE SOLELY TO THIS SUPPORTED ORGANIZATION AND TO INDIVIDUALS RESIDING AT THE COMMUNITY. false true false false false false false false false ROBERT CAULFIELD CHIEF EXECUTIVE OFFICER 0 528604 0 100000 0 0 0 121351 0 46210 0 796165 0 0 BRIAN AMTMANN CHIEF FINANCIAL OFFICER 0 284055 0 21000 0 0 0 19392 0 3308 0 327755 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING RECEIVED CONTRIBUTION/DEFERRAL FOR THE CURRENT YEAR: ROBERT CAULFIELD - $80,250 Schedule J, Part I, Line 3 THE FOUNDATION DOES NOT PAY ANY SALARIES DIRECTLY. ALL COMPENSATION IS PAID BY ACTIVE RETIREMENT COMMUNITY, INC., A RELATED ORGANIZATION. THE FOLLOWING PROCEDURES ARE UTILIZED BY ACTIVE RETIREMENT COMMUNITY, INC. TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: 1) COMPENSATION COMMITTEE, 2) INDEPENDENT COMPENSATION CONSULTANT, 3) FORM 990 OF OTHER ORGANIZATIONS, 4) COMPENSATION SURVEY OR STUDY, 5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. Form 990, Part VI, Line 15 THE FOUNDATION DOES NOT PAY ANY COMPENSATION AND HAS NO EMPLOYEES. SALARIES ARE PAID BY A RELATED ORGANIZATION THAT HANDLES ALL COMPENSATION ISSUES. THE ORGANIZATION ENGAGES WITH AN OUTSIDE CONSULTANT TO PREPARE A COMPENSATION REVIEW OF MANAGEMENT, INCLUDING THE HEALTH CENTER ADMINISTRATOR. IN ADDITION, THE ORGANIZATION REGULARLY REVIEWS SALARY AND BENEFIT SURVEYS PREPARED BY INDUSTRY ASSOCIATIONS AND EVALUATES COMPENSATION STRUCTURES FOR LOCAL SIMILAR ORGANIZATION FOR ALL KEY EMPLOYEES. THE AFFILIATED ORGANIZATION (ACTIVE RETIREMENT COMMUNITY) HAS A COMPENSATION COMMITTEE THAT REVIEWS/DETERMINES COMPENSATION. ALL DECISIONS RELATED TO COMPENSATION ARE DOCUMENTED IN THE COMMITTEE MINUTES. Form 990, Part VI, Line 6 Classes of members or stockholders ACTIVE RETIREMENT COMMUNITY IS THE SOLE MEMBER OF JEFFERSON'S FERRY FOUNDATION AND APPOINTS ALL MEMBERS OF THE BOARD OF DIRECTORS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body ACTIVE RETIREMENT COMMUNITY IS THE SOLE MEMBER OF JEFFERSON'S FERRY FOUNDATION. IT APPROVES THE ELECTION AND REMOVAL OF MEMBERS OF THE BOARD OF DIRECTORS, THE AMENDMENT OF THE PURPOSES, CERTIFICATES OF INCORPORATION OR BYLAWS OF THE CORPORATION, THE SALE, ASSIGNMENT OR DISPOSAL OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, THE FORMATION OR PURCHASE OF A RELATED ENTITY OR CORPORATION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders AS SOLE MEMBER OF JEFFERSON'S FERRY FOUNDATION, ACTIVE RETIREMENT COMMUNITY, INC. APPROVES THE AMENDMENT OF THE PURPOSES, CERTIFICATE OF INCORPORATION OR BYLAWS OF THE CORPORATION; THE SALE, ASSIGNMENT OR DISPOSAL OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; AND THE FORMATION OR PURCHASE OF A RELATED ENTITY OR CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body A FINAL COPY OF THE FORM 990 AND ALL REQUIRED SCHEDULES ARE PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING. Form 990, Part VI, Line 12c Conflict of interest policy ALL PERSONNEL OF THE ORGANIZATION, INCLUDING OFFICERS, DIRECTORS, TRUSTEES, SENIOR MANAGEMENT, FUND RAISING STAFF AND KEY EMPLOYEES WILL, AT LEAST ANNUALLY, FILE A CONFLICT OF INTEREST DISCLOSURE STATEMENT/QUESTIONNAIRE WITH THE DIRECTOR OF ADVANCEMENT. PERSONNEL SHALL DISCLOSE ALL SITUATIONS THAT POSE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST. PERSONNEL HAVE AN AFFIRMATIVE OBLIGATION TO UPDATE THEIR ANNUAL DISCLOSURE STATEMENT/QUESTIONNAIRE WHENEVER NEW INFORMATION ARISES WHICH IS OTHERWISE REQUIRED TO BE DISCLOSED IN THE ANNUAL DISCLOSURE STATEMENT/QUESTIONNAIRE BY COMPLETING A NEW DISCLOSURE STATEMENT/QUESTIONNAIRE AND PROVIDING IT TO THE DIRECTOR OF ADVANCEMENT. THE DIRECTOR OF ADVANCEMENT WILL REVIEW DISCLOSURE STATEMENTS/QUESTIONNAIRE IN LIGHT OF THE PRINCIPLES SET FORTH IN THE CONFLICT OF INTEREST POLICY, CONSULT WITH OUTSIDE COUNSEL AS NECESSARY, SEEK ADDITIONAL INFORMATION AS NECESSARY, AND DETERMINE IF THE INFORMATION DISCLOSED CREATES A CONFLICT OF INTEREST, IS IMPROPER, OR CREATES THE APPEARANCE OF A CONFLICT OF INTEREST OR OF IMPROPER CONDUCT. THE ENTIRE BOARD OF TRUSTEES WILL REVIEW THE DIRECTOR OF ADVANCEMENT'S REPORTS ANNUALLY AND ON A PERIODIC BASIS, AND CONDUCT ITS OWN REVIEW, AS NECESSARY, TO DETERMINE WHETHER A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS. IF THE BOARD OF TRUSTEES DETERMINES THAT IT NEEDS TO CONDUCT A FUTHER REVIEW, THE CHAIRMAN OF THE BOARD OF TRUSTEES MAY APPOINT AN AD HOC COMMITTEE COMPRISED OF BOARD MEMBERS AND THE DIRECTOR OF ADVANCEMENT TO REVIEW A PARTICULAR MATTER AND MAKE A RECOMMENDATION TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES DETERMINATIONS SHALL BE FINAL AND BINDING. Form 990, Part VI, Line 19 Required documents available to the public THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL FURNISHED TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF PLEDGES RECEIVABLE - 1675; PART V, LINE 2B JEFFERSON'S FERRY FOUNDATION (THE FOUNDATION) DOES NOT HAVE ANY EMPLOYEES, AS SUCH NO SALARIES OR PAYROLL TAXES ARE PAID BY THE FOUNDATION, AND THERE ARE NO REQUIRED PAYROLL TAX REPORTS REQUIRED TO BE FILED. PAYMENTS FOR SERVICES MADE TO ACTIVE RETIREMENT COMMUNITY BY THE FOUNDATION REPRESENT REIMBURSEMENTS FOR SERVICES RENDERED TO THE FOUNDATION BY ACTIVE RETIREMENT COMMUNITY EMPLOYEES. ACTIVE RETIREMENT COMMUNITY INC DBA JEFFERSON'S FERRY ONE JEFFERSON FERRY DRIVE SOUTH SETAUKET NY 11720 311631439 LONG-TERM CARE NY 501(c)(3) 10 MATHER HEALTH SYSTEM INC false LONG ISLAND SENIOR SERVICES INC ONE JEFFERSON FERRY DRIVE SOUTH SETAUKET NY 11720 611729265 SENIOR SERVICES NY 501(c)(3) 10 MATHER HEALTH SYSTEM INC false CHARITABLE REMAINDER ANNUITY TRUSTS (4) ANNUITY TRUST NY NA Trust false false true false false false false false false false false false false false false true true false false false