2024-11-14T16:11:27-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 222208648 JFH MANAGEMENT COMPANY INC JFHM 8566673100 1110 LAUREL OAK RD VOORHEES NJ 08043 DAVID THOMPSON CHIEF EXECUTIVE OFFICER 8566673100 2024-11-10 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-11-10 2023 2024-10-15 13:58:12Z JFH MANAGEMENT SALTZMAN HOUSE AND CONGREGATE PROGRAMS DAVID THOMPSON 1110 LAUREL OAK RD VOORHEES NJ 08043 1074996 0 X WWW.JSHHS.ORG X 1984 NJ TO PROVIDE LOW INCOME HOUSING FOR SENIORS AS WELL AS FOOD AND HOUSEKEEPING SERVICES. 23 23 7 23 0 0 64274 10846 1003815 1052755 166 462 8516 10933 1076771 1074996 0 0 0 0 263099 279949 0 0 0 1107352 1156642 1370451 1436591 -293680 -361595 3260178 1470170 6312412 4715370 -3052234 -3245200 TO PROVIDE FOOD AND HOUSEKEEPING PROGRAMS FOR SENIOR CITIZENS. 0 0 1381471 0 1052755 JFH MANAGEMENT IS A NOT-FOR-PROFIT AGENCY THAT IS COMMITTED TO PROVIDING THE BENEFITS OF QUALITY HOUSING AND COMPASSIONATE HEALTHCARE SERVICES TO SENIORS AND THEIR FAMILIES. SERVICES OFFERED INCLUDE FOOD, HOUSEKEEPING, AND ACTIVITY PROGRAMS TO DELAY THE "INSTITUTIONALIZATION" OF THE ELDERLY. JFH MANAGEMENT SERVES APPROXIMATELY 322 STUDIO AND ONE-BEDROOM APARTMENTS ACROSS THREE AFFORDABLE HOUSING BUILDINGS. ACTIVITY PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, MONTHLY PARTIES, OUTINGS TO VARIOUS LOCALES IN THE STATE OF NJ, AND OTHER ACTIVITIES INCLUSIVE TO ALL RESIDENTS OF THE BUILDINGS. 1381471 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 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 0 0 1 0 0 0 1 20 0 7 1 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 NJ X DAVID THOMPSON CEO 8566673100 1110 LAUREL OAK RD VOORHEES NJ 08043 LARRY GOTTLIEB PRESIDENT 0.50 0.50 X X 0 0 0 JAMES S FEIGENBAUM ESQ VICE PRESIDENT 0.50 0.50 X X 0 0 0 NAOMI SCHIMMER VICE PRESIDENT 0.50 0.50 X X 0 0 0 MICHAEL FRANKEL VICE PRESIDENT 0.50 0.50 X X 0 0 0 CARL H BAGELL CPA TREASURER 0.50 0.50 X X 0 0 0 AMANDA KAMINER SECRETARY 0.50 0.50 X X 0 0 0 BRIAN ZELL MD IMMEDIATE PAST PRESIDENT 0.50 0.50 X X 0 0 0 JD ABRAMS TRUSTEE 0.50 0.50 X 0 0 0 MARK ADLER TRUSTEE 0.50 0.50 X 0 0 0 NANCI EPSTEIN TRUSTEE 0.50 0.50 X 0 0 0 LAURA GOTTLIEB TRUSTEE 0.50 0.50 X 0 0 0 DAVID GUTIN ESQ TRUSTEE 0.50 0.50 X 0 0 0 SUSAN HERRON TRUSTEE 0.50 0.50 X 0 0 0 HEATHER KRAMER TRUSTEE 0.50 0.50 X 0 0 0 ANDREA ANDI LEVIN TRUSTEE 0.50 0.50 X 0 0 0 ALISON PLATT-TARNOPOL TRUSTEE 0.50 0.50 X 0 0 0 MARK R ROSEN ESQ TRUSTEE 0.50 0.50 X 0 0 0 AMY ROSSANO TRUSTEE 0.50 0.50 X 0 0 0 GLENN SLOVES TRUSTEE 0.50 0.50 X 0 0 0 MARK SOBEL TRUSTEE 0.50 0.50 X 0 0 0 DAVID SPECTOR TRUSTEE 0.50 0.50 X 0 0 0 NANCY PERILSTEIN TRUSTEE 0.50 0.50 X 0 0 0 LEORA WAICHE TRUSTEE 0.50 0.50 X 0 0 0 DAVID THOMPSON CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 301494 19596 MEREDITH BECKER CHIEF OPERATIONAL OFFICER 1.00 39.00 X 0 209411 2618 0 510905 22214 0 0 1 0 0 10846 10846 RENTAL INCOME 532000 912157 912157 TENANT INCOME 812900 140598 140598 1052755 462 462 LAUNDRY INCOME 812300 9342 9342 OTHER INCOME 900099 1591 1591 10933 1074996 1052755 0 11395 225654 225654 36939 36939 17356 17356 42700 42700 12420 12420 126054 126054 31852 31852 12024 12024 253099 253099 191 191 680 680 12415 12415 424037 424037 75891 75891 FOOD EXPENSE 64951 64951 REPAIRS AND MAINTENANCE 58703 58703 SOCIAL SERVICES 24988 24988 DUES & SUBSCRIPTIONS 6967 6967 9670 9670 1436591 1381471 55120 0 46116 12406 1549831 6580 105038 66387 5754 5699 11333383 10468501 1095683 864882 59877 68386 150125 150125 247754 295705 3260178 1470170 1722488 124158 4084034 3826775 505890 764437 6312412 4715370 X 0 0 0 0 -3052234 -3245200 -3052234 -3245200 3260178 1470170 X -361595 168629 X 0 0 0 X 3155 19999 20214 64274 10846 118488 1282036 1143348 194987 1003815 1052755 4676941 1285191 1163347 215201 1068089 1063601 4795429 0 0 0 4795429 1263 364 4 166 462 2259 1263 364 4 166 462 2259 12048 48422 1557 8516 10933 81476 1298502 1212133 216762 1076771 1074996 4879164 0.98280 0.95740 0.00050 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY REVENUE - 2019 AMOUNT: $ 10,381. 2020 AMOUNT: $ 9,392. 2021 AMOUNT: $ 775. 2022 AMOUNT: $ 6,914. 2023 AMOUNT: $ 9,342. OTHER INCOME - 2019 AMOUNT: $ 526. 2020 AMOUNT: $ 871. 2021 AMOUNT: $ 782. 2022 AMOUNT: $ 1,602. 2023 AMOUNT: $ 1,591. BAD DEBT RECOVERY - 2019 AMOUNT: $ 1,141. FORGIVENESS OF INTERCOMPANY BALANCES - 2020 AMOUNT: $ 38,159. 288099 288099 10119749 9882375 237374 925535 586126 339409 864882 DUE FROM AFFILIATES 295705 295705 DUE TO AFFILIATES 663920 SECURITY DEPOSITS 84692 OTHER LIABILITY 15825 764437 0 0 0 0 0 0 0 0 0 DAVID THOMPSON CHIEF EXECUTIVE OFFICER 0 280462 0 3000 0 18032 0 3724 0 15872 0 321090 0 0 MEREDITH BECKER CHIEF OPERATIONAL OFFICER 0 199609 0 2500 0 7302 0 2618 0 0 0 212029 0 0 PART I, LINE 3 SJF-CCRC USES A COMPENSATION COMMITTEE, FORM 990 TAX RETURNS FROM OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 LARRY AND LAURA GOTTLIEB HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 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 990 IN DETAIL. A COPY OF THE 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 INDIVIDUALS ARE COMPENSATED BY A RELATED ORGANIZATION, SJF-CCRC. 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. 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 FROM AFFILIATES 168,629. 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 JEWISH FEDERATION SENIOR HOUSING INC 3051 WEST CHAPEL AVENUE CHERRY HILL NJ 08002 311654257 AFFORDABLE HOUSING FOR SENIOR CITIZENS 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 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1