2024-11-15T08:59:40-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 450501306 JEWISH HOME ASSISTED LIVING JEWI 2016662370 685 WESTWOOD AVENUE RIVER VALE NJ 07675 CAROL SILVER ELLIOTT PRESIDENT & CEO 2016662370 2024-11-06 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-11-06 2023 2024-10-15 13:58:12Z CAROL SILVER ELLIOTT 685 WESTWOOD AVENUE RIVER VALE NJ 07675 11766259 0 X WWW.JHALNJ.ORG X 2003 NJ OPERATE AN ASSISTED LIVING FACILITY. 3 2 143 132 0 0 586763 534847 10144167 10440529 2957 75746 73704 54102 10807591 11105224 500 650 0 0 5971529 6762302 0 0 0 5336973 5457627 11309002 12220579 -501411 -1115355 21903286 20482119 6043971 5465121 15859315 15016998 X TO PROMOTE RESIDENT DIGNITY AND WELL-BEING IN A HOME-LIKE ATMOSPHERE THAT OFFERS RESPECTFUL INDEPENDENCE, SUPPORTIVE SERVICES AND JEWISH VALUES, ALL WITH FAMILY AND COMMUNITY INVOLVEMENT. 0 0 10908631 650 10440529 JEWISH HOME ASSISTED LIVING, KAPLEN FAMILY SENIOR RESIDENCE, OFFERS AN ELEGANT COMMUNITY WHICH PROMOTES RESIDENT DIGNITY AND WELL-BEING IN A HOME-LIKE ENVIRONMENT. RESPECTFUL INDEPENDENCE, SUPPORTIVE SERVICES, AND JEWISH TRADITIONS ALL WITH FAMILY AND COMMUNITY INVOLVEMENT MAKE UP THE CORE OF OUR VALUES.JEWISH HOME ASSISTED LIVING LEADS THE WAY IN OUTSTANDING QUALITY AND CONSISTENCY OF SERVICE TO ELDERS AND THEIR FAMILIES ACROSS NORTHERN NJ AND THE TRI-STATE AREA. JEWISH HOME ASSISTED LIVING OFFERS SHORT TERM IV THERAPY AS WELL AS A SHORT STAY REHABILITATION PROGRAM. CONTINUED ON SCHEDULE O.OUR COMMUNITY OFFERS GLATT KOSHER ELEGANT DINING, 24 HOUR NURSING SUPERVISION AND MEDICATION MANAGEMENT BY A LICENSED NURSE, DEMENTIA CARE, RESPITE CARE, HOSPICE CARE, PHYSICAL, OCCUPATIONAL, SPEECH AND RESTORATIVE CARE THERAPIES, THERAPEUTIC ACTIVITIES, STATE-OF-THE-ART PERSONAL PA FM LISTENING SYSTEM FOR THOSE WITH HEARING IMPAIRMENTS, VIBRANT PROGRAMMING, FULL TIME SOCIAL WORKERS, AND WEEKLY PERSONAL SHOPPING.AT THE JEWISH HOME ASSISTED LIVING, WE HAVE MADE A COMMITMENT TO EXCELLENCE IN THE CARE OF INDIVIDUALS WITH PARKINSON'S DISEASE AND CREATED A COMPREHENSIVE PROGRAM ACROSS ALL ELEMENTS OF OUR SYSTEM. OURPROGRAMS INCLUDE SPECIALLY TRAINED STAFF, COMPREHENSIVE INDIVIDUALIZED ASSESSMENTS, SUPPLEMENTAL RESTORATIVE PROGRAMS ALONG WITH AN OFFICIAL ROCK STEADY BOXING AFFILIATION.THE JEWISH HOME ASSISTED LIVING, IN CONJUNCTION WITH THE JEWISH HOME FAMILY, HAS JOINED THE RANKS OF ELEVEN OTHER LONG TERM CARE FACILITIES IN THE COUNTRY TO OPEN AND OFFER AN ELDER ABUSE SHELTER, SENIORHAVEN. WHILE IN THE SHELTER, VICTIMS RECEIVE MEDICAL AND NURSING CARE, THERAPYAND NUTRITION SERVICES AS NEEDED AS WELL AS SPIRITUAL CARE, SOCIAL SERVICES AND LEGAL ASSISTANCE. THERE IS NO CHARGE FOR THESE SERVICES; WE PROVIDE THEM BECAUSE WE BELIEVE IT IS OUR OBLIGATION TO OLDER ADULTS AND TO OUR COMMUNITY. EQUALLY IMPORTANT, SENIORHAVEN PROVIDES US WITH APLATFORM FOR EDUCATING OUR COMMUNITY BOTH PROFESSIONALS AND THE GENERAL PUBLIC.JEWISH HOME ASSISTED LIVING IS A NON-SECTARIAN COMMUNITY OPEN TO ALL SENIORS REGARDLESS OF RACE, RELIGION OR NATIONAL ORIGIN. 10908631 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 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 1 139 0 143 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ X BRANDY M STEFANCO CFO 2016662370 685 WESTWOOD AVENUE RIVER VALE NJ 07675 MAGGIE KAPLEN PRESIDENT 0.25 0.35 X X 0 0 0 CAROL SILVER ELLIOTT SECRETARY/PRESIDENT & CEO 0.40 39.60 X X 0 651231 59426 WILSON ABOUDI TREASURER 0.25 0.00 X X 0 0 0 ARYEH MARKOWITZ ADMINISTRATOR 20.00 20.00 X 76062 107092 39594 BRANDY M STEFANCO CHIEF FINANCIAL OFFICER 0.00 40.00 X 0 301616 41511 JOSEPH J SCHUCK DIRECTOR OF NURSING 40.00 X 102146 0 35734 LEILANI RAMOS LICENSED PRACTICAL NURSE 40.00 X 112919 0 1780 GALDYS COBOS REGISTERED NURSE 40.00 X 113667 0 17298 CHARLENE VANNUCCI REGISTERED NURSE 40.00 X 122976 0 13862 DINNA PIZZELLA REGISTERED NURSE 40.00 X 100039 0 39613 627809 1059939 248818 5 0 1 0 UNITED METHODIST HOMES & SERVICES 1415 W FOSTER AVENUE CHICAGO IL 60640 NURSING SERVICES 426643 TOWNE STAFFING LLC 4547 ROUTE 9N SUITE Q HOWELL NJ 07731 NURSING SERVICES 207465 ROYAL HEARTS HEALTHCARE PO BOX 589 LODI NJ 07644 NURSING SERVICES 198614 EMS LLC 245 MAIN STREET SUITE 204 CHESTER NJ 07930 HOUSEKEEPING SERVICES 138439 4 198219 336628 534847 PATIENT REVENUE 623000 9339594 9339594 OTHER INPATIENT REVENUE 623000 1082003 1082003 SUPPORTED LIVING 623000 16368 16368 APPLICATION 623000 2150 2150 COMMUNITY FEE 623000 414 414 10440529 109508 109508 626523 750 638101 22934 -11578 -22184 -33762 -33762 BARBER & BEAUTY 900099 45477 45477 SHARED SAVINGS 900099 3640 3640 BILLING REV 900099 3614 3614 1371 1371 54102 11105224 10440529 0 129848 X 650 650 77517 77517 4839929 4742162 97767 18092 17727 365 1459209 1429732 29477 367555 360130 7425 843486 843486 20418 20418 2900 2900 8927 8927 1308516 1257729 50787 278 278 374309 361093 13216 126927 83693 43234 461581 445771 15810 22585 15171 7414 3341 3341 144412 139466 4946 755099 729235 25864 189866 186462 3404 FOOD 710458 710458 MAINTENANCE, REPAIRS 220474 220474 OTHER DIRECT EXPENSES 50420 42073 8347 BEAUTY SPECIALIST SUPPL 45898 45898 167732 120429 47303 12220579 10908631 1311948 0 41887 75389 3227430 1605075 89829 48073 11458 36730 330188 312410 25846621 11408428 14793576 14438193 2383852 2701476 1025066 1264773 21903286 20482119 1234095 1224719 93484 103413 628657 684877 4064212 3420315 23523 31797 6043971 5465121 X 15859315 15016998 15859315 15016998 21903286 20482119 -1115355 273038 0 X 0 1 X 1 0 X 396253 997609 2392925 586763 534847 4908397 9683773 8289403 8854238 10144167 10440529 47412110 10080026 9287012 11247163 10730930 10975376 52320507 0 0 0 52320507 56500 48101 68411 84818 109508 367338 56500 48101 68411 84818 109508 367338 22244 3644 45820 73704 54102 199514 10158770 9338757 11361394 10889452 11138986 52887359 0.98930 0.99080 0.00690 0.00610 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: CAFETERIA - 2019 AMOUNT: $ 17,447. 2020 AMOUNT: $ 2,016. 2021 AMOUNT: $ 1,108. 2022 AMOUNT: $ 591. 2023 AMOUNT: $ 842. INSURANCE RECOVERY CLAIMS - 2021 AMOUNT: $ 44,712. 2022 AMOUNT: $ 15,677. BEAUTY BARBER - 2019 AMOUNT: $ 4,797. 2020 AMOUNT: $ 1,238. 2022 AMOUNT: $ 46,009. 2023 AMOUNT: $ 45,477. GUEST ROOM RENTAL - 2020 AMOUNT: $ 390. SHARED SAVINGS - 2022 AMOUNT: $ 2,800. 2023 AMOUNT: $ 3,640. BERGEN COUNTY STUDENTS - 2022 AMOUNT: $ 7,121. MISCELLANEOUS INCOME - 2022 AMOUNT: $ 1,506. 2023 AMOUNT: $ 529. BILLING REV - 2023 AMOUNT: $ 3,614. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 449340 449340 23378958 9692327 13686631 1983323 1716101 267222 35000 35000 14438193 SECURITY DEPOSITS 684877 DUE FROM AFFILIATES 565811 RIGHT OF USE ASSETS 14085 1264773 DUE TO AFFILIATES 17136 OPERATING LEASE PAYABLE 14661 31797 11392269 273038 -8927 264111 11128158 -22934 -22934 11105224 12234586 22934 22934 12211652 8927 8927 12220579 PART IV, LINE 2B: THE ORGANIZATION IS THE CUSTODIAN FOR REFUNDABLE SECURITY DEPOSITS COLLECTED. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED AGAINST REVENUES ON FINANCIALS -8,927. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF PROPERTY NETTED AGAINST EXPENSES ON FINANCIALS -22,934. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF PROPERTY NETTED AGAINST EXPENSES ON FINANCIALS 22,934. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED AGAINST REVENUES ON FINANCIALS 8,927. 0 0 0 0 0 0 0 0 0 CAROL SILVER ELLIOTT SECRETARY/PRESIDENT & CEO 0 627231 0 24000 0 0 0 33050 0 26376 0 710657 0 0 BRANDY M STEFANCO CHIEF FINANCIAL OFFICER 0 301616 0 0 0 0 0 3014 0 38497 0 343127 0 0 ARYEH MARKOWITZ ADMINISTRATOR 76062 107092 0 0 0 0 456 641 17809 20688 94327 128421 0 0 PART I, LINE 3 COMPENSATION REVIEW PROCEDURES ARE PERFORMED FOR THE CEO AND CFO BY A RELATED ORGANIZATION, THE JEWISH HOME FAMILY, INC. THE ORGANIZATION USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS ORGANIZATION IS THE JEWISH HOME FAMILY, INC., A NEW JERSEY NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE RIGHT TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY, WHETHER PERIODICALLY, OR AS VACANCIES ARISE, OR OTHERWISE. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HAS THE RIGHT TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY AND HAS THE RIGHT TO RECEIVE ANY EXCESS FUNDS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS AND REQUIRES ALL BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST. IN ADDITION, THERE ARE BOARD DISCUSSIONS REGARDING CONFLICTS OF INTEREST AS NEEDED. IF A CONFLICT OF INTEREST IS PRESENT, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW PROCEDURES ARE PERFORMED FOR THE CEO AND CFO BY A RELATED ORGANIZATION, THE JEWISH HOME FAMILY, INC. THE ORGANIZATION USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE. THE COMPENSATION FOR THE CEO WAS LAST REVIEWED IN 2019 PRIOR TO THE RENEWAL OF THE CEO'S CONTRACT. THE COMPENSATION FOR THE CFO WAS LAST COMPLETED JUNE 2023. THE ORGANIZATION OBTAINS SALARY SURVEYS AND A SALARY STUDY IS CONDUCTED FOR THE PURPOSES OF COMPARING THE SALARIES THE ORGANIZATION PAYS ITS KEY EMPLOYEES WITH THE SALARIES FROM THOSE POSITIONS OF OTHER SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE JEWISH HOME FAMILY'S CONSOLIDATED AUDIT IS AVAILABLE ON THE WEBSITE. IN ADDITION, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 543,052. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 543,052. CONSULTANTS: PROGRAM SERVICE EXPENSES 4,465. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,465. AGENCY FEES: PROGRAM SERVICE EXPENSES 563,735. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 563,735. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 146,477. MANAGEMENT AND GENERAL EXPENSES 50,787. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 197,264. THE JEWISH HOME FAMILY INC 10 LINK DRIVE ROCKLEIGH NJ 07647 260493240 OVERSEE ACTIVITIES, FINANCIAL HEALTH, & PERFORMANCE OF RELATED ORGANIZATIONS NJ 501(C)(3) LINE 12B, II N/A 0 JEWISH HOME AT ROCKLEIGH 10 LINK DRIVE ROCKLEIGH NJ 07647 223466678 ENHANCE THE QUALITY OF LIFE OF OUR GROWING ELDERLY NJ 501(C)(3) LINE 10 THE JEWISH HOME FAMILY INC 0 JEWISH HOME AT HOME 10 LINK DRIVE ROCKLEIGH NJ 07647 271101121 PROVIDE SERVICES TO THE ELDERLY OR ASSIST THEM IN THEIR HOME ENVIRONMENT NJ 501(C)(3) LINE 7 THE JEWISH HOME FAMILY INC 0 JEWISH HOME FOUNDATION OF NORTH JERSEY INC 10 LINK DRIVE ROCKLEIGH NJ 07647 521720580 SUPPORT VARIOUS PROGRAMS AT RELATED ORGANIZATIONS NJ 501(C)(3) LINE 7 THE JEWISH HOME FAMILY INC 0 JEWISH HOME AND REHABILITATION CENTER 10 LINK DRIVE ROCKLEIGH NJ 07647 221500528 PROVIDE NURSING CARE TO THE ELDERLY NJ 501(C)(3) LINE 3 THE JEWISH HOME FAMILY INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0