2024-11-15T09:05:48-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 521720580 JEWISH HOME FOUNDATION OF NORTH JERSEY JEWI 2017841414 10 LINK DRIVE ROCKLEIGH NJ 07647 CAROL SILVER ELLIOTT PRESIDENT & CEO 2017841414 2024-11-06 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-11-06 2023 2024-10-15 13:58:12Z CAROL SILVER ELLIOTT 10 LINK DRIVE ROCKLEIGH NJ 07647 3554625 0 X WWW.JFNNJ.ORG X 1985 NJ PROVIDE AID AND SUPPORT TO THE NOT-FOR-PROFIT ORGANIZATIONS OF JEWISH HOME FAMILY AND AFFILIATES. 25 24 7 25 0 0 3176743 1668213 0 0 82163 335748 -58392 -36831 3200514 1967130 1194643 680167 0 0 599972 476918 0 0 443443 502194 737659 2296809 1894744 903705 72386 12017696 10169024 321914 288509 11695782 9880515 X DEVELOP THE LONG TERM VISION OF, AND PROVIDE AID AND SUPPORT TO THE NOT-FOR-PROFIT ORGANIZATIONS OF THE JEWISH HOME AT ROCKLEIGH, JEWISH HOME AND REHABILITATION CENTER, JEWISH HOME ASSISTED LIVING, JEWISH HOME AT HOME OR THEIR SUCCESSOR ORGANIZATIONS (CONTINUED ON SCH. O) FOR THE PURPOSES OF MAKING AVAILABLE HEALTHCARE, EDUCATIONAL, LIFE ENRICHMENT, SCIENTIFIC OR OTHER CHARITABLE EFFORTS FOR THE SENIORS, THE ELDERLY AND INFIRM IN OUR COMMUNITY. 0 0 955019 680167 0 TO SUPPORT VARIOUS PROGRAMS AT JEWISH HOME AT ROCKLEIGH, JEWISH HOME ASSISTED LIVING AND JEWISH HOME AND REHABILITATION CENTER. 955019 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 1 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ NY X BRANDY M STEFANCO 2017841414 10 LINK DRIVE ROCKLEIGH NJ 07647 HOWARD CHERNIN PRESIDENT 0.50 0.10 X X 0 0 0 ROBERT HESS VICE PRESIDENT 0.10 0.00 X X 0 0 0 DR RONA WEINBERG VICE PRESIDENT 0.20 0.00 X X 0 0 0 MARTIN ZAIKOV VICE PRESIDENT 0.10 0.00 X X 0 0 0 JAY LEVINE TREASURER 0.25 0.00 X X 0 0 0 GARRET BEDRIN SECRETARY 0.50 0.50 X X 0 0 0 ANGELICA BERRIE HONORARY CHAIR 0.10 0.00 X 0 0 0 RYAN BERGMAN BOARD MEMBER 0.10 0.00 X 0 0 0 MICHAEL FEILER BOARD MEMBER 0.10 0.00 X 0 0 0 WARREN FELDMAN BOARD MEMBER 0.15 0.25 X 0 0 0 DR SANDRA GOLD BOARD MEMBER 0.10 0.20 X 0 0 0 STEVEN MOREY GREENBERG BOARD MEMBER 0.25 0.75 X 0 0 0 MICHAEL HOCHMAN BOARD MEMBER 0.25 0.00 X 0 0 0 MAGGIE KAPLEN BOARD MEMBER 0.10 0.50 X 0 0 0 IAN KAUFTHAL BOARD MEMBER 0.10 0.00 X 0 0 0 BERNIE KOSTER BOARD MEMBER 0.02 0.02 X 0 0 0 GREGG KRIEGER BOARD MEMBER 0.10 0.00 X 0 0 0 DEREK LEVY BOARD MEMBER 0.10 0.00 X 0 0 0 GERALD LITWIN BOARD MEMBER 0.10 0.00 X 0 0 0 DR ZVI MARANS BOARD MEMBER 0.10 0.00 X 0 0 0 BETH SHIFFMAN BOARD MEMBER 0.25 0.00 X 0 0 0 DR ABE STEINBERGER BOARD MEMBER 0.10 0.00 X 0 0 0 JAN SELIGMANN WEISS BOARD MEMBER 0.10 0.00 X 0 0 0 JEFFREY ZENN BOARD MEMBER 0.10 0.00 X 0 0 0 CAROL K SILBERSTEIN BOARD MEMBER (UNTIL 6/23) 0.20 0.10 X 0 0 0 KATHLEEN WEST BOARD MEMBER (UNTIL 6/23) 0.04 0.00 X 0 0 0 CAROL SILVER ELLIOTT PRESIDENT & CEO 0.25 39.75 X X 0 651231 59426 KEVIN LEOPOLD EXECUTIVE DIRECTOR 40.00 0.00 X 150163 0 26684 BRANDY M STEFANCO CHIEF FINANCIAL OFFICER 0.00 40.00 X 0 301616 41511 150163 952847 127621 1 0 1 0 0 150126 1518087 1668213 205625 205625 1491530 1361407 130123 130123 130123 166557 150126 216048 -49491 -49491 22700 10040 12660 12660 1967130 0 0 298917 680167 680167 176847 39404 137443 222686 49618 173068 373 83 290 47885 10670 37215 29127 6490 22637 197750 197750 3000 3000 19554 19554 39995 37541 2454 31530 31530 29965 4794 25171 21909 4382 17527 13635 136 13499 6764 6764 139 139 24451 24451 RESIDENT SERVICES 154227 154227 SPECIAL PROJECTS 120065 120065 BAD DEBTS 65337 65337 MINOR EQUIPMENT 6410 1279 5131 2928 560 124 2244 1894744 955019 496282 443443 1478017 283145 783739 485138 3420433 2488574 46600 53645 833 139 14552 694 6081569 6694574 192786 163254 12017696 10169024 69025 31017 233710 234211 19179 23281 321914 288509 X 1841510 2075553 9854272 7804962 11695782 9880515 12017696 10169024 X 72386 404071 -2291724 X 0 1 X 1 0 X 2625055 3003512 2869593 3176743 1668213 13343116 2625055 3003512 2869593 3176743 1668213 13343116 13343116 279933 176206 206814 186309 205625 1054887 212704 86880 174365 145766 189257 808972 15206975 0.87740 0.91310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2019 AMOUNT: $ 179,804. 2020 AMOUNT: $ 63,480. 2021 AMOUNT: $ 148,565. 2022 AMOUNT: $ 127,166. 2023 AMOUNT: $ 166,557. GAMING REVENUE - 2019 AMOUNT: $ 32,900. 2020 AMOUNT: $ 23,400. 2021 AMOUNT: $ 25,800. 2022 AMOUNT: $ 18,600. 2023 AMOUNT: $ 22,700. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4252573 25000 586515 126032 13814 4724242 4924577 27606 -674534 10413 14663 4252573 4298036 12790 646901 17014 16136 4924577 4011185 5218 325758 12146 31979 4298036 3307774 23739 748278 57383 11223 4011185 0.00000 0.89000 0.11000 0 0 833 139 694 694 DUE TO AFFILIATES 15474 OPERATING LEASE PAYABLE 7807 23281 2250859 404071 -120342 283729 1967130 0 1967130 4066406 2311280 2311280 1755126 139618 139618 1894744 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BIPT 19,276. INVESTMENT FEES NETTED AGAINST REVENUE ON FINANCIALS -19,554. SPECIAL PROJECT EXPENSES NETTED AGAINST REVENUE ON FINANCIALS -120,064. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE EXPENSES NOT REPORTED WITH FOUNDATION 280. TRANSFER TO AFFILIATES 2,311,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED AGAINST REVENUE ON FINANCIALS 19,554. SPECIAL PROJECT EXPENSES NETTED AGAINST REVENUE ON FINANCIALS 120,064. GOLF & TENNIS 255823 144381 111442 0 18854 22932 42380 0 18072 GALA 60860 5745 55115 0 0 10000 47571 38500 17739 316683 150126 166557 18854 32932 89951 38500 35811 216048 -49491 22700 10000 40 1 1.00000 22700 10000 40 10040 12660 NJ 1 0 0 0 1.00000 CAROL SILVER ELLIOTT 10 LINK DRIVE ROCKLEIGH NJ 07647 0 CAROL SILVER ELLIOTT COORDINATING RAFFLE AND OVERSEEING RAFFLE ACTIVITY. X 0 1 JEWISH HOME ROCKLEIGH INC 10 LINK DRIVE ROCKLEIGH NJ 07647 223466678 501 C(3) 401948 0 N/A N/A SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION JEWISH HOME ASSISTED LIVING 10 LINK DRIVE ROCKLEIGH NJ 07647 450501306 501 C(3) 198219 0 N/A N/A SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION JEWISH HOME AT HOME INC 10 LINK DRIVE ROCKLEIGH NJ 07647 271101121 501 C(3) 80000 0 N/A N/A SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION 3 0 PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANT FUNDS BECAUSE THE GRANTS ARE GIVEN TO RELATED ORGANIZATIONS AND IT IS WITHIN THE MISSION OF THE ORGANIZATION TO SUPPORT VARIOUS PROGRAMS OF THE RELATED ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 CAROL SILVER ELLIOTT 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 KEVIN LEOPOLD EXECUTIVE DIRECTOR 150163 0 0 0 0 0 1499 0 25185 0 176847 0 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 JEWISH HOME FAMILY, INC. 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 XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 19,276. TRANSFER TO AFFILIATES -2,311,000. THE JEWISH HOME FAMILY INC 10 LINK DRIVE ROCKLEIGH NJ 07647 260493240 OVERSEE THE ACTIVITIES, FINANCIAL HEALTH, AND PERFORMANCE OF RELATED ORGANIZ 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 ASSISTED LIVING 685 WESTWOOD AVENUE RIVER VALE NJ 07675 450501306 PROVIDE ASSISTED LIVING TO THE ELDERLY NJ 501(C)(3) LINE 10 THE JEWISH HOME FAMILY INC 0 JEWISH HOME AT HOME INC 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 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 1 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0