2025-08-13T16:31:05-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 293 EISENHOWER PARKWAY 2ND FLOOR LIVINGSTON NJ 07039 990 2024-01-01 223148274 GERIATRIC SERVICES INC GERI 2016921000 300 TEANECK ROAD TEANECK NJ 07666 ELIZABETH DAVIS EXEC. DIRECTOR 2016921000 2025-08-13 1 1 BRIDGET HARTNETT P01429163 9739949494 2025-08-13 2024 2025-03-06 01:10:19Z BRIGHT SIDE MANOR ELIZABETH DAVIS 300 TEANECK ROAD TEANECK NJ 07666 4523863 0 X WWW.THEBRIGHTSIDEFAMILY.ORG X 1991 NJ OUR HEALTH CARE FACILITY PROVIDES SUPERVISED HOUSING TO APPROXIMATELY 65 RESIDENTS AGED 60 AND OLDER, WHO CAN NO LONGER LIVE INDEPENDENTLY AND HAVE LIMITED MEANS OF FINANCIAL SUPPORT. OUR MISSION IS TO PROVIDE A SAFE AND PLEASING HOME ENVIRONMENT FOR SENIORS. IN OUR FACILITY, EVERY RESIDENT RECEIVES SUPPORTIVE HEALTH AND SOCIAL SERVICES, REGARDLESS OF INCOME. BRIGHT SIDE MANOR IS A PLACE WHERE INDIVIDUALITY, DIGNITY, PRIVACY, CHOICE AND INDEPENDENCE ARE HONORED. 11 11 74 300 0 0 1370379 1131307 2744869 3299306 10076 7925 13442 82602 4138766 4521140 110000 110000 0 0 2569946 3070869 0 0 56061 1250856 1316113 3930802 4496982 207964 24158 19912007 19867222 14281147 14249855 5630860 5617367 OUR HEALTHCARE FACILITY PROVIDES SUPERVISED HOUSING AND CARE TO APPROXIMATELY 65 RESIDENTS AGED 60 AND OLDER WHO CAN NO LONGER LIVE INDEPENDENTLY AND HAVE LIMITED MEANS OF FINANCIAL SUPPORT. 0 0 4297412 110000 3299306 THE BRIGHT SIDE FAMILY IS A NONPROFIT ORGANIZATION THAT PROVIDES AFFORDABLE HOUSING, ASSISTED LIVING, AND SUPPORT SERVICES TAILORED TO THE CHANGING NEEDS OF LOW- AND MODERATE-INCOME OLDER ADULTS. THROUGH OUR HEALTHCARE FACILITY, WE OFFER SUPERVISED HOUSING AND CARE TO APPROXIMATELY 65 RESIDENTS AGED 60 AND OLDER WHO CAN NO LONGER LIVE INDEPENDENTLY AND HAVE LIMITED FINANCIAL RESOURCES. 4297412 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 10 0 1 74 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 NJ X THE ORGANIZATION 2016921000 300 TEANECK ROAD TEANECK NJ 07666 CAROLYN L LARKE PRESIDENT 1.00 0.50 X X 0 0 0 MATTHEW LEBER VICE PRESIDENT 1.00 X X 0 0 0 ILENE J MARCUS TREASURER 1.00 X X 0 0 0 FRAN MONTELEONE RN SECRETARY 1.00 0.50 X X 0 0 0 KAREN BLICK TRUSTEE 1.00 X 0 0 0 MICHAEL CANDULLO TRUSTEE 1.00 X 0 0 0 BRIAN D'AMICO TRUSTEE 1.00 X 0 0 0 MITCHELL DINNERSTEIN TRUSTEE 1.00 X 0 0 0 DOUGLAS J CIALLELLA TRUSTEE 1.00 X 0 0 0 WENDY MCGUIRE TRUSTEE 1.00 X 0 0 0 MARY ANN VAN CLIEF TRUSTEE 1.00 0.50 X 0 0 0 ELIZABETH DAVIS EXECUTIVE DIRECTOR 35.00 5.00 X 125000 0 27240 125000 0 27240 1 0 1 0 0 13180 595000 523127 1131307 RESIDENT SERVICES 623990 3299306 3299306 3299306 7925 7925 753 13180 2723 -1970 -1970 MISCELLANEOUS REVENUE 900099 84572 84572 84572 4521140 3299306 0 90527 110000 110000 152240 142455 6904 2881 2474135 2380118 59379 34638 180091 173246 4323 2522 264403 254356 6345 3702 38289 36834 919 536 45026 43315 1081 630 1097 1097 94897 80662 14235 51024 49085 1225 714 111473 107238 2675 1560 145421 123608 21813 168865 162448 4053 2364 114462 110113 2747 1602 DIETARY EXPENSE 269321 267974 1347 REPAIRS AND MAINTENANCE 104729 100750 2513 1466 GRANT EXPENSE - TLC 69018 69018 MISCELLANEOUS EXPENSE 47391 40282 7109 55100 45910 5744 3446 4496982 4297412 143509 56061 43660 20792 259000 142500 89147 68477 12592316 12865061 12869 5558 9461061 2829721 6643961 6631340 256571 123443 14483 10051 19912007 19867222 427784 383327 13784755 13689297 68608 177231 14281147 14249855 X 4531037 5387131 1099823 230236 5630860 5617367 19912007 19867222 X 24158 17187 -54838 X X 0 1 X 1 1 1 X 1261001 1034401 2110178 1370379 1131307 6907266 1872890 1758719 2130553 2744869 3299306 11806337 3133891 2793120 4240731 4115248 4430613 18713603 0 0 0 18713603 7971 8323 13734 10076 7925 48029 7971 8323 13734 10076 7925 48029 11 2857020 5053 2806 84572 2949462 3141873 5658463 4259518 4128130 4523110 21711094 0.86190 0.85250 0.00220 0.00270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 300000 300000 8790835 2460039 6330796 370226 369682 544 6631340 PREPAID RESIDENT FEES 46994 DUE TO AFFILIATE 41250 LONG-TERM DEBT, CURRENT PORTION 51322 RESIDENTS' PERSONAL NEEDS ALLOWANCE 37665 177231 X 4537230 17187 17187 4520043 1097 1097 4521140 4550723 54838 54838 4495885 1097 1097 4496982 PART IV, LINE 2B: THE ORGANIZATION MANAGES THEIR RESIDENTS' PERSONAL NEEDS ALLOWANCE ACCOUNTS. CASH BELONGING TO THE RESIDENTS IS HELD BY THE ORGANIZATION AND DISTRIBUTED TO THE RESIDENTS UPON THE RESIDENTS' REQUEST. AT WHICH TIME THE RESIDENTS SIGN FOR THE CASH RECEIVED. CASH MAINTAINED BY THE ORGANIZATION RELATED TO THEIR RESIDENTS' PERSONAL NEEDS ALLOWANCES IS RECORDED AS AN ASSET AND LIABILITY OF THE COMPANY. PART X, LINE 2: GERIATRIC SERVICES, INC. IS NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT LIABLE FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION FOLLOWS ACCOUNTING STANDARDS THAT PROVIDE CLARIFICATION ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S COMBINED FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE COMBINED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IN THE COMBINED STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. NO INTEREST AND PENALTIES WERE RECORDED DURING THE YEAR 2024. AT DECEMBER 31, 2024, THERE ARE NO SIGNIFICANT INCOME TAX UNCERTAINTIES THAT ARE EXPECTED TO HAVE A MATERIAL IMPACT ON THE ORGANIZATION'S COMBINED FINANCIAL STATEMENTS. PART XII, LINE 2D - OTHER ADJUSTMENTS: CREDIT LOSS EXPENSE 54,838. 1 GERIATRIC LIVING SOLUTIONS INC 300 TEANECK ROAD TEANECK NJ 07666 465137779 501(C)(3) 0 110000 PORTABLE ASSISTED LIVING SERVICES-PALS PROGRAM PART I, LINE 2: ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH REVIEW OF EXPENSE REPORTS/INVOICES FROM THE GRANTEE. X 0 0 0 0 0 0 0 0 0 ELIZABETH DAVIS EXECUTIVE DIRECTOR 125000 0 0 0 0 0 0 0 27240 0 152240 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. SIGNIFICANT CHANGES ARE REVIEWED WITH THE TREASURER AND SUMMARIZED FOR REVIEW WITH THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, THE GERIATRIC SERVICES, INC. CONFLICT OF INTEREST POLICY AND CODE OF ETHICS IS DISTRIBUTED FOR REVIEW TO ALL BOARD MEMBERS. AT THAT SAME TIME, BOARD MEMBERS ARE PROVIDED WITH A CONFLICT OF INTEREST QUESTIONAIRE WHICH REQUIRES BOARD MEMBERS TO DISCLOSE ANY POSSIBLE PERSONAL, FAMILIAL, OR BUSINESS RELATIONSHIP THAT REASONABLY COULD GIVE RISE TO A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST AND TO ACKNOWLEDGE BY HIS OR HER SIGNATURE THAT HE OR SHE IS ACTING IN ACCORDANCE WITH THE LETTER AND SPIRIT OF SUCH POLICY. THESE COMPLETED QUESTIONAIRES ARE KEPT ON FILE WITH OTHER BOARD DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AS PART OF THE ANNUAL BUDGET REVIEW BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO DONORS, POTENTIAL DONORS AND ANY PARTIES WITH A LEGITIMATE INTEREST IN THE ORGANIZATION'S ACTIVITIES. FINANCIAL STATEMENTS ARE ALSO AVAILABLE TO THE GENERAL PUBLIC BY REQUEST TO THE STATE TAXING AUTHORITY. FORM 990, PART XI, LINE 9: CREDIT LOSS EXPENSE -54,838. FORM 990, PART XII, LINE 2C: THE SELECTION AND OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SENIOR HOUSING SERVICES INC 300 TEANECK ROAD TEANECK NJ 07666 264778392 AFFORDABLE HOUSING FOR LOW INCOME SENIORS NJ 501(C)(3) LINE 10 0 GERIATRIC LIVING SOLUTIONS INC 300 TEANECK ROAD TEANECK NJ 07666 465137779 PORTABLE ASSISTED LIVING SERVICES NJ 501(C)(3) LINE 10 GERIATRIC SERVICES INC 1 BSF SENIOR HOUSING LLC 300 TEANECK ROAD TEANECK NJ 07666 852890791 AFFORDABLE HOUSING FOR LOW INCOME SENIORS NJ C 1.00000 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 GERIATRIC LIVING SOLUTIONS B GRANT FUNDS GERIATRIC LIVING SOLUTIONS B CONTRIBUTION GERIATRIC LIVING SOLUTIONS D LOAN FORM 990, SCHEDULE R, PART IV GERIATRIC SERVICES, INC. HAS A 10% STOCK OWNERSHIP INTEREST IN BSF SENIOR HOUSING, LLC (EIN 85-2890791). BSF SENIOR HOUSING, LLC IS A C-CORPORATION, AND MADE AN ELECTION UNDER SECTION 168(H)(6)(F)(II) OF THE IRS CODE OF 1986, WHICH PROVIDES THAT ANY GAIN RECOGNIZED BY A TAX-EXEMPT ENTITY (AS DEFINED IN SECTION 168(H)(2) OF THE CODE) ON ANY DISPOSITION OF ITS INTEREST IN A TAX-EXEMPT CONTROLLED ENTITY (AND ANY DIVIDEND OR INTEREST INCOME RECEIVED OR ACCRUED BY SUCH TAX-EXEMPT ENTITY FROM THE TAX EXEMPT CONTROLLED ENTITY THAT IS PROPERLY ALLOCABLE TO INCOME OF THE TAX-EXEMPT CONTROLLED ENTITY THAT WAS NOT SUBJECT TO TAX UNDER CHAPTER 1 OF SUBTITLE A OF THE CODE) SHALL BE TREATED AS UNRELATED BUSINESS TAXABLE INCOME FOR PURPOSES OF SECTION 511 OF THE CODE. DIVIDEND INCOME PREVIOUSLY SUBJECT TO TAX (I.E. DIVIDEND INCOME FROM A NON-REIT C CORPORATION) IS SPECIFICALLY EXCLUDED BY THE STATUTE FROM BEING SUBJECT TO UBIT.