2025-08-14T08:57:33-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2023-10-01 060846991 JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY INC JEWI 2033656400 4200 PARK AVENUE BRIDGEPORT CT 06604 ROGER SLIBY VP & CFO 2033656400 2025-08-13 1 1 MARY-EVELYN ANTONETTI P00431862 2126976900 2025-08-13 2023 2025-03-06 01:10:19Z MOZAIC SENIOR LIFE ANDREW H BANOFF 4200 PARK AVENUE BRIDGEPORT CT 06604 74370903 0 X HTTPS://WWW.MOZAICSL.ORG X 1967 CT NON-PROFIT HEALTH CARE FACILITY PROVIDING REST HOME AND SKILLED NURSING CARE TO THE AGED AND INFIRM. 35 35 1111 250 97172 0 4868620 2302447 64277514 68048502 539482 1246847 2227667 2761034 71913283 74358830 0 0 0 0 42731695 45496480 0 0 606189 29140560 29434576 71872255 74931056 41028 -572226 138822095 156656800 92174404 109661354 46647691 46995446 X CONSISTENT WITH JEWISH VALUES AND TRADITIONS, THE MISSION OF THE JEWISH HOME IS TO ASSURE JEWISH SENIORS THE HEALTH CARE, HOUSING AND GERIATRIC SERVICES REQUIRED TO ACHIEVE THE HIGHEST POSSIBLE QUALITY OF LIFE REASONABLY ATTAINABLE FOR THEM. (SEE SCHEDULE O) ADMISSION TO THESE SERVICES WILL BE AVAILABLE TO JEWISH SENIORS ON A PRIORITY BASIS. 0 0 49617646 53987651 SKILLED NURSING FACILITY: A MODERN 294 BED SKILLED NURSING FACILITY PROVIDING SHORT TERM POST ACUTE CARE, LONG TERM CARE, SPECIAL CARE FOR MEMORY, AND COGNITIVE DISORDERS. 4619261 6073373 NON-MEDICAL HOME CARE SERVICES, ALSO KNOWN AS COMPASSIONATE CARE COMPANIONS, PROVIDES CAREGIVERS OFFERING SERVICES TAILORED TO INDIVIDUAL NEEDS IN CLIENT'S HOME. SERVICES INCLUDE: COMPANIONSHIP AND SOCIALIZATION; MEAL PREPARATION; LIGHT HOUSEKEEPING; TRANSPORTATION; ERRAND AND GROCERY SHOPPING; ASSISTANCE WITH PERSONAL CARE; SUPERVISION OF DRESSING AND GROOMING; AND RECREATIONAL ACTIVITIES. 24 HOUR LIVE-IN CARE SERVICES ARE AVAILABLE. 2587334 2074385 MEDICAL HOME CARE PROVIDES CLIENTS WITH COMPREHENSIVE HOME CARE SERVICES. IN COORDINATION WITH THE CLIENT'S PHYSICIAN, THE TEAM WILL DEVELOP A PLAN OF CARE THAT PROMOTES RESTORATION OF HEALTH AND INDEPENDENCE DURING AN ILLNESS, OR FOLLOWING AN INJURY OR SURGICAL PROCEDURE IN HIS OR HER HOME SETTING. THE TEAM ALSO WORKS WITH INDIVIDUALS WHO ARE FACING CHALLENGES MEETING THE PHYSICAL DEMANDS OF DAILY LIVING AND CAN BENEFIT FROM SKILLED CARE IN THEIR HOMES. 7916235 5913093 INCLUDES THE INSTITUTE ON AGING GERIATRIC ASSESSMENT SERVICE, THE CENTER FOR ELDER ABUSE PREVENTION, ADULT DAY CARE, HOSPICE, WORK ACTIVITY CENTER, THERAPY. 7916235 5913093 64740476 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 123 0 1 1111 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X ROGER SLIBY 2033656405 4200 PARK AVE BRIDGEPORT CT 06604 ALAN PHILLIPS DIRECTOR 0.50 X 0 0 0 AMY RICH DIRECTOR 0.50 X 0 0 0 ART SPINNER DIRECTOR 0.50 X 0 0 0 BRIAN MILES DIRECTOR 0.50 X 0 0 0 ED FRIEDLAND DIRECTOR 0.50 X 0 0 0 EDWARD BURGER DIRECTOR 0.50 X 0 0 0 EMIL MESHBERG VICE CHAIRPERSON 0.50 X X 0 0 0 ERIC KATZ MD DIRECTOR 0.50 X 0 0 0 ERIC N HENDLIN DIRECTOR 0.50 X 0 0 0 GERALD LUTERMAN TREASURER 0.50 X X 0 0 0 HAROLD ROSNICK ESQ HONORARY DIRECTOR FOR LIFE 0.50 X 0 0 0 JANET FREEDMAN DIRECTOR 0.50 X 0 0 0 JEFF RADLER DIRECTOR 0.50 X 0 0 0 JIM BENNETT DIRECTOR 0.50 X 0 0 0 JON AUGUST CHAIRPERSON 0.50 X X 0 0 0 KENNETH I WIRFEL ESQ DIRECTOR 0.50 X 0 0 0 MARC LEVEY DIRECTOR 0.50 X 0 0 0 MARTIN F WOLF ESQ HONORARY DIRECTOR FOR LIFE 0.50 X 0 0 0 MICHAEL FLEISCHER DIRECTOR 0.50 X 0 0 0 MICHAEL MARCUS DIRECTOR 0.50 X 0 0 0 MIKE WOLFSON ESQ DIRECTOR 0.50 X 0 0 0 MILTON SUTIN HONORARY DIRECTOR FOR LIFE 0.50 X 0 0 0 NANCY MAGIDA SECRETARY 0.50 X X 0 0 0 PHILIP SCHAEFER DIRECTOR 0.50 X 0 0 0 ROSLYN GOLDSTEIN HONORARY DIRECTOR FOR LIFE 0.50 X 0 0 0 ROY FRIEDMAN HONORARY DIRECTOR FOR LIFE 0.50 X 0 0 0 SCOTT SERELS MD DIRECTOR 0.50 X 0 0 0 WILLIAM SIMS DIRECTOR 0.50 X 0 0 0 CINDY EPSTEIN DIRECTOR 0.50 X 0 0 0 NEIL LIPPMAN DIRECTOR 0.50 X 0 0 0 RENEE NOREN DIRECTOR 0.50 X 0 0 0 MANDY STANTON DIRECTOR 0.50 X 0 0 0 EILEEN BERENYI (DIRECTOR FROM 10/1/23) 0.50 X 0 0 0 ALLYSON GOTTLIEB (DIRECTOR FROM 10/1/23) 0.50 X 0 0 0 LEONARD RUSS (DIRECTOR FROM 10/1/23) 0.50 X 0 0 0 ANDREW H BANOFF PRESIDENT OF JHE & CEO 40.00 X 767256 0 56308 ELIZABETH ZICARI VP & COMMUNITY SERVICES & BUSINESS 40.00 X 192273 0 13548 LAWRENCE CONDON SENIOR VP & ADMINISTRATOR 40.00 X 286643 0 63046 ROGER SLIBY VP & CHIEF FINANCIAL OFFICER 40.00 X 241357 0 25097 KARA RODRIGUEZ VP EMPLOYEE RELATIONS 40.00 X 184882 0 35081 PAUL BORGHINI RN 40.00 X 126946 0 21147 AMY FERRARIE DIRECTOR, SALES & MARKETING 40.00 X 135550 0 0 ANNIE MPANDA RN 40.00 X 149982 0 31904 KEHINDE ANDU RN 40.00 X 122618 0 13530 SCOTT FEDA DIRECTOR, INFORMAITON TECHNOLOGY 40.00 X 121645 0 3994 2329152 0 263655 19 0 1 0 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 2946337 ALWAYS CARING OF CT 256 EAST MAIN ST WESTPORT CT 06804 HOMECARE COMPANION SERVICES 1692933 DEPENDABLE NURSING 1162 WEST WOODS ROAD HAMDEN CT 06815 TEMPORARY STAFFING 589096 FORVIS LLC 910 E ST LOUIS STREET SUITE 200 SPRINGFIELD MO 658011190 MEDICAL BILLING 367756 SERVPRO OF STAMFORD 173 MAIN ST NORWALK CT 06851 WATER DAMAGE RESTORATION 350000 20 2302447 2302447 RESIDENT CARE SERVICES 623000 53987651 53987651 COMPASSIONATE CARE 621610 6073373 6073373 MEDICAL HOME CARE 623000 2074385 2074385 SENIOR CHOICE AT HOME 623000 2015393 2015393 HOME TOGETHER 623000 1666973 1666973 2230727 2230727 68048502 750589 750589 15583 0 15583 15583 15583 508331 12073 496258 496258 496258 FITNESS CENTER 900099 1247144 1247144 CHILD CARE CENTER 900099 622171 622171 CAFE 900099 223689 223689 652447 97172 555275 2745451 74358830 68048502 97172 3910709 X 1896622 1888643 7979 35851142 33031728 2521800 297614 1133048 1050735 73026 9287 4056298 3669023 354467 32808 2559370 2282958 255937 20475 517862 149921 367881 60 119049 50732 68317 132023 132023 12000 12000 71263 71263 9555701 8936234 616817 2650 1139805 111653 1028152 1949585 1217484 659892 72209 625618 519418 80605 25595 2199145 2036406 146457 16282 87710 70945 14547 2218 19812 6543 13269 2410403 1894329 500928 15146 3971498 3549438 394341 27719 657944 610689 42372 4883 FOOD EXPENSE 1918858 1735405 183453 NURSING HOME TAX 1521024 1471024 50000 SUPPLIES 1444286 1444286 BAD DEBT 845370 795620 49750 235620 105905 58451 71264 74931056 64740476 9584391 606189 5255314 7678719 3395669 4470030 1151507 1359672 6232924 5487934 116114 116132 161266 236886 138795202 32240885 102393720 106554317 16514615 12557164 2172922 2451767 380000 433333 1048044 15310846 138822095 156656800 5147523 5119827 6129766 6903435 80481597 82364666 170286 152665 0 227675 245232 14893086 92174404 109661354 X 33482099 31805050 13165592 15190396 46647691 46995446 138822095 156656800 X -572226 1624197 -704216 X X 0 1 X 1 0 X 1171889 2073550 2451494 4868620 2302447 12868000 56138697 54571524 61810817 64277514 68048502 304847054 57310586 56645074 64262311 69146134 70350949 317715054 241500 385500 341962 968962 0 241500 385500 341962 968962 316746092 607967 576976 314145 513805 766172 2779065 607967 576976 314145 513805 766172 2779065 12228 11610 97172 121010 1211629 1476889 1927683 2189557 2648279 9454037 59130182 58698939 66516367 71861106 73862572 330069166 0.95960 0.96300 0.00840 0.00790 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FITNESS CENTER - 2021 AMOUNT: $ 801,702. 2022 AMOUNT: $ 1,014,892. 2023 AMOUNT: $ 1,247,144. CAFE - 2022 AMOUNT: $ 245,401. 2023 AMOUNT: $ 223,689. CHILD CARE CENTER - 2021 AMOUNT: $ 406,930. 2022 AMOUNT: $ 520,642. 2023 AMOUNT: $ 622,171. OTHER INCOME - 2019 AMOUNT: $ 1,211,629. 2020 AMOUNT: $ 1,476,889. 2021 AMOUNT: $ 719,051. 2022 AMOUNT: $ 408,622. 2023 AMOUNT: $ 555,275. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 1 12000 12000 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: THE JEWISH HOME ENGAGES A LOBBYIST TO MAINTAIN CONTACT WITH STATE LEGISLATION ON ISSUES AFFECTING THE HOME. 0 1 X 12383402 159984 2350609 453722 14440273 11990845 68518 604624 280585 12383402 13706174 66000 -1334705 446624 11990845 12471683 33036 1670227 468772 13706174 11866399 329408 790952 515076 12471683 0.03354 0.89588 0.07058 0 0 27012529 27012529 94312932 27293539 67019393 6666497 4570345 2096152 10803244 377001 10426243 106554317 ENTRANCE FEE DEPOSITS 12175311 ENTRANCE FEE RECEIVABLES 387641 AGENCY ASSETS 152665 INTEREST RATE SWAP AGREEMENT 5601 DUE FROM AFFILIATES 17216 RIGHT-OF-USE ASSET - FINANCE LEASE 2572412 15310846 SPLIT INTEREST AGREEMENT 85035 SECURITY DEPOSITS 12173939 FINANCE LEASE LIABILITY 2634112 14893086 X 75157798 1624197 127385 1751582 73406216 71263 881351 952614 74358830 74810043 0 74810043 71263 49750 121013 74931056 PART IV, LINE 2B: THE ORGANIZATION PROVIDES RESIDENTS WITH A SERVICE BY WHICH RESIDENTS' FUNDS ARE MAINTAINED IN A SEPARATE ACCOUNT, THE USE OF WHICH IS DIRECTED BY THE RESIDENT. SUCH FUNDS ARE MAINTAINED IN A SEPARATE BANK ACCOUNT AND ARE REFLECTED IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS AS AGENCY ASSETS - RESIDENTS' TRUST FUNDS WITH A CORRESPONDING LIABILITY AS AGENCY LIABILITIES - FUNDS HELD FOR RESIDENTS. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 70 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. PART X, LINE 2: THE HOME AND TJH SENIOR LIVING, LLC ACCOUNT FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2024 AND 2023, THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. AS TJH SENIOR LIVING, LLC IS DISREGARDED FOR TAX PURPOSES, ITS ACTIVITY IS REPORTED ON THE HOME'S FORM 990, AND IS SUBJECT TO ANY AUDITS THAT AFFECT THE HOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PENSION LIABILITY 93,892. CHANGE IN LIABILITY UNDER SPLIT-INTEREST AGREEMENTS 33,493. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT 49,750. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENTS 831,601. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT 49,750. MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 100000 0 0 0 0 0 0 100000 0 100000 0 0 0 0 0 0 PART I, LINE 3 THE INVESTMENTS ARE ACCOUNTED FOR ON THE ACCRUAL METHOD OF ACCOUNTING. X X X 0 0 0 0 0 0 0 1 0 ANDREW H BANOFF PRESIDENT OF JHE & CEO 612096 0 150000 0 5160 0 33700 0 22608 0 823564 0 0 0 LAWRENCE CONDON SENIOR VP & ADMINISTRATOR 271643 0 15000 0 0 0 34668 0 28378 0 349689 0 0 0 ROGER SLIBY VP & CHIEF FINANCIAL OFFICER 226357 0 15000 0 0 0 9003 0 16094 0 266454 0 0 0 KARA RODRIGUEZ VP EMPLOYEE RELATIONS 169882 0 15000 0 0 0 6535 0 28546 0 219963 0 0 0 ELIZABETH ZICARI VP & COMMUNITY SERVICES & BUSINESS 177273 0 15000 0 0 0 0 0 13548 0 205821 0 0 0 ANNIE MPANDA RN 149982 0 0 0 0 0 6055 0 25849 0 181886 0 0 0 PART I, LINE 7 BONUSES RECEIVED BY THE LISTED OFFICERS ARE DISCRETIONARY AND APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. A CITY OF BRIDGEPORT 066001865 2014-04-29 55500000 FACILITY CONSTRUCTION 0 0 0 B CITY OF BRIDGEPORT 066001865 2014-04-29 6500000 FACILITY CONSTRUCTION 0 0 0 C THE HOUSING AUTHORITY OF THE CITY OF STAMFORD 066000416 852640AB7 2022-12-01 31695000 FACILITY CONSTRUCTION 0 0 0 A 11527500 55500000 55500000 2016 0 0 1 1 B 4905000 6500000 6500000 2016 0 0 1 1 C 31695000 6886930 24808070 0 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 1 0 1 1 M&T BANK 10.000000000000 0 0 0 0 1 B 0 0 1 0 0 1 M&T BANK 10.000000000000 0 0 0 0 1 C 0 1 0 0 0 0 0 0 0 A 1 B 1 C 1 SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: CITY OF BRIDGEPORT, CT (F) DESCRIPTION OF PURPOSE: SENIOR LIVING FACILITY REVENUE BONDS, SERIES 2014A SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: CITY OF BRIDGEPORT, CT (F) DESCRIPTION OF PURPOSE: SENIOR LIVING FACILITY REVENUE BONDS, SERIES 2014B SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: THE HOUSING AUTHORITY OF THE CITY OF STAMFORD. (F) DESCRIPTION OF PURPOSE: PURCHASE OF LAND AND DEVELOPMENT OF A NEW CONTINUING CARE RETIREMENT COMMUNITY OR LIFE PLAN COMMUNITY ON APPROXIMATELY 15 ACRES OF LAND IN STAMFORD, CONNECTICUT. SCHEDULE K, PART I, LINE C THE CITY OF STAMFORD REVNUE BOND ANTICIPATION NOTES IS THE LEGAL OBLIGATION OF TJH SENIOR LIVING, LLC WHICH IS A DISREGARDED ENTITY INCLUDED ON THIS FORM 990. SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 657944 INSURANCE BROKER SERVICES PROVIDED BY SUBSTANTIAL CONTRIBUTOR 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C AFTER THE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED, A DETERMINATION WOULD BE MADE BETWEEN THE ORGANIZATION AND BOARD MEMBER ON WHETHER THERE IS A SIGNIFICANT CONFLICT AFFECTING THE BOARD MEMBER'S JUDGEMENT. ANY MEMBER OF THE BOARD HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, AND HE OR SHE SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. FORM 990, PART VI, SECTION B, LINE 15 SENIOR MANAGEMENT COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITEE (WITH DATA FROM HR ADVANTAGE) AND REVIEWED BY THE EXECUTIVE COMMITTEE. AN INDEPENDENT COMPENSATION CONSULTANT IS ALSO USED. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE JEWISH HOME DOES NOT MAKE ITS GOVERNING DOCUMENTS AND OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 7,936,403. MANAGEMENT AND GENERAL EXPENSES 24,791. FUNDRAISING EXPENSES 2,640. TOTAL EXPENSES 7,963,834. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 903,104. MANAGEMENT AND GENERAL EXPENSES 592,026. FUNDRAISING EXPENSES 10. TOTAL EXPENSES 1,495,140. MEDICAL PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 96,727. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,727. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS 33,493. CHANGE IN INTEREST RATE SWAP AGREEMENTS -831,601. CHANGE IN PENSION LIABILITY 93,892. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. TJH SENIOR LIVING 4200 PARK AVE BRIDGEPORT CT 06604 INDEPENDENT LIVING PROJECT CT -2137475 50130905 JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY DBA MOZAIC SENIOR LIFE TJH HOLDINGS 4200 PARK AVE BRIDGEPORT CT 06604 HOLDING COMPANY CT 0 0 JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY DBA MOZAIC SENIOR LIFE