2025-10-09T06:13:40-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 222208648 JFH MANAGEMENT COMPANY INC JFHM 8566673100 1110 LAUREL OAK RD VOORHEES NJ 08043 DAVID THOMPSON CHIEF EXECUTIVE OFFICER 8566673100 2025-10-05 1 1 KERRI N BOGDA P00760402 7177404863 2025-10-05 2024 2025-03-06 01:10:19Z JFH MANAGEMENT SALTZMAN HOUSE AND CONGREGATE PROGRAMS DAVID THOMPSON 1110 LAUREL OAK RD VOORHEES NJ 08043 1150751 0 X WWW.JSHHS.ORG X 1984 NJ TO PROVIDE LOW INCOME HOUSING FOR SENIORS AS WELL AS FOOD AND HOUSEKEEPING SERVICES. 21 21 6 26 0 0 10846 31513 1052755 1106401 462 385 10933 12452 1074996 1150751 0 0 0 0 279949 317154 0 0 0 1156642 1131482 1436591 1448636 -361595 -297885 1470170 1444550 4715370 4536802 -3245200 -3092252 TO PROVIDE FOOD AND HOUSEKEEPING PROGRAMS FOR SENIOR CITIZENS. 0 0 1361865 1106401 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 104 AFFORDABLE HOUSING APARTMENTS. 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. 1361865 1 1 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 22 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 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 JD ABRAMS PRESIDENT 0.50 0.50 X X 0 0 0 AMANDA KAMINER VICE PRESIDENT 0.50 0.50 X X 0 0 0 LEORA WAICHE VICE PRESIDENT 0.50 0.50 X X 0 0 0 DAVID SPECTOR 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 HEATHER KRAMER SECRETARY 0.50 0.50 X X 0 0 0 LARRY GOTTLIEB PRESIDENT (UNTIL 6/2024) 0.50 0.50 X 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 JAMES S FEIGENBAUM ESQ TRUSTEE 0.50 0.50 X 0 0 0 MICHAEL FRANKEL TRUSTEE 0.50 0.50 X 0 0 0 RANDI KELL TRUSTEE 0.50 0.50 X 0 0 0 RACHEL MILLER TRUSTEE 0.50 0.50 X 0 0 0 LAURA GOTTLIEB TRUSTEE 0.50 0.50 X 0 0 0 JAMIE MORGAN ESQ 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 NAOMI SCHIMMER TRUSTEE 0.50 0.50 X 0 0 0 MARK SOBEL TRUSTEE 0.50 0.50 X 0 0 0 NANCY PERILSTEIN TRUSTEE 0.50 0.50 X 0 0 0 BRIAN ZELL MD TRUSTEE 0.50 0.50 X 0 0 0 HARVEY RICHARDS RESIDENT REPRESENTATIVE 0.50 0.50 X 0 0 0 GLENN SLOVES TRUSTEE (UNTIL 6/2024) 0.50 0.50 X 0 0 0 ANDREA ANDI LEVIN TRUSTEE (UNTIL 6/2024) 0.50 0.50 X 0 0 0 DAVID GUTIN ESQ TRUSTEE (UNTIL 6/2024) 0.50 0.50 X 0 0 0 SUSAN HERRON TRUSTEE (UNTIL 6/2024) 0.50 0.50 X 0 0 0 DAVID THOMPSON CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 318110 20390 MEREDITH BECKER CHIEF OPERATIONAL OFFICER 1.00 39.00 X 0 217666 2721 0 535776 23111 0 0 1 0 0 10500 21013 31513 RENTAL INCOME 532000 955688 955688 TENANT INCOME 812900 150713 150713 1106401 385 385 LAUNDRY INCOME 812300 9380 9380 OTHER INCOME 900099 3072 3072 12452 1150751 1106401 0 12837 258863 258863 39648 39648 18643 18643 85440 85440 1331 1331 30670 30670 28867 28867 9283 9283 262044 262044 119 119 216 216 8425 8425 424037 424037 80670 80670 FOOD EXPENSE 52829 52829 REPAIRS AND MAINTENANCE 42440 42440 HOUSEKEEPING 39030 39030 SOCIAL SERVICES 29450 29450 36631 36631 1448636 1361865 86771 0 12406 64975 6580 2496 66387 85137 5699 5252 11593990 10892538 864882 701452 68386 68386 150125 150125 295705 366727 1470170 1444550 124158 153955 3826775 3569516 764437 813331 4715370 4536802 X 0 0 0 0 -3245200 -3092252 -3245200 -3092252 1470170 1444550 X -297885 450833 X 0 0 0 X 19999 20214 64274 10846 31513 146846 1143348 194987 1003815 1052755 1106401 4501306 1163347 215201 1068089 1063601 1137914 4648152 0 0 0 4648152 364 4 166 462 385 1381 364 4 166 462 385 1381 48422 1557 8516 10933 12452 81880 1212133 216762 1076771 1074996 1150751 4731413 0.98240 0.98280 0.00030 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY REVENUE - 2020 AMOUNT: $ 9,392. 2021 AMOUNT: $ 775. 2022 AMOUNT: $ 6,914. 2023 AMOUNT: $ 9,342. 2024 AMOUNT: $ 9,380. OTHER INCOME - 2020 AMOUNT: $ 871. 2021 AMOUNT: $ 782. 2022 AMOUNT: $ 1,602. 2023 AMOUNT: $ 1,591. 2024 AMOUNT: $ 3,072. FORGIVENESS OF INTERCOMPANY BALANCES - 2020 AMOUNT: $ 38,159. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 288099 288099 10365634 10347910 17724 940257 544628 395629 701452 DUE FROM AFFILIATES 366727 366727 DUE TO AFFILIATES 697619 SECURITY DEPOSITS 91342 OTHER LIABILITY 24370 813331 0 0 0 0 0 0 0 0 0 DAVID THOMPSON CHIEF EXECUTIVE OFFICER 0 295000 0 5000 0 18110 0 3914 0 16476 0 338500 0 0 MEREDITH BECKER CHIEF OPERATIONAL OFFICER 0 206770 0 4500 0 6396 0 2721 0 0 0 220387 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 450,833. 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 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