MORSELIFE FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MORSELIFE FOUNDATION INC (EIN 59-2774476)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-10
- IRS object ID
- 202421019349301302
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-10T09:41:41-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593070669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSL PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 S ORANGE AVENUE SUITE 600 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592774476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORSELIFE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORS | BusinessNameControlTxt |
| Phone | 5614715111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4847 DAVID S MACK DRIVE | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33417 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDY WOLAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5614715111 | PhoneNum |
| Signature | 2024-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RANDY | PersonFirstNm |
| Person Last | WOLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICKI L HINZ CPA | PreparerPersonNm |
| PTIN | P00356696 | PTIN |
| Phone | 4077405400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEITH A MYERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4847 DAVID S MACK DRIVE | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,346,823 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MORSELIFEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT ALL AFFILIATED AGENCIES FOR THE PURPOSE OF ENHANCING SENIOR LIVING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,938,236 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,137,498 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,295,105 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,192,575 | CYInvestmentIncomeAmt |
| PY Other Revenue | $61,742 | PYOtherRevenueAmt |
| CY Other Revenue | $16,750 | CYOtherRevenueAmt |
| PY Total Revenue | $14,295,083 | PYTotalRevenueAmt |
| CY Total Revenue | $7,346,823 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,461,978 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,090,894 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,646,610 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,582,205 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,145,739 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,016,628 | PYOtherExpensesAmt |
| CY Other Expenses | $2,924,543 | CYOtherExpensesAmt |
| PY Total Expenses | $10,125,216 | PYTotalExpensesAmt |
| CY Total Expenses | $11,597,642 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,169,867 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,250,819 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,056,952 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,346,078 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,146,203 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,491,565 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,910,749 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,854,513 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SOLICIT, RECEIVE AND INVEST THE PROCEEDS OF GRANTS, CONTRIBUTIONS, PLEDGES, AND OTHER SUPPORT FROM GOVERNMENTAL ENTITIES AND THE PUBLIC AT LARGE, AND TO SUPPORT ALL RELATED TAX-EXEMPT ORGANIZATIONS FOR THE PURPOSE OF ENHANCING SENIOR LIVING IN THE SPIRIT OF JEWISH TRADITION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,734,748 | ExpenseAmt |
| Grant | $7,090,894 | GrantAmt |
| Desc | THE ORGANIZATION SOLICITS AND COLLECTS FUNDS FOR THE BENEFIT OF ITS AFFILIATED TAX-EXEMPT ENTITIES. THE FUNDS ARE GIVEN TO THE AFFILIATES IN SUPPORT OF THEIR TAX-EXEMPT PURPOSE OF PROVIDING SENIOR LIVING ACCOMODATIONS AND HEALTH SERVICES. | Desc |
| Total Program Service Expenses | $8,734,748 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUSCHKA DELGADO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5612096108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4847 DAVID S MACK DRIVE | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33417 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL MARGOLIS | |||||||||
| PRESIDENT | 2.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD ROTHSCHILD | |||||||||
| TREASURER AND SECRETARY | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TERRI C SRIBERG | |||||||||
| DIRECTOR | 2.00 | 16.00 | Yes (X) | $0 | $0 | $0 | |||
| STANLEY M KATZ | |||||||||
| DIRECTOR | 2.00 | 16.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR S LORING | |||||||||
| PRESIDENT | 2.00 | 16.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCINE KITTREDGE | |||||||||
| DIRECTOR | 2.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID S MACK | |||||||||
| DIRECTOR | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH JACOBS | |||||||||
| DIRECTOR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| ROY APPLE | |||||||||
| DIRECTOR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD BERK | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD EPHRAIM | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY GRANDOOF | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN MENDIK | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD KAYE | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH A MYERS | |||||||||
| CHIEF EXECUTIVE OFFICER | 2.00 | 18.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDY WOLAN | |||||||||
| CFO (BEG. 6/30/23) | 2.00 | 56.00 | Yes (X) | $0 | $253,528 | $8,181 | |||
| CAROLYN ROSE | |||||||||
| SENIOR VP, ML FOUNDATION | 40.00 | Yes (X) | $311,526 | $0 | $11,794 | ||||
| JOAN BEVER | |||||||||
| SENIOR VICE PRESIDENT, EVENTS | 40.00 | $272,151 | $0 | $0 | Yes (X) | ||||
| IRVING GEFFEN | |||||||||
| VP OF MORSELIFE FOUNDATION | 40.00 | $334,106 | $0 | $14,523 | Yes (X) | ||||
| ELANA COOPER | |||||||||
| SR DIR, DONOR RELATIONS | 40.00 | $127,848 | $0 | $8,875 | Yes (X) | ||||
| ETHAN KERNKRAUT | |||||||||
| SR DIR, CORPORATE AND FDN PHILANTHROPY | 40.00 | $146,018 | $0 | $5,000 | Yes (X) | ||||
| TAMI LESSER | |||||||||
| VP OF MORSELIFE FOUNDATION | 40.00 | $119,200 | $0 | $4,342 | Yes (X) | ||||
| MARY ALICE PAPPAS | |||||||||
| SENIOR VP, ML FOUNDATION | 40.00 | $106,975 | $0 | $0 | Yes (X) | ||||
| ASHLEY ROBINSON | |||||||||
| DIRECTOR OF EVENTS | 40.00 | $117,869 | $0 | $1,635 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,535,693 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $253,528 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $54,350 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORSELIFE HEALTH SYSTEMS INC | |||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | MANAGEMENT SERVICES | $623,258 |
| JAMES FAUCETT | |||||
| 6014 14TH PLACE S | WEST PALM BEACH | FL | 33415 | BUTTERFLY TREE SCULPTURE PROJECT | $480,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,137,498 | AllOtherContributionsAmt |
| Noncash Contributions | $16,000 | NoncashContributionsAmt |
| Total Contributions | $6,137,498 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $764,424 | TotalRevenueColumnAmt |
| Exclusion | $764,424 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $382,654 | SecuritiesAmt |
| Other | $45,497 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $382,654 | SecuritiesAmt |
| Other | $45,497 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $428,151 | TotalRevenueColumnAmt |
| Exclusion | $428,151 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,750 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,750 | TotalRevenueColumnAmt |
| Exclusion | $16,750 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,346,823 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,209,325 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,090,894 | TotalAmt |
| Program Services | $7,090,894 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,651 | TotalAmt |
| Program Services | $219,940 | ProgramServicesAmt |
| Fundraising | $746,711 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,173 | TotalAmt |
| Program Services | $46,105 | ProgramServicesAmt |
| Fundraising | $437,068 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,562 | TotalAmt |
| Program Services | $5,643 | ProgramServicesAmt |
| Management And General | $98 | ManagementAndGeneralAmt |
| Fundraising | $34,821 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,819 | TotalAmt |
| Program Services | $13,939 | ProgramServicesAmt |
| Fundraising | $77,880 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $623,258 | TotalAmt |
| Program Services | $87,256 | ProgramServicesAmt |
| Management And General | $311,629 | ManagementAndGeneralAmt |
| Fundraising | $224,373 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,894 | TotalAmt |
| Management And General | $29,894 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,095 | TotalAmt |
| Management And General | $68,095 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,002 | TotalAmt |
| Management And General | $1,157 | ManagementAndGeneralAmt |
| Fundraising | $137,845 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,202 | TotalAmt |
| Management And General | $214,202 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,033 | TotalAmt |
| Management And General | $18,593 | ManagementAndGeneralAmt |
| Fundraising | $95,440 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,923 | TotalAmt |
| Fundraising | $42,923 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,037 | TotalAmt |
| Program Services | $136 | ProgramServicesAmt |
| Fundraising | $79,901 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,788 | TotalAmt |
| Management And General | $2,346 | ManagementAndGeneralAmt |
| Fundraising | $21,442 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,174 | TotalAmt |
| Management And General | $2,174 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,136,914 | TotalAmt |
| Program Services | $1,136,914 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,360 | TotalAmt |
| Program Services | $81,211 | ProgramServicesAmt |
| Management And General | $1,344 | ManagementAndGeneralAmt |
| Fundraising | $51,805 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,306 | TotalAmt |
| Management And General | $62,306 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| COMMUNITY EVENTS | $182,547 | $925 | $181,622 | |
| ANNUITY EXPENSE | $51,412 | $51,412 | ||
| MEALS AND ENTERTAINMENT | $14,412 | $373 | $13,908 | $131 |
| RECRUITING | $5,186 | $5,186 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,597,642 | TotalAmt |
| Program Services | $8,734,748 | ProgramServicesAmt |
| Management And General | $717,155 | ManagementAndGeneralAmt |
| Fundraising | $2,145,739 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,414 | BOYAmt |
| EOY | $371,435 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,194,940 | BOYAmt |
| EOY | $11,253,266 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,287 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,721,294 | BOYAmt |
| EOY | $11,344,118 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,763 | BOYAmt |
| EOY | $97,491 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,277,231 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $934,745 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,799,797 | BOYAmt |
| EOY | $2,342,486 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,312,251 | BOYAmt |
| EOY | $17,318,708 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,192,206 | BOYAmt |
| EOY | $2,618,574 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,056,952 | BOYAmt |
| EOY | $45,346,078 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,809 | BOYAmt |
| EOY | $198,428 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,827,394 | BOYAmt |
| EOY | $32,293,137 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,146,203 | BOYAmt |
| EOY | $32,491,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,360,671 | BOYAmt |
| EOY | $8,785,058 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,550,078 | BOYAmt |
| EOY | $4,069,455 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,910,749 | BOYAmt |
| EOY | $12,854,513 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,056,952 | BOYAmt |
| EOY | $45,346,078 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,250,819 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,155,417 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $350,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,899,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,445,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,747,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,022,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,137,498 | CurrentTaxYearAmt |
| Total | $33,253,072 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,899,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,445,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,747,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,022,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,137,498 | CurrentTaxYearAmt |
| Total | $33,253,072 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,188,073 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,064,999 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $402,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $399,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $368,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $785,089 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $764,424 | CurrentTaxYearAmt |
| Total | $2,720,362 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $405,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $302,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $444,901 | CurrentTaxYearAmt |
| Total | $1,152,724 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,126,158 | TotalSupportAmt |
| Public Support CY170 | 0.75590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $896,235 | BeginningYearBalanceAmt |
| Contributions | $303,398 | ContributionsAmt |
| Investment Earnings Or Losses | -$19,308 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $237,140 | OtherExpendituresAmt |
| End Year Balance | $943,185 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $938,413 | BeginningYearBalanceAmt |
| Contributions | $113,806 | ContributionsAmt |
| Investment Earnings Or Losses | -$36,276 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $119,708 | OtherExpendituresAmt |
| End Year Balance | $896,235 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $929,739 | BeginningYearBalanceAmt |
| Contributions | $92,159 | ContributionsAmt |
| Investment Earnings Or Losses | $6,246 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $89,731 | OtherExpendituresAmt |
| End Year Balance | $938,413 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $962,106 | BeginningYearBalanceAmt |
| Contributions | $52,350 | ContributionsAmt |
| Investment Earnings Or Losses | $43,196 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $127,913 | OtherExpendituresAmt |
| End Year Balance | $929,739 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,082,373 | BeginningYearBalanceAmt |
| Contributions | $20,843 | ContributionsAmt |
| Investment Earnings Or Losses | $42,776 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $183,886 | OtherExpendituresAmt |
| End Year Balance | $962,106 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03284 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96716 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $309,693 | OtherCostOrOtherBasisAmt |
| Depreciation | $267,190 | DepreciationAmt |
| Book Value | $42,503 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,967,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $667,555 | DepreciationAmt |
| Book Value | $2,299,983 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,342,486 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AND CASH EQUIVALENTS | $395,604 | F |
| MANAGED EQUITY FUNDS | $16,923,104 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,318,708 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST RECEIVABLE | $10,868 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $250,795 |
| DUE TO/FROM AFFILIATES | $2,268,921 |
| ROU ASSET | $87,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,618,574 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $351,747 |
| DUE TO/FROM AFFILIATES | $846,337 |
| NOTES PAYABLE TO AFFILIATES | $31,006,342 |
| ROU LEASE LIABILITY | $88,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $32,293,137 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S SPENDING POLICY OBJECTIVE IS TO ALLOW ITS ENDOWMENT TO GROW AND PROVIDE FUTURE CASH FLOWS FOR OPERATIONS AND OTHER DESIGNATED PURPOSES. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES AND IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). ACCORDINGLY, THESE FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ATTENDENCE FEES | Event1Nm |
| Gross Receipts Event1 | $16,750 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $16,750 | GrossRevenueEvent1Amt |
| Gross Receipts Total | $16,750 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $16,750 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $16,750 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC | ||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 900730105 | 501(C)(3) | $3,031,798 | $0 | MISSION SUPPORT AND EVENTS |
| MORSELIFE HOUSING CORPORATION INC | ||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 650888855 | 501(C)(3) | $1,338,813 | $0 | MISSION SUPPORT AND EVENTS |
| MORSELIFE HOMECARE INC | ||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 592753822 | 501(C)(3) | $186,989 | $0 | MISSION SUPPORT AND EVENTS |
| JOSEPH L MORSE HEALTH CENTER | ||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 592120896 | 501(C)(3) | $1,291,530 | $0 | MISSION SUPPORT AND EVENTS |
| MORSELIFE HOSPICE INSTITUTE INC | ||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 800730376 | 501(C)(3) | $489,356 | $0 | MISSION SUPPORT AND EVENTS |
| NEXT GENERATIONS OF HOLOCAUST SURVIVORS | ||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 263902517 | 501(C)(3) | $626,730 | $0 | MISSION SUPPORT AND EVENTS |
| FRIENDS OF MORSELIFE INC | ||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 650329966 | 501(C)(3) | $95,000 | $0 | MISSION SUPPORT AND EVENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANT FUNDS ARE PROVIDED TO RELATED PARTIES IN WHICH THE MANAGEMENT OFFICIALS ARE THE SAME AS THE FILING ORGANIZATION. THE MONIES ARE USED FOR THEIR INTENDED PURPOSES AS REPORTED WITHIN SCHEDULE I, PART II. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IRVING GEFFEN | ||||||||||||||
| VP OF MORSELIFE FOUNDATION | $333,993 | $0 | $113 | $0 | $0 | $0 | $7,858 | $0 | $6,665 | $0 | $348,629 | $0 | $0 | $0 |
| CAROLYN ROSE | ||||||||||||||
| SENIOR VP, ML FOUNDATION | $311,476 | $0 | $50 | $0 | $0 | $0 | $0 | $0 | $11,794 | $0 | $323,320 | $0 | $0 | $0 |
| JOAN BEVER | ||||||||||||||
| SENIOR VICE PRESIDENT, EVENTS | $246,951 | $0 | $25,200 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $272,151 | $0 | $0 | $0 |
| RANDY WOLAN | ||||||||||||||
| CFO (BEG. 6/30/23) | $0 | $233,478 | $0 | $20,050 | $0 | $0 | $0 | $0 | $0 | $8,181 | $0 | $261,709 | $0 | $0 |
| ETHAN KERNKRAUT | ||||||||||||||
| SR DIR, CORPORATE AND FDN PHILANTHRO | $145,968 | $0 | $50 | $0 | $0 | $0 | $0 | $0 | $5,000 | $0 | $151,018 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FILING ORGANIZATION'S CEO, KEITH MYERS, AND CFO, RANDY WOLAN ARE BUSINESS PARTNERS AS THEY ARE OWNERS OF AMPLIFII MANAGEMENT, LLC. |
| FORM 990, PART VI, SECTION A, LINE 3 | AS OF JANUARY 1, 2019, THE AGENCY ENTERED INTO A MANAGEMENT AGREEMENT ("AGREEMENT") WITH AMPLIFII MANAGEMENT, LLC ("AMPLIFII"), AN UNRELATED, FOR-PROFIT ENTITY, TO PROVIDE SPECIFICALLY DESCRIBED CONSULTING SERVICES WHICH ENCOMPASS RECOMMENDATIONS, SUPPORT, GUIDANCE AND OVERSIGHT WITH RESPECT TO THE OVERALL BUSINESS OPERATIONS AND DEVELOPMENT ACTIVITIES OF THE AGENCY THAT ARE ALSO CLOSELY ALINED WITH AMPLIFII'S CONSULTING SERVICES AS PROVIDED TO OTHER RELATED HEALTH CARE FACILITIES. THE INITIAL TERM OF THE AGREEMENT IS FOR A PERIOD OF FIVE (5) YEARS AND MAY BE EXTENDED FOR AN ADDITIONAL PERIOD OF FIVE (5) YEARS AS AGREED. THE AGREEMENT PROVIDES FOR THE PAYMENT OF CONSULTING FEES TO AMPLIFII BASED ON A DEFINED PERCENTAGE OF THE AGENCY'S ADJUSTED GROSS REVENUES. AMPLIFII IS SOLELY RESPONSIBLE FOR ALL ITS OPERATING EXPENSES INCURRED IN PROVIDNG THE CONSUTLING SERVICES DEFIND IN THE AGREEMENT WITH THE AGENCY, WITHOUT PROVISION FOR REIMBURSEMENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | MORSELIFE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THE MORSELIFE FOUNDATION, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER, MORSELIFE HEALTH SYSTEM, INC., SHALL ELECT BOARD MEMBERS AND AT ANY TIME IN ITS SOLE DISCRETION, REMOVE AND NAME A REPLACEMENT FOR ANY BOARD MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | MORSELIFE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THE MORSELIFE FOUNDATION, INC. AND, AS SUCH, ELECTS THE BOARD OF DIRECTORS AND HAS ULTIMATE VOTING AND VETO AUTHORITY OVER BOARD DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN AUDIT, COMPLIANCE AND ETHICS COMMITTEE, COMPOSED OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS FROM EACH OF THE MORSELIFE RELATED ORGANIZATIONS AND THE SENIOR VICE PRESIDENT OF FINANCE, IS RESPONSIBLE FOR THE REVIEW OF THE FORM 990. THE CHAIRPERSON OF MORSELIFE HEALTH SYSTEM, INC. IS THE CHAIRPERSON OF THE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES ALL BOARD MEMBERS TO SUBMIT A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE STATEMENTS, WHEN COMPLETED AND RETURNED, ARE REVIEWED BY THE PRESIDENT TO ENSURE THAT THERE ARE NO INADVERTENT CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15B | MORSELIFE FOUNDATION, INC. IS AN ORGANIZATION CONTROLLED BY MORSELIFE HEALTH SYSTEM, INC. THE PRESIDENT & CEO OF THE ORGANIZATION IS RESPONSIBLE FOR THE COMPENSATION OF THE MEMBERS OF THE EXECUTIVE TEAM, INCLUDING THE SENIOR VICE PRESIDENTS AND CHIEF FINANCIAL OFFICER. ANNUAL INCREASES AND BASE SALARY AMOUNTS ARE COMPARED TO THE COMPENSATION PACKAGES FOR SIMILAR POSITIONS UTILIZING OTHER SIMILAR ENTITIES' PUBLISHED IRS FORM 990. IN ADDITION, INDEPENDENT SALARY SURVEYS CONDUCTED BY NATIONAL ASSOCIATIONS & OTHER PROVIDER ENTITIES ARE UTILIZED TO ENSURE COMPARABILITY AND APPROPRIATENESS. THE PRESIDENT & CEO REPORTS ON THE ANNUAL INCREASE, SALARY ADJUSTMENT, AND/OR CHANGE IN BENEFIT PACKAGE FOR THE EXECUTIVE TEAM MEMBERS TO THE COMPENSATION COMMITTEE MADE UP OF THE BOARD OF DIRECTORS. |
| 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: | NET ASSETS TRANSFERRED FROM RELATED PARTIES 350,000. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S AUDIT, COMPLIANCE AND ETHICS COMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT ACCOUNTING FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORSELIFE HOUSING CORPORATION INC | |||||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 650888855 | OPERATES A SENIOR LIVING COMMUNITY WITH FULL HEALTH SERVICES. | FL | 501(C)(3) | LINE 10 | MORSELIFE HEALTH SYSTEM INC | 0 | |
| NEARLY NEW THRIFT SHOP OF MORSE GERIATRIC INC | |||||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 592533256 | RAISES FUNDS TO SUPPORT AFFILIATED TAX-EXEMPT ENTITIES. | FL | 501(C)(3) | LINE 12B, II | MORSELIFE HEALTH SYSTEM INC | 0 | |
| MORSELIFE HEALTH SYSTEM INC | |||||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 650018299 | PROVIDES HEALTH CARE, HOUSING AND SUPPORT SERVICES TO SENIORS. | FL | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
| JOSEPH L MORSE HEALTH CENTER INC | |||||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 592120896 | OWNS AND OPERATES SKILLED NURSING FACILITY. | FL | 501(C)(3) | LINE 10 | MORSELIFE HEALTH SYSTEM INC | 0 | |
| LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC | |||||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 900730105 | PROVIDES HOME AND COMMUNITY-BASED SERVICES TO SENIORS | FL | 501(C)(3) | LINE 10 | MORSELIFE HEALTH SYSTEM INC | 0 | |
| FRIENDS OF MORSELIFE INC | |||||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 650329966 | RAISES FUNDS TO SUPPORT AFFILIATED TAX-EXEMPT ENTITIES. | FL | 501(C)(3) | LINE 7 | MORSELIFE FOUNDATION INC | Yes (1) | |
| MORSELIFE HOME CARE INC | |||||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 592753822 | PROVIDES HOME HEALTH AND OTHER SERVICES TO SENIORS | FL | 501(C)(3) | LINE 10 | MORSELIFE HEALTH SYSTEM INC | 0 | |
| MORSELIFE HOSPICE INSTITUTE INC | |||||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 800730376 | PROVIDES HOSPICE AND PALLIATIVE CARE SERVICES. | FL | 501(C)(3) | LINE 10 | MORSELIFE HOME CARE INC | 0 | |
| NEXT GENERATIONS OF HOLOCAUST SURVIVORS INC | |||||||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | 263902517 | PROVIDES LEARNING OPPORTUNITIES THROUGH LESSONS LEARNED FROM THE HOLOCAUST | FL | 501(C)(3) | LINE 10 | LOLA & SAUL KRAMER SENIOR SERVICES AGENCY INC | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FRIENDS OF MORSELIFE INC | ||
| D | $1,029,566 | FMV |
| FRIENDS OF MORSELIFE INC | ||
| B | $95,000 | FMV |
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