2022-07-19T15:54:56-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2021-01-01 223700189 THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE INC MART 7325681155 350 DEMOTT LANE SOMERSET NJ 08873 KRISTI SAVELL COMPTROLLER 7325681155 2022-07-19 1 KRISTI SAVELL 999009999 SETH BRODY P01586423 2156433900 2022-07-19 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ANNA SIMMONS 350 DEMOTT LANE SOMERSET NJ 08873 7554039 0 X WWW.WILFCAMPUS.ORG X 1999 NJ OPERATION OF AN ASSISTED LIVING FACILITY FOR THE ELDERLY 14 12 127 12 0 0 1151649 3111978 4922657 4321396 1398 11 139296 120654 6215000 7554039 0 0 0 0 4596948 4475394 0 0 0 2488283 2490841 7085231 6966235 -870231 587804 9264598 9023708 4568248 3739554 4696350 5284154 X TO PROVIDE PERSONALIZED ASSISTED LIVING SUPPORT IN A PLEASANT, HOMELIKE ENVIRONMENT TO JEWISH SENIORS AND OTHER OLDER ADULTS IN CENTRAL NEW JERSEY. 0 0 5747461 0 4321396 THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE IS A NON-PROFIT ASSISTED LIVING RESIDENCE. THE STEIN RESIDENCE OPENED IN MAY 2003. EACH RESIDENT RECEIVES THE LEVEL OF PERSONALIZED SUPPORT HE OR SHE NEEDS. SERVICES INCLUDE ASSISTANCE WITH BATHING, DRESSING AND MEDICATION MANAGEMENT; LICENSED NURSE ON PREMISES 24/7, GLATT KOSHER MEALS; HOUSEKEEPING AND LINEN SERVICE, EMERGENCY RESPONSE SYSTEMS, RECREATIONAL, SOCIAL AND CULTURAL ACTIVITIES, RELIGIOUS OBSERVANCES, TRANSPORTATION TO MEDICAL APPOINTMENTS, ON-SITE PHYSICAL THERAPY, LIBRARY, COMPUTER LAB AND BEAUTY SALON. CONTINUED ON SCHEDULE O. FOR PEOPLE WITH ALZHEIMER'S DISEASE AND OTHER FORMS OF MEMORY IMPAIRMENT, WE HAVE A SEPARATE MEMORY CARE NEIGHBORHOOD WHICH PROVIDES SPECIALIZED CARE IN A HOME-LIKE SETTING WITH ADDITIONAL SAFETY FEATURES TO PREVENT WANDERING. WE ALSO HAVE THE CAPACITY FOR RESPITE-CARE. STEIN RESIDENCE HAS THE CAPACITY FOR 90 RESIDENTS. IN 2021, WE SERVED 82 UNIQUE RESIDENTS. 5747461 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 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 1 0 127 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ X ROBERT BARRY CAMPUS PRESIDENTCEO 7325681155 350 DEMOTT LANE SOMERSET NJ 08873 JEAN LEONE EXECUTIVE DIRECTOR 16.00 34.00 X X 130394 195591 6174 ROBERT BARRY CAMPUS PRESIDENT/CEO 7.00 43.00 X X 0 275681 11036 ANNA SIMMONS EXECUTIVE DIRECTOR - LEFT JAN 2021 48.00 2.00 X X 102993 0 145 HOWARD KORANSKY PRESIDENT 2.00 6.00 X X 0 0 0 GERALD STAFFIN VICE PRESIDENT 2.00 8.00 X X 0 0 0 SUSAN GREENSTEIN SECRETARY 2.00 6.00 X X 0 0 0 IVAN GREENSTEIN TREASURER 2.00 14.00 X X 0 0 0 DIANE MANDEL TRUSTEE 2.00 6.00 X 0 0 0 LYNEE WEISS TRUSTEE 2.00 4.00 X 0 0 0 MITCH FRUMKIN TRUSTEE 2.00 4.00 X 0 0 0 RICHARD BULLOCK TRUSTEE 2.00 4.00 X 0 0 0 ROY TANZMAN TRUSTEE 2.00 4.00 X 0 0 0 SHERI BECHTEL TRUSTEE 2.00 4.00 X 0 0 0 WILLIAM DAVIDSON TRUSTEE 2.00 4.00 X 0 0 0 ZOLTAN KEMENY TRUSTEE 2.00 4.00 X 0 0 0 PAULA ROYAL DIRECTOR OF NURSING 48.00 2.00 X 106799 0 7362 340186 471272 24717 3 0 1 0 DRISCOLL FOODS 174 DELAWANNA AVE CLIFTON NJ 07014 FOOD SERVICES 151735 1 2438523 673187 268 3111978 ASSISTED LIVING FEES 623000 4321396 4321396 4321396 11 11 AFFILIATE REIMBURSEMENTS 812900 86079 86079 OTHER REVENUE 812900 19358 19358 LAUNDRY INCOME 812300 13552 13552 1665 1665 120654 7554039 4321396 0 120665 234641 131503 103138 3418357 3013113 405244 545247 473338 71909 277149 240608 36541 22730 22730 295 295 249321 120508 128813 63793 63793 236902 184073 52829 40124 40124 208660 187794 20866 11096 10959 137 9798 9798 50126 45113 5013 561016 504914 56102 85356 76820 8536 FOOD & DIETARY 473452 428574 44878 OTHER EXPENSES 167636 36302 131334 REPAIRS & MAINTENANCE 166963 150269 16694 MEDICAL EXPENSES 139718 139718 3855 3855 6966235 5747461 1218774 0 117692 86361 2329 10256 80677 104564 2452 3067 44098 50090 17429780 8909758 8713198 8520022 304152 249348 9264598 9023708 399625 190172 3805000 3190000 292013 238328 71610 121054 4568248 3739554 X 4696350 5284154 4696350 5284154 9264598 9023708 587804 0 X 0 1 X 1 0 X 1610 538566 1159 1151649 673455 2366439 6238332 5813643 5825964 4922657 4321396 27121992 6239942 6352209 5827123 6074306 4994851 29488431 0 0 0 29488431 3195 2289 2438 1398 11 9331 3195 2289 2438 1398 11 9331 186417 160529 181660 139296 120654 788556 6429554 6515027 6011221 6215000 5115516 30286318 0.97370 0.97260 0.00030 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: ALL OTHER REVENUE - 2017 AMOUNT: $ 186,417. 2018 AMOUNT: $ 160,529. 2019 AMOUNT: $ 181,660. 2020 AMOUNT: $ 139,296. 2021 AMOUNT: $ 120,654. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 295 295 0 PART II-B, LINE 1: THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE, INC. PAYS DUES TO LEADING AGE (FORMERLY AAHSA). A PORTION OF THE DUES PAID TO THE ORGANIZATION IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID TO LEADING AGE IN 2021 THAT WERE ALLOCABLE TO LOBBYING WERE $295. 1 291972 55023 108667 238328 1 X 800000 800000 12578916 5900905 6678011 3976575 2937203 1039372 74289 71650 2639 8520022 RESIDENT PATIENT NEEDS 2967 DUE TO AFFILIATES 118087 121054 X 7554039 0 7554039 0 7554039 6966235 0 6966235 0 6966235 PART IV, LINE 1B: THE ORGANIZATION COLLECTS A "DEPOSIT" FOR EACH RESIDENT UPON THEIR MOVING IN TO THE FACILITY PART IV, LINE 2B: THE ESCROW DEPOSITS ARE MAINTAINED IN A SEPARATE BANK ACCOUNT. THE BALANCE SHEET REFLECTS THE CASH AS AN ASSET IN OTHER ASSETS AND ALSO REFLECTS A LIABILITY ON FORM 990, PART X, LINE 21. PART X, LINE 2: THE FACILITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE FACILITY FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE FACILITY'S FINANCIAL STATEMENTS. THE FACILITY'S TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES. X X X X 0 0 0 0 0 0 0 1 0 JEAN LEONE EXECUTIVE DIRECTOR 110394 165591 20000 30000 0 0 0 0 2470 3704 132864 199295 0 0 ROBERT BARRY CAMPUS PRESIDENT/CEO 0 225681 0 50000 0 0 0 0 0 11036 0 286717 0 0 PART I, LINE 7 THE EXECUTIVE COMMITTEE ACTS AS THE COMPENSATION COMMITTEE. THE FINANCIAL RESULTS OF THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE AND CAMPUS ARE CONSIDERED WHEN DETERMINING THE AMOUNT ALLOCATED FOR BONUSES. INDIVIDUAL BONUSES ARE BASED UPON THE MEETING OF GOALS AND OBJECTIVES SET AT THE BEGINNING OF THE YEAR WHICH ARE APPROVED BY THE BOARD. THE FOLLOWING INDIVIDUALS RECEIVED A BONUS AS PART OF THEIR 2021 W-2 COMPENSATION: JEAN LEONE, EXECUTIVE DIRECTOR - $20,000 PAULA ROYAL, DIRECTOR OF NURSING - $1,500 FORM 990, PART VI, SECTION A, LINE 2 IVAN & SUSAN GREENSTEIN ARE MARRIED TO EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. ONCE THE DRAFT 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, EVERY MEMBER OF THE BOARD OF TRUSTEES IS PROVIDED WITH THE 990 AT LEAST 7 DAYS PRIOR TO THE BOARD MEETING AT WHICH IT WILL BE REVIEWED AND CONSIDERED FOR ACCEPTANCE. AT THAT MEETING, A FULL REVIEW AND DISCUSSION, INCLUDING RESPONDING TO ANY QUESTIONS A TRUSTEE MAY ASK, TAKES PLACE. IF AND WHEN ALL PARTICIPATING TRUSTEES ARE COMFORTABLE WITH AND UNDERSTAND THE CONTENT OF THE 990, THEY ARE ASKED TO PASS A RESOLUTION TO ACCEPT AND FILE THE 990 AS PRESENTED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES RECEIVE A CONFLICT OF INTEREST POLICY TO BE REVIEWED AND RETURNED BY JANUARY 31ST. THE PRESIDENT OF THE BOARD AND DIRECTOR OF FINANCE REVIEW AND BRING ANY CONFLICTS TO THE EXECUTIVE COMMITTEE FOR CONSIDERATION. THE EXECUTIVE COMMITTEE REVIEWS ALL DISCLOSED CONFLICTS, MAKES A DETERMINATION AS TO THE POTENTIAL SIGNIFICANCE OF EACH CONFLICT, AND IF NECESSARY MAKES THE DECISION OF HOW TO NEGATE EACH CONFLICT. 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. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION PACKAGE FOR THE CEO, CAO AND THE EXECUTIVE DIRECTORS FOR EACH ENTITY BASED UPON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS. ALSO THE PROFESSIONAL SERVICE AGREEMENT FOR THE CONSULTING CFO IS REVIEWED AND RENEWED ANNUALLY BASED UPON COMPARABLE DIRECTOR OF FINANCE SALARIES. THIS PROCESS IS DOCUMENTED TIMELY. THE PROCESS WAS LAST DONE IN NOVEMBER 2021 FOR COMPENSATION ADJUSTMENTS EFFECTIVE ON JANUARY 1, 2022 AND BONUSES FOR 2021. 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 WRITTEN REQUEST. THE JEWISH HOME & HEALTHCARE CENTER INC 350 DEMOTT LANE SOMERSET NJ 08873 226083380 ELDERLY CARE NJ 501(C)(3) LINE 10 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 THE LENA AND DAVID T WILENTZ SENIOR RESIDENCE INC 350 DEMOTT LANE SOMERSET NJ 08873 222289444 ELDERLY HOUSING NJ 501(C)(3) LINE 10 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 FOUNDATION OF THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVNG 350 DEMOTT LANE SOMERSET NJ 08873 222884959 ELDERLY CARE NJ 501(C)(3) LINE 7 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 THE MARTIN & EDITH STEIN HOSPICE 49 VERONICA AVENUE SOMERSET NJ 08873 202277539 HOSPICE NJ 501(C)(3) LINE 7 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING INC 350 DEMOTT LANE SOMERSET NJ 08873 521624834 ELDERLY CARE NJ 501(C)(3) LINE 10 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 WILF TRANSPORT INC 350 DEMOTT LANE SOMERSET NJ 08873 452485684 TRANSPORTATION NJ 501(C)(3) LINE 10 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 WILF AT HOME 350 DEMOTT LANE SOMERSET NJ 08873 471247182 ELDERLY CARE NJ 501(C)(3) LINE 10 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 THE FOUNDATION OF THE OSCAR AND ELLA WILF CAMPUS C 2438523 COST THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING M 138000 COST