2022-08-15T15:00:00-05:00 2021-09-30 111986323 MARCUM LLP 555 LONG WHARF DRIVE NEW HAVEN CT 06511 990 2020-10-01 060846991 JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY INC DBA JEWISH SENIOR SERVICES JEWI 2033656400 4200 PARK AVENUE BRIDGEPORT CT 06604 SIGNING OFFICER CFO 2033656400 2022-08-15 1 SIGNING OFFICER 999009999 MARY ANTONETTI P00431862 2037819600 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z ANDREW H BANOFF 4200 PARK AVENUE BRIDGEPORT CT 06604 61675301 0 X HTTPS://WWW.JSENIORS.ORG/ X 1967 CT NON-PROFIT HEALTH CARE FACILITY PROVIDING REST HOME AND SKILLED NURSING CARE TO THE AGED AND INFIRM. 42 42 983 187 0 0 1171899 2073550 56138697 54571524 205041 600831 1211629 1490387 58727266 58736292 0 0 0 0 38954015 37862922 0 0 453165 21790276 21911996 60744291 59774918 -2017025 -1038626 109419046 107317417 65787940 62968933 43631106 44348484 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 43103225 44577270 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. 2285242 2875847 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. 1744557 1832460 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. 5701986 5285947 INCLUDES THE INSTITUTE ON AGING GERIATRIC ASSESSMENT SERVICE, THECENTER FOR ELDER ABUSE PREVENTION, ADULT DAY CARE, HOSPICE, WORKACTIVITY CENTER, THERAPY. 5701986 5285947 52835010 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 99 0 1 983 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 42 42 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X ROGER SLIBY 2033656400 4200 PARK AVE BRIDGEPORT CT 06604 ALAN PHILLIPS CHAIRPERSON OF THE BOARD 0.50 X X 0 0 0 AMANDA SHAPIRO APRN DIRECTOR 0.50 X 0 0 0 ANDREW H BANOFF PRESIDENT & CEO, JEWISH SENIOR SERVICES 40.00 1.00 X X 657485 0 14710 ART SPINNER DIRECTOR 0.50 X 0 0 0 BRIAN MILES DIRECTOR 0.50 1.00 X 0 0 0 CARL BENNETT HONORARY DIRECTOR FOR LIFE 0.50 X 0 0 0 CAROL SPINNER DIRECTOR 0.50 X 0 0 0 ED FRIEDLAND DIRECTOR 0.50 X 0 0 0 EDWARD BURGER DIRECTOR (JOINED 10/1/20) 0.50 1.00 X 0 0 0 ELLEN HYDE PHILLIPS WOMEN'S AUXILIARY PRESIDENT 0.50 1.00 X 0 0 0 EMIL MESHBERG DIRECTOR 0.50 X 0 0 0 ERIC KATZ MD DIRECTOR 0.50 X 0 0 0 ERIC N HENDLIN TREASURER OF THE BOARD 0.50 X X 0 0 0 FRANK MORSE DIRECTOR 0.50 X 0 0 0 GERALD LUTERMAN DIRECTOR (JOINED 10/1/20) 0.50 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; PAST CHAIRPERSON 0.50 X 0 0 0 JERRY MINSKY DIRECTOR, FORMER MEN'S CLUB PRESIDENT 0.50 1.00 X 0 0 0 JIM BENNETT DIRECTOR 0.50 X 0 0 0 JON AUGUST VICE CHAIRPERSON OF THE BOARD 0.50 X X 0 0 0 KENNETH I WIRFEL ESQ PAST CHAIRPERSON 0.50 X 0 0 0 MARC LEVEY DIRECTOR 0.50 X 0 0 0 MARK A LAPINE HONORARY DIRECTOR FOR LIFE 0.50 X 0 0 0 MARTIN F WOLF ESQ HONORARY DIRECTOR FOR LIFE 0.50 X 0 0 0 MICHAEL MARCUS DIRECTOR; PAST CHAIRPERSON 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 MITCHELL ADELSTEIN MEN'S CLUB PRESIDENT (JOINED 10/1/20) 0.50 1.00 X 0 0 0 MITCHELL KORNBLIT DIRECTOR 0.50 X 0 0 0 NANCY MAGIDA DIRECTOR 0.50 X 0 0 0 NATHANIEL NEVAS DIRECTOR 0.50 X 0 0 0 PHILIP SCHAEFER DIRECTOR 0.50 X 0 0 0 ROSLYN GOLDSTEIN HONORARY DIRECTOR FOR LIFE 0.50 1.00 X 0 0 0 ROY FRIEDMAN HONORARY DIRECTOR FOR LIFE 0.50 1.00 X 0 0 0 RUSSELL BEITMAN SECRETARY OF THE BOARD 0.50 X 0 0 0 SCOTT SERELS MD DIRECTOR 0.50 X 0 0 0 WILLIAM SIMS DIRECTOR; PAST CHAIRPERSON 0.50 X 0 0 0 ELIZABETH ZICARI VP & COMMUNITY SERVICES AND BUSINESS 40.00 X 196917 0 591 LAWRENCE CONDON SENIOR VP & ADMINISTRATOR 40.00 X 217727 0 22658 LINDA C CISZKOWSKI VP OF EMPLOYEE RELATIONS 40.00 X 186542 0 22238 ROGER SLIBY VP & CHIEF FINANCIAL OFFICER 40.00 X 221783 0 20568 1480454 0 80765 21 0 1 0 HOMECARE BY RVNA 27 GOVERNOR STREET RIDGEFIELD CT 06877 HOMECARE COMPANION SERVICES 502522 FLAGSHIP NETWORKS 100 BEARD SAWMILL ROAD SHELTON CT 06484 PROFESSIONAL SERVICES 284879 PREMIERE BUSINESS SERVICES 1890 PALMER AVE SUITE 400 LARCHMONT NY 10538 PRINTING SERVICES 164003 BKD LLP 910 E ST LOUIS STREET SUITE 200 SPRINGFIELD MO 658011190 MEDICAL BILLING 140019 SHERATON CAREGIVERS 256 POST ROAD EAST WESTPORT CT 06804 HOMECARE COMPANION SERVICES 118883 6 46388 2027162 2073550 RESIDENT CARE SERVICES 623000 44577270 44577270 COMPASSIONATE CARE 621610 2875847 2875847 MEDICAL HOME CARE 623000 1832460 1832460 HOME TOGETHER 623000 1774678 1774678 SENIOR CHOICE AT HOME 623000 1443200 1443200 2068069 2068069 54571524 563476 563476 13500 0 13500 13500 13500 2976364 2541314 397695 435050 -397695 37355 37355 FITNESS CENTER 900099 540897 540897 MISCELLANEOUS 900099 525938 525938 CHILD CARE CENTER 900099 410052 410052 1476887 58736292 54571524 0 2091218 1652500 1652500 29187136 27331066 1554707 301363 1011091 1004177 6669 245 4006661 3441722 544906 20033 2005534 1722753 272753 10028 318584 139961 178446 177 83934 31556 52378 148542 148542 329135 329135 5195081 4705213 488378 1490 84397 47339 37058 1340803 1024098 286409 30296 610368 533422 53300 23646 1916982 1779300 123455 14227 71324 70504 820 182816 119074 63742 2095141 1944162 135378 15601 3875666 3597307 249596 28763 693143 643360 44639 5144 SUPPLIES 1547069 1545398 1671 FOOD EXPENSE 1529020 1314607 212261 2152 NURSING HOME TAX 1390109 1340109 50000 BAD DEBT 499882 499882 59774918 52835010 6486743 453165 5217318 4677427 256842 685962 4469058 5019966 123378 133995 28488 77282 103382449 21279160 86188376 82103289 12887525 14161763 248061 457733 109419046 107317417 6499412 5163007 5014051 4872510 53440448 51863016 248061 217727 219711 203999 366257 648674 65787940 62968933 X 31180354 30422584 12450752 13925900 43631106 44348484 109419046 107317417 X -1038626 798573 957431 X 0 1 X 1 1 1 X 1200017 2069424 1028712 1171889 2073550 7543592 52768599 54025218 55548099 56138697 54571524 273052137 53968616 56094642 56576811 57310586 56645074 280595729 0 0 0 280595729 468640 459108 480721 607967 576976 2593412 468640 459108 480721 607967 576976 2593412 1732522 1855364 1693260 1211629 1476889 7969664 56169778 58409114 58750792 59130182 58698939 291158805 0.96370 0.96290 0.00890 0.00980 X 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 0 12471683 33036 1670227 468772 13706174 11866399 329408 790952 515076 12471683 12072985 186517 386048 779151 11866399 11960405 410764 664495 962679 12072985 14422705 390364 1022932 3875596 11960405 0.02310 0.80236 0.17451 0 0 5000000 5000000 92460664 17177922 75282742 5514301 3770571 1743730 407484 330667 76817 82103289 ADVANCES PAYABLE 385000 SPLIT INTEREST AGREEMENT 152384 INTEREST RATE SWAP AGREEMENT 111290 648674 X 60345179 798573 893457 1692030 58653149 83143 83143 58736292 59627801 0 59627801 83143 63974 147117 59774918 PART X, LINE 2: THE HOME ACCOUNTS 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 SEPTEMBER 31, 2021 AND 2020, THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE HOME IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN LIABILITY UNDER SPLIT-INTEREST AGREEMENTS -6,973. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENTS 2,352. BAD DEBT EXPENSE -65,544. CONTRIBUTION EXPENSE -11,133. CHANGE IN PENSION LIABILITY 962,052. UNRELATED BUSINESS LOSS 12,703. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 65,544. CONTRIBUTION EXPENSE 11,133. UNRELATED BUSINESS LOSS -12,703. X X 0 0 0 0 0 0 0 1 0 ANDREW H BANOFF PRESIDENT & CEO, JEWISH SENIOR SERVI 524825 0 127500 0 5160 0 5700 0 9010 0 672195 0 0 0 ROGER SLIBY VP & CHIEF FINANCIAL OFFICER 206783 0 15000 0 0 0 4887 0 15681 0 242351 0 0 0 LAWRENCE CONDON SENIOR VP & ADMINISTRATOR 197727 0 20000 0 0 0 4752 0 17906 0 240385 0 0 0 LINDA C CISZKOWSKI VP OF EMPLOYEE RELATIONS 156542 0 30000 0 0 0 4332 0 17906 0 208780 0 0 0 ELIZABETH ZICARI VP & COMMUNITY SERVICES AND BUSINESS 189417 0 7500 0 0 0 0 0 591 0 197508 0 0 0 PART I, LINE 7 BONUSES RECEIVED BY THE LISTED OFFICERS ARE APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. A CITY OF BRIDGEPORT 066001865 2014-04-29 55500000 SENIOR LIVING FACILITY REVENUE 0 0 0 B CITY OF BRIDGEPORT 066001865 2014-04-29 6500000 SENIOR LIVING FACILITY REVENUE 0 0 0 A 6585833 55500000 55500000 2016 0 0 1 1 B 2810000 6500000 6500000 2016 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 1 0 0 1 1 PEOPLE'S UNITED BANK 10.000000000000 0 0 0 0 1 B 0 1 0 0 0 1 PEOPLE'S UNITED BANK 10.000000000000 0 0 0 0 1 A 1 B 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 FORM 990, PART VI, SECTION A, LINE 2 ART SPINNER AND CAROL SPINNER ARE MARRIED. 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 XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -6,973. CHANGE IN INTEREST RATE SWAP AGREEMENTS 2,352. CHANGE IN PENSION LIABILITY 962,052. MEN'S CLUB OF JHE OF FAIRFIELD COUNTY 4200 PARK AVE BRIDGEPORT CT 06604 222522138 FUNDRAISING ACTIVITIES TO SUPPORT JEWISH HOME FOR THE ELDERLY OF FFLD COUNTY CT 501(C)(3) 509(A) (2) 0 THE WOMAN'S AUXILIARY OF THEJHE OF FAIRFIELD COUNTY 4200 PARK AVE BRIDGEPORT CT 06604 061055236 FUNDRAISING ACTIVITIES TO SUPPORT JEWISH HOME FOR THE ELDERLY OF FFLD COUNTY CT 501(C)(3) 509(A) (2) 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0