2022-11-14T06:49:44-06:00 2021-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2021-01-01 521720580 JEWISH HOME FOUNDATION OF NORTH JERSEY JEWI 2017841414 10 LINK DRIVE ROCKLEIGH NJ 07647 CAROL SILVER ELLIOTT PRESIDENT & CEO 2017841414 2022-11-11 1 CAROL SILVER ELLIOTT 999009999 KERRI N BOGDA CPA P00760402 7177404863 X 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z CAROL SILVER ELLIOTT 10 LINK DRIVE ROCKLEIGH NJ 07647 4427063 0 X WWW.JFNNJ.ORG X 1985 NJ PROVIDE AID AND SUPPORT TO THE NOT-FOR-PROFIT ORGANIZATIONS OF JEWISH HOME FAMILY AND AFFILIATES. 25 25 6 44 0 0 3003512 2869593 0 0 33492 439164 22976 -18632 3059980 3290125 1126742 858755 0 0 527049 525237 0 0 500359 575445 457367 2229236 1841359 830744 1448766 19519884 21278937 539139 420334 18980745 20858603 X DEVELOP THE LONG TERM VISION OF, AND PROVIDE AID AND SUPPORT TO THE NOT-FOR-PROFIT ORGANIZATIONS OF THE JEWISH HOME AT ROCKLEIGH, JEWISH HOME AND REHABILITATION CENTER, JEWISH HOME ASSISTED LIVING, JEWISH HOME AT HOME OR THEIR SUCCESSOR ORGANIZATIONS (CONTINUED ON SCH. O) FOR THE PURPOSES OF MAKING AVAILABLE HEALTHCARE, EDUCATIONAL, LIFE ENRICHMENT, SCIENTIFIC OR OTHER CHARITABLE EFFORTS FOR THE SENIORS, THE ELDERLY AND INFIRM IN OUR COMMUNITY. 0 0 1012628 858755 0 TO SUPPORT VARIOUS PROGRAMS AT JEWISH HOME AT ROCKLEIGH, JEWISH HOME ASSISTED LIVING AND JEWISH HOME AND REHABILITATION CENTER. 1012628 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 1 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ NY X BRANDY M STEFANCO 2017841414 10 LINK DRIVE ROCKLEIGH NJ 07647 HOWARD CHERNIN PRESIDENT 0.46 0.10 X X 0 0 0 ROBERT HESS VICE PRESIDENT 0.08 X X 0 0 0 DR RONA WEINBERG VICE PRESIDENT 0.19 X X 0 0 0 MARTIN ZAIKOV VICE PRESIDENT 0.08 X X 0 0 0 JAY LEVINE TREASURER 0.27 X X 0 0 0 GARRET BEDRIN SECRETARY 0.33 0.08 X X 0 0 0 RYAN BERGMAN BOARD MEMBER 0.08 0.98 X 0 0 0 WARREN FELDMAN BOARD MEMBER 0.19 0.08 X 0 0 0 STEVEN FRIEDLAND BOARD MEMBER 0.02 X 0 0 0 JONATHAN FURER BOARD MEMBER 0.16 0.12 X 0 0 0 DR SANDRA GOLD BOARD MEMBER 0.08 0.20 X 0 0 0 STEVEN MOREY GREENBERG BOARD MEMBER 0.36 0.79 X 0 0 0 JEAN HALLOWELL BOARD MEMBER 0.02 X 0 0 0 MAGGIE KAPLEN BOARD MEMBER 0.08 0.25 X 0 0 0 IAN KAUFTHAL BOARD MEMBER 0.02 X 0 0 0 BARRY KISSLER BOARD MEMBER 0.02 X 0 0 0 BERNIE KOSTER BOARD MEMBER 0.02 0.04 X 0 0 0 DEREK LEVY BOARD MEMBER 0.08 X 0 0 0 DR ZVI MARANS BOARD MEMBER 0.08 X 0 0 0 BETH SHIFFMAN BOARD MEMBER 0.19 X 0 0 0 CAROL K SILBERSTEIN BOARD MEMBER 0.08 0.36 X 0 0 0 DR ABE STEINBERGER BOARD MEMBER 0.04 X 0 0 0 JAN SELIGMANN WEISS BOARD MEMBER 0.08 X 0 0 0 KATHLEEN WEST BOARD MEMBER 0.04 X 0 0 0 JEFFREY ZENN BOARD MEMBER 0.08 X 0 0 0 KEITH KOOPER BOARD MEMBER (UNTIL 6/21) 0.02 X 0 0 0 BERNARD BOBER BOARD MEMBER (UNTIL 6/21) 0.02 X 0 0 0 BARRY SPRUNG TREASURER (UNTIL 6/21) 0.08 X X 0 0 0 CAROL SILVER ELLIOTT EXECUTIVE VP/CEO 0.25 39.75 X 0 651346 48406 BRANDY M STEFANCO CHIEF FINANCIAL OFFICER 0.25 39.75 X 0 281646 32923 MELANIE S COHEN EXECUTIVE DIRECTOR 40.00 X 207180 0 22475 PAUL KAPLAN SENIOR DEVELOPMENT SPECIALIST 40.00 X 111957 0 1120 319137 932992 104924 2 0 1 0 0 166195 5000 88635 2609763 2869593 206814 206814 1176291 943941 232350 232350 232350 148565 166195 192182 -43617 -43617 25800 815 24985 24985 3290125 0 0 420532 858755 858755 229655 51170 178485 236256 52641 183615 2133 476 1657 28920 6444 22476 28273 6300 21973 127926 127926 2450 2450 22119 22119 2984 371 2613 43214 43214 29385 4702 24683 20821 4164 16657 13635 136 13499 407 407 3800 3800 SPECIAL PROJECTS 108332 108332 RESIDENT SERVICES 45541 45541 CAMPAIGN EXPENSE 24457 24457 MINOR EQUIPMENT 6660 1332 5328 5636 1127 4509 1841359 1012628 328372 500359 4282158 7441666 1612241 1410053 7183408 5104741 38558 39766 33300 12388 29091 20912 6124196 6942463 250232 319336 19519884 21278937 115157 112964 306182 285862 88635 29165 21508 539139 420334 X 2218081 2539736 16762664 18318867 18980745 20858603 19519884 21278937 X 1448766 406585 22507 X 0 1 X 1 0 X 9532918 8108283 2625055 3003512 2869593 26139361 9532918 8108283 2625055 3003512 2869593 26139361 26139361 142505 211303 279933 176206 206814 1016761 174365 174365 27330487 0.95640 0.94090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2021 AMOUNT: $ 148,565. GAMING REVENUE - 2021 AMOUNT: $ 25,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4298036 12790 646901 17014 16136 4924577 4011185 5218 325758 12146 31979 4298036 3307774 23739 748278 57383 11223 4011185 3520305 1114 -126813 75981 10851 3307774 3263696 4488 432699 166515 14063 3520305 0.00000 0.88802 0.11198 0 0 33300 12388 20912 20912 DUE TO AFFILIATES 596 OPERATING LEASE PAYABLE 20912 21508 3589766 406585 -106944 299641 3290125 0 3290125 1710938 30 30 1710908 130451 130451 1841359 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BIPT 22,507. INVESTMENT FEES NETTED AGAINST REVENUE ON FINANCIALS -22,119. SPECIAL PROJECT EXPENSES NETTED AGAINST REVENUE ON FINANCIALS -108,332. AFFILIATE REVENUE NOT REPORTED WITH FOUNDATION 1,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE EXPENSES NOT REPORTED WITH FOUNDATION 30. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED AGAINST REVENUE ON FINANCIALS 22,119. SPECIAL PROJECT EXPENSES NETTED AGAINST REVENUE ON FINANCIALS 108,332. GOLF & TENNIS 253093 162603 90490 1881 35993 27520 8631 GALA 61667 3592 58075 33900 43808 19090 21359 314760 166195 148565 1881 69893 71328 19090 29990 192182 -43617 25800 815 1 1.00000 25800 815 815 24985 NJ 1 0 0 0 1.00000 MELANIE COHEN 10 LINK DRIVE ROCKLEIGH NJ 07647 0 MELANIE COHEN COORDINATING RAFFLE AND OVERSEEING RAFFLE ACTIVITY. X 0 1 JEWISH HOME ROCKLEIGH INC 10 LINK DRIVE ROCKLEIGH NJ 07647 223466678 501 C(3) 479103 0 N/A N/A SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION JEWISH HOME ASSISTED LIVING 10 LINK DRIVE ROCKLEIGH NJ 07647 450501306 501 C(3) 219652 0 N/A N/A SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION JEWISH HOME AT HOME INC 10 LINK DRIVE ROCKLEIGH NJ 07647 271101121 501 C(3) 160000 0 N/A N/A SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION 3 0 PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANT FUNDS BECAUSE THE GRANTS ARE GIVEN TO RELATED ORGANIZATIONS AND IT IS WITHIN THE MISSION OF THE ORGANIZATION TO SUPPORT VARIOUS PROGRAMS OF THE RELATED ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 CAROL SILVER ELLIOTT EXECUTIVE VP/CEO 0 651346 0 0 0 0 0 27800 0 20606 0 699752 0 0 BRANDY M STEFANCO CHIEF FINANCIAL OFFICER 0 281646 0 0 0 0 0 2800 0 30123 0 314569 0 0 MELANIE S COHEN EXECUTIVE DIRECTOR 207180 0 0 0 0 0 1869 0 20606 0 229655 0 0 0 PART I, LINE 3 COMPENSATION REVIEW PROCEDURES ARE PERFORMED FOR THE CEO AND CFO BY A RELATED ORGANIZATION, THE JEWISH HOME FAMILY, INC. THE JEWISH HOME FAMILY, INC. USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS ORGANIZATION IS THE JEWISH HOME FAMILY, INC., A NEW JERSEY NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE RIGHT TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY, WHETHER PERIODICALLY, OR AS VACANCIES ARISE, OR OTHERWISE. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HAS THE RIGHT TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY AND HAS THE RIGHT TO RECEIVE ANY EXCESS FUNDS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS AND REQUIRES ALL BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST. IN ADDITION, THERE ARE BOARD DISCUSSIONS REGARDING CONFLICTS OF INTEREST AS NEEDED. IF A CONFLICT OF INTEREST IS PRESENT, 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. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW PROCEDURES ARE PERFORMED FOR THE CEO AND CFO BY A RELATED ORGANIZATION, THE JEWISH HOME FAMILY, INC. THE ORGANIZATION USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE. THE COMPENSATION FOR THE CEO WAS LAST REVIEWED IN 2019 PRIOR TO THE RENEWAL OF THE CEO'S CONTRACT. THE COMPENSATION FOR THE CFO WAS LAST COMPLETED PRIOR TO THE 6/9/20 START DATE OF THE CFO'S CONTRACT. THE ORGANIZATION OBTAINS SALARY SURVEYS AND A SALARY STUDY IS CONDUCTED FOR THE PURPOSES OF COMPARING THE SALARIES THE ORGANIZATION PAYS ITS KEY EMPLOYEES WITH THE SALARIES FROM THOSE POSITIONS OF OTHER SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE JEWISH HOME FAMILY'S CONSOLIDATED AUDIT IS AVAILABLE ON THE WEBSITE. IN ADDITION, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 22,507. THE JEWISH HOME FAMILY INC 10 LINK DRIVE ROCKLEIGH NJ 07647 260493240 OVERSEE THE ACTIVITIES, FINANCIAL HEALTH, AND PERFORMANCE OF RELATED ORGANIZ NJ 501(C)(3) LINE 12B, II N/A 0 JEWISH HOME AT ROCKLEIGH 10 LINK DRIVE ROCKLEIGH NJ 07647 223466678 ENHANCE THE QUALITY OF LIFE OF OUR GROWING ELDERLY NJ 501(C)(3) LINE 10 THE JEWISH HOME FAMILY INC 0 JEWISH HOME ASSISTED LIVING 685 WESTWOOD AVENUE RIVER VALE NJ 07675 450501306 PROVIDE ASSISTED LIVING TO THE ELDERLY NJ 501(C)(3) LINE 10 THE JEWISH HOME FAMILY INC 0 JEWISH HOME AT HOME INC 10 LINK DRIVE ROCKLEIGH NJ 07647 271101121 PROVIDE SERVICES TO THE ELDERLY OR ASSIST THEM IN THEIR HOME ENVIRONMENT NJ 501(C)(3) LINE 7 THE JEWISH HOME FAMILY INC 0 JEWISH HOME AND REHABILITATION CENTER 10 LINK DRIVE ROCKLEIGH NJ 07647 221500528 PROVIDE NURSING CARE TO THE ELDERLY NJ 501(C)(3) LINE 3 THE JEWISH HOME FAMILY INC 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0