2021-04-01T11:12:54-05:00 2020-05-31 381357951 PLANTE & MORAN PLLC 27400 NORTHWESTERN HIGHWAY SOUTHFIELD MI 48034 990 2019-06-01 382693397 JSL FOUNDATION JSLF 2489674240 15000 WEST TEN MILE ROAD OAK PARK MI 48237 NANCY S HEINRICH CHIEF EXECUTIVE OFFICER 2489674240 2021-03-24 1 TINA M PETERS CPA P00904574 2483522500 2021-03-24 2019 2022-09-23 18:48:47Z NANCY S HEINRICH 15000 WEST TEN MILE ROAD OAK PARK MI 48237 5027843 0 X WWW.JSLMI.ORG X 1986 MI WE NURTURE A SENSE OF COMMUNITY AND ENRICH THE LIVES OF OLDER ADULTS, WHILE EMBRACING JEWISH VALUES AND CELEBRATING LIFE. 24 24 0 100 0 0 8744266 3855803 0 0 745277 991935 355707 162480 9845250 5010218 3427582 4488446 0 0 0 0 0 0 0 142561 168025 3570143 4656471 6275107 353747 21497265 21067911 891358 826755 20605907 20241156 WE NURTURE A SENSE OF COMMUNITY AND ENRICH THE LIVES OF OLDER ADULTS, WHILE EMBRACING JEWISH VALUES AND CELEBRATING LIFE. 0 0 4615782 4488446 TO PROVIDE SUPPORT TO JEWISH SENIOR LIFE OF METROPOLITAN DETROIT AND OTHER RELATED ENTITIES. 4615782 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 MI X NANCY S HEINRICH 2485925020 15000 WEST TEN MILE ROAD OAK PARK MI 48237 NANCY S HEINRICH CEO 3.80 33.70 X 0 195486 13129 JENNIE KLEPINGER CFO 3.80 33.70 X 0 140667 9753 RONALD COLASANTI DIRECTOR OF DINING SERVICES 3.80 33.70 X 0 111156 18028 JO ROSEN EXECUTIVE DIRECTOR OF DEVELOPMENT 3.80 33.70 X 0 103056 6321 BARBRA GILES EXECUTIVE DIRECTOR OF AGING 3.80 33.70 X 0 79372 17227 DIANNE AZZOPARDI HR DIRECTOR 3.80 33.70 X 0 94564 1497 CLINT GUESS EXECUTIVE DIRECTOR OF OPERATIONS 3.80 33.70 X 0 82534 1998 KEN GOSS PRESIDENT 1.00 8.00 X X 0 0 0 CAROLYN COHEN VICE PRESIDENT 1.00 8.00 X X 0 0 0 ROBIN KAUFMAN TREPECK VICE PRESIDENT 1.00 8.00 X X 0 0 0 DEBORAH ROSENTHAL VICE PRESIDENT 1.00 8.00 X X 0 0 0 JEFFREY FLEISCHMAN SECRETARY 1.00 8.00 X X 0 0 0 STEVE SWARTZ TREASURER 1.00 8.00 X X 0 0 0 LOWELL SALESIN EXECUTIVE CMTE CHAIR - IMMEDIATE PAST PRESIDENT 1.00 8.00 X 0 0 0 MICHAEL BANKS DIRECTOR 1.00 8.00 X 0 0 0 ELAINE J BERESH DIRECTOR 1.00 8.00 X 0 0 0 GAYLE BURSTEIN DIRECTOR 1.00 8.00 X 0 0 0 JASON FISHER DIRECTOR 1.00 8.00 X 0 0 0 NEIL GOROSH DIRECTOR 1.00 8.00 X 0 0 0 JUDY HERMAN DIRECTOR 1.00 8.00 X 0 0 0 BARBARA HOROWITZ DIRECTOR 1.00 8.00 X 0 0 0 ALLISON KLEIN DIRECTOR 1.00 8.00 X 0 0 0 MARK KOWALSKY DIRECTOR 1.00 8.00 X 0 0 0 SCOTT MARCUS DIRECTOR 1.00 8.00 X 0 0 0 BRIAN RAZNICK DIRECTOR 1.00 8.00 X 0 0 0 NANCY REED DIRECTOR 1.00 8.00 X 0 0 0 JACK ROTHENBERG DIRECTOR 1.00 8.00 X 0 0 0 NEIL SATOVSKY DIRECTOR 1.00 8.00 X 0 0 0 DR DAVID SCHWARTZENFELD DIRECTOR 1.00 8.00 X 0 0 0 ARLENE SELIK DIRECTOR 1.00 8.00 X 0 0 0 CAROL WEINTRAUB FOGEL DIRECTOR 1.00 8.00 X 0 0 0 0 806835 67953 0 0 1 0 0 25000 2629663 1201140 3855803 991935 991935 61435 0 61435 61435 61435 115558 25000 17625 97933 97933 MISCELLANEOUS REVENUE 900099 3112 3112 3112 5010218 0 0 1154415 4488446 4488446 14750 14750 3658 3658 12563 12563 25386 25386 ACTIVITIES 63231 63231 FOOD EXPENSES 37313 37313 CONTRACTS 6512 6512 MISCELLANEOUS 3094 3094 1518 1406 112 4656471 4615782 40689 0 7635208 7130880 59435 5547 99154 16421 20587 717474 655433 72427 62041 390843 407855 9703786 9961417 3536412 3463163 21497265 21067911 73721 112416 817637 714339 891358 826755 X 10345468 10711743 10260439 9529413 20605907 20241156 21497265 21067911 X 353747 -13251 -705247 X X 0 1 X 1 0 X X 6 JEWISH APARTMENTS & SERVICES INC 381873419 10 0 500358 0 JAS NON-PROFIT HOUSING CORPORATION VI 383487987 10 0 41899 0 JEWISH HOME & AGING SERVICES 381358398 3 0 2868690 0 JEWISH SENIOR LIFE OF METROPOLITAN DETROIT 383311067 10 1 0 0 JEWISH HOME SERVICES INC 382710545 10 0 1057052 0 JFA NON-PROFIT HOUSING CORPORATION 382996765 10 0 20447 0 6 4488446 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 SCHEDULE A, PART IV, LINE 1 THE ARTICLES OF INCORPORATION SPECIFICALLY LIST JEWISH SENIOR LIFE OF METROPOLITAN DETROIT (JSLMD) AS A SUPPORTED ORGANIZATION. THE ARTICLES ALSO INDICATE THAT ALL PUBLIC CHARITIES CONTROLLED BY JSLMD ARE ALSO SUPPORTED ORGANIZATIONS. SCHEDULE A, PART IV, SECTION B, LINE 2 JSL FOUNDATION OPERATES FOR THE BENEFIT OF JSLMD AND ALL PUBLIC CHARITIES CONTROLLED BY JSMLD. JSL FOUNDATION AND ALL ENTITIES CONTROLLED BY JSMLD SHARE THE SAME BOARD AND SAME MANAGEMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9295938 -137228 127790 695810 8590690 9421198 135324 206154 466738 9295938 9148481 544704 496694 768681 9421198 8954241 13049 846168 664977 9148481 9402711 313899 762369 8954241 0.00000 0.92340 0.07660 1 0 1 1 704313 655433 48880 13160 13160 62041 INVESTMENT IN UJF POOLED INVESTMENT PORTFOLIO 1370727 F BENEFICIAL INTEREST IN TRUST 1051907 F BENEFICIAL INTEREST IN ENDOWMENT FUNDS - INVESTMENT IN UJF PORTFOLIO 7538783 F 9961417 RELATED PARTY LOAN DUE FROM JEWISH HOME SERVICES 3463163 3463163 DUE TO AFFILIATES 93193 RESERVES HELD 621146 714339 4291720 -13251 -705247 -718498 5010218 0 5010218 4656471 0 4656471 0 4656471 PART V, LINE 4: JSL FOUNDATION USES ITS ENDOWMENT FUNDS TO PROMOTE ACTIVITIES CONSISTENT WITH THE CHARITABLE MISSION OF THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST OF ENDOWMENT FUNDS -705,247. LIVES WELL LIVED 105600 25000 80600 1861 4298 7420 HOLOCAUST FILM FESTIVAL 34958 34958 375 3671 140558 25000 115558 1861 4298 7795 3671 17625 97933 0 JEWISH HOME AND AGING SERVICES 15000 WEST TEN MILE RD OAK PARK MI 48237 381358398 501(C)(3) 2868690 0 TO SUPPORT RESIDENT SUBSIDIES AT FLEISCHMAN RESIDENCE. JEWISH HOME SERVICES 15000 WEST TEN MILE RD OAK PARK MI 48237 382710545 501(C)(3) 1057052 0 TO SUPPORT RESIDENTS BY PROVIDING CATERING SUBSIDIES FOR LOW INCOME RESIDENT JEWISH APARTMENTS & SERVICES INC 15000 WEST TEN MILE RD OAK PARK MI 48237 381873419 501(C)(3) 500358 0 TO SUPPORT THE ORGANIZATION AND OBTAIN ADDITIONAL FEDERAL FUNDING. JAS NON-PROFIT HOUSING CORPORATION VI 15000 WEST TEN MILE RD OAK PARK MI 48237 383487987 501(C)(3) 41899 0 TO SUPPORT RESIDENT SUBSIDIES AT MEER RESIDENCE. JFA NON-PROFIT HOUSING CORPORATION 15000 WEST TEN MILE RD OAK PARK MI 48237 382996765 501(C)(3) 20447 0 TO SUPPORT RESIDENT SUBSIDIES AT HECHTMAN II RESIDENCE. 5 0 PART I, LINE 2: THE ORGANIZATION REGULARLY MONITORS THE USE OF GRANTS IN THE UNITED STATES. AS GRANTS WERE TO RELATED PARTIES, THESE PROCEDURES WERE NOT FORMALIZED. 0 0 0 0 0 0 0 0 0 NANCY S HEINRICH CEO 0 195486 0 0 0 0 0 0 0 13129 0 208615 0 0 JENNIE KLEPINGER CFO 0 140667 0 0 0 0 0 2813 0 6940 0 150420 0 0 PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 2 MARK KOWALSKY, STEVE SWARTZ, BUSINESS RELATIONSHIP STEVE SWARTZ, SCOTT MARCUS, BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THIS ORGANIZATION CONSISTS OF ONE MEMBER, JEWISH SENIOR LIFE OF METROPOLITAN DETROIT. FORM 990, PART VI, SECTION A, LINE 7A A DIRECTOR OF THE CORPORATION MUST BE A DIRECTOR OF JEWISH SENIOR LIFE OF METROPOLITAN DETROIT, AND NO PERSON OTHER THAN A PERSON WHO IS THEN A DIRECTOR OF JEWISH SENIOR LIFE OF METROPOLITAN DETROIT MAY SERVE AS A DIRECTOR OF THIS ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CONTROLLER AND THE AUDIT COMMITTEE REVIEWED THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS WERE PROVIDED TO ALL BOARD MEMBERS AND DISCUSSED AT TWO BOARD MEETINGS, ALONG WITH SEVERAL EMAIL FOLLOW UPS (AND PHONE CALLS). FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF A RELATED ORGANIZATION. THE COMMITTEE REVIEWS COMPARATIVE COMPENSATION SURVEYS OF SIMILARLY SIZED NONPROFIT ORGANIZATIONS IN THE INDUSTRY TO DETERMINE COMPENSATION. THIS PROCESS WAS LAST CONDUCTED IN DECEMBER 2019. THE CEO REVIEWS THE COMPENSATION FOR ALL OTHER POSITIONS USING COMPARATIVE DATA ON AN ANNUAL BASIS. 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: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ENDOWMENT FUNDS -705,247. FORM 990, PART XI, LINE 2C: THE AUDIT PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. JEWISH APARTMENTS & SERVICES INC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 381873419 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 10 JEWISH SENIOR LIFE OF METRO DETROIT 1 JAS NON-PROFIT HOUSING CORPORATION VI 15000 WEST TEN MILE ROAD OAK PARK MI 48237 383487987 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 10 JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH HOME & AGING SERVICES 15000 WEST TEN MILE ROAD OAK PARK MI 48237 381358398 HOME FOR AGED MI 501(C)(3) LINE 3 JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH SENIOR LIFE OF METROPOLITAN DETROIT 15000 WEST TEN MILE ROAD OAK PARK MI 48237 383311067 SENIOR SERVICES MI 501(C)(3) LINE 10 N/A 0 JEWISH HOME SERVICES INC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382710545 SUPPORT SERVICES FOR ELDERLY ADULTS MI 501(C)(3) LINE 10 JEWISH SENIOR LIFE OF METRO DETROIT 1 JFA NON-PROFIT HOUSING CORPORATION 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382996765 SENIOR APARTMENT RENTAL MI 501(C)(3) LINE 10 JEWISH SENIOR LIFE OF METRO DETROIT 1 PRENTIS I JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 15000 WEST TEN MILE ROAD OAK PARK MI 48237 611675242 LOW INCOME HOUSING MI N/A PRENTIS II JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 15000 WEST TEN MILE ROAD OAK PARK MI 48237 364818900 LOW INCOME HOUSING MI N/A SUPPORTIVE HOME HEALTH CARE LLC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 HOME SUPPORT SERVICES MI N/A TEITEL JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 15000 WEST TEN MILE ROAD OAK PARK MI 48237 352483463 LOW INCOME HOUSING MI N/A COMPREHENSIVE AGING SERVICES 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382693404 TO SUPPORT JEWISH HOMES SERVICES, INC. MI N/A C 0 PRENTIS I JSL LDHA GENERAL PARTNER 15000 WEST TEN MILE ROAD OAK PARK MI 48237 454434254 GP OF PRENTIS I JSL LDHA LP MI N/A C 1 PRENTIS II JSL LDHA GENERAL PARTNER LLC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 475157971 GP OF PRENTIS II JSL LDHA LP MI N/A C 0 TEITEL JSL LDHA GENERAL PARTNER LLC 15000 WEST TEN MILE RD OAK PARK MI 48237 463286650 GP OF TEITEL JSL LDHA LP MI N/A C 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 JEWISH APARTMENTS AND SERVICES INC B 500358 ACTUAL COSTS INCURRED JEWISH HOME AND AGING SERVICES B 2868690 ACTUAL COSTS INCURRED HECHTMAN 1 LIMITED DIVIDEND HOUSING ASSOCIATION LLC D 3463163 ACTUAL COSTS INCURRED JFA NON-PROFIT HOUSING CORPORATION C 612880 ACTUAL CASH RECEIVED JFA NON-PROFIT HOUSING CORPORATION VI C 564240 ACTUAL CASH RECEIVED JEWISH HOME SERVICES INC C 325000 ACTUAL CASH RECEIVED JEWISH HOME SERVICES INC B 1057052 ACTUAL COST INCURRED JEWISH APARTMENTS AND SERVICES INC C 1127544 ACTUAL CASH RECEIVED HECHTMAN 1 LIMITED DIVIDEND HOUSING ASSOCIATION LLC S 198984 ACTUAL COST INCURRED