JEWISH SENIOR LIFE FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH SENIOR LIFE FOUNDATION INC (EIN 22-2263845)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349312239
- Schema version
- 2020v4.1
- 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 F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:19:41-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454051133 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREED MAXICK CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LIBERTY BLDG 420 MAIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142023508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222263845 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH SENIOR LIFE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5854277760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 WINTON ROAD SOUTH | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH MCILVEEN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5854277760 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBORAH | PersonFirstNm |
| Person Last | MCILVEEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY MADONIA | PreparerPersonNm |
| PTIN | P00405803 | PTIN |
| Phone | 7168472651 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL COOPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 WINTON ROAD SOUTH | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,511,694 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHSENIORLIFEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE PRIMARY PURPOSE OF THE FOUNDATION IS TO GENERATE FINANCIAL SUPPORT TO SUSTAIN THE MISSION OF JEWISH SENIOR LIFE AND ITS AFFILIATES, TO ENHANCE THE LIVES OF OUR RESIDENTS, PATIENTS, AND THEIR FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,260,652 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,302,682 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $800,530 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,512,802 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,061,182 | PYTotalRevenueAmt |
| CY Total Revenue | $4,815,484 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,476,174 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,709,790 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $750,078 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $721,552 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $734,136 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,182,182 | PYOtherExpensesAmt |
| CY Other Expenses | $992,163 | CYOtherExpensesAmt |
| PY Total Expenses | $3,408,434 | PYTotalExpensesAmt |
| CY Total Expenses | $3,423,505 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$347,252 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,391,979 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,019,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,470,268 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,094,908 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,819,055 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,925,025 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,651,213 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OTHE PRIMARY PURPOSE OF THE FOUNDATION IS TO GENERATE FINANCIAL SUPPORT TO SUSTAIN THE MISSION OF JEWISH SENIOR LIFE AND ITS AFFILIATES, TO ENHANCE THE LIVES OF OUR RESIDENTS, PATIENTS, AND THEIR FAMILIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $137,105 | ExpenseAmt |
| Grant | $137,105 | GrantAmt |
| Desc | DISTRIBUTION TO JEWISH SENIOR LIFE, INC., A PARENT COMPANY AND 501(C)(3) ORGANIZATION, THAT PROVIDES A CONTINUUM OF LONG TERM CARE FOR THE JEWISH COMMUNITY THROUGH THE COORDINATION OF ITS AFFLIATES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,649,786 | ExpenseAmt |
| Grant | $1,567,351 | GrantAmt |
| Desc | DISTRIBUTION TO JEWISH HOME OF ROCHESTER, A 501 (C)(3) ORGANIZATION. JEWISH HOME OF ROCHESTER, INC. PROVIDES TRANSITIONAL CARE FOR SHORT-STAY PATIENTS RECOVERING FROM HOSPITALIZATION; MEMORY CARE FOR RESIDENTS WITH MEMORY LOSS; AND LONG-TERM CARE FOR RESIDENTS IN NEED OF 24-HOUR NURSING CARE. IN ADDITION, JEWISH HOME OF ROCHESTER, INC. ALSO PROVIDES A MEDICAL MODEL ADULT DAY CARE PROGRAM FIVE DAYS PER WEEK WHICH SERVES APPROXIMATELY 80 PEOPLE PER DAY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,334 | ExpenseAmt |
| Grant | $5,334 | GrantAmt |
| Desc | DISTRIBUTION TO JEWISH SENIOR LIFE COMMUNITY SERVICES INC. A SUBSIDIARY OF JEWISH SENIOR LIFE, INC. AND A 501(C)(3) ORGANIZATION, THAT PROVIDES A DAY RETREAT FOR THOSE WITH EARLY-TO-MILD STAGE ALZHEIMER'S DISEASE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,792,225 | 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 | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 0 | EmployeeCnt |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH MCILVEEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5854277760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 WINTON ROAD SOUTH | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TED AXELROD | ||||||
| BOARD VICE PRESIDENT | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NORM BLAUSTEIN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| STUART BOYER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RICHARD BROVITZ | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL COOPER | ||||||
| BOARD PRESIDENT | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID CHAZAN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| GAIL DREW | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| HEIDI FISHMAN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| STEVE GERSZ | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JULIAN GORDON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| SUSAN GORDON | ||||||
| BOARD MEMBER (UNTIL MAY 2020) | 0.30 | Yes (X) | $0 | $0 | $0 | |
| LAURENCE KESSLER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MARK KOLKO | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| FRAIDA LEVINSON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JEFF LEVINSON | ||||||
| BOARD MEMBER (FROM JUNE 2020) | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BETTY OPPENHEIMER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JOY PLOTNIK | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| LARRY RABINOWITZ | ||||||
| BOARD MEMBER (UNTIL MAY 2020) | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RACHEL ROSEN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DAVID ROSS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CLARE ROTENBERG | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MARGOT WEINBERG | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| EVAN SPINDELMAN | ||||||
| BOARD TREASURER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRAN STUDLEY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ROBIN WEINTRAUB | ||||||
| BOARD SECRETARY | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBORAH MCILVEEN | ||||||
| SENIOR VP OF FINANCE & CFO | 4.00 | Yes (X) | $281,513 | $0 | $66,165 | |
| DAVID PASTERNACK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $220,665 | $0 | $3,194 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $502,178 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $69,359 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 CHUBB AVE STE 303 | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SVCS FOR DEV, INTERIM EXEC. | ServicesDesc |
| Compensation | $136,650 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,302,682 | AllOtherContributionsAmt |
| Noncash Contributions | $77,701 | NoncashContributionsAmt |
| Total Contributions | $3,302,682 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $405,622 | TotalRevenueColumnAmt |
| Exclusion | $405,622 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,803,390 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,696,210 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,107,180 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,107,180 | TotalRevenueColumnAmt |
| Exclusion | $1,107,180 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,815,484 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,512,802 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,709,790 | TotalAmt |
| Program Services | $1,709,790 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,370 | TotalAmt |
| Fundraising | $297,370 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,945 | TotalAmt |
| Program Services | $23,616 | ProgramServicesAmt |
| Fundraising | $236,329 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,237 | TotalAmt |
| Program Services | $6,912 | ProgramServicesAmt |
| Fundraising | $157,325 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,620 | TotalAmt |
| Management And General | $37,620 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,775 | TotalAmt |
| Management And General | $13,775 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,737 | TotalAmt |
| Management And General | $112,737 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,719 | TotalAmt |
| Management And General | $23,719 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,360 | TotalAmt |
| Management And General | $97,360 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,823 | TotalAmt |
| Management And General | $9,823 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Management And General | $20,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9 | TotalAmt |
| Fundraising | $9 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,405 | TotalAmt |
| Management And General | $8,405 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,907 | TotalAmt |
| Program Services | $51,907 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,605 | TotalAmt |
| Management And General | $4,605 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PURCHASED SERVICES | $554,418 | $545,165 | $9,253 |
| FOOD AND ENTERTAINMENT | $37,401 | $10,333 | $27,068 |
| STATIONARY AND PRINTING | $12,101 | $5,319 | $6,782 |
| SUPPLIES | $8,283 | $8,283 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,423,505 | TotalAmt |
| Program Services | $1,792,225 | ProgramServicesAmt |
| Management And General | $897,144 | ManagementAndGeneralAmt |
| Fundraising | $734,136 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,705 | BOYAmt |
| EOY | $955,005 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,838,490 | BOYAmt |
| EOY | $1,538,973 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,052,124 | BOYAmt |
| EOY | $3,865,059 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,637 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,927,435 | BOYAmt |
| EOY | $35,768,814 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,816,078 | BOYAmt |
| EOY | $14,293,647 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,737,464 | BOYAmt |
| EOY | $3,048,770 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,019,933 | BOYAmt |
| EOY | $59,470,268 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,532 | BOYAmt |
| EOY | $63,406 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,375 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,880,000 | BOYAmt |
| EOY | $2,210,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,979,001 | BOYAmt |
| EOY | $8,545,649 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,094,908 | BOYAmt |
| EOY | $10,819,055 | 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 | $43,319,018 | BOYAmt |
| EOY | $47,985,251 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,007 | BOYAmt |
| EOY | $665,962 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,925,025 | BOYAmt |
| EOY | $48,651,213 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,019,933 | BOYAmt |
| EOY | $59,470,268 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,391,979 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,340,209 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,000 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $6,250,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,416,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,487,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,260,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,302,682 | CurrentTaxYearAmt |
| Total | $22,717,285 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,250,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,416,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,487,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,260,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,302,682 | CurrentTaxYearAmt |
| Total | $22,717,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,163,396 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,553,889 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $550,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $777,444 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $714,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $709,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $405,622 | CurrentTaxYearAmt |
| Total | $3,157,349 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,874,634 | TotalSupportAmt |
| Public Support CY170 | 0.44650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45460 | 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 | $255,000 | BeginningYearBalanceAmt |
| End Year Balance | $255,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $227,794 | BeginningYearBalanceAmt |
| Contributions | $27,206 | ContributionsAmt |
| End Year Balance | $255,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $197,069 | BeginningYearBalanceAmt |
| Contributions | $30,725 | ContributionsAmt |
| End Year Balance | $227,794 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,244 | BeginningYearBalanceAmt |
| Contributions | $50,825 | ContributionsAmt |
| End Year Balance | $197,069 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,819 | BeginningYearBalanceAmt |
| Contributions | $40,425 | ContributionsAmt |
| End Year Balance | $146,244 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| THE CANYON VALUE REALIZATION FUND | $1,422,686 | F |
| BAY RESOURCE PARTNERS OFFSHORE FUND, LTD | $41,495 | F |
| PAGOSA INVESTORS (CAYMAN), LTD | $2,082,945 | F |
| NITORUM OFFSHORE FUND CL A | $2,085,464 | F |
| OAK HILL DIVERSIFIED CREDIT STRAT FUND | $1,910,950 | F |
| WGI EMERGING MARKETS FUND, LLC | $1,874,802 | F |
| ARTISAN INTERNATIONAL VALUE FUND | $4,875,305 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,293,647 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN PERPETUAL TRUST | Desc |
| Book Value | $3,048,770 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,048,770 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO JEWISH HOME OF ROCHESTER | $2,190,882 |
| CONTRIBUTIONS HELD ON BEHALF OF JEWISH HOME OF ROCHESTER, INC. | $6,074,377 |
| CONTRIBUTIONS HELD ON BEHALF OF JEWISH HOME OF ROCHESTER ENRICHED HOUSING | $113,645 |
| CONTRIBUTIONS HELD ON BEHALF OF JEWISH SENIOR LIFE COMMUNITY SERVICES, INC | $25,087 |
| DUE TO JEWISH HOME OF ROCHESTER SENIOR HOUSING, INC. | $99,728 |
| DUE TO JEWISH SENIOR LIFE COMMUNITY SERVICES | $8,169 |
| DUE TO JEWISH SENIOR LIFE | $33,761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,545,649 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,149,693 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,340,209 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,340,209 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,809,484 | RevenueSubtotalAmt |
| Other Revenues Not Included | $6,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,815,484 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,423,505 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,423,505 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,423,505 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | $5,000 IS THE MANSON BURIAL FUND ESTABLISHED TO PROVIDE PERPETUAL CARE FOR MR. MANSON'S FAMILY PLOTS. $250,000 IS FOR THE ESTABLISHMENT OF A PALLIATIVE CARE PROGRAM. DONORS HAVE ESTABLISHED AND FUNDED PERPETUAL TRUSTS WHICH ARE ADMINISTERED BY THIRD PARTIES WHEREBY THE FOUNDATION HAS AN IRREVOCABLE RIGHT TO RECEIVE A PORTION OF THE INCOME EARNED ON THE TRUST ASSETS, IN PERPETUITY, BUT WILL NEVER RECIEVE THE ASSETS HELD IN TRUST. THE FOUNDATION GRANTS THE INCOME TO THE JEWISH HOME OF ROCHESTER WHICH USES IT TO PROVIDE FOR THE COMFORT, MEDICAL TREATMENT, ENTERTAINMENT, AND OTHER SPECIAL SERVICES WHICH WOULD NOT OTHERWISE BE PROVIDED TO THE RESIDENTS OF THE HOME. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE FOUNDATION ADOPTED THE PROVISION PERTAINING TO UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION FILES ITS RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX IN THE U.S. FEDERAL JURISDICTION AND THE ANNUAL FILING OF CHARITABLE ORGANIZATION IN NEW YORK STATE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE ON POWER OF ONE PLEDGES 6,000. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | INVESTMENT | |
| GLOBAL | 0 | 0 | INVESTMENT | $14,293,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $14,293,647 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $14,293,647 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3, COLUMN F | THESE AMOUNTS REPRESENT 12/31/2020 INVESTMENT BALANCE AT FAIR VALUE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| JEWISH SENIOR LIFE | |||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | 223409164 | 501(C)(3) | $137,105 | GENERAL SUPPORT |
| JEWISH HOME OF ROCHESTER | |||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | 160743058 | 501(C)(3) | $1,567,351 | RESIDENT ACTIVITIES, FACILITY UPGRADE |
| JEWISH SENIOR LIFE COMMUNITY SERVICES | |||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | 352404430 | 501(C)(3) | $5,334 | RESIDENT ACTIVITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS AND ASSISTANCE ARE STRUCTURED AS PART OF THE BUDGET PROCESS AND APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. MONTHLY MONITORING OF THIS PROCESS TAKES PLACE AS PART OF THE MONTHLY FINANCIAL REVIEW AND APPROPRIATE RECONCILIATION AND REVIEW IS COMPLETED BETWEEN INTERCOMPANY TRANSACTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEBORAH MCILVEEN | ||||||||||||||
| SENIOR VP OF FINANCE & CFO | $241,484 | $0 | $40,029 | $0 | $0 | $0 | $62,400 | $0 | $3,765 | $0 | $347,678 | $0 | $0 | $0 |
| DAVID PASTERNACK | ||||||||||||||
| EXECUTIVE DIRECTOR | $190,461 | $0 | $30,204 | $0 | $0 | $0 | $0 | $0 | $3,194 | $0 | $223,859 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | DEBORAH MCILVEEN, CFO, ACCRUED DEFERRED COMPENSATION OF $42,900 UNDER THE SECTION 457(F) PLAN OF THE JEWISH HOME OF ROCHESTER, A NON-RELATED ORGANIZATION. |
| PART VII, LINE 5 | DEBORAH MCILVEEN, CFO, RECEIVES $235,013 OF COMPENSATION FROM THE JEWISH HOME OF ROCHESTER AND RELATED ENTITIES, ALL UNRELATED ENTITIES TO THE FOUNDATION. IN ADDITION, $46,500 OF HER COMPENSATION IS ALLOCATED TO THE JEWISH SENIOR LIFE FOUNDATION, INC. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $77,701 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE FOUNDATION'S FINANCE DEPARTMENT. IT IS REVIEWED IN DETAIL BY AN INDEPENDENT OUTSIDE ACCOUNTANT AND BY THE AUDIT COMMITTEE PRIOR TO SUBMISSION. A COPY OF THE 990 IS AVAILABLE TO ALL BOARD MEMBERS UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, AND KEY EMPLOYEE, ANNUALLY SIGNS THE CONFLICT OF INTEREST POLICY. IF A CONFLICT ARISES AND DISCLOSURE OF THE FINANCIAL INTEREST IS MADE, THE INTERESTED PERSONS WILL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF APPROPRIATE, THE CHAIRPERSON OF THE BOARD OR COMMITTEE WILL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD WILL THEN DETERMINE, WITH THE ORGANIZATION, IF THEY CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO CONFLICT OF INTEREST. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT WILL INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD HIM OR HER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF THE BOARD DETERMINES THAT THE PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION DOES NOT COMPENSATE ITS BOARD MEMBERS. THE NON-BOARD OFFICERS ARE PAID THROUGH THE JEWISH HOME OF ROCHESTER, INC. (JHR), A NON-RELATED ENTITY. JHR IS REPRESENTED UNDER JSL, THE PARENT COMPANY, WHICH HAS FORMED A COMPENSATION COMMITTEE COMPRISED OF THE BOARD CHAIR, TREASURER, SECRETARY, AND AT LEAST TWO OTHER AT LARGE BOARD MEMBERS TO REVIEW AND DETERMINE THE ANNUAL COMPENSATION PACKAGES FOR THE SENIOR MANAGMENT TEAM. ON A REGULAR BASIS, THE COMPENSATION COMMITTEE OBTAINS FROM A THIRD PARTY CONSULTANT, A COMPENSATION SURVEY THAT DETERMINES THE MARKET RATES FOR EACH OF THE POSITIONS AND THEN DETERMINES WHAT, IF ANY, ADJUSTMENTS SHOULD BE MADE TO SALARIES. THIS SAME COMPENSATION COMMITTEE, ON AN ANNUAL BASIS DETERMINES WHAT THE VARIABLE COMPENSATION GOALS SHOULD BE AND WHETHER OR NOT THEY HAVE BEEN MET. THE LAST MEETING TOOK PLACE ON NOVEMBER 12, 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAY PROVIDE, UPON REQUEST, ITS CONFLICT OF INTEREST POLICY AS WELL AS ANY APPROPRIATE GOVERNING DOCUMENTS, OR APPROPRIATE FINANCIAL STATEMENTS. |
| FORM 990, PART VII | THE ORGANIZATION DOES NOT COMPENSATE ITS BOARD MEMBERS. TED AXELROD, DIRECTOR, WAS COMPENSATED FOR STRATEGIC PLANNING CONSULTING SERVICES AND RECEIVED A 1099-MISC FROM THE JEWISH HOME OF ROCHESTER, AN UNRELATED ORGANIZATION. |
| FORM 990, PART XI, LINE 9: | BAD DEBT ON POWER OF ONE PLEDGES -6,000. |
| FORM 990, PART XII, LINE #2C | AN AUDIT COMMITTEE APPOINTED BY THE FOUNDATION BOARD HAS BEEN CREATED TO SELECT AN INDEPENDENT AUDIT FIRM TO OVERSEE THE ANNUAL AUDIT AND TO ACCEPT OR AMEND THE AUDIT REPORT AS PRESENTED. THE AUDIT COMMITTEE MEETS INDEPENDENTLY WITH THE INDEPENDENT AUDIT FIRM ON AN ANNUAL BASIS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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