THE JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY INC (EIN 06-0846991)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-14
- IRS object ID
- 202542269349300319
- Schema version
- 2023v6.0
- 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 C
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-14T08:57:33-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 HUDSON BLVD E SUITE 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060846991 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME FOR THE ELDERLY OF FAIRFIELD | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 2033656400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 PARK AVENUE | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER SLIBY | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 2033656400 | PhoneNum |
| Signature | 2025-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY-EVELYN ANTONETTI | PreparerPersonNm |
| PTIN | P00431862 | PTIN |
| Phone | 2126976900 | PhoneNum |
| Preparation | 2025-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOZAIC SENIOR LIFE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW H BANOFF | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 PARK AVENUE | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $74,370,903 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.MOZAICSL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | NON-PROFIT HEALTH CARE FACILITY PROVIDING REST HOME AND SKILLED NURSING CARE TO THE AGED AND INFIRM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 1111 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $97,172 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,868,620 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,302,447 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $64,277,514 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,048,502 | CYProgramServiceRevenueAmt |
| PY Investment Income | $539,482 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,246,847 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,227,667 | PYOtherRevenueAmt |
| CY Other Revenue | $2,761,034 | CYOtherRevenueAmt |
| PY Total Revenue | $71,913,283 | PYTotalRevenueAmt |
| CY Total Revenue | $74,358,830 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,731,695 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $45,496,480 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $606,189 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,140,560 | PYOtherExpensesAmt |
| CY Other Expenses | $29,434,576 | CYOtherExpensesAmt |
| PY Total Expenses | $71,872,255 | PYTotalExpensesAmt |
| CY Total Expenses | $74,931,056 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $41,028 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$572,226 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $138,822,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,656,800 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $92,174,404 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $109,661,354 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,647,691 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,995,446 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $49,617,646 | ExpenseAmt |
| Revenue | $53,987,651 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,619,261 | ExpenseAmt |
| Revenue | $6,073,373 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,587,334 | ExpenseAmt |
| Revenue | $2,074,385 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,916,235 | ExpenseAmt |
| Revenue | $5,913,093 | RevenueAmt |
| Desc | INCLUDES THE INSTITUTE ON AGING GERIATRIC ASSESSMENT SERVICE, THE CENTER FOR ELDER ABUSE PREVENTION, ADULT DAY CARE, HOSPICE, WORK ACTIVITY CENTER, THERAPY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,916,235 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,913,093 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $64,740,476 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 123 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1111 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | 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 | Yes (1) | 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER SLIBY | PersonNm |
| Phone | 2033656405 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 PARK AVE | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALAN PHILLIPS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| AMY RICH | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ART SPINNER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN MILES | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ED FRIEDLAND | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD BURGER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EMIL MESHBERG | |||||||
| VICE CHAIRPERSON | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ERIC KATZ MD | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ERIC N HENDLIN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GERALD LUTERMAN | |||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HAROLD ROSNICK ESQ | |||||||
| HONORARY DIRECTOR FOR LIFE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JANET FREEDMAN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JEFF RADLER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JIM BENNETT | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JON AUGUST | |||||||
| CHAIRPERSON | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KENNETH I WIRFEL ESQ | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARC LEVEY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN F WOLF ESQ | |||||||
| HONORARY DIRECTOR FOR LIFE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL FLEISCHER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MARCUS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MIKE WOLFSON ESQ | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MILTON SUTIN | |||||||
| HONORARY DIRECTOR FOR LIFE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NANCY MAGIDA | |||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PHILIP SCHAEFER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROSLYN GOLDSTEIN | |||||||
| HONORARY DIRECTOR FOR LIFE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROY FRIEDMAN | |||||||
| HONORARY DIRECTOR FOR LIFE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SERELS MD | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM SIMS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CINDY EPSTEIN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NEIL LIPPMAN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RENEE NOREN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MANDY STANTON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN BERENYI | |||||||
| (DIRECTOR FROM 10/1/23) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ALLYSON GOTTLIEB | |||||||
| (DIRECTOR FROM 10/1/23) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LEONARD RUSS | |||||||
| (DIRECTOR FROM 10/1/23) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW H BANOFF | |||||||
| PRESIDENT OF JHE & CEO | 40.00 | $767,256 | $0 | $56,308 | Yes (X) | ||
| ELIZABETH ZICARI | |||||||
| VP & COMMUNITY SERVICES & BUSINESS | 40.00 | $192,273 | $0 | $13,548 | Yes (X) | ||
| LAWRENCE CONDON | |||||||
| SENIOR VP & ADMINISTRATOR | 40.00 | $286,643 | $0 | $63,046 | Yes (X) | ||
| ROGER SLIBY | |||||||
| VP & CHIEF FINANCIAL OFFICER | 40.00 | $241,357 | $0 | $25,097 | Yes (X) | ||
| KARA RODRIGUEZ | |||||||
| VP EMPLOYEE RELATIONS | 40.00 | $184,882 | $0 | $35,081 | Yes (X) | ||
| PAUL BORGHINI | |||||||
| RN | 40.00 | $126,946 | $0 | $21,147 | Yes (X) | ||
| AMY FERRARIE | |||||||
| DIRECTOR, SALES & MARKETING | 40.00 | $135,550 | $0 | $0 | Yes (X) | ||
| ANNIE MPANDA | |||||||
| RN | 40.00 | $149,982 | $0 | $31,904 | Yes (X) | ||
| KEHINDE ANDU | |||||||
| RN | 40.00 | $122,618 | $0 | $13,530 | Yes (X) | ||
| SCOTT FEDA | |||||||
| DIRECTOR, INFORMAITON TECHNOLOGY | 40.00 | $121,645 | $0 | $3,994 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,329,152 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $263,655 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON MANAGEMENT SPECIALISTS | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DINING SERVICES | $2,946,337 |
| ALWAYS CARING OF CT | |||||
| 256 EAST MAIN ST | WESTPORT | CT | 06804 | HOMECARE COMPANION SERVICES | $1,692,933 |
| DEPENDABLE NURSING | |||||
| 1162 WEST WOODS ROAD | HAMDEN | CT | 06815 | TEMPORARY STAFFING | $589,096 |
| FORVIS LLC | |||||
| 910 E ST LOUIS STREET SUITE 200 | SPRINGFIELD | MO | 658011190 | MEDICAL BILLING | $367,756 |
| SERVPRO OF STAMFORD | |||||
| 173 MAIN ST | NORWALK | CT | 06851 | WATER DAMAGE RESTORATION | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,302,447 | AllOtherContributionsAmt |
| Total Contributions | $2,302,447 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT CARE SERVICES | 623000 | $53,987,651 | $53,987,651 |
| COMPASSIONATE CARE | 621610 | $6,073,373 | $6,073,373 |
| MEDICAL HOME CARE | 623000 | $2,074,385 | $2,074,385 |
| SENIOR CHOICE AT HOME | 623000 | $2,015,393 | $2,015,393 |
| HOME TOGETHER | 623000 | $1,666,973 | $1,666,973 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,230,727 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,230,727 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,048,502 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $750,589 | TotalRevenueColumnAmt |
| Exclusion | $750,589 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,583 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,583 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,583 | TotalRevenueColumnAmt |
| Exclusion | $15,583 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $508,331 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,073 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $496,258 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $496,258 | TotalRevenueColumnAmt |
| Exclusion | $496,258 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| FITNESS CENTER | 900099 | $1,247,144 | $1,247,144 |
| CHILD CARE CENTER | 900099 | $622,171 | $622,171 |
| CAFE | 900099 | $223,689 | $223,689 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $652,447 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $97,172 | UnrelatedBusinessRevenueAmt |
| Exclusion | $555,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,745,451 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,358,830 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,048,502 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $97,172 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,910,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,896,622 | TotalAmt |
| Management And General | $1,888,643 | ManagementAndGeneralAmt |
| Fundraising | $7,979 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,851,142 | TotalAmt |
| Program Services | $33,031,728 | ProgramServicesAmt |
| Management And General | $2,521,800 | ManagementAndGeneralAmt |
| Fundraising | $297,614 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,133,048 | TotalAmt |
| Program Services | $1,050,735 | ProgramServicesAmt |
| Management And General | $73,026 | ManagementAndGeneralAmt |
| Fundraising | $9,287 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,056,298 | TotalAmt |
| Program Services | $3,669,023 | ProgramServicesAmt |
| Management And General | $354,467 | ManagementAndGeneralAmt |
| Fundraising | $32,808 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,559,370 | TotalAmt |
| Program Services | $2,282,958 | ProgramServicesAmt |
| Management And General | $255,937 | ManagementAndGeneralAmt |
| Fundraising | $20,475 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,862 | TotalAmt |
| Program Services | $149,921 | ProgramServicesAmt |
| Management And General | $367,881 | ManagementAndGeneralAmt |
| Fundraising | $60 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,049 | TotalAmt |
| Program Services | $50,732 | ProgramServicesAmt |
| Management And General | $68,317 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,023 | TotalAmt |
| Management And General | $132,023 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Management And General | $12,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,263 | TotalAmt |
| Management And General | $71,263 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,555,701 | TotalAmt |
| Program Services | $8,936,234 | ProgramServicesAmt |
| Management And General | $616,817 | ManagementAndGeneralAmt |
| Fundraising | $2,650 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,139,805 | TotalAmt |
| Program Services | $111,653 | ProgramServicesAmt |
| Management And General | $1,028,152 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,949,585 | TotalAmt |
| Program Services | $1,217,484 | ProgramServicesAmt |
| Management And General | $659,892 | ManagementAndGeneralAmt |
| Fundraising | $72,209 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,618 | TotalAmt |
| Program Services | $519,418 | ProgramServicesAmt |
| Management And General | $80,605 | ManagementAndGeneralAmt |
| Fundraising | $25,595 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,199,145 | TotalAmt |
| Program Services | $2,036,406 | ProgramServicesAmt |
| Management And General | $146,457 | ManagementAndGeneralAmt |
| Fundraising | $16,282 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,710 | TotalAmt |
| Program Services | $70,945 | ProgramServicesAmt |
| Management And General | $14,547 | ManagementAndGeneralAmt |
| Fundraising | $2,218 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,812 | TotalAmt |
| Program Services | $6,543 | ProgramServicesAmt |
| Management And General | $13,269 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,410,403 | TotalAmt |
| Program Services | $1,894,329 | ProgramServicesAmt |
| Management And General | $500,928 | ManagementAndGeneralAmt |
| Fundraising | $15,146 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,971,498 | TotalAmt |
| Program Services | $3,549,438 | ProgramServicesAmt |
| Management And General | $394,341 | ManagementAndGeneralAmt |
| Fundraising | $27,719 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,944 | TotalAmt |
| Program Services | $610,689 | ProgramServicesAmt |
| Management And General | $42,372 | ManagementAndGeneralAmt |
| Fundraising | $4,883 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD EXPENSE | $1,918,858 | $1,735,405 | $183,453 |
| NURSING HOME TAX | $1,521,024 | $1,471,024 | $50,000 |
| SUPPLIES | $1,444,286 | $1,444,286 | |
| BAD DEBT | $845,370 | $795,620 | $49,750 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,620 | TotalAmt |
| Program Services | $105,905 | ProgramServicesAmt |
| Management And General | $58,451 | ManagementAndGeneralAmt |
| Fundraising | $71,264 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,931,056 | TotalAmt |
| Program Services | $64,740,476 | ProgramServicesAmt |
| Management And General | $9,584,391 | ManagementAndGeneralAmt |
| Fundraising | $606,189 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,255,314 | BOYAmt |
| EOY | $7,678,719 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,395,669 | BOYAmt |
| EOY | $4,470,030 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,151,507 | BOYAmt |
| EOY | $1,359,672 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,232,924 | BOYAmt |
| EOY | $5,487,934 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,114 | BOYAmt |
| EOY | $116,132 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,266 | BOYAmt |
| EOY | $236,886 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $138,795,202 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,240,885 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,393,720 | BOYAmt |
| EOY | $106,554,317 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,514,615 | BOYAmt |
| EOY | $12,557,164 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,172,922 | BOYAmt |
| EOY | $2,451,767 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,000 | BOYAmt |
| EOY | $433,333 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,044 | BOYAmt |
| EOY | $15,310,846 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,822,095 | BOYAmt |
| EOY | $156,656,800 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,147,523 | BOYAmt |
| EOY | $5,119,827 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,129,766 | BOYAmt |
| EOY | $6,903,435 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,481,597 | BOYAmt |
| EOY | $82,364,666 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,286 | BOYAmt |
| EOY | $152,665 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $227,675 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,232 | BOYAmt |
| EOY | $14,893,086 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,174,404 | BOYAmt |
| EOY | $109,661,354 | 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 | $33,482,099 | BOYAmt |
| EOY | $31,805,050 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,165,592 | BOYAmt |
| EOY | $15,190,396 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,647,691 | BOYAmt |
| EOY | $46,995,446 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,822,095 | BOYAmt |
| EOY | $156,656,800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$572,226 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,624,197 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$704,216 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,171,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,073,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,451,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,868,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,302,447 | CurrentTaxYearAmt |
| Total | $12,868,000 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,138,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,571,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,810,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,277,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,048,502 | CurrentTaxYearAmt |
| Total | $304,847,054 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,310,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,645,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,262,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,146,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,350,949 | CurrentTaxYearAmt |
| Total | $317,715,054 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $241,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $385,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $341,962 | CurrentTaxYearAmt |
| Total | $968,962 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $241,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $385,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $341,962 | CurrentTaxYearAmt |
| Total | $968,962 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $316,746,092 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $607,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $576,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $314,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $513,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $766,172 | CurrentTaxYearAmt |
| Total | $2,779,065 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $607,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $576,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $314,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $513,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $766,172 | CurrentTaxYearAmt |
| Total | $2,779,065 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $12,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,172 | CurrentTaxYearAmt |
| Total | $121,010 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,211,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,476,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,927,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,189,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,648,279 | CurrentTaxYearAmt |
| Total | $9,454,037 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,130,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,698,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,516,367 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,861,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,862,572 | CurrentTaxYearAmt |
| Total | $330,069,166 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96300 | PublicSupportPY509Pct |
| Investment Income CY | 0.00840 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00790 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FITNESS CENTER - 2021 AMOUNT: $ 801,702. 2022 AMOUNT: $ 1,014,892. 2023 AMOUNT: $ 1,247,144. CAFE - 2022 AMOUNT: $ 245,401. 2023 AMOUNT: $ 223,689. CHILD CARE CENTER - 2021 AMOUNT: $ 406,930. 2022 AMOUNT: $ 520,642. 2023 AMOUNT: $ 622,171. OTHER INCOME - 2019 AMOUNT: $ 1,211,629. 2020 AMOUNT: $ 1,476,889. 2021 AMOUNT: $ 719,051. 2022 AMOUNT: $ 408,622. 2023 AMOUNT: $ 555,275. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $12,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $12,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1, LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | THE JEWISH HOME ENGAGES A LOBBYIST TO MAINTAIN CONTACT WITH STATE LEGISLATION ON ISSUES AFFECTING THE HOME. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,383,402 | BeginningYearBalanceAmt |
| Contributions | $159,984 | ContributionsAmt |
| Investment Earnings Or Losses | $2,350,609 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $453,722 | OtherExpendituresAmt |
| End Year Balance | $14,440,273 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,990,845 | BeginningYearBalanceAmt |
| Contributions | $68,518 | ContributionsAmt |
| Investment Earnings Or Losses | $604,624 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $280,585 | OtherExpendituresAmt |
| End Year Balance | $12,383,402 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,706,174 | BeginningYearBalanceAmt |
| Contributions | $66,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,334,705 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $446,624 | OtherExpendituresAmt |
| End Year Balance | $11,990,845 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,471,683 | BeginningYearBalanceAmt |
| Contributions | $33,036 | ContributionsAmt |
| Investment Earnings Or Losses | $1,670,227 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $468,772 | OtherExpendituresAmt |
| End Year Balance | $13,706,174 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,866,399 | BeginningYearBalanceAmt |
| Contributions | $329,408 | ContributionsAmt |
| Investment Earnings Or Losses | $790,952 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $515,076 | OtherExpendituresAmt |
| End Year Balance | $12,471,683 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03354 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89588 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07058 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,012,529 | OtherCostOrOtherBasisAmt |
| Book Value | $27,012,529 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,312,932 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,293,539 | DepreciationAmt |
| Book Value | $67,019,393 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,666,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,570,345 | DepreciationAmt |
| Book Value | $2,096,152 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,803,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $377,001 | DepreciationAmt |
| Book Value | $10,426,243 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $106,554,317 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ENTRANCE FEE DEPOSITS | $12,175,311 |
| ENTRANCE FEE RECEIVABLES | $387,641 |
| AGENCY ASSETS | $152,665 |
| INTEREST RATE SWAP AGREEMENT | $5,601 |
| DUE FROM AFFILIATES | $17,216 |
| RIGHT-OF-USE ASSET - FINANCE LEASE | $2,572,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,310,846 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENT | $85,035 |
| SECURITY DEPOSITS | $12,173,939 |
| FINANCE LEASE LIABILITY | $2,634,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,893,086 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $75,157,798 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,624,197 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $127,385 | OtherRevenueAmt |
| Revenue Not Reported | $1,751,582 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,406,216 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $71,263 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $881,351 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $952,614 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $74,358,830 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $74,810,043 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $74,810,043 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $71,263 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $49,750 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $121,013 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $74,931,056 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION PROVIDES RESIDENTS WITH A SERVICE BY WHICH RESIDENTS' FUNDS ARE MAINTAINED IN A SEPARATE ACCOUNT, THE USE OF WHICH IS DIRECTED BY THE RESIDENT. SUCH FUNDS ARE MAINTAINED IN A SEPARATE BANK ACCOUNT AND ARE REFLECTED IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS AS AGENCY ASSETS - RESIDENTS' TRUST FUNDS WITH A CORRESPONDING LIABILITY AS AGENCY LIABILITIES - FUNDS HELD FOR RESIDENTS. |
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 70 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. |
| PART X, LINE 2: | THE HOME AND TJH SENIOR LIVING, LLC ACCOUNT 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 OF SEPTEMBER 30, 2024 AND 2023, THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. AS TJH SENIOR LIVING, LLC IS DISREGARDED FOR TAX PURPOSES, ITS ACTIVITY IS REPORTED ON THE HOME'S FORM 990, AND IS SUBJECT TO ANY AUDITS THAT AFFECT THE HOME. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN PENSION LIABILITY 93,892. CHANGE IN LIABILITY UNDER SPLIT-INTEREST AGREEMENTS 33,493. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT 49,750. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENTS 831,601. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT 49,750. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST AND NORTH AFRICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $100,000 | RegionTotalExpendituresAmt |
| 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 | $100,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $100,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE INVESTMENTS ARE ACCOUNTED FOR ON THE ACCRUAL METHOD OF ACCOUNTING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW H BANOFF | ||||||||||||||
| PRESIDENT OF JHE & CEO | $612,096 | $0 | $150,000 | $0 | $5,160 | $0 | $33,700 | $0 | $22,608 | $0 | $823,564 | $0 | $0 | $0 |
| LAWRENCE CONDON | ||||||||||||||
| SENIOR VP & ADMINISTRATOR | $271,643 | $0 | $15,000 | $0 | $0 | $0 | $34,668 | $0 | $28,378 | $0 | $349,689 | $0 | $0 | $0 |
| ROGER SLIBY | ||||||||||||||
| VP & CHIEF FINANCIAL OFFICER | $226,357 | $0 | $15,000 | $0 | $0 | $0 | $9,003 | $0 | $16,094 | $0 | $266,454 | $0 | $0 | $0 |
| KARA RODRIGUEZ | ||||||||||||||
| VP EMPLOYEE RELATIONS | $169,882 | $0 | $15,000 | $0 | $0 | $0 | $6,535 | $0 | $28,546 | $0 | $219,963 | $0 | $0 | $0 |
| ELIZABETH ZICARI | ||||||||||||||
| VP & COMMUNITY SERVICES & BUSINESS | $177,273 | $0 | $15,000 | $0 | $0 | $0 | $0 | $0 | $13,548 | $0 | $205,821 | $0 | $0 | $0 |
| ANNIE MPANDA | ||||||||||||||
| RN | $149,982 | $0 | $0 | $0 | $0 | $0 | $6,055 | $0 | $25,849 | $0 | $181,886 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES RECEIVED BY THE LISTED OFFICERS ARE DISCRETIONARY AND APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| CITY OF BRIDGEPORT | ||||||||
| A | 066001865 | 2014-04-29 | $55,500,000 | FACILITY CONSTRUCTION | 0 | 0 | 0 | |
| CITY OF BRIDGEPORT | ||||||||
| B | 066001865 | 2014-04-29 | $6,500,000 | FACILITY CONSTRUCTION | 0 | 0 | 0 | |
| THE HOUSING AUTHORITY OF THE CITY OF STAMFORD | ||||||||
| C | 066000416 | 2022-12-01 | $31,695,000 | FACILITY CONSTRUCTION | 0 | 0 | 0 | 852640AB7 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $11,527,500 | $55,500,000 | $55,500,000 | 2016 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $4,905,000 | $6,500,000 | $6,500,000 | 2016 | 0 | 0 | Yes (1) | Yes (1) | |
| C | $31,695,000 | $24,808,070 | 0 | 0 | 0 | Yes (1) | $6,886,930 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| M&T BANK | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 10.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| M&T BANK | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | 10.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
| SCHEDULE K, PART I, BOND ISSUES: | (A) ISSUER NAME: THE HOUSING AUTHORITY OF THE CITY OF STAMFORD. (F) DESCRIPTION OF PURPOSE: PURCHASE OF LAND AND DEVELOPMENT OF A NEW CONTINUING CARE RETIREMENT COMMUNITY OR LIFE PLAN COMMUNITY ON APPROXIMATELY 15 ACRES OF LAND IN STAMFORD, CONNECTICUT. |
| SCHEDULE K, PART I, LINE C | THE CITY OF STAMFORD REVNUE BOND ANTICIPATION NOTES IS THE LEGAL OBLIGATION OF TJH SENIOR LIVING, LLC WHICH IS A DISREGARDED ENTITY INCLUDED ON THIS FORM 990. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUBSTANTIAL CONTRIBUTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SUBSTANTIAL CONTRIBUTOR | RelationshipDescriptionTxt |
| Transaction | $657,944 | TransactionAmt |
| Transaction | INSURANCE BROKER SERVICES PROVIDED BY SUBSTANTIAL CONTRIBUTOR | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 IX, LINE 11G | PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 7,936,403. MANAGEMENT AND GENERAL EXPENSES 24,791. FUNDRAISING EXPENSES 2,640. TOTAL EXPENSES 7,963,834. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 903,104. MANAGEMENT AND GENERAL EXPENSES 592,026. FUNDRAISING EXPENSES 10. TOTAL EXPENSES 1,495,140. MEDICAL PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 96,727. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,727. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENTS 33,493. CHANGE IN INTEREST RATE SWAP AGREEMENTS -831,601. CHANGE IN PENSION LIABILITY 93,892. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| TJH SENIOR LIVING | ||||||||
| 4200 PARK AVE | BRIDGEPORT | CT | 06604 | INDEPENDENT LIVING PROJECT | CT | -$2,137,475 | $50,130,905 | JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY DBA MOZAIC SENIOR LIFE |
| TJH HOLDINGS | ||||||||
| 4200 PARK AVE | BRIDGEPORT | CT | 06604 | HOLDING COMPANY | CT | $0 | $0 | JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY DBA MOZAIC SENIOR LIFE |
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