JEWISH HOME AND CARE CENTER FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: JEWISH HOME AND CARE CENTER FOUNDATION INC (EIN 39-1555857)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-09-08
IRS object ID: 202542519349300044
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 D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-09-08T10:46:52-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390758449	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WIPFLI LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	170 N RADNOR-CHESTER RD SUITE 200	AddressLine1Txt
City	RADNOR	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19087	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	391555857	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JEWISH HOME AND CARE CENTER FOUNDATION	BusinessNameLine1Txt
Business Name Line2	INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JEWI	BusinessNameControlTxt
Phone	4142762627	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1414 NORTH PROSPECT AVENUE	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GARY STINSON	PersonNm
Person Title	DIRECTOR OF ACCOUNTING	PersonTitleTxt
Phone	4142762627	PhoneNum
Signature	2025-08-11	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	SOLOMON MARDAKHAEV	PreparerPersonNm
PTIN	P01806552	PTIN
Phone	6105653930	PhoneNum
Preparation	2025-08-08	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SALLY LYNEE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1414 NORTH PROSPECT AVENUE	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$87,022,622	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.OVATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1986	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	THE FOUNDATION WAS ORGANIZED TO RAISE FUNDS TO SUPPORT JEWISH HOME AND CARE CENTER, INC. AND PROSPECT CONGREGATE HOUSING, INC.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	5	TotalEmployeeCnt
Total Volunteers	16	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,521,494	PYContributionsGrantsAmt
CY Contributions Grants	$620,187	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$6,999,184	PYInvestmentIncomeAmt
CY Investment Income	$9,917,282	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$8,520,678	PYTotalRevenueAmt
CY Total Revenue	$10,537,469	CYTotalRevenueAmt
PY Grants And Similar Paid	$8,784,273	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$16,281,547	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$503,875	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$263,023	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,698,036	PYOtherExpensesAmt
CY Other Expenses	$1,241,548	CYOtherExpensesAmt
PY Total Expenses	$10,482,309	PYTotalExpensesAmt
CY Total Expenses	$18,026,970	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,961,631	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$7,489,501	CYRevenuesLessExpensesAmt
Total Assets BOY	$174,788,256	TotalAssetsBOYAmt
Total Assets EOY	$173,397,377	TotalAssetsEOYAmt
Total Liabilities BOY	$213,156	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$145,878	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$174,575,100	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$173,251,499	NetAssetsOrFundBalancesEOYAmt
Mission	THE FOUNDATION WAS ORGANIZED TO RAISE FUNDS TO SUPPORT JEWISH HOME AND CARE CENTER, INC. AND PROSPECT CONGREGATE HOUSING, INC.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$16,286,851	ExpenseAmt
Grant	$16,281,547	GrantAmt
Revenue	$0	RevenueAmt
Desc	THE JEWISH HOME AND CARE CENTER FOUNDATION, INC. PROVIDES FUNDING FOR PROGRAM SERVICES AT THE JEWISH HOME AND CARE CENTER, INC, AND PROSPECT CONGREGATE HOUSING, INC. SEPARATE 501(C)(3) ORGANIZATIONS ALL PROVIDING SERVICES TO SENIORS OR INFIRMED TO HAVE A QUALITY JEWISH ENVIRONMENT.	Desc
Total Program Service Expenses	$16,286,851	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	0	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	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	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	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	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	16	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	5	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
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	14	GoverningBodyVotingMembersCnt
Independent Voting Member	14	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	Yes (1)	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	0	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SALLY LYNEE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4142762627	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1414 NORTH PROSPECT AVENUE	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
RICHARD STRAIT
CHAIRMAN	1.00	Yes (X)	Yes (X)	$0	$0	$0
BILL KOMISAR
VICE CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
MICHAEL ALTMAN
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
EUGENE BASS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JAY FRANK
DIRECTOR	1.00	Yes (X)		$0	$0	$0	1.00
JACLYN GRUBER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
RACHELLE HART
DIRECTOR	1.00	Yes (X)		$0	$0	$0
PHILLIP HIMMELFARB
DIRECTOR	1.00	Yes (X)		$0	$0	$0	1.00
ROBIN IRWIN
DIRECTOR	1.00	Yes (X)		$0	$0	$0	1.00
BILL KOMISAR
DIRECTOR	1.00	Yes (X)		$0	$0	$0
HOWARD LOEB
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MARK MILLER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ARLEEN PELTZ
DIRECTOR	1.00	Yes (X)		$0	$0	$0	1.00
DAVID WEBER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
TANYA MAZOR
PRESIDENT	40.00		Yes (X)	$99,762	$92,692	$8,429
SALLY LYNEE
INTERIM PRESIDENT	40.00		Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$99,762	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$92,692	TotReportableCompRltdOrgAmt
Total Other Compensation	$8,429	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$620,187	AllOtherContributionsAmt
Total Contributions	$620,187	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,091,761	TotalRevenueColumnAmt
Exclusion	$5,091,761	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$81,310,674	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$76,485,153	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$4,825,521	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,825,521	TotalRevenueColumnAmt
Exclusion	$4,825,521	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,537,469	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$9,917,282	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$16,281,547	TotalAmt
Program Services	$16,281,547	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$99,762	TotalAmt
Management And General	$99,762	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$311,006	TotalAmt
Management And General	$148,418	ManagementAndGeneralAmt
Fundraising	$162,588	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$9,143	TotalAmt
Management And General	$5,529	ManagementAndGeneralAmt
Fundraising	$3,614	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$53,379	TotalAmt
Management And General	$32,281	ManagementAndGeneralAmt
Fundraising	$21,098	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$30,585	TotalAmt
Management And General	$18,496	ManagementAndGeneralAmt
Fundraising	$12,089	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$236,845	TotalAmt
Management And General	$236,845	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$390	TotalAmt
Management And General	$390	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$14,505	TotalAmt
Management And General	$14,505	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$672,080	TotalAmt
Management And General	$672,080	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$157,906	TotalAmt
Management And General	$157,906	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$5,828	TotalAmt
Management And General	$3,008	ManagementAndGeneralAmt
Fundraising	$2,820	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$18,816	TotalAmt
Management And General	$8,854	ManagementAndGeneralAmt
Fundraising	$9,962	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$22,057	TotalAmt
Management And General	$11,384	ManagementAndGeneralAmt
Fundraising	$10,673	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$16,512	TotalAmt
Management And General	$16,512	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4,352	TotalAmt
Management And General	$4,352	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$863	TotalAmt
Management And General	$445	ManagementAndGeneralAmt
Fundraising	$418	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,920	TotalAmt
Management And General	$3,920	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt	Program ServicesProgramServicesAmt
SPECIAL EVENTS	$40,140	$20,717	$19,423
ANNUAL DINNER	$28,120	$14,513	$13,607
BAD DEBT EXPENSE	$5,304			$5,304
DONOR RECOGNITION	$3,118	$1,609	$1,509

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,792	TotalAmt
Management And General	$5,570	ManagementAndGeneralAmt
Fundraising	$5,222	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$18,026,970	TotalAmt
Program Services	$16,286,851	ProgramServicesAmt
Management And General	$1,477,096	ManagementAndGeneralAmt
Fundraising	$263,023	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$59,128	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
EOY	$2,440,852	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$103,659	BOYAmt
EOY	$130,238	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$10,804	BOYAmt
EOY	$13,016	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$113,565,573	BOYAmt
EOY	$112,919,864	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$46,259,176	BOYAmt
EOY	$46,925,953	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$14,789,916	BOYAmt
EOY	$10,967,454	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$174,788,256	BOYAmt
EOY	$173,397,377	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$213,156	BOYAmt
EOY	$145,878	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$213,156	BOYAmt
EOY	$145,878	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	$151,980,912	BOYAmt
EOY	$150,359,887	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$22,594,188	BOYAmt
EOY	$22,891,612	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$174,575,100	BOYAmt
EOY	$173,251,499	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$174,788,256	BOYAmt
EOY	$173,397,377	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$7,489,501	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$6,165,899	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1	OtherChangesInNetAssetsAmt
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)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Supported Organizations	2	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
JEWISH HOME AND CARE CENTER INC
390813421	10	Yes (1)	$10,013,877	$0
PROSPECT CONGREGATE HOUSING INC
391631640	10	Yes (1)	$6,071,205	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	2	SupportedOrganizationsTotalCnt
Support Sum	$16,085,082	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (1)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	0	OperateBenefitNonSuprtOrgInd

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

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	ALTERNATIVE INVESTMENTS	Desc
Book Value	$46,925,953	BookValueAmt
Method Valuation	C	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$46,925,953	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
ACCRUED INTEREST	$316,364
GIFT IN KIND	$117,950
DUE FROM PCH	$9,598,446
DUE FROM JHCC	$934,694

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$10,967,454	TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt	$16,031,288	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$6,165,899	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$6,165,899	RevenueNotReportedAmt
Revenue Subtotal	$9,865,389	RevenueSubtotalAmt
Investment Expenses Not Incld	$672,080	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$672,080	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$10,537,469	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$17,354,890	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$17,354,890	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$672,080	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$672,080	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$18,026,970	TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
PROSPECT CONGREGATE HOUSING INC
1414 NORTH PROSPECT AVE	MILWAUKEE	WI	53202	391631640	501(C)(3)	$6,071,205	$0	SUPPORT THE MISSION OF PROSPECT CONGREGATE HOUSING
JEWISH HOME AND CARE CENTER INC
1414 NORTH PROSPECT AVE	MILWAUKEE	WI	53202	390813421	501(C)(3)	$10,013,877	$0	SUPPORT THE MISSION OF JEWISH HOME AND CARE CENTER

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE RECEIVING ORGANIZATION REQUESTS THE FUNDS FROM THE FOUNDATION ONCE THE CONDITION OF THE GRANT IS MET BY SUBMITTING A CHECK REQUEST. THE DEVELOPMENT DIRECTOR OF THE FOUNDATION SIGNS THE CHECK REQUEST WHICH INDICATES APPROVAL THAT THE CONDITION HAS BEEN MET AND SUBMITS IT TO ACCOUNTS PAYABLE FOR PROCESSING. THE CHECK IS CREATED AND MATCHED TO THE CHECK REQUEST. THE PRESIDENT SIGNS THE CHECK. ADDITIONALLY THERE ARE MONTHLY FINANCIAL STATEMENTS FOR THE FOUNDATION AND ALL OPERATING ENTITIES THAT ARE REVIEWED BY THE PRESIDENT. THE GRANTS ARE PART OF THE FINANCIALS. PURPOSE OF THE GRANTS: NURSING, THERAPY, AND RELIGOUS ACTIVITIES FOR RESIDENTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	TANYA MAZOR	PersonNm
Title	PRESIDENT	TitleTxt
Base Compensation Filing Org	$99,762	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$92,692	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$8,429	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$99,762	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$101,121	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7A	A MINORITY OF THE ORGANIZATION'S DIRECTORS ARE ELECTED BY THE BOARD OF DIRECTORS OF JEWISH HOME AND CARE CENTER AND PROSPECT CONGREGATE HOUSING.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 RETURN IS REVIEWED BY A MEMBER OF THE JEWISH HOME'S BOARD.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PUBLIC UPON SPECIFIC REQUEST.
FORM 990, PART XI, LINE 9:	ROUNDING 1.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	ORIOLE LANE PROPERTIES LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Primary Activities	TITLE HOLDING	PrimaryActivitiesTxt
Legal Domicile State	WI	LegalDomicileStateCd
Total Income	$0	TotalIncomeAmt
End Of Year Assets	$0	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	JEWISH HOME AND CARE CENTER FOUNDATION INC	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Controlled OrganizationControlledOrganizationInd
JEWISH HOME AND CARE CENTER
1414 N PROSPECT AVE	MILWAUKEE	WI	53202	390813421	SENIOR HOUSING	WI	501(C)(3)	LINE 10	0
PROSPECT CONGREGATE HOUSING INC
1414 N PROSPECT AVE	MILWAUKEE	WI	53202	391631640	HEALTH CARE OF THE ELDERLY	WI	501(C)(3)	LINE 10	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
PROSPECT CONGREGATE HOUSING INC
B	$6,071,205	FAIR MARKET VALUE
PROSPECT CONGREGATE HOUSING INC
D	$9,998,446	COST
JEWISH HOME AND CARE CENTER INC
B	$10,013,877	FAIR MARKET VALUE
JEWISH HOME AND CARE CENTER INC
D	$934,694	COST