2019-06-24T09:51:32-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2018-01-01 223700189 THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE INC MART 7325681155 350 DEMOTT LANE SOMERSET NJ 08873 ROBERT BARRY DIRECTOR OF FINANCE 7325681155 2019-06-20 1 SETH BRODY CPA P01586423 2156433900 67.137.57.251 2019-06-20 15:26:16 ED P 22CB8142CE1BD9D7B81ED2D7C7EE840C139A9201 42989437972E07AFCE779197E4DA68CA6AF31F45 2018 2019-02-21 02:37:17Z ANNA SIMMONS 350 DEMOTT LANE SOMERSET NJ 08873 6515027 0 X WWW.WILFCAMPUS.ORG X 1999 NJ OPERATION OF AN ASSISTED LIVING FACILITY FOR THE ELDERLY 11 9 123 23 0 0 1610 538566 6238332 5813643 3195 2289 186417 160529 6429554 6515027 0 0 0 0 3780680 3593084 0 0 0 2436368 2328426 6217048 5921510 212506 593517 10986600 11119942 6061949 5601774 4924651 5518168 X TO ESTABLISH, MAINTAIN & OPERATE AN ASSISTED LIVING FACILITY FOR THE ELDERLY & DISABLED WITHOUT REGARD TO RACE, SEX, AGE, CREED OR NATIONAL ORIGIN. TO SPONSOR, PROMOTE & ASSIST IN THE ESTABLISHMENT OR MAINTENANCE OF ACTIVITIES RELATING TO HUMAN HEALTH & SOCIAL WELL-BEING, AND THE PROVISION OF CARE, TO THE ELDERLY DISABLED. 0 0 4952750 5813643 THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE IS A NON-PROFIT ASSISTED LIVING RESIDENCE. THE STEIN RESIDENCE OPENED IN MAY 2003. EACH RESIDENT RECEIVES THE LEVEL OF PERSONALIZED SUPPORT HE OR SHE NEEDS. SERVICES INCLUDE ASSISTANCE WITH BATHING, DRESSING AND MEDICATION MANAGEMENT; LICENSED NURSE ON PREMISES 24/7, GLATT KOSHER MEALS; HOUSEKEEPING AND LINEN SERVICE, EMERGENCY RESPONSE SYSTEMS, RECREATIONAL, SOCIAL AND CULTURAL ACTIVITIES, RELIGIOUS OBSERVANCES, TRANSPORTATION TO MEDICAL APPOINTMENTS, ON-SITE PHYSICAL THERAPY, LIBRARY, COMPUTER LAB AND BEAUTY SALON. FOR PEOPLE WITH ALZHEIMER'S DISEASE AND OTHER FORMS OF MEMORY IMPAIRMENT, WE HAVE A SEPARATE MEMORY CARE NEIGHBORHOOD WHICH PROVIDES SPECIALIZED CARE IN A HOME-LIKE SETTING WITH ADDITIONAL SAFETY FEATURES TO PREVENT WANDERING. WE ALSO HAVE THE CAPACITY FOR RESPITE-CARE. STEIN RESIDENCE HAS THE CAPACITY FOR 90 RESIDENTS. IN 2018, WE SERVED 119 UNIQUE RESIDENTS. 4952750 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 0 1 123 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ X ROBERT BARRY DIRECTOR OF FINANCE 7325681155 350 DEMOTT LANE SOMERSET NJ 08873 HOWARD KORANSKY PRESIDENT 2.00 8.00 X X 0 0 0 GERALD STAFFIN VICE PRESIDENT 2.00 6.00 X X 0 0 0 SUSAN GREENSTEIN SECRETARY 2.00 6.00 X X 0 0 0 IVAN GREENSTEIN TREASURER 2.00 12.00 X X 0 0 0 WILLIAM DAVIDSON TRUSTEE 2.00 4.00 X 0 0 0 STEVEN FUERST TRUSTEE 2.00 6.00 X 0 0 0 DIANE MANDEL TRUSTEE 2.00 6.00 X 0 0 0 SHERREL MODELL TRUSTEE 2.00 6.00 X 0 0 0 ROY TANZMAN TRUSTEE 2.00 4.00 X 0 0 0 ANNA SIMMONS EXECUTIVE DIRECTOR 48.00 2.00 X X 161635 0 8605 ROBERT BARRY DIRECTOR OF FINANCE 2.00 12.00 X X 0 75150 0 BARBARA LANE CONTROLLER 13.00 37.00 X 0 113391 10003 161635 188541 18608 1 0 1 0 WEST SIDE FOODS INC 335 FOOD CENTER DRIVE BRONX NY 10474 FOOD SERVICES 105225 1 530000 8566 538566 ASSISTED LIVING FEES 623000 5813643 5813643 5813643 2289 2289 DINING SERVICES 900099 99328 99328 BEAUTY/BARBER REVENUE 900099 36034 36034 LAUNDRY INCOME 900099 13608 13608 11559 11559 160529 6515027 5813643 0 162818 170240 170240 2793703 2463245 330458 395543 351536 44007 233598 203188 30410 2962 2962 23000 23000 341 341 145423 87431 57992 92102 92102 195241 151852 43389 16167 16167 248283 223455 24828 24655 23075 1580 12935 12935 216610 194949 21661 501767 451590 50177 56288 50659 5629 FOOD & DIETARY 497684 486005 11679 REPAIRS & MAINTENANCE 219423 197480 21943 MEDICAL EXPENSES 36904 36904 BEAUTY PARLOR EXPENSES 31381 31381 7260 7260 5921510 4952750 968760 0 19944 126166 1075623 1339431 43919 44019 4565 13785 51679 38137 16433505 7278981 9367170 9154524 423700 403880 10986600 11119942 195120 286081 86976 72887 5355618 4887022 420525 352820 3710 2964 6061949 5601774 X 4924651 5518168 4924651 5518168 10986600 11119942 593517 0 X 0 1 X 1 0 X 10486 502527 13558 1610 538566 1066747 5816652 6146503 6086868 6238332 5813643 30101998 5827138 6649030 6100426 6239942 6352209 31168745 0 0 0 31168745 1445 2287 3360 3195 2289 12576 1445 2287 3360 3195 2289 12576 179041 177909 182322 186417 160529 886218 6007624 6829226 6286108 6429554 6515027 32067539 0.97200 0.97140 0.00040 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: ALL OTHER REVENUE - 2014 AMOUNT: $ 179,041. 2015 AMOUNT: $ 177,909. 2016 AMOUNT: $ 182,322. 2017 AMOUNT: $ 186,417. 2018 AMOUNT: $ 160,529. 0 0 0 0 0 0 0 0 1 341 341 0 PART II-B, LINE 1: THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE, INC. PAYS DUES TO LEADING AGE (FORMERLY AAHSA). A PORTION OF THE DUES PAID TO THE ORGANIZATION IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID TO LEADING AGE IN 2018 THAT WERE ALLOCABLE TO LOBBYING WERE $341. 1 420525 99959 167659 352825 1 X 800000 800000 13996081 5968169 8027912 1563135 1255345 307790 74289 55467 18822 9154524 RESIDENT PATIENT NEEDS 2964 2964 X 6515027 0 6515027 0 6515027 5921510 0 5921510 0 5921510 PART IV, LINE 1B: THE ORGANIZATION COLLECTS A "DEPOSIT" FOR EACH RESIDENT UPON THEIR MOVING IN TO THE FACILITY PART IV, LINE 2B: THE ESCROW DEPOSITS ARE MAINTAINED IN A SEPARATE BANK ACCOUNT. THE BALANCE SHEET REFLECTS THE CASH AS AN ASSET IN OTHER ASSETS AND ALSO REFLECTS A LIABILITY ON FORM 990, PART X, LINE 21. PART X, LINE 2: THE FACILITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE FACILITY FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE FACILITY'S FINANCIAL STATEMENTS. THE FACILITY'S TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES. X X X X 0 0 0 0 0 0 0 0 0 ANNA SIMMONS EXECUTIVE DIRECTOR 139135 0 22500 0 0 0 0 0 8605 0 170240 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 IVAN & SUSAN GREENSTEIN ARE MARRIED TO EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. ONCE THE DRAFT 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE, EVERY MEMBER OF THE BOARD OF TRUSTEES IS PROVIDED WITH THE 990 AT LEAST 7 DAYS PRIOR TO THE BOARD MEETING AT WHICH IT WILL BE REVIEWED AND CONSIDERED FOR ACCEPTANCE. AT THAT MEETING, A FULL REVIEW AND DISCUSSION, INCLUDING RESPONDING TO ANY QUESTIONS A TRUSTEE MAY ASK, TAKES PLACE. IF AND WHEN ALL PARTICIPATING TRUSTEES ARE COMFORTABLE WITH AND UNDERSTAND THE CONTENT OF THE 990, THEY ARE ASKED TO PASS A RESOLUTION TO ACCEPT AND FILE THE 990 AS PRESENTED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES RECEIVE A CONFLICT OF INTEREST POLICY TO BE REVIEWED AND RETURNED BY JANUARY 31ST. THE PRESIDENT OF THE BOARD AND DIRECTOR OF FINANCE REVIEW AND BRING ANY CONFLICTS TO THE EXECUTIVE COMMITTEE FOR CONSIDERATION. THE EXECUTIVE COMMITTEE REVIEWS ALL DISCLOSED CONFLICTS, MAKES A DETERMINATION AS TO THE POTENTIAL SIGNIFICANCE OF EACH CONFLICT, AND IF NECESSARY MAKES THE DECISION OF HOW TO NEGATE EACH CONFLICT. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION PACKAGE FOR THE CEO, CAO AND THE EXECUTIVE DIRECTORS FOR EACH ENTITY BASED UPON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS. ALSO THE PROFESSIONAL SERVICE AGREEMENT FOR THE CONSULTING CFO IS REVIEWED AND RENEWED ANNUALLY BASED UPON COMPARABLE DIRECTOR OF FINANCE SALARIES. THIS PROCESS IS DOCUMENTED IN THE EXECUTIVE COMMITTEE BASED UPON RECORDINGS OF THOSE MEETINGS. THE PROCESS WAS LAST DONE IN NOVEMBER 2018 FOR COMPENSATION ADJUSTMENTS EFFECTIVE ON JAN 1, 2019. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE JEWISH HOME & HEALTHCARE CENTER INC 350 DEMOTT LANE SOMERSET NJ 08873 226083380 ELDERLY CARE NJ 501(C)(3) LINE 10 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 THE LENA AND DAVID T WILENTZ SENIOR RESIDENCE INC 350 DEMOTT LANE SOMERSET NJ 08873 222289444 ELDERLY HOUSING NJ 501(C)(3) LINE 10 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 FOUNDATION OF THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVNG 350 DEMOTT LANE SOMERSET NJ 08873 222884959 ELDERLY CARE NJ 501(C)(3) LINE 7 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 THE MARTIN & EDITH STEIN HOSPICE 49 VERONICA AVENUE SOMERSET NJ 08873 202277539 HOSPICE NJ 501(C)(3) LINE 7 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING INC 350 DEMOTT LANE SOMERSET NJ 08873 521624834 ELDERLY CARE NJ 501(C)(3) LINE 10 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 WILF TRANSPORT INC 350 DEMOTT LANE SOMERSET NJ 08873 452485684 TRANSPORTATION NJ 501(C)(3) LINE 10 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 WILF AT HOME 350 DEMOTT LANE SOMERSET NJ 08873 471247182 ELDERLY CARE NJ 501(C)(3) LINE 10 THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0