2017-11-13T14:13:57-06:00 2016-12-31 390859910 Baker Tilly Virchow Krause LLP 1650 Market Street Suite 4500 Philadelphia PA 191037341 990 2016-01-01 223701092 SJF CCRC Inc SJFC 8566792211 1110 Laurel Oak Road Voorhees NJ 08043 David Thompson CFO 8566792211 2017-11-10 1 Julius C Green CPA P00350393 2159720701 174.60.92.193 2017-11-10 09:50:22 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0E5F92C18CF515EB20FE7B38029907845734D9FC 2016 2017-02-10 21:41:12Z Susan Love 1110 Laurel Oak Road Voorhees NJ 08043 28835322 0 X WWW.LIONSGATEccrc.ORG X 1999 NJ Continuing Care Retirement Community Providing Housing, Healthcare, and other related services. 19 19 276 40 0 0 480226 566443 25260199 25442566 401763 250204 306749 148170 26448937 26407383 0 0 0 0 10601183 10655612 0 0 0 19038688 18856770 29639871 29512382 -3190934 -3104999 105630338 102331665 105344099 104441461 286239 -2109796 X SJF-CCRC, Inc., a non-profit agency, is committed to providing the benefits of quality housing and compassionate healthcare services to senior residents and their families. Our community based housing creates a dignified and respectful environment consistent with Jewish values. Through collaborative partnerships, we honor our seniors and strive to offer them excellent programs to enhance their social, cultural and spiritual well-being. 0 0 25842765 0 25442566 SJF-CCRC, Inc. is a continuing care retirement community providing independent and assisted living as well as skilled nursing and rehabilitation facilities to the elderly population. As a full-service continuing care retirement community, senior living options range from Independent Living to a full continuum of on-site care - Assisted Living, Skilled Nursing and Long-Term Care, Short-Term and Outpatient Rehabilitation, Memory Care and Home Care. Our residents enjoy an independent, engaging and worry-free lifestyle. There are 164 independent living units, 70 assisted living units, 78 skilled nursing beds and 32 rehabilitation beds. The community is located in Voorhees, NJ. 25842765 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 116 0 1 276 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X David Thompson CFO 8566792211 1110 Laurel Oak Road Voorhees NJ 08043 Andi Levin President 0.50 0.50 X X 0 0 0 David Gutin Esq Vice President 0.50 0.50 X X 0 0 0 Larry Gottlieb Vice President 0.50 0.50 X X 0 0 0 Ian D Meklinsky Esq Vice President 0.50 0.50 X X 0 0 0 Dr Stephen Scheinthal DO Treasurer 0.50 0.50 X X 0 0 0 Alison Platt-Tarnopol Secretary 0.50 0.50 X X 0 0 0 Neal A Cupersmith CPA Immediate Past President 0.50 0.50 X 0 0 0 Mark Adler trustee 0.50 0.50 X 0 0 0 Rhea Weinberg Brekke trustee 0.50 0.50 X 0 0 0 Peggy David trustee 0.50 0.50 X 0 0 0 Rhonda R Feld Esq trustee 0.50 0.50 X 0 0 0 Sara-Ellen Greenberg trustee 0.50 0.50 X 0 0 0 Joel Kaber trustee 0.50 0.50 X 0 0 0 Adam Kaminer trustee 0.50 0.50 X 0 0 0 Mark Kramer trustee 0.50 0.50 X 0 0 0 Aimee Levin trustee 0.50 0.50 X 0 0 0 Mark R Rosen Esq trustee 0.50 0.50 X 0 0 0 Dr Janine M Sobel MD trustee 0.50 0.50 X 0 0 0 Dr Brian Zell MD trustee 0.50 0.50 X 0 0 0 Susan Love CEO (as of 11/1/16) 40.00 2.00 X 184130 0 8000 David Thompson CFO (as of 11/21/16) 40.00 2.00 X 16599 0 0 Ralph Fera CFO (until 11/18/16) 40.00 2.00 X 155740 0 8000 Morris Funk CEO (until 4/29/16) 40.00 2.00 X 284424 0 8000 Sarah Plasha Human Resource Director 40.00 2.00 X 120084 0 8000 Mary Delfierro Registered Nurse 40.00 0.00 X 103329 0 8000 Tracy Charyszyn Registered Nurse 40.00 0.00 X 103721 0 1000 968027 0 41000 7 0 1 0 FLIK Lifestyles PO Box 102289 Atlanta GA 303682289 dining vendor 4225981 E Allen Reeves Inc 1145 York Road Abington PA 19001 Construction company 3198889 Fox Long Term Care Company 7 Carnegie Plaza Cherry Hill NJ 08003 rehabilitation services for residents 1153300 Sage Age 17 Pierce Lane Montoursville PA 17754 Marketing - Web Based 129318 Sun States Security 801 Corporate Center Drive Raleigh NC 27607 Security Guard Services 122914 8 29924 536519 566443 Net Resident Service Revenue 623000 25442566 25442566 25442566 253969 253969 84277 56310 27967 27967 27967 2338732 2342497 -3765 -3765 -3765 29133 29924 29132 1 1 Telephone/Cable Revenue 517000 43499 43499 insurance reimbursement 900099 14807 14807 BISTRO 900099 5167 5167 56729 56729 120202 26407383 25442566 0 398374 1009027 344134 664893 7823400 6700164 1123236 1823185 1421586 401599 70562 70562 92511 92511 314 314 17488 17488 2185385 1881145 304240 123924 123924 4882401 4331049 551352 69113 69113 1849027 1849027 10906 9334 1572 5632 359 5273 2982140 2982140 3434893 3434893 353967 353967 medical supplies 764719 764719 Bad Debts 448670 448670 repairs & maintenance 447657 447657 security expense 146528 146528 970933 727393 243540 29512382 25842765 3669617 0 472886 1612444 9307354 8251775 2147665 2008473 336552 397448 100775907 26987235 72145448 73788672 599550 455789 20620883 15817064 105630338 102331665 3868760 5122805 2587322 2813263 60448676 58143983 38439341 38361410 105344099 104441461 X -1383088 -4114551 1314327 1649755 355000 355000 286239 -2109796 105630338 102331665 X -3104999 384324 324640 X 0 1 X 1 0 X 583099 354095 210683 480226 566443 2194546 19968272 22951882 24388856 25260199 25442566 118011775 20551371 23305977 24599539 25740425 26009009 120206321 0 0 0 120206321 306207 136688 410487 313909 338246 1505537 306207 136688 410487 313909 338246 1505537 195181 417579 -1590014 218645 120202 -638407 21052759 23860244 23420012 26272979 26467457 121073451 0.99280 0.99120 0.01240 0.01200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 314 314 0 Part II-B, Line 1: SJF-CCRC, INC. PAID MEMBERSHIP DUES TO LEADING AGE OF NJ. A PORTION OF THE DUES PAID IS ALLOCABLE TO LOBBYING EXPENSES. THE AMOUNT OF DUES PAID TO LEADING AGE IN 2016 ALLOCABLE TO LOBBYING WERE $314. 6274604 25491 361963 588582 62814 6010662 8233661 25726 115878 2018000 82661 6274604 7921998 27005 287508 2850 8233661 7307868 223883 355795 434924 7921998 7302599 53535 693120 741386 7307868 0.69000 0.06000 0.25000 1 0 6360288 6360288 81838258 22198492 59639766 6601257 4756815 1844442 5976104 31928 5944176 73788672 REFUNDABLE DEPOSITS 7 Deferred Costs of Marketing, net 854016 Interest in net assets of Jewish Community Foundation 6010662 Funds held by Trustee 8952379 15817064 SECURITY DEPOSIT PAYABLE 455740 Refundable Fees and Deposits 37775670 DUE TO RELATED PARTIES 130000 38361410 X 27184301 384324 307152 691476 26492825 -85442 -85442 26407383 29580336 85442 85442 29494894 17488 17488 29512382 Part V, Line 4: Funds will be utilitized for supporting the mission of the organization under the guidance of the Board of Trustees. Part X, Line 2: Lions Gate accounts for uncertainty in income taxes using a recognition threshold of more likely than not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined that there were no tax uncertainties that met the recognition threshold in 2016 or 2015. Part XI, Line 2d - Other Adjustments: Increase in interest in net assets of Jewish Community Foundation 324,640. investment management fees netted on financials -17,488. Part XI, Line 4b - Other Adjustments: RENTAL EXPENSES -56,310. fundraising expenses -29,132. Part XII, Line 2d - Other Adjustments: RENTAL EXPENSES 56,310. fundraising expenses 29,132. Part XII, Line 4b - Other Adjustments: investment management fees netted on financials 17,488. Tacos & Tequila 59057 29924 29133 13385 15747 59057 29924 29133 13385 15747 29132 1 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Susan Love CEO (as of 11/1/16) 166478 0 14500 0 3152 0 0 0 8000 0 192130 0 0 0 Ralph Fera CFO (until 11/18/16) 146932 0 0 0 8808 0 0 0 8000 0 163740 0 0 0 Morris Funk CEO (until 4/29/16) 281004 0 0 0 3420 0 0 0 8000 0 292424 0 0 0 Part I, Line 1a A FIXED MONTHLY AMOUNT was GIVEN TO MORRIS FUNK, CEO, TO COVER TRAVEL EXPENSES. THIS AMOUNT WAS NOT INCLUDED IN HIS TAXABLE INCOME AS IT WAS COVERING BUSINESS RELATED EXPENSES. Part I, Line 1b Written proof of all travel and expense reimbursement is maintained in the finance department. A NEW JERSEY Economic Development Authority 222045817 64577BAR5 2014-07-02 60910712 NEW CONSTRUCTION AND RETIREMENT OF OLD BONDS 0 0 0 A 1450000 60910712 1218214 4114778 55577720 2016 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 Date Rebate Computation Performed Issuer Name: NEW JERSEY Economic Development Authority Date the Rebate Computation was Performed: 12/31/2014 Form 990, Part VI, Section A, line 1 The President shall preside at all meetings of the Executive Committee. The Executive Committee shall consist of the officers, the immediate Past President, and such additional members of the Board of Trustees as are appointed by the President with consent of the Board. The Executive Committee shall act for the Board of Trustees between regular board meetings on matters, which in the judgment of the Executive Committee constitute emergencies, which cannot be acted upon in time at a regular or special meeting of the Board. The Executive Committee shall present proposals to the Board of Trustees for its action with respect to the programs, direction, or management of the facilities governed by the Corporation. Minutes of all meetings of the Executive Committee shall be maintained and a report of business conducted shall be presented at the next immediate meeting of the Board of Trustees. No action of the Executive Committee shall be taken on any matters that would otherwise require action by the Board of Trustees unless it is subsequently ratified by the Board. The Executive Committee shall meet at least quarterly. Form 990, Part VI, Section A, line 7a An affiliated company, Jewish Federation of Southern New Jersey, has the right to appoint two members of the Board. Form 990, Part VI, Section A, line 7b An affiliated company, Jewish Federation of Southern New Jersey, has the right to vote on two members of the Board. Form 990, Part VI, Section B, line 11b The CFO will review the 990 in detail. A copy of the 990 will be provided to the finance committee for review prior to filing. A copy will also be made available for the full board before filing with the IRS. Form 990, Part VI, Section B, line 12c A conflict of interest policy and disclosure statement is furnished annually to each key individual (which includes all board members, officers, and key employees) following the annual meeting. Any new key individual is provided with a copy of this policy upon commencement of their position. Key individuals are required to give full disclosure, in writing, of any relationship or interest that may give rise to a conflict to the President of the Board and to the Chairman of any committee acting on the contract or transaction. Staff members shall disclose, in writing, any possible conflict of interest for themselves or their family members to the Chief Financial Officer. The policy is reviewed and distributed to the board annually. If there is a specific conflict, board members recuse themselves from participating in related discussions or voting. Form 990, Part VI, Section B, line 15 The CEO goes through a committee process for compensation review. Comparative information is provided to enable the Board committee to make an accurate suggestion to the Board. Other employees are compensated based upon an internal review process. Fair market value of compensation was initially determined using industry sources such as Leading Age and Association of Jewish Aging Services (AJAS). the compensation process is documented in the minutes. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XI, line 9: Change in interest in net assets of Jewish Community Foundation 324,640. Jewish Federation Housing Management Co 3051 W Chapel Ave Cherry Hill NJ 08002 222208648 Food & Housekeeping Services; Affordable Housing Services for Seniors NJ 501(c)(3) Line 10 N/A 0 JEWISH FEDERATION OF SOUTHERN NEW JERSEY 1301 SPRINGDALE ROAD CHERry Hill NJ 08002 210634489 SOCIAL SERVICES & OTHER COMMUNITY SERVICES NJ 501(c)(3) Line 7 N/A 0 JEWISH FEDERATION SENIOR HOUSING INC 3051 W Chapel Ave Cherry Hill NJ 08002 311654257 AFFORDABLE HOUSING FOR SENIOR CITIZENS NJ 501(c)(3) Line 10 N/A 0 JEWISH FEDERATION HOUSING INC 3051 W Chapel Ave Cherry Hill NJ 08002 222137968 AFFORDABLE HOUSING FOR SENIOR CITIZENS NJ 501(c)(3) Line 10 N/A 0 Bernard Dubin House Limited Partnership 3051 West Chapel Ave Cherry Hill NJ 08002 208334276 Real Estate NJ N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1