THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE INC (EIN 22-3700189)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-23
- IRS object ID
- 201711749349300201
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-23T07:28:35-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223700189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARTIN AND EDITH STEIN | BusinessNameLine1Txt |
| Business Name Line2 | ASSISTED LIVING RESIDENCE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 7325681155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 DEMOTT LANE | AddressLine1Txt |
| City | SOMERSET | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08873 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IVAN GREENSTEIN TREASURER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7325681155 | PhoneNum |
| Signature | 2017-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SETH BRODY CPA | PreparerPersonNm |
| PTIN | P01586423 | PTIN |
| Phone | 2156433900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-20 | IPDt |
| IP Tm | 12:10:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9BB56260DA40945BE6221A66DD506154B720B37B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BFDB7CD4CE10E37F5587DC6B509BFD3B13EB5B83 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | IVAN GREENSTEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 DEMOTT LANE | AddressLine1Txt |
| City | SOMERSET | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08873 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,286,108 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WILFCAMPUS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | OPERATION OF AN ASSISTED LIVING FACILITY FOR THE ELDERLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 117 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $502,527 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,558 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,146,976 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,086,868 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,287 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,360 | CYInvestmentIncomeAmt |
| PY Other Revenue | $177,909 | PYOtherRevenueAmt |
| CY Other Revenue | $182,322 | CYOtherRevenueAmt |
| PY Total Revenue | $6,829,699 | PYTotalRevenueAmt |
| CY Total Revenue | $6,286,108 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,118 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,772 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,505,825 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,670,684 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,295,968 | PYOtherExpensesAmt |
| CY Other Expenses | $2,333,824 | CYOtherExpensesAmt |
| PY Total Expenses | $5,803,911 | PYTotalExpensesAmt |
| CY Total Expenses | $6,014,280 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,025,788 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $271,828 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,392,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,769,100 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,951,874 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,056,955 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,440,317 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,712,145 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,925,418 | ExpenseAmt |
| Grant | $9,772 | GrantAmt |
| Revenue | $6,086,868 | RevenueAmt |
| Desc | 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 2016, WE SERVED 110 UNIQUE RESIDENTS. | Desc |
| Total Program Service Expenses | $4,925,418 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 117 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT BARRY DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7355681155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 DEMOTT LANE | AddressLine1Txt |
| City | SOMERSET | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08873 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DIANE MANDEL | ||||||||
| PRESIDENT | 2.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GERALD STAFFIN | ||||||||
| VICE PRESIDENT | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN GREENSTEIN | ||||||||
| SECRETARY | 2.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| IVAN GREENSTEIN | ||||||||
| TREASURER | 2.00 | 14.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN HARRIS PART YEAR | ||||||||
| FORMER CHIEF EXECUTIVE OFFICER | 13.00 | 37.00 | Yes (X) | Yes (X) | $0 | $158,188 | $8,088 | |
| ROBERT BARRY | ||||||||
| DIRECTOR OF FINANCE | 2.00 | 14.00 | Yes (X) | Yes (X) | $0 | $65,400 | $0 | |
| ANNA SIMMONS | ||||||||
| EXECUTIVE DIRECTOR | 50.00 | 0.00 | Yes (X) | Yes (X) | $171,818 | $0 | $8,282 | |
| WILLIAM DAVIDSON | ||||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN FUERST | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCINE KAPLAN | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERREL MODELL | ||||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ROY TANZMAN | ||||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| TOBY EHRLICH | ||||||||
| CAMPUS MARKETING DIRECTOR | 0.00 | 50.00 | $0 | $109,816 | $1,944 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $171,818 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $333,404 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,314 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRISCOLL FOODS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 DELAWANNA AVENUE | AddressLine1Txt |
| City | CLIFTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FOOD | ServicesDesc |
| Compensation | $146,283 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,558 | AllOtherContributionsAmt |
| Total Contributions | $13,558 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSISTED LIVING FEES | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $6,086,868 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,086,868 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,086,868 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,360 | TotalRevenueColumnAmt |
| Exclusion | $3,360 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DINING SERVICES | 900099 | $105,131 | $105,131 |
| BEAUTY/BARBER REVENUE | 900099 | $40,695 | $40,695 |
| OTHER REVENUE | 900099 | $21,016 | $21,016 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,480 | TotalRevenueColumnAmt |
| Exclusion | $15,480 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $182,322 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,286,108 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,086,868 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $185,682 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,772 | TotalAmt |
| Program Services | $9,772 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,100 | TotalAmt |
| Management And General | $180,100 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,834,658 | TotalAmt |
| Program Services | $2,279,854 | ProgramServicesAmt |
| Management And General | $554,804 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,254 | TotalAmt |
| Program Services | $343,185 | ProgramServicesAmt |
| Management And General | $68,069 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,672 | TotalAmt |
| Program Services | $186,232 | ProgramServicesAmt |
| Management And General | $58,440 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,426 | TotalAmt |
| Management And General | $2,426 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,200 | TotalAmt |
| Management And General | $37,200 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108 | TotalAmt |
| Management And General | $108 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,907 | TotalAmt |
| Program Services | $137,866 | ProgramServicesAmt |
| Management And General | $37,041 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,610 | TotalAmt |
| Program Services | $112,610 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,797 | TotalAmt |
| Program Services | $148,167 | ProgramServicesAmt |
| Management And General | $42,630 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,810 | TotalAmt |
| Management And General | $19,810 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,194 | TotalAmt |
| Program Services | $250,194 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,195 | TotalAmt |
| Program Services | $23,239 | ProgramServicesAmt |
| Management And General | $956 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,206 | TotalAmt |
| Management And General | $6,206 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,139 | TotalAmt |
| Program Services | $127,139 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,030 | TotalAmt |
| Program Services | $558,030 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,840 | TotalAmt |
| Management And General | $65,840 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD & DIETARY | $482,483 | $482,483 |
| REPAIRS & MAINTENANCE | $190,075 | $190,075 |
| MEDICAL EXPENSES | $39,409 | $39,409 |
| BEAUTY PARLOR EXPENSES | $37,163 | $37,163 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,232 | TotalAmt |
| Management And General | $15,232 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,014,280 | TotalAmt |
| Program Services | $4,925,418 | ProgramServicesAmt |
| Management And General | $1,088,862 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,861 | BOYAmt |
| EOY | $3,861 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,864,277 | BOYAmt |
| EOY | $1,518,806 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,561 | BOYAmt |
| EOY | $58,230 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,649 | BOYAmt |
| EOY | $4,695 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,255 | BOYAmt |
| EOY | $52,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,992,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,269,913 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,986,407 | BOYAmt |
| EOY | $9,722,816 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,181 | BOYAmt |
| EOY | $407,805 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,392,191 | BOYAmt |
| EOY | $11,769,100 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,002 | BOYAmt |
| EOY | $215,651 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,304 | BOYAmt |
| EOY | $136,244 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,809 | BOYAmt |
| EOY | $407,003 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,207,810 | BOYAmt |
| EOY | $6,294,214 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,949 | BOYAmt |
| EOY | $3,843 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,951,874 | BOYAmt |
| EOY | $7,056,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,440,317 | BOYAmt |
| EOY | $4,712,145 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,440,317 | BOYAmt |
| EOY | $4,712,145 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,392,191 | BOYAmt |
| EOY | $11,769,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $271,828 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $1,000,169 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $545 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $502,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,558 | CurrentTaxYearAmt |
| Total | $1,527,285 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,492,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,618,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,816,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,146,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,086,868 | CurrentTaxYearAmt |
| Total | $29,160,952 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,492,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,618,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,827,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,649,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,100,426 | CurrentTaxYearAmt |
| Total | $30,688,237 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $30,688,237 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,360 | CurrentTaxYearAmt |
| Total | $11,689 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,360 | CurrentTaxYearAmt |
| Total | $11,689 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $158,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $177,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,322 | CurrentTaxYearAmt |
| Total | $809,601 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,607,637 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,778,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,007,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,829,226 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,286,108 | CurrentTaxYearAmt |
| Total | $31,509,527 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97390 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97760 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00040 | 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 | OTHER INCOME - 2012 AMOUNT: $ 111,927. 2013 AMOUNT: $ 158,402. 2014 AMOUNT: $ 179,041. 2015 AMOUNT: $ 177,909. 2016 AMOUNT: $ 182,322. | 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 | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $108 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $108 | 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: | FormAndLineReferenceDesc |
| Explanation | THE MARTIN AND EDITH STEIN ASSISTED LVING 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 2016 THAT WERE ALLOCABLE TO LOBBYING WERE $108. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $390,808 | BeginningBalanceAmt |
| Additions During Year | $135,480 | AdditionsDuringYearAmt |
| Distributions During Year | $119,285 | DistributionsDuringYearAmt |
| Ending Balance | $407,003 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $800,000 | OtherCostOrOtherBasisAmt |
| Book Value | $800,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,737,525 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,092,626 | DepreciationAmt |
| Book Value | $8,644,899 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,392,115 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,141,030 | DepreciationAmt |
| Book Value | $251,085 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,089 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,257 | DepreciationAmt |
| Book Value | $26,832 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,722,816 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT PATIENT NEEDS | Desc |
| Amt | $3,843 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,843 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,286,108 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,286,108 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,286,108 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,014,280 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,014,280 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,014,280 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN HARRIS PART YEAR | ||||||||||||||
| FORMER CHIEF EXECUTIVE OFFICER | $0 | $158,188 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,088 | $0 | $166,276 | $0 | $0 |
| ANNA SIMMONS | ||||||||||||||
| EXECUTIVE DIRECTOR | $151,818 | $0 | $20,000 | $0 | $0 | $0 | $0 | $0 | $8,282 | $0 | $180,100 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | IVAN & SUSAN GREENSTEIN ARE MARRIED TO EACH OTHER. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING, INC. IS THE SOLE MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT OF THE MEMBER HAS THE RIGHT TO APPOINT MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER HAS BOARD AUTHORITY TO ACT ON BEHALF OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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 CFO 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 LIVING RESIDENCE INC. 22-3700189 THE MARTIN AND EDITH STEIN ASSISTED 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 CFO SALARIES. THIS PROCESS IS DOCUMENTED IN THE EXECUTIVE COMMITTEE BASED UPON RECORDINGS OF THOSE MEETINGS. THE PROCESS WAS LAST DONE IN NOVEMBER 2016 FOR COMPENSATION ADJUSTMENTS EFFECTIVE ON JAN 1, 2017. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE JEWISH HOME & HEALTHCARE CENTER INC | ||||||||||
| 350 DEMOTT LANE | SOMERSET | NJ | 08873 | 226083380 | ELDERLY CARE | NJ | 501(C)(3) | LINE 9 | 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 9 | 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 9 | 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 9 | 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 9 | THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILF TRANSPORT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $50,970 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments