2017-06-23T07:28:35-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2016-01-01 223700189 THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE INC MART 7325681155 350 DEMOTT LANE SOMERSET NJ 08873 IVAN GREENSTEIN TREASURER TREASURER 7325681155 2017-06-20 1 SETH BRODY CPA P01586423 2156433900 67.137.57.251 2017-06-20 12:10:06 ED P 9BB56260DA40945BE6221A66DD506154B720B37B BFDB7CD4CE10E37F5587DC6B509BFD3B13EB5B83 2016 2021-01-29 14:40:06Z IVAN GREENSTEIN 350 DEMOTT LANE SOMERSET NJ 08873 6286108 0 X WWW.WILFCAMPUS.ORG X 1999 NJ OPERATION OF AN ASSISTED LIVING FACILITY FOR THE ELDERLY. 11 9 117 50 0 0 502527 13558 6146976 6086868 2287 3360 177909 182322 6829699 6286108 2118 9772 0 0 3505825 3670684 0 0 0 2295968 2333824 5803911 6014280 1025788 271828 12392191 11769100 7951874 7056955 4440317 4712145 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 4925418 9772 6086868 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. 4925418 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 18 0 117 1 0 0 0 0 0 0 0 0 0 0 X 11 9 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ X ROBERT BARRY DIRECTOR OF FINANCE 7355681155 350 DEMOTT LANE SOMERSET NJ 08873 DIANE MANDEL PRESIDENT 2.00 6.00 X X 0 0 0 GERALD STAFFIN VICE PRESIDENT 2.00 2.00 X X 0 0 0 SUSAN GREENSTEIN SECRETARY 2.00 4.00 X X 0 0 0 IVAN GREENSTEIN TREASURER 2.00 14.00 X X 0 0 0 SUSAN HARRIS PART YEAR FORMER CHIEF EXECUTIVE OFFICER 13.00 37.00 X X 0 158188 8088 ROBERT BARRY DIRECTOR OF FINANCE 2.00 14.00 X X 0 65400 0 ANNA SIMMONS EXECUTIVE DIRECTOR 50.00 0.00 X X 171818 0 8282 WILLIAM DAVIDSON TRUSTEE 2.00 4.00 X 0 0 0 STEVEN FUERST TRUSTEE 2.00 2.00 X 0 0 0 FRANCINE KAPLAN TRUSTEE 2.00 0.00 X 0 0 0 SHERREL MODELL TRUSTEE 2.00 4.00 X 0 0 0 ROY TANZMAN TRUSTEE 2.00 4.00 X 0 0 0 TOBY EHRLICH CAMPUS MARKETING DIRECTOR 0.00 50.00 X 0 109816 1944 171818 333404 18314 1 0 1 0 DRISCOLL FOODS 174 DELAWANNA AVENUE CLIFTON NJ 07014 FOOD 146283 1 13558 13558 ASSISTED LIVING FEES 623000 6086868 6086868 6086868 3360 3360 DINING SERVICES 900099 105131 105131 BEAUTY/BARBER REVENUE 900099 40695 40695 OTHER REVENUE 900099 21016 21016 15480 15480 182322 6286108 6086868 0 185682 9772 9772 180100 180100 2834658 2279854 554804 411254 343185 68069 244672 186232 58440 2426 2426 37200 37200 108 108 174907 137866 37041 112610 112610 190797 148167 42630 19810 19810 250194 250194 24195 23239 956 6206 6206 127139 127139 558030 558030 65840 65840 FOOD & DIETARY 482483 482483 REPAIRS & MAINTENANCE 190075 190075 MEDICAL EXPENSES 39409 39409 BEAUTY PARLOR EXPENSES 37163 37163 15232 15232 6014280 4925418 1088862 0 3861 3861 1864277 1518806 60561 58230 5649 4695 46255 52887 15992729 6269913 9986407 9722816 425181 407805 12392191 11769100 209002 215651 140304 136244 390809 407003 7207810 6294214 3949 3843 7951874 7056955 X 4440317 4712145 4440317 4712145 12392191 11769100 271828 0 X 0 1 X 1 0 X 1000169 545 10486 502527 13558 1527285 5492546 5618383 5816652 6146503 6086868 29160952 6492715 5618928 5827138 6649030 6100426 30688237 0 0 0 30688237 2995 1602 1445 2287 3360 11689 2995 1602 1445 2287 3360 11689 111927 158402 179041 177909 182322 809601 6607637 5778932 6007624 6829226 6286108 31509527 0.97390 0.97760 0.00040 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2012 AMOUNT: $ 111,927. 2013 AMOUNT: $ 158,402. 2014 AMOUNT: $ 179,041. 2015 AMOUNT: $ 177,909. 2016 AMOUNT: $ 182,322. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 108 108 0 PART II-B, LINE 1: 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. 1 390808 135480 119285 407003 1 X 800000 800000 13737525 5092626 8644899 1392115 1141030 251085 63089 36257 26832 9722816 RESIDENT PATIENT NEEDS 3843 3843 X 6286108 0 6286108 0 6286108 6014280 0 6014280 0 6014280 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 SUSAN HARRIS PART YEAR FORMER CHIEF EXECUTIVE OFFICER 0 158188 0 0 0 0 0 0 0 8088 0 166276 0 0 ANNA SIMMONS EXECUTIVE DIRECTOR 151818 0 20000 0 0 0 0 0 8282 0 180100 0 0 0 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 WILF TRANSPORT INC P 50970 FMV