2017-04-13T13:56:40-05:00 2016-05-31 381357951 PLANTE & MORAN PLLC 27400 Northwestern Highway Southfield MI 48034 990 2015-06-01 383487987 JAS NON-PROFIT HOUSING CORPORATION VI JASN 2489674240 15000 WEST TEN MILE ROAD OAK PARK MI 48237 NANCY S HEINRICH CHIEF EXECUTIVE OFFICER 2489674240 2017-04-11 1 TINA M PETERS CPA P00904574 2483522500 2017-04-11 2015 2021-01-29 14:40:06Z MEER NANCY S HEINRICH 15000 WEST TEN MILE ROAD OAK PARK MI 48237 3702209 0 X WWW.JSLMI.ORG X 1999 MI JEWISH SENIOR LIFE OF METROPOLITAN DETROIT IS DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR OLDER ADULTS OF THE METROPOLITAN DETROIT JEWISH COMMUNITY THROUGH THE PROVISION OF PERSONALIZED HIGH QUALITY PROGRAMS AND SERVICES THAT SUPPORT THE AGING WITH DIGNITY AND CHOICE, TO MAXIMIZE INDEPENDENCE AND EMBRACE JEWISH VALUES. 27 27 0 45 0 0 155952 159860 3242965 3213626 221459 223293 20807 99888 3641183 3696667 348258 388300 0 0 698287 595831 0 0 0 2749828 2634522 3796373 3618653 -155190 78014 19960656 18762289 13361343 12374465 6599313 6387824 X JEWISH SENIOR LIFE OF METROPOLITAN DETROIT IS DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR OLDER ADULTS OF THE METROPOLITAN DETROIT JEWISH COMMUNITY THROUGH THE PROVISION OF PERSONALIZED HIGH QUALITY PROGRAMS AND SERVICES THAT SUPPORT THE AGING WITH DIGNITY AND CHOICE, TO MAXIMIZE INDEPENDENCE AND EMBRACE JEWISH VALUES. 0 0 2680712 388300 3120158 PROVIDES SAFE, SANITARY HOUSING FOR THE ELDERLY AND ENHANCES THEIR QUALITY OF LIFE WITH CONGREGATE AND SUPPORTIVE SERVICES, INCLUDING MEALS AND ACTIVITIES. THE PROGRAM MAINTAINS APPROXIMATELY 200 APARTMENTS FOR SENIORS. 100692 100692 RESIDENT SERVICES COORDINATOR - SERVICE COORDINATORS ARE AN INTEGRAL PART OF RESIDENTIAL COMMUNITIES THAT HOUSE FAMILIES, ELDERS AND PERSONS WITH DISABILITIES. THEY LINK RESIDENTS WITH SUPPORTIVE SERVICES ALLOWING THEM TO MAINTAIN SELF SUFFICIENCY IN THEIR HOMES. SOME OF THE TYPICAL SERVICES ARRANGED ON BEHALF OF THE RESIDENTS INCLUDE: MEALS, TRANSPORTATION, HEALTH CARE, AND HOMEMAKING AS WELL AS OTHER HEALTH AND SUPPORTIVE SERVICES. SERVICE COORDINATORS ALSO PROVIDE GROUP SUPPORTIVE INTERVENTIONS, ONGOING GRIEF COUNSELING AND CRISIS INTERVENTION FOR RESIDENTS, FAMILIES AND THE GREATER COMMUNITY. 2781404 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 MI X NANCY S HEINRICH 2489674240 15000 WEST TEN MILE ROAD OAK PARK MI 48237 Matthew Lester President 1.00 8.00 X X 0 0 0 Lowell Salesin Vice President 1.00 8.00 X X 0 0 0 Robin Kaufman Trepeck Vice President 1.00 8.00 X X 0 0 0 Jeffrey Fleischman Secretary 1.00 8.00 X X 0 0 0 Eli A Scherr Treasurer 1.00 8.00 X X 0 0 0 Elaine J Beresh DIRECTOR 1.00 8.00 X 0 0 0 Frederick Blechman DIRECTOR 1.00 8.00 X 0 0 0 Richard Broder DIRECTOR 1.00 8.00 X 0 0 0 Michael Eizelman DIRECTOR 1.00 8.00 X 0 0 0 Amy Folbe DIRECTOR 1.00 8.00 X 0 0 0 Ken Goss DIRECTOR 1.00 8.00 X 0 0 0 Susan Harold DIRECTOR 1.00 8.00 X 0 0 0 Barbara Kappy DIRECTOR 1.00 8.00 X 0 0 0 Jason Klein DIRECTOR 1.00 8.00 X 0 0 0 Mark Kowalsky DIRECTOR 1.00 8.00 X 0 0 0 Lea Luger DIRECTOR 1.00 8.00 X 0 0 0 Nancy Reed DIRECTOR 1.00 8.00 X 0 0 0 Deborah Rosenthal DIRECTOR 1.00 8.00 X 0 0 0 Yudi Rosenzweig DIRECTOR 1.00 8.00 X 0 0 0 Carolyn Ruskin DIRECTOR 1.00 8.00 X 0 0 0 Charles Schwartz DIRECTOR 1.00 8.00 X 0 0 0 Dr David Schwartzenfeld DIRECTOR 1.00 8.00 X 0 0 0 Nancy Solway DIRECTOR 1.00 8.00 X 0 0 0 Steve Swartz DIRECTOR 1.00 8.00 X 0 0 0 Howard Tapper DIRECTOR 1.00 8.00 X 0 0 0 Laurence S Tisdale DIRECTOR 1.00 8.00 X 0 0 0 Carol Weintraub Fogel DIRECTOR 1.00 8.00 X 0 0 0 Nancy S Heinrich CEO (BEGINNING SEPTEMBER 2015) 3.80 33.70 X 0 57576 0 ROCHELLE UPFAL CEO (THROUGH AUGUST 2015) 3.80 33.70 X 0 213115 21059 BARBRA GILES EXECUTIVE DIRECTOR OF AGING SERVICES 3.80 33.70 X 0 81770 19820 DIANE ACKERMAN ASSOCIATE DIR. OF JSL COMMUNITIES 3.80 33.70 X 0 32166 18737 JENNIE KLEPINGER CFO 3.80 33.70 X 0 131539 9716 LORA GILBERT ASSOCIATE DIRECTOR OF HOUSING 3.80 33.70 X 0 32166 2499 0 548332 71831 0 1 1 0 JEWISH HOME SERVICES INC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 MANAGEMENT SERVICE 252590 1 5000 154860 159860 TENANT RENTAL INCOME 532000 3200077 3200077 LAUNDRY INCOME 812300 10617 10617 APT CLEANING FEE 812900 2932 2932 3213626 228835 228835 20773 0 20773 20773 20773 5542 -5542 -5542 -5542 INSURANCE PROCEEDS 900099 78999 78999 MISC 900099 116 116 79115 3696667 3220850 0 315957 388300 388300 463868 130991 332877 7704 2157 5547 81089 22705 58384 43170 12088 31082 252590 252590 88640 88640 9000 9000 232371 232371 18642 18642 105434 68167 37267 468627 468627 3220 3220 458789 458789 781600 781600 REPAIRS AND MAINTENANCE 170769 170769 ACTIVITIES 25546 25546 BOND COST 17785 17785 VEHICLE & EQUIPMENT 1509 1509 3618653 2781404 837249 0 2598500 2017640 6851 4875 993302 896779 73155 76267 23829723 13983940 10065090 9845783 5893906 5590598 329852 330347 19960656 18762289 240333 172074 11900000 11100000 1221010 1102391 13361343 12374465 X 2727325 2935569 2694458 2274725 1177530 1177530 6599313 6387824 19960656 18762289 X 78014 29572 -319075 X X 0 1 X 1 0 X 259345 292193 192944 155952 159860 1060294 3250051 3282475 3352372 3248569 3220850 16354317 10123 14067 17171 15203 13549 70113 3519519 3588735 3562487 3419724 3394259 17484724 0 0 0 17484724 347644 202727 252559 221459 228835 1253224 347644 202727 252559 221459 228835 1253224 1939 1032 79115 82086 3869102 3792494 3815046 3641183 3702209 18820034 0.92900 0.93750 0.06660 0.06160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3871988 -222337 197396 3452255 3929314 130218 187544 3871988 3840591 304100 215377 3929314 3445893 564062 169364 3840591 3860468 -187895 226680 3445893 0.34110 0.65890 1 0 1000000 1000000 18918279 10442806 8475473 3911444 3541134 370310 9845783 SHORT TERM INVESTMENTS HELD BY UNITED JEWISH FEDERATION 1042473 F BENEFICIAL INTEREST IN ENDOWMENT FUNDS HELD BY UNITED JEWISH FEDERATION 3452255 F HOLDING ACCOUNT 1095870 F 5590598 SECURITY AND KEY DEPOSITS 291986 FAIR MARKET VALUE OF INTEREST RATE SWAPS 810405 1102391 3412706 29572 -319075 -289503 3702209 -5542 -5542 3696667 3624195 5542 5542 3618653 0 3618653 Part V, Line 4: THE ENDOWMENT FUNDS ARE MAINTAINED TO PROVIDE A PERMANENT SOURCE OF INCOME FOR THE OPERATION OF THE ORGANIZATION. Part XI, Line 2d - Other Adjustments: CHANGE IN VALUE OF INTEREST RATE SWAP 100,658. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ENDOWMENT FUNDS -419,733. Part XI, Line 4b - Other Adjustments: DISPOSAL OF EQUIPMENT -5,542. Part XII, Line 2d - Other Adjustments: DISPOSAL OF EQUIPMENT 5,542. 0 JFA NON-PROFIT HOUSING CORPORATION 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382996765 501(C)(3) 63300 TO SUBSIDIZE PROGRAM INCOME JSL FOUNDATION 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382693397 501(C)(3) 325000 TO SUBSIDIZE PROGRAM INCOME 2 Part I, Line 2: THE ORGANIZATION REGULARLY MONITORS THE USE OF GRANTS IN THE UNITED STATES. AS GRANTS WERE TO RELATED PARTIES, THESE PROCEDURES WERE NOT FORMALIZED. 1 0 0 0 0 0 0 0 0 ROCHELLE UPFAL CEO (THROUGH AUGUST 2015) 0 213115 0 0 0 0 0 4262 0 16797 0 234174 0 0 Part I, Line 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Part I, Line 4a ROCHELLE UPFAL RECEIVED A SEVERANCE OF $89,820 IN 2015. Form 990, Part VI, Section A, line 2 NANCY SIEGEL HEINRICH AND MICHAEL EIZELMAN, BUSINESS RELATIONSHIP MATTHEW LESTER, ELI SCHERR, RICHARD BRODER, BUSINESS RELATIONSHIP ELI SCHERR, MICHAEL EIZELMAN, BUSINESS RELATIONSHIP RICHARD BRODER, ELI SCHERR, MARK KOWALSKY, BUSINESS RELATIONSHIP MARK KOWALSKY, MATTHEW LESTER, FREDERICK BLECHMAN, LAURENCE TISDALE, BUSINESS RELATIONSHIP Form 990, Part VI, Section A, line 6 THE MEMBERSHIP OF THIS ORGANIZATION CONSISTS OF ONE MEMBER, JEWISH SENIOR LIFE OF METROPOLITAN DETROIT. Form 990, Part VI, Section A, line 7a A DIRECTOR OF THE CORPORATION MUST BE A DIRECTOR OF JEWISH SENIOR LIFE OF METROPOLITAN DETROIT, AND NO PERSON OTHER THAN A PERSON WHO IS THEN A DIRECTOR OF JEWISH SENIOR LIFE OF METROPOLITAN DETROIT MAY SERVE AS A DIRECTOR OF THIS ORGANIZATION. Form 990, Part VI, Section B, line 11 THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CONTROLLER ALL REVIEWED THE FORM 990 PRIOR TO FILING. Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST FORMS WERE PROVIDED TO ALL BOARD MEMBERS AND DISCUSSED AT TWO BOARD MEETINGS, ALONG WITH SEVERAL EMAIL FOLLOW UPS (AND PHONE CALLS). IF AN ISSUE WERE TO ARISE, THE BOARD WOULD ASSESS IF THERE WAS A CONFLICT AND DETERMINE THE PROPER WAY TO MOVE FORWARD. Form 990, Part VI, Section B, line 15 COMPENSATION OF THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF A RELATED ORGANIZATION. THE COMMITTEE REVIEWS COMPARATIVE COMPENSATION SURVEYS OF SIMILARLY SIZED NONPROFIT ORGANIZATIONS IN THE INDUSTRY TO DETERMINE COMPENSATION. THIS PROCESS WAS LAST CONDUCTED IN JUNE 2016. THE CEO REVIEWS THE COMPENSATION FOR ALL OTHER POSITIONS USING COMPARATIVE DATA ON AN ANNUAL BASIS. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, line 9: CHANGE IN FMV OF SWAP 100,658. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ENDOWMENT FUNDS -419,733. FORM 990, PART XII, LINE 2C: THE AUDIT PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. JEWISH APARTMENTS & SERVICES INC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 381873419 SENIOR APARTMENT RENTAL MI 501(c)(3) Line 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH APARTMENTS AND SERVICES PHASE IV INC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382472562 SENIOR APARTMENT RENTAL MI 501(c)(3) Line 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 JAS HECHTMAN I NON-PROFIT CORPORATION 15000 WEST TEN MILE ROAD OAK PARK MI 48237 201586884 SENIOR APARTMENT RENTAL MI 501(c)(3) Line 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH SENIOR LIFE OF METROPOLITAN DETROIT 15000 WEST TEN MILE ROAD OAK PARK MI 48237 383311067 SENIOR SERVICES MI 501(c)(3) Line 9 N/A 0 JEWISH HOME & AGING SERVICES 15000 WEST TEN MILE ROAD OAK PARK MI 48237 381358398 HOME FOR AGED MI 501(c)(3) Line 3 JEWISH SENIOR LIFE OF METRO DETROIT 1 JSL FOUNDATION 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382693397 SUPPORT FOR JEWISH SENIOR LIFE OF METRO DETROIT MI 501(c)(3) Line 11a, I JEWISH SENIOR LIFE OF METRO DETROIT 1 JEWISH HOME SERVICES INC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382710545 SUPPORT SERVICES FOR ELDERLY ADULTS MI 501(c)(3) Line 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 JFA NON-PROFIT HOUSING CORPORATION 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382996765 SENIOR APARTMENT RENTAL MI 501(c)(3) Line 9 JEWISH SENIOR LIFE OF METRO DETROIT 1 PRENTIS I JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 15000 WEST TEN MILE ROAD OAK PARK MI 48237 611675242 LOW INCOME HOUSING MI N/A TEITEL JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 15000 WEST TEN MILE ROAD OAK PARK MI 48237 352483463 LOW INCOME HOUSING MI N/A COMPREHENSIVE AGING SERVICES 15000 WEST TEN MILE ROAD OAK PARK MI 48237 382693404 TO SUPPORT JEWISH HOME SERVICES, INC. MI N/A C 0 PRENTIS I JSL LDHA GENERAL PARTNER LLC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 454434254 GP OF PRENTIS I JSL LDHA LP MI N/A C 1 TEITEL JSL LDHA GENERAL PARTNER LLC 15000 WEST TEN MILE ROAD OAK PARK MI 48237 463286650 GP OF TEITEL JSL LDHA LP MI N/A C 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 JEWISH APARTMENTS AND SERVICES INC P 653285 ACTUAL COST INCURRED JEWISH HOME SERVICES INC M 252590 ACTUAL COST INCURRED JSL FOUNDATION B 325000 ACTUAL COST INCURRED JFA NON-PROFIT HOUSING CORPORATION D 896779 ACTUAL COST INCURRED JFA NON-PROFIT HOUSING CORPORATION B 63300 ACTUAL COST INCURRED