2016-09-06T15:02:10-05:00 2015-12-31 381357951 PLANTE & MORAN PLLC 250 High St Ste 100 Columbus OH 43215 990 2015-01-01 521720580 JEWISH HOME FOUNDATION OF NORTH JERSEY INC JEWI 2017841414 10 LINK DRIVE ROCKLEIGH NJ 07647 CAROL SILVER ELLIOTT PRESIDENT & CEO 2017841414 2016-09-01 1 Bernie Ostrowski P00366367 6148493000 2016-08-31 2015 2016-12-15 16:53:06Z CAROL SILVER ELLIOTT 10 LINK DRIVE ROCKLEIGH NJ 07647 2959166 0 X JFNNJ.ORG X 1985 NJ TO SUPPORT VARIOUS PROGRAMS AT JEWISH HOME AT ROCKLEIGH, JEWISH HOME ASSISTED LIVING AND JEWISH HOME AND REHABILITATION CENTER. 26 26 5 20 0 0 1824567 2056924 0 0 130717 108660 129639 -12681 2084923 2152903 597015 840000 0 0 499086 473142 0 0 601372 532898 807814 1628999 2120956 455924 31947 5783438 5874642 313329 168922 5470109 5705720 X DEVELOP THE LONG TERM VISION OF, AND PROVIDE AID AND SUPPORT TO THE NOT-FOR-PROFIT ORGANIZATIONS OF THE JEWISH HOME AT ROCKLEIGH, JEWISH HOME AND REHABILITATION CENTER, JEWISH HOME ASSISTED LIVING, JEWISH HOME AT HOME OR THEIR SUCCESSOR ORGANIZATIONS FOR THE PURPOSES OF MAKING AVAILABLE HEALTHCARE, EDUCATIONAL, LIFE ENRICHMENT, SCIENTIFIC OR OTHER CHARITABLE EFFORTS FOR THE SENIORS, THE ELDERLY AND INFIRM IN OUR COMMUNITY. 0 0 1164283 840000 0 TO SUPPORT VARIOUS PROGRAMS AT JEWISH HOME AT ROCKLEIGH, JEWISH HOME ASSISTED LIVING AND JEWISH HOME AND REHABILITATION CENTER. 1164283 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 1 1 5 1 0 0 0 0 0 1 1 0 0 0 0 X 26 26 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ NY X BRANDY STEFANCO 2017841414 10 LINK DRIVE ROCKLEIGH NJ 07647 JONATHAN FURER PRESIDENT 0.77 0.00 X X 0 0 0 CAROL SILBERSTEIN VICE PRESIDENT 0.58 0.00 X X 0 0 0 MARTIN ZAIKOV VICE PRESIDENT 0.12 0.00 X X 0 0 0 WARREN FELDMAN VICE PRESIDENT 0.19 0.17 X X 0 0 0 ROBERT M HESS SECRETARY 0.15 0.00 X X 0 0 0 BARRY SPRUNG TREASURER 0.19 0.00 X X 0 0 0 ANGELICA BERRIE CHAIRPERSON AND PAST PRESIDENT 0.04 0.14 X X 0 0 0 DR ABE STEINBERGER BOARD MEMBER 0.04 0.00 X 0 0 0 AMIE GARTENBERG BOARD MEMBER 0.12 0.00 X 0 0 0 AVA SILVERSTEIN BOARD MEMBER 0.04 0.00 X 0 0 0 DOUGLAS BROWN BOARD MEMBER 0.06 0.00 X 0 0 0 BERNARD R BOBER BOARD MEMBER 0.31 0.78 X 0 0 0 BERNIE KOSTER BOARD MEMBER 0.19 0.04 X 0 0 0 CARL EPSTEIN BOARD MEMBER 0.35 1.67 X 0 0 0 EDWARD J DAUBER BOARD MEMBER 0.04 0.00 X 0 0 0 HOWARD LIPPMAN BOARD MEMBER 0.15 0.06 X 0 0 0 ILAN KAUFTHAL BOARD MEMBER 0.04 0.00 X 0 0 0 BARRY KISSLER BOARD MEMBER 0.12 0.00 X 0 0 0 MAGGIE KAPLEN BOARD MEMBER 0.15 0.51 X 0 0 0 DAVID SHARP BOARD MEMBER 0.35 0.33 X 0 0 0 MARVIN EISEMAN BOARD MEMBER 0.12 0.18 X 0 0 0 DR ZVI MARANS BOARD MEMBER 0.04 0.00 X 0 0 0 PAUL WOLFF BOARD MEMBER 0.12 0.20 X 0 0 0 DR SANDRA GOLD BOARD MEMBER 0.04 0.16 X 0 0 0 STEVEN MOREY GREENBERG ESQ BOARD MEMBER 0.15 0.64 X 0 0 0 WENDY EZOR ENGLER BOARD MEMBER 0.08 0.00 X 0 0 0 MELANIE COHEN EXECUTIVE DIRECTOR 40.00 0.00 X 155096 0 26451 CAROL SILVER ELLIOTT PRESIDENT & CEO 0.00 40.35 X 0 521303 74827 BRANDY M STEFANCO CFO 0.00 40.00 X 0 228994 38812 CHARLES P BERKOWITZ FORMER CEO 0.00 0.00 X 0 877325 16007 155096 1627622 156097 1 1 1 0 BARNETT DESIGN 275 N FRANKLIN TURNPIKE RAMSEY NJ 07446 ADVERTISMENT DESIGN 135012 1 167511 1889413 2056924 102516 102516 586126 579982 6144 6144 6144 172000 167511 204633 -32633 -32633 41600 21648 19952 19952 2152903 0 0 95979 840000 840000 181547 40451 141096 197266 43954 153312 11020 2455 8565 57093 12721 44372 26216 5841 20375 95123 95123 26500 26500 8158 1014 7144 33809 33809 55057 8893 46164 7476 1083 6393 12175 117 12058 3485 3485 2811 561 2250 RESIDENT SUPPORT 324283 324283 special projects 114767 114767 ANNIVERSARY EXPENSE 90808 63566 27242 ENDOWMENT ADMIN EXPENSE 18723 18723 14639 490 14149 2120956 1164283 355301 601372 1464253 1160094 66830 54648 0 5850 39389 36771 0 0 0 0 2175277 2516375 2036829 1964882 860 136022 5783438 5874642 112458 131731 200871 37191 313329 168922 X 2044179 2065017 870658 945770 2555272 2694933 5470109 5705720 5783438 5874642 X 31947 -89930 293594 X X 0 1 X 1 0 X 2685179 1772882 1883986 1785945 2056924 10184916 2685179 1772882 1883986 1785945 2056924 10184916 10184916 26608 30037 75563 117864 102516 352588 10537504 0.96650 0.97310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3157931 3639 -10501 14714 26611 3109744 3043710 1438 146757 22095 11879 3157931 2737790 11992 349196 36309 18959 3043710 2566047 3225 196634 13975 14141 2737790 1595533 1003916 -18105 6518 10925 2566047 0.00000 0.82130 0.17870 0 0 0 INVESTMENTS HELD BY UJANJ 1964882 F 1964882 PART V, LINE 4: ENDOWMENT FUNDS ARE RESTRICTED FOR USE IN ACCORDANCE WITH THE RESTRICTIONS IMPOSED BY THE DONORS. GOLF & TENNIS 219321 131981 87340 2000 32815 31197 17163 GALA 120190 35530 84660 25595 40725 37093 18045 339511 167511 172000 2000 58410 71922 37093 35208 204633 -32633 41600 20900 748 1 0.95000 41600 20900 748 21648 19952 NJ 1 0 0 0 0.00000 1.00000 MELANIE COHEN 10 LINK DRIVE ROCKLEIGH NJ 076472504 0 MELANIE COHEN 0 COORDINATING RAFFLE AND OVERSEEING RAFFLE ACTIVITY X 0 0 JEWISH HOME ASSISTED LIVING 685 WESTWOOD AVENUE RIVER VALE NJ 07675 450501306 501 C (3) 75000 SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION. JEWISH HOME AT HOME 10 LINK DRIVE ROCKLEIGH NJ 07647 271101121 502 C (3) 625000 SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION. JEWISH HOME AT ROCKLEIGH 10 LINK DRIVE ROCKLEIGH NJ 07647 223466678 503 C (3) 140000 SUPPORT THE RELATED ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S MISSION. 3 0 PART I, LINE 2: THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANT FUNDS BECAUSE THE GRANTS ARE GIVEN TO RELATED ORGANIZATIONS AND IT IS WITHIN THE MISSION OF THE ORGANIZATION TO SUPPORT VARIOUS PROGRAMS OF THE RELATED ORGANIZATIONS. X X X X 1 0 0 0 0 0 0 0 0 MELANIE COHEN EXECUTIVE DIRECTOR 155096 0 0 0 0 0 4330 0 22121 0 181547 0 0 0 CAROL SILVER ELLIOTT PRESIDENT & CEO 0 521303 0 0 0 0 0 33241 0 41586 0 596130 0 0 BRANDY M STEFANCO CFO 0 228994 0 0 0 0 0 6800 0 32012 0 267806 0 0 CHARLES P BERKOWITZ FORMER CEO 0 182044 0 0 0 695281 0 5252 0 10755 0 893332 0 0 Part I, Line 3 COMPENSATION REVIEW PROCEDURES ARE PERFORMED FOR THE CEO AND CFO BY A RELATED ORGANIZATION, THE JEWISH HOME FAMILY INC. THE JEWISH HOME FAMILY INC. USES A COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE. Part I, Line 4a A JEWISH HOME AND REHABILITATION CENTER RETIREMENT OBLIGATION FOR A PRIOR CEO, CHARLES P. BERKOWITZ, WAS PAID OUT ON 1/5/15 FOR $695,281. Form 990, Part VI, Section A, line 6 THE SOLE MEMBER OF THIS ORGANIZATION IS THE JEWISH HOME FAMILY, INC., A NEW JERSEY NONPROFIT CORPORATION. Form 990, Part VI, Section A, line 7a THE MEMBER HAS THE RIGHT TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY, WHETHER PERIODICALLY, OR AS VACANCIES ARISE, OR OTHERWISE. Form 990, Part VI, Section A, line 7b THE MEMBER HAS THE RIGHT TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY AND HAS THE RIGHT TO RECEIVE ANY EXCESS FUNDS. Form 990, Part VI, Section B, line 11 A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Section B, line 12c THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS AND REQUIRES ALL BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST. IN ADDITION, THERE ARE BOARD DISCUSSIONS REGARDING CONFLICTS OF INTEREST AS NEEDED. IF A CONFLICT OF INTEREST IS PRESENT, 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. Form 990, Part VI, Section B, line 15 THE ORGANIZATION OBTAINS SALARY SURVEYS AND A SALARY STUDY IS CONDUCTED FOR THE PURPOSES OF COMPARING THE SALARIES THE ORGANIZATION PAYS ITS KEY EMPLOYEES WITH THE SALARIES FROM THOSE POSITIONS OF SIMILAR ORGANIZATIONS. THE COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS LAST COMPLETED PRIOR TO THE START DATE OF THE CONTRACT OF 6/1/14. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE REPORTED IN THE RELATED PARTY'S JOURNAL AS WELL AS BEING POSTED ON DUN & BRADSTREET. FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST. Form 990, Part XI, line 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -5,663. DEFERRED REVENUE ADJUSTMENT 157,572. BENEFICIAL INTEREST IN PERPETUAL TRUST ADJUSTMENT 141,685. FORM 990, PART XII, LINE 2B: THE ORGANIZATION IS INCLUDED IN A COMBINED FINANCIAL STATEMENT AUDIT, BUT NOT A CONSOLIDATED OR SEPARATE FINANCIAL STATEMENT AUDIT SINCE QUESTION PART XII LINE 2B WAS ANSWERED YES. QUESTION PART XII LINE 2B REQUIRES ANSWERING ON WHAT BASIS THE FINANCIAL STATEMENTS WERE AUDITED. WE HAVE ANSWERED CONSOLIDATED EVEN THOUGH THE FINANCIAL STATEMENTS WERE AUDITED ON A COMBINED BASIS. forM 990, PART XII, LINE 2C THE OVERSIGHT PROCESS/SELECTION PROCESS FOR THE AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR. JEWISH HOME AT ROCKLEIGH 10 LINK DRIVE ROCKLEIGH NJ 07647 223466678 ENHANCE THE QUALITY OF LIFE OF OUR GROWING ELDERLY NJ 501(C)(3) 9 THE JEWISH HOME FAMILY INC 0 JEWISH HOME ASSISTED LIVING 685 WESTWOOD AVENUE RIVER VALE NJ 07675 450501306 PROVIDE ASSISTED LIVING TO THE ELDERLY NJ 501(C)(3) 9 THE JEWISH HOME FAMILY INC 0 JEWISH HOME AND REHABILITATION CENTER 10 LINK DRIVE ROCKLEIGH NJ 07647 221500528 PROVIDE NURSING CARE TO THE ELDERLY NJ 501(C)(3) 3 THE JEWISH HOME FAMILY INC 0 THE JEWISH HOME FAMILY INC 10 LINK DRIVE ROCKLEIGH NJ 07647 260493240 OVERSEE THE ACTIVITIES, FINANCIAL HEALTH, AND PERFORMANCE OF RELATED ORG NJ 501(C)(3) 11B, TYPE II 0 JEWISH HOME AT HOME 10 LINK DRIVE ROCKLEIGH NJ 07647 271101121 PROVIDE SERVICES TO THE ELDERLY OR ASSIST THEM IN THEIR HOME ENVIRONMENT NJ 501(C)(3) 7 THE JEWISH HOME FAMILY INC 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0