2016-06-16T15:04:34-05:00 2015-12-31 390859910 Baker Tilly Virchow Krause LLP 1650 Market Street Suite 4500 Philadelphia PA 191037341 990 2015-01-01 223700189 The Martin and Edith Stein Assisted Living Residence Inc MART 7325681155 350 Demott Lane Somerset NJ 08873 ivan greenstein Treasurer 7325681155 2016-06-10 1 Julius C Green CPA P00350393 2159720701 X 2015 2016-09-27 15:27:22Z ivan greenstein 350 Demott Lane Somerset NJ 08873 6829699 0 X www.wilfcampus.org X 1999 NJ Operation of an Assisted Living Facility for the Elderly. 12 9 109 9 0 0 10486 502527 5816652 6146976 1445 2287 179041 177909 6007624 6829699 1862 2118 0 0 3394054 3505825 0 0 0 2297196 2295968 5693112 5803911 314512 1025788 12584642 12634381 9182310 8194064 3402332 4440317 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 4821663 2118 6146976 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 2015, we served 110 unique residents. 4821663 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 14 0 1 109 1 0 0 0 0 0 0 0 0 0 0 X 12 9 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X Robert Barry CFO 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 6.00 X X 0 0 0 Susan Greenstein Secretary 2.00 6.00 X X 0 0 0 Ivan Greenstein Treasurer 2.00 12.00 X X 0 0 0 William Davidson Trustee 2.00 4.00 X 0 0 0 Steven Fuerst Trustee 2.00 6.00 X 0 0 0 Roy Tanzman Trustee 2.00 4.00 X 0 0 0 Francine Kaplan Trustee 2.00 2.00 X 0 0 0 Sherrel Modell Trustee 2.00 2.00 X 0 0 0 SUSAN HARRIS Chief Executive Officer 2.00 50.00 X X 0 184410 18988 Robert Barry Chief Financial Officer 2.00 50.00 X X 0 57375 0 Anna Simmons Executive Director 40.00 2.00 X X 140592 0 10556 David Rosenberg Executive Director 2.00 50.00 X 0 70884 27159 Rina Richard Chief Administrative Officer 2.00 50.00 X 0 119425 1263 140592 432094 57966 1 0 1 0 0 500000 2527 502527 ASSISTED LIVING FEES 623000 6146976 6146976 6146976 2287 2287 special events dinner 900099 110178 110178 BEAUTY/BARBER REVENUE 900099 30532 30532 Laundry Income 900099 15512 15512 21687 21687 177909 6829699 6146976 0 180196 2118 2118 140592 140592 2729211 2237316 491895 382170 310375 71795 253852 198875 54977 13611 13611 14400 14400 286 286 148864 110210 38654 109706 109706 186855 141970 44885 16877 16877 280821 280821 24597 23468 1129 7996 7996 120160 120160 534648 534648 64833 64833 FOOD & dIETARY 490926 490926 REPAIRS & MAINTENANCE 171783 171783 MEDICAL EXPENSES 46970 46970 BEAUTY PARLOR EXPENSES 27737 27737 34898 14580 20318 5803911 4821663 982248 0 2861 3861 1543660 1857603 39929 78001 5885 12970 48064 46261 15759694 5773287 10241621 9986407 303594 242190 399028 407088 12584642 12634381 241914 209006 141193 140304 389052 390805 8400000 7450000 10151 3949 9182310 8194064 X 3402332 4440317 3402332 4440317 12584642 12634381 1025788 12197 0 X 0 1 X 1 0 X 1000169 545 10486 502527 1513727 5549922 5492546 5618383 5816652 6146503 28624006 5549922 6492715 5618928 5827138 6649030 30137733 0 0 0 30137733 4410 2995 1602 1445 2287 12739 4410 2995 1602 1445 2287 12739 49195 111927 158402 179041 177909 676474 5603527 6607637 5778932 6007624 6829226 30826946 0.97760 0.98100 0.00040 0.00040 X Schedule A, Part III, Line 12, Explanation of Other Income: other income - 2011 Amount: $ 49,195. 2012 Amount: $ 111,927. 2013 Amount: $ 158,402. 2014 Amount: $ 179,041. 2015 Amount: $ 177,909. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 286 286 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 2015 THAT WERE ALLOCABLE TO LOBBYING WERE $286. 1 389052 159178 151839 396391 1 X 800000 800000 13575061 3982240 9592821 1321544 1765224 -443680 63089 25823 37266 9986407 resident patient needs 3949 3949 X 6829699 0 6829699 0 6829699 5803911 0 5803911 0 5803911 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 accounts for uncertainty in income taxes using a recognition threshold of more-likely-than not to be a sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no tax uncertainties that met the recognition threshold in 2015 and 2014. The Facility's federal Exempt Organization Business Income Tax Returns for years ended prior to December 31, 2012 are no longer subject to examination by the Internal Revenue Service. X X X X 0 0 0 0 0 0 0 0 0 SUSAN HARRIS Chief Executive Officer 0 158172 0 25000 0 1238 0 0 0 18988 0 203398 0 0 Anna Simmons Executive Director 126587 0 12500 0 1505 0 0 0 10556 0 151148 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 broad authority to act on behalf of the orgamization. Form 990, Part VI, Section B, line 11 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 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 15 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 2015 for compensation adjustments effective on Jan 1, 2016. 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 Inc 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 Inc 0 FOUNDATION OF THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING 350 demott lane somerset NJ 08873 222884959 ELDERLY CARE NJ 501(C)(3) Line 7 The Oscar and Ella Wilf Campus for Senior Living Inc 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 Inc 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 Inc 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 Inc 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0