2015-05-07T11:19:29-05:00 2014-06-30 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2013-07-01 391555857 JEWISH HOME AND CARE CENTER FOUNDATION INC JEWI 4142762627 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 GAIL BOEREMA CHIEF FINANCIAL OFFICER 4142762627 2015-04-28 1 JAY ADKISSON CPA P01360892 4144319300 2015-04-28 2013 2016-02-25 16:41:14Z GAIL BOEREMA 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 74059576 0 X JEWISHSENIORLIVING.ORG X 1986 WI THE FOUNDATION WAS ORGANIZED TO RAISE FUNDS TO SUPPORT JEWISH HOME AND CARE CENTER, INC., PROSPECT CONGREGATE HOUSING, INC., AND MEQUON JEWISH CAMPUS, INC. 15 15 0 17 0 0 1583911 986114 0 0 4850669 9557477 0 64 6434580 10543655 4038585 3537188 0 0 0 0 0 0 0 564339 11318939 4602924 14856127 1831656 -4312472 154428559 162067898 60030 96259 154368529 161971639 THE FOUNDATION WAS ORGANIZED TO RAISE FUNDS TO SUPPORT JEWISH HOME AND CARE CENTER, INC., PROSPECT CONGREGATE HOUSING, INC., AND MEQUON JEWISH CAMPUS, INC. 0 0 14246730 3537188 0 THE JEWISH HOME AND CARE CENTER FOUNDATION, INC. PROVIDES FUNDING FOR PROGRAM SERVICES AT THE JEWISH HOME AND CARE CENTER, INC., PROSPECT CONGREGATE HOUSING, INC., AND MEQUON JEWISH CAMPUS, INC., SEPARATE 501(C)(3) ORGANIZATIONS ALL PROVIDING SERVICES TO SENIORS OR INFIRMED TO HAVE A QUALITY JEWISH ENVIRONMENT. 14246730 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 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 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 1 0 0 0 WI X GAIL BOEREMA 4142778815 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 EUGENE BASS DIRECTOR 1.00 X 0 0 0 ROBERTA CARAWAY DIRECTOR 1.00 X 0 0 0 DORIS CHORTEK DIRECTOR (THRU 12/31/13) 1.00 X 0 0 0 DANIEL CHUDNOW DIRECTOR 1.00 2.00 X 0 0 0 NITA CORRE DIRECTOR 1.00 X 0 0 0 WILLIAM ELLIOTT DIRECTOR (THRU 12/31/13) 1.00 X 0 0 0 JOSHUA GIMBEL DIRECTOR 1.00 1.00 X 0 0 0 LEONARD GOLDSTEIN DIRECTOR 1.00 X 0 0 0 DONALD GRANDE DIRECTOR 1.00 X 0 0 0 SHELLY HART DIRECTOR 1.00 X 0 0 0 PHIL HIMMELFARB DIRECTOR 1.00 X 0 0 0 BILL KOMISAR DIRECTOR 1.00 1.00 X 0 0 0 RONALD MILLER DIRECTOR 1.00 X 0 0 0 LEWIS PERLSON DIRECTOR 1.00 X 0 0 0 RICK RAKITA DIRECTOR 1.00 1.00 X 0 0 0 RICHARD STRAIT DIRECTOR 1.00 X 0 0 0 DAVID WEBER DIRECTOR 1.00 X 0 0 0 ARLENE PELTZ CHAIRMAN 1.00 1.00 X X 0 0 0 MICHAEL SATTELL PRESIDENT 1.00 49.00 X 0 288074 33057 GAIL BOEREMA CHIEF FINANCIAL OFFICER 0.50 49.50 X 0 134319 25431 RANDALL CROSBY CHIEF OPERATING OFFICER 0.50 49.50 X 0 114734 3773 0 537127 62261 0 0 1 0 0 986114 986114 2735963 2735963 70336617 818 63515921 0 6820696 818 6821514 6821514 64 64 64 10543655 0 0 9557541 3537188 3537188 233952 233952 280684 280684 16810 16810 4444 4444 17491 17491 14576 14576 20368 20368 8055 8055 BAD DEBTS 10709453 10709453 13106 89 13017 14856127 14246730 609397 0 168349 773489 1709723 989618 1090660 1155008 28393 25327 121228951 136317681 13423641 14541038 16778842 8265737 154428559 162067898 60030 96259 60030 96259 X 140332692 145441461 14035837 16530178 154368529 161971639 154428559 162067898 -4312472 11915582 0 X 0 1 X 1 0 X X X 0 0 0 JEWISH HOME AND CARE CENTER 390813421 9 1 3238350 PROSPECT CONGREGATE HOUSING INC 391631640 9 1 169569 MEQUON JEWISH CAMPUS 481269083 9 1 0 3 3407919 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 350000 350000 350000 350000 0 ISRAEL BONDS 2095916 F ALTERNATIVE INVESTMENTS 12349817 F INVESTMENT IN MEQUON PARK CORPORATION 95305 C 14541038 ACCRUED INTEREST RECEIVABLE 780497 DUE FROM AFFILIATES 7485240 8265737 X 22459237 11915582 11915582 10543655 0 10543655 14856127 0 14856127 0 14856127 PART X, LINE 2: IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, JHCC FOUNDATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. JHCC FOUNDATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS IN 2014 OR 2013. TAX RETURNS FOR THE TAX YEARS 2011 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 JEWISH HOME AND CARE CENTER INC 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 390813421 501(C)(3) 3238350 NURSING, THERAPY & RELIGIOUS ACTIVITIES FOR RESIDENTS. PROSPECT CONGREGATE HOUSING INC 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 391631640 501(C)(3) 169569 NURSING, THERAPY & RELIGIOUS ACTIVITIES FOR RESIDENTS. MEQUON JEWISH CAMPUS INC 1414 NORTH PROSPECT AVENUE MILWAUKEE WI 53202 481269083 501(C)(3) 0 NURSING, THERAPY & RELIGIOUS ACTIVITIES FOR RESIDENTS. 3 PART I, LINE 2: THE RECEIVING ORGANIZATION REQUESTS THE FUNDS FROM THE FOUNDATION ONCE THE CONDITION OF THE GRANT IS MET BY SUBMITTING A CHECK REQUEST. THE DEVELOPMENT DIRECTOR OF THE FOUNDATION SIGNS THE CHECK REQUEST WHICH INDICATES HER APPROVAL THAT THE CONDITION HAS BEEN MET AND SUBMITS IT TO ACCOUNTS PAYABLE FOR PROCESSING. THE CHECK IS CREATED AND MATCHED TO THE CHECK REQUEST, THE PRESIDENT AND THE CHIEF FINANCIAL OFFICER SIGN THE CHECK. ADDITIONALLY, THERE ARE MONTHLY FINANCIAL STATEMENTS FOR THE FOUNDATION AND ALL OPERATING ENTITIES THAT ARE REVIEWED BY THE PRESIDENT AND THE CHIEF FINANCIAL OFFICER. THE GRANTS ARE PART OF THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 MICHAEL SATTELL PRESIDENT 0 256537 0 30450 0 1087 0 8940 0 24117 0 321131 0 0 GAIL BOEREMA CHIEF FINANCIAL OFFICER 0 123867 0 10000 0 452 0 4308 0 21123 0 159750 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S DIRECTORS ARE ELECTED BY THE BOARD OF DIRECTORS OF JEWISH HOME AND CARE CENTER, PROSPECT CONGREGATE HOUSING, AND MEQUON JEWISH CAMPUS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON SPECIFIC REQUEST BY INTERESTED PARTIES. PROSPECT CONGREGATE HOUSING INC 1400 N PROSPECT AVENUE MILWAUKEE WI 53202 391631640 SENIOR HOUSING WI 501(C)(3) LINE 9 N/A 0 JEWISH HOME AND CARE CENTER INC 1414 N PROSPECT AVENUE MILWAUKEE WI 53202 390813421 HEALTH CARE WI 501(C)(3) LINE 9 N/A 0 MEQUON JEWISH CAMPUS INC 10995 N MARKET STREET MEQUON WI 53092 481269083 HEALTH CARE/SENIOR HOUSING WI 501(C)(3) LINE 9 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0