JEWISH HOME SERVICES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH HOME SERVICES INC (EIN 38-2710545)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-13
- IRS object ID
- 201531039349300243
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-13T16:17:43-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1 |
| City | SOUTHFIELD | City |
| State | MI | State |
| ZIP Code | 480370307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382710545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 2489674240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 WEST TEN MILE ROAD | AddressLine1 |
| City | OAK PARK | City |
| State | MI | State |
| ZIP Code | 48237 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROCHELLE UPFAL | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2489674240 | PhoneNum |
| Signature | 2015-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA M PETERS CPA | PreparerPersonNm |
| PTIN | P00904574 | PTIN |
| Phone | 2483522500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH SENIOR LIFE SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROCHELLE UPFAL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 WEST TEN MILE ROAD | AddressLine1 |
| City | OAK PARK | City |
| State | MI | State |
| ZIP Code | 48237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,390,664 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JSLMI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | SERVICES TO SUPPORT OLDER ADULTS IN THE METROPOLITAN DETROIT AREA. INCLUDES A DAY PROGRAM FOR MEMORY IMPAIRED CLEINTS AND IN-HOME SUPPORT SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 46 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,359,683 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,948,533 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,591,370 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,402,569 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,750 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,875 | CYInvestmentIncomeAmt |
| PY Other Revenue | $31,485 | PYOtherRevenueAmt |
| CY Other Revenue | $36,687 | CYOtherRevenueAmt |
| PY Total Revenue | $5,999,288 | PYTotalRevenueAmt |
| CY Total Revenue | $7,390,664 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $399,975 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,587,989 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,706,353 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,666,806 | PYOtherExpensesAmt |
| CY Other Expenses | $3,809,972 | CYOtherExpensesAmt |
| PY Total Expenses | $6,254,795 | PYTotalExpensesAmt |
| CY Total Expenses | $6,916,300 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$255,507 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $474,364 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,315,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,117,758 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,539,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,860,512 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$223,712 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $257,246 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,726,404 | ExpenseAmt |
| Grant | $399,975 | GrantAmt |
| Revenue | $4,439,256 | RevenueAmt |
| Desc | SERVICES TO SUPPORT OLDER ADULTS IN THE METROPOLITAN DETROIT AREA, INCLUDING A DAY PROGRAM FOR MEMORY IMPAIRED CLIENTS AND IN-HOME SUPPORT SERVICES. | Desc |
| Total Program Service Expenses | $4,726,404 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHELLE UPFAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2489674240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 W TEN MILE RD | AddressLine1 |
| City | OAK PARK | City |
| State | MI | State |
| ZIP Code | 48237 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| NANCY SIEGEL HEINRICH | ||||||||
| PRESIDENT | 1.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBIN KAUFMAN TREPECK | ||||||||
| VICE PRESIDENT | 1.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LOWELL SALESIN | ||||||||
| VICE PRESIDENT | 1.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY FLEISCHMAN | ||||||||
| SECRETARY | 1.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELI A SCHERR | ||||||||
| TREASURER | 1.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JASON HIRSCH | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| ELAINE J BERESH | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK BLECHMAN | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD BRODER | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY CHERNOW | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| LEO EISENBERG | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL EIZELMAN | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL GOROSH | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HAROLD | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK HAUSER | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK KOWALSKY | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| HANNAN LIS | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| LEA LUGER | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM NEWMAN | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY SCHWARTZ | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL SMITH | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD TAPPER | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURENCE S TISDALE | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL WEINTRAUB FOGEL | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN GOSS | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| YUDI ROSENZWEIG | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES SCHWARTZ | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| ROCHELLE UPFAL | ||||||||
| CEO | 7.50 | 30.00 | Yes (X) | $0 | $182,714 | $22,726 | ||
| LAWRENCE PETROSKEY | ||||||||
| CFO - PARTIAL YEAR | 7.50 | 30.00 | Yes (X) | $0 | $82,226 | $8,689 | ||
| BARBRA GILES | ||||||||
| ASSOCIATE DIRECTOR | 7.50 | 30.00 | Yes (X) | $0 | $86,964 | $18,458 | ||
| DIANE ACKERMAN | ||||||||
| ASSOC DIR OF RESIDENTIAL COMMUNITIES | 7.50 | 30.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIE KLEPINGER | ||||||||
| CFO - PARTIAL YEAR | 7.50 | 30.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL ROSENBERG | ||||||||
| FORMER DIRECTOR/CONSULTANT | 10.00 | 27.50 | $0 | $139,548 | $7,337 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $491,452 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $57,210 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON MANAGEMENT SPECIALISTS | |||||
| 5801 PEACHTREE DUNWOODY RD | ATLANTA | GA | 30342 | CAFETERIA/FOOD | $2,356,845 |
| SODEXO INC & AFFILIATES | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | FOOD SERVICES | $922,099 |
| G FISHER CONSTRUCTION COMPANY | |||||
| 31313 NORTHWESTERN HWY SUITE 206 | FARMINGTON HILLS | MI | 48334 | CONSTRUCTION | $485,100 |
| KEMP KLEIN LAW FIRM | |||||
| 201 W BIG BEAVER SUITE 206 | TROY | MI | 48084 | LEGAL | $152,981 |
| CAROL ROSENBERG | |||||
| 2270 CHALGROVE | TROY | MI | 48098 | CONSULTING SERVICES | $140,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,504,332 | RelatedOrganizationsAmt |
| All Other Contributions | $1,444,201 | AllOtherContributionsAmt |
| Total Contributions | $2,948,533 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT AND OTHER PROGRAM | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $4,402,569 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,402,569 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,402,569 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2 | TotalRevenueColumnAmt |
| Exclusion | $2 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,873 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,873 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,873 | TotalRevenueColumnAmt |
| Exclusion | $2,873 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $36,687 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,687 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $36,687 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,390,664 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,439,256 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,875 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,975 | TotalAmt |
| Program Services | $399,975 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,123,392 | TotalAmt |
| Program Services | $1,448,638 | ProgramServicesAmt |
| Management And General | $674,754 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,243 | TotalAmt |
| Program Services | $37,470 | ProgramServicesAmt |
| Management And General | $21,773 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,567 | TotalAmt |
| Program Services | $204,765 | ProgramServicesAmt |
| Management And General | $129,802 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,151 | TotalAmt |
| Program Services | $135,986 | ProgramServicesAmt |
| Management And General | $53,165 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,249 | TotalAmt |
| Management And General | $129,249 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,748 | TotalAmt |
| Management And General | $30,748 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,913 | TotalAmt |
| Program Services | $254,062 | ProgramServicesAmt |
| Management And General | $255,851 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,209 | TotalAmt |
| Program Services | $12,993 | ProgramServicesAmt |
| Management And General | $37,216 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,510 | TotalAmt |
| Program Services | $74,944 | ProgramServicesAmt |
| Management And General | $47,566 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,368 | TotalAmt |
| Program Services | $60,763 | ProgramServicesAmt |
| Management And General | $23,605 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,409 | TotalAmt |
| Program Services | $10,319 | ProgramServicesAmt |
| Management And General | $91,090 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,086 | TotalAmt |
| Program Services | $18,169 | ProgramServicesAmt |
| Management And General | $2,917 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,133 | TotalAmt |
| Program Services | $19,533 | ProgramServicesAmt |
| Management And General | $8,600 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $1,956,504 | $1,956,504 | |
| SETTLEMENT LIABILITY | $600,000 | $600,000 | |
| REPAIRS | $114,796 | $85,823 | $28,973 |
| ACTIVITIES | $63,873 | $9,286 | $54,587 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,826 | TotalAmt |
| Program Services | -$2,826 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,916,300 | TotalAmt |
| Program Services | $4,726,404 | ProgramServicesAmt |
| Management And General | $2,189,896 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,120 | BOYAmt |
| EOY | $86,520 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,879 | BOYAmt |
| EOY | $1,622,972 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,863 | BOYAmt |
| EOY | $17,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $524,147 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $440,771 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,441 | BOYAmt |
| EOY | $83,376 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,655 | BOYAmt |
| EOY | $241,836 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,500 | BOYAmt |
| EOY | $65,697 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,458 | BOYAmt |
| EOY | $2,117,758 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,501,328 | BOYAmt |
| EOY | $1,224,745 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,328 | BOYAmt |
| EOY | $2,542 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,514 | BOYAmt |
| EOY | $633,225 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,539,170 | BOYAmt |
| EOY | $1,860,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$442,415 | BOYAmt |
| EOY | $23,457 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,951 | BOYAmt |
| EOY | $25,037 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,752 | BOYAmt |
| EOY | $208,752 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$223,712 | BOYAmt |
| EOY | $257,246 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,458 | BOYAmt |
| EOY | $2,117,758 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $474,364 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,594 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,696,226 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,208,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,091,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,359,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,948,533 | CurrentTaxYearAmt |
| Total | $11,304,746 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,559,061 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,660,813 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,172,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,622,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,962,129 | CurrentTaxYearAmt |
| Total | $15,977,628 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,459 | CurrentTaxYearMinus4YearsAmt |
| Total | $63,459 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,318,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,869,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,264,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,982,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,910,662 | CurrentTaxYearAmt |
| Total | $27,345,833 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $27,345,833 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2 | CurrentTaxYearAmt |
| Total | $30,062 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2 | CurrentTaxYearAmt |
| Total | $30,062 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,152 | CurrentTaxYearMinus4YearsAmt |
| Total | $2,152 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,321,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,869,807 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,282,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,993,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,910,664 | CurrentTaxYearAmt |
| Total | $27,378,047 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99880 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99650 | PublicSupportPY509Pct |
| Investment Income CY | 0.00110 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00150 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $425,989 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,165 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,428 | OtherExpendituresAmt |
| End Year Balance | $431,726 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $405,102 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $32,123 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,236 | OtherExpendituresAmt |
| End Year Balance | $425,989 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $416,068 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$10,966 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $405,102 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $198,064 | BeginningYearBalanceAmt |
| Contributions | $218,003 | ContributionsAmt |
| Investment Earnings Or Losses | $1 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $416,068 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $184,892 | ContributionsAmt |
| Investment Earnings Or Losses | $25,700 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,528 | OtherExpendituresAmt |
| End Year Balance | $198,064 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $524,147 | OtherCostOrOtherBasisAmt |
| Depreciation | $440,771 | DepreciationAmt |
| Book Value | $83,376 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $83,376 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST IN ENDOWMENT FUNDS | $222,974 | F |
| INVESTMENTS HELD BY UNITED JEWISH FOUNDATION | $18,862 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $241,836 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $33,225 |
| SETTLEMENT LIABILITY | $600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $633,225 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS OF THE METROPOLITAN DETROIT JEWISH COMMUNITY. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF MAY 31, 2014 AND 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO 2011. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JSL FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 WEST TEN MILE ROAD | AddressLine1 |
| City | OAK PARK | City |
| State | MI | State |
| ZIP Code | 48237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 382693397 | RecipientEIN |
| IRC Section | 501 (C)(3) | IRCSectionDesc |
| Cash Grant | $399,975 | CashGrantAmt |
| Purpose Of Grant | SUPPORT THE PURPOSE OF THE FOUNDATION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROCHELLE UPFAL | ||||||||||||||
| CEO | $0 | $182,714 | $0 | $0 | $0 | $0 | $0 | $7,309 | $0 | $15,417 | $0 | $205,440 | $0 | $0 |
| CAROL ROSENBERG | ||||||||||||||
| FORMER DIRECTOR/CONSULTANT | $0 | $139,548 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,337 | $0 | $146,885 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | NANCY SIEGEL HEINRICH AND MICHAEL EIZELMAN, 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 RETURN WAS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12 | DUE TO TURNOVER IN THE CFO POSITION, CONFLICT OF INTEREST STATEMENTS WERE NOT GIVEN TO THE BOARD OF DIRECTORS DURING THE PERIOD COVERED BY THIS 990. GOING FORWARD, CONFLICT OF INTEREST STATEMENTS WILL BE GIVEN TO ALL BOARD MEMBERS ANNUALLY. HOWEVER, HUD FORM 2530, PREVIOUS PARTICIPATION CERTIFICATION, WAS COMPLETED BY ALL BOARD MEMBERS. THIS FORM IS COMPLETED ANNUALLY AND REQUIRES ALL BOARD MEMBERS TO DISCLOSE ANY BENEFIT DERIVED FROM ANY HUD PROPERTIES IN WHICH THE BOARD MEMBER PARTICIPATES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE CEO WAS DETERMINED BY A PERSONNEL COMMITTEE OF A RELATED ORGANIZATION. THE COMMITTEE REVIEWED MULTIPLE COMPARATIVE COMPENSATION SURVEYS OF SIMILARLY SIZED NONPROFIT ORGANIZATIONS IN THE INDUSTRY TO DETERMINE COMPENSATION RECOMMENDATIONS TO MAKE TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE CEO'S COMPENSATION. THIS PROCESS WAS LAST CONDUCTED IN NOVEMBER 2009. 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 XII, LINE 2C: | THE AUDIT PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRENTIS I JSL DEVELOPER LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 WEST TEN MILE ROAD | AddressLine1 |
| City | OAK PARK | City |
| State | MI | State |
| ZIP Code | 48237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOUSING DEVELOPER | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Total Income | $1,400,000 | TotalIncomeAmt |
| End Of Year Assets | $1,000,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME SERVICES INC | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (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 | Yes (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 | Yes (1) | |
| JAS NON-PROFIT CORPORATION VI | |||||||||||
| 15000 WEST TEN MILE ROAD | OAK PARK | MI | 48237 | 383487987 | SENIOR APARTMENT RENTAL | MI | 501(C)(3) | LINE 9 | JEWISH SENIOR LIFE OF METRO DETROIT | Yes (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 | 0 | N/A | |
| JEWISH HOME & AGING SERVICES | |||||||||||
| 15000 WEST TEN MILE ROAD | OAK PARK | MI | 48237 | 381358398 | HOME FOR THE AGED | MI | 501(C)(3) | LINE 3 | JEWISH SENIOR LIFE OF METRO DETROIT | Yes (1) | |
| JSL FOUNDATION | |||||||||||
| 15000 WEST TEN MILE ROAD | OAK PARK | MI | 48237 | 382693397 | SUPPORT JEWISH SENIOR LIFE OF METRO DETROIT | MI | 501(C)(3) | LINE 7 | JEWISH SENIOR LIFE OF METRO DETROIT | Yes (1) | |
| 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 | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRENTIS I JSL LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15000 WEST TEN MILE ROAD | AddressLine1 |
| City | OAK PARK | City |
| State | MI | State |
| ZIP Code | 48237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611675242 | EIN |
| Primary Activities | LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRENTIS I JSL LDHA GENERAL PARTNER LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $5,183 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $137,105 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.00010 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COMPREHENSIVE AGING SERVICES | ||||||||||||
| 15000 WEST TEN MILE RD | OAK PARK | MI | 48237 | 382693404 | TO SUPPORT JEWISH HOME SERVICES, INC. | MI | JEWISH HOME SERVICES INC | C | $25 | $7,445 | 1.00000 | 0 |
| PRENTIS I JSL LDHA GENERAL PARTNER LLC | ||||||||||||
| 15000 WEST TEN MILE RD | OAK PARK | MI | 48237 | 454434254 | LOW INCOME HOUSING | MI | JEWISH HOME SERVICES INC | C | $518,324 | $13,710,547 | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JEWISH APARTMENTS & SERVICES INC | ||
| P | $2,905,281 | ACTUAL COSTS INCURRED |
| JEWISH APARTMENTS & SERVICES INC | ||
| L | $164,460 | ACTUAL COSTS INCURRED |
| JAS NON-PROFIT CORPORATION VI | ||
| L | $388,986 | ACTUAL COSTS INCURRED |
| JFA NON-PROFIT HOUSING CORPORATION | ||
| L | $245,884 | ACTUAL COSTS INCURRED |
| JSL FOUNDATION | ||
| C | $1,504,332 | CASH AMOUNT |
| JEWISH HOME AND AGING SERVICES | ||
| L | $286,787 | ACTUAL COSTS INCURRED |
| JEWISH FEDERATION APARTMENTS PH IV INC | ||
| L | $72,000 | ACTUAL COSTS INCURRED |
| JSL FOUNDATION | ||
| B | $399,975 | ACTUAL COSTS INCURRED |
| JEWISH APARTMENTS & SERVICES INC | ||
| M | $115,820 | ACTUAL COSTS INCURRED |
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