2014-08-07T15:21:19-05:00 2013-12-31 232932984 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2013-01-01 226083380 THE JEWISH HOME AND HEALTHCARE CENTER INC JEWI 7328732000 380 DEMOTT LANE SOMERSET NJ 08873 ROBERT BARRY CFO 9082201925 2014-08-07 1 JULIUS GREEN CPA P00350393 2159720701 2013 2015-11-30 17:44:51Z SUSAN HARRIS 380 DEMOTT LANE SOMERSET NJ 08873 1215528 0 X WWW.WILFCAMPUS.ORG X 1975 NJ PROVIDING SKILLED NURSING CARE TO THE ELDERLY. 43 37 0 52 0 0 54204 54162 1087668 1161137 144325 229 36960 0 1323157 1215528 2135861 1142695 0 0 20238 49054 0 0 0 646865 643462 2802964 1835211 -1479807 -619683 3971804 3339088 15970 2937 3955834 3336151 X THE JEWISH HOME AND HEALTHCARE CENTER (THE "HOME") WAS FORMED TO PROVIDE SKILLED NURSING CARE TO THE ELDERLY IN NEW JERSEY. THE HOME OPERATED A 255 BED SKILLED NURSING FACILITY FROM ITS INCEPTION THROUGH FEBRUARY 2007. DUE TO SIGNIFICANT, CONTINUING OPERATING LOSSES, IN MARCH 2007 THE HOME ENTERED INTO AN AGREEMENT WITH REGENCY HERITAGE AND NURSING REHABILITATION CENTER, LLC ("REGENCY"), AN UNRELATED, FOR-PROFIT ENTITY, WHEREBY REGENCY WILL OPERATE THE NURSING FACILITY AS A TURNKEY OPERATION FOR A MINIMUM PERIOD OF TWENTY YEARS. 0 0 1628368 1142695 1161299 SINCE 1976, THE HOME HAS RUN A NONPROFIT SKILLED NURSING FACILITY THAT PROVIDES LONG-TERM AND SUB-ACUTE CARE. THE LONG-TERM CARE FACILITY IS OWNED BY THE HOME AND IS LOCATED ON THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING IN SOMERSET, NJ. BEGINNING IN 2004, THE HOME BEGAN TO EXPERIENCE ECONOMIC DIFFICULTIES. IN FEBRUARY 2007, THE HOME ENTERED INTO A LEASE WITH REGENCY HERITAGE NURSING AND REHABILITATION CENTER, IN. ("REGENCY"), AN UNRELATED FOR-PROFIT ENTITY, UNDER WHICH REGENCY BEGAN MANAGING AND OPERATING THE LONG-TERM CARE FACILITY. REGENCY IS CURRENTLY OPERATING THE NURSING FACILITY AND IS CONTINUING THE HOME'S CHARITABLE MISSION OF SERVING THE ELDERLY JEWISH COMMUNITY IN THE AREA OF SOMERSET, NJ. THE HOME USES THE PAYMENTS IT RECEIVES FROM THE LEASE AGREEMENT WITH REGENCY DISCUSSED ABOVE TO MAKE GRANTS TO CODE SECTION 501(C)(3) CHARITABLE ORGANIZATIONS THAT SERVE THE ELDERLY JEWISH COMMUNITY IN THE AREA OF SOMERSET, NJ. THE HOME HAS AND PLANS TO CONTINUE TO MAKE GRANTS TO THE FOUNDATION OF THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING IN SOMERSET, NJ, A CODE SECTION 501(C)(3) ORGANIZATION. THE HOME GENERALLY MAKES A GRANT TO THE FOUNDATION OF THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING OF ANY EXCESS AMOUNTS RECEIVED FROM THE LEASE AGREEMENT WITH REGENCY. THE HOME HAS MADE AND MAY MAKE ADDITIONAL GRANTS TO OTHER 501(C)(3) ORGANIZATIONS THAT PROVIDE PROGRAMS AND SUPPORT FOR ELDERS IN THE SOMERSET, NJ AREA THAT RESPECT JEWISH TRADITIONS AND VALUES. 1628368 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 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 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 43 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X SUSAN HARRIS CEO 7325681155 380 DEMOTT LANE SOMERSET NJ 08873 MONTE BLOCK PRESIDENT 2.00 2.00 X X 0 0 0 DAVID WORMSER VICE PRESIDENT 2.00 6.00 X X 0 0 0 MARTIN ALLEN VICE PRESIDENT 2.00 2.00 X X 0 0 0 JOAN LITT SECRETARY 2.00 4.00 X X 0 0 0 IVAN GREENSTEIN TREASURER 2.00 12.00 X X 0 0 0 ANNA SIMMONS EXECUTIVE DIRECTOR 2.00 4.00 X X 0 133159 10545 BRUCE BIRNBERG EXECUTIVE DIRECTOR 2.00 42.00 X X 0 123871 14351 OLGA MICCIO EXECUTIVE DIRECTOR 2.00 42.00 X X 0 87486 9640 KAREN ALEXANDER EXECUTIVE DIRECTOR 2.00 2.00 X X 0 0 0 TOBY EHRLICH MARKETING DIRECTOR 2.00 2.00 X 0 0 0 RABBI BRYAN KINZBRUNNER CAMPUS CHAPLAIN 2.00 2.00 X 0 0 0 WILLIAM DAVIDSON TRUSTEE 2.00 4.00 X 0 0 0 LORI FRANZON TRUSTEE 2.00 4.00 X 0 0 0 STEVEN FUERST TRUSTEE 2.00 6.00 X 0 0 0 RUTH ANN GERR TRUSTEE 2.00 2.00 X 0 0 0 SUSAN GREENSTEIN TRUSTEE 2.00 6.00 X 0 0 0 SUSAN HARRIS CEO 2.00 50.00 X X 0 170820 18538 ROBERT BARRY CFO 2.00 50.00 X X 0 72090 0 RINA RICHARD CAO 2.00 50.00 X X 0 80558 1307 EDWARD GUTTENPLAN TRUSTEE 2.00 4.00 X 0 0 0 JOEL JACOBSON TRUSTEE 2.00 4.00 X 0 0 0 MICHAEL KAUFMAN TRUSTEE 2.00 2.00 X 0 0 0 DAVID KOPLOWITZ TRUSTEE 2.00 4.00 X 0 0 0 HOWARD KORANSKY TRUSTEE 2.00 4.00 X 0 0 0 RENEE KRUL TRUSTEE 2.00 4.00 X 0 0 0 EDWIN LEAVITT-GRUBERGER TRUSTEE 2.00 2.00 X 0 0 0 LEE LIVINGSTON TRUSTEE 2.00 4.00 X 0 0 0 DIANE MANDEL TRUSTEE 2.00 4.00 X 0 0 0 PAULA MASCIULLI TRUSTEE 2.00 2.00 X 0 0 0 KENNETH MESKIN TRUSTEE 2.00 4.00 X 0 0 0 KALMAN MILLER TRUSTEE 2.00 4.00 X 0 0 0 MARGARET MOMBERT TRUSTEE 2.00 6.00 X 0 0 0 ELAINE RAND FROMKIN TRUSTEE 2.00 4.00 X 0 0 0 ADRIENNE ROGOVE TRUSTEE 2.00 6.00 X 0 0 0 GAIL SHAPIRO-SCOTT TRUSTEE 2.00 6.00 X 0 0 0 JEFFRIES SHEIN TRUSTEE 2.00 4.00 X 0 0 0 GERALD STAFFIN TRUSTEE 2.00 4.00 X 0 0 0 ARTHUR STEINBERG TRUSTEE 2.00 2.00 X 0 0 0 STEVEN TABAK TRUSTEE 2.00 2.00 X 0 0 0 ROY TANZMAN TRUSTEE 2.00 4.00 X 0 0 0 PHOEBE WOFCHUCK TRUSTEE 2.00 4.00 X 0 0 0 BERT WOLF TRUSTEE 2.00 4.00 X 0 0 0 RABBI ELIEZER ZAKLIKOVSKY TRUSTEE 2.00 2.00 X 0 0 0 0 667984 54381 0 0 1 0 0 54000 162 54162 RENTAL INCOME 531110 1161137 1161137 1161137 229 229 1215528 1161137 0 229 1142695 1142695 49054 49054 16333 16333 96353 96353 5880 5880 47 47 9324 9324 3390 3390 5031 5031 24 24 93 93 485673 485673 19169 19169 CORPORATE BUSINESS TAX 1560 1560 DUES AND SUBSCRIPTIONS 85 85 500 500 1835211 1628368 206843 0 15879 51512 892498 864668 68081 8829 12715606 10463527 2737752 2252079 257594 162000 3971804 3339088 7678 2050 8292 887 15970 2937 X 3798022 3178339 157812 157812 3955834 3336151 3971804 3339088 -619683 0 X 0 1 X 1 0 X 2661 8587 2816 204 54162 68430 1180904 1179904 1180773 1087668 1161137 5790386 1183565 1188491 1183589 1087872 1215299 5858816 0 0 0 5858816 637 771 647 315 229 2599 637 771 647 315 229 2599 142437 54045 54534 269429 520445 1326639 1243307 1238770 1357616 1215528 6381860 0.91800 0.90370 0.00040 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 135819 135819 12579787 10463527 2116260 2252079 DUE TO AFFILIATE 887 887 X 1215528 0 1215528 0 1215528 1835211 0 1835211 0 1835211 PART X, LINE 2: THE ORGANIZATION WAS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. HOWEVER, THE TAX EXEMPT STATUS OF THE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE WAS AUTOMATICALLY REVOKED UNDER SECTION 6033(J)(1) OF THE INTERNAL REVENUE CODE DUE TO THE ORGANIZATION'S INABILITY, BASED UPON A VARIETY OF FACTORS, TO TIMELY FILE ITS ANNUAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THREE CONSECUTIVE YEARS. THE ORGANIZATION HAS FILED AN APPLICATION FOR RETROACTIVE REINSTATEMENT OF ITS EXEMPT STATUS IN ACCORDANCE WITH CODE SECTION 6033(J)(1). SUBSEQUENT TO DECEMBER 31, 2013 THE APPLICATION WAS ACCEPTED AND THE ORGANIZATION'S EXEMPT STATUS WAS REINSTATED. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2013. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION HAS NO OPEN YEARS PRIOR TO DECEMBER 31, 2010. 0 FOUNDATION OF THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING INC 350 DEMOTT LANE SOMERSET NJ 08873 222884959 501(C)3 1142695 SUPPORT FOR HEALTH CARE SERVICES AND HOUSING 0 0 0 0 0 0 0 0 0 SUSAN HARRIS CEO 0 170820 0 0 0 0 0 13 0 18525 0 189358 0 0 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 BRINGS ANY CONFLICTS TO THE EXECUTIVE COMMITTEE FOR CONSIDERATION. ALL DISCLOSED CONFLICTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND A DETERMINATION IS MADE AT THAT LEVEL AS TO THE POTENTIAL SIGNIFICANCE OF THE CONFLICT AND IF NECESSARY WILL MAKE THE DECISION OF HOW TO NEGATE THAT CONFLICT. 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 2013 FOR COMPENSATION ADJUSTMENTS EFFECTIVE ON JAN 1, 2014. 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 TO THE ORGANIZATION'S ADDRESS. 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 N/A 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 N/A 0 THE MARTIN & EDITH STEIN ASSISTED LIVING RESIDENCE INC 350 DEMOTT LANE SOMERSET NJ 08873 223700189 ELDERLY CARE NJ 501(C)(3) LINE 9 N/A 0 THE MARTIN & EDITH STEIN HOSPICE 49 VERONICA AVENUE SOMERSET NJ 08873 202277539 HOSPICE NJ 501(C)(3) LINE 7 N/A 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 N/A 0 WILF TRANSPORT INC 350 DEMOTT LANE SOMERSET NJ 08873 452485684 TRANSPORTATION NJ 501(C)(3) LINE 9 N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1